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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (46105)	3/20/2012 12:14:50 AM
From: Spekulatius	Read Replies (3) of 78666

re NEM (53$), ABX ( 43.6$) - these gold producers start to look like decent value with strong balance sheets and PE's less than 10x. Any preferences regards either ABX or NEM? I think NEM has a better LT track record but it seems like ABX is slightly lower production cost/oz. (ABX ~500$/oz, NEM, 560$/oz). I am thinking of starting a first round of buys at current prices or a bit below. I think they may also serve as a portfolio hedge, and while gold will not respond if I fondle it, these stocks pay dividends. Thoughts welcome....

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