Al, touche!................
>>> In the mining sector, stocks such as Harmony Gold (HMY), Newmont Mining (NEM), Glamis Gold (GLG), Durban Roodepoort (DROOY), Pan American Silver (PAAS), Apex Silver (SIL), and Coeur d’Alene (CDE) should be part of a portfolio<<<
Both Harmony and Durban, amongst others, have had big smacks and I believe there's more to come. However, if one follows Marc Faber's advice then now must be a good time to buy.
For what it's worth, I'm reading his book, "Future Gold", at the moment and I have to say I don't agree with quite a lot of that also.
Oh, to find the guru who is never wrong! |