SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The Woodshed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: nspolar who wrote (17868)12/7/2004 2:00:49 PM
From: gold$10k  Read Replies (2) of 60927
 
Hi ns,

IMO, XAU/HUI has already discounted POG @ $435, but that doesn't mean the gold stocks can't go lower if and when the POG actually drops to that level. Many reasonable quality juniors are seriously undervalued here and will continue to be available at fire sale prices until tax-loss selling abates. That is my area of interest and I am comfortable with my current metal shares allocation of 46%.

BTW, for those interested in the metals themselves, CEF is now selling at a discount to NAV.

cefa.com

Regards,

vt
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News