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Strategies & Market Trends : Graham/Klarman Value Investing

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From: paulelgin2/26/2013 9:03:32 AM
   of 27
 
Gold Miners:

I feel that many gold miners offer value as presently priced. Barrick Gold (ABX), Newmont Mining (NEM), AngloGold Ashanti (AU), Gold Fields (GFI), Kinross Gold (KGC), IamGold (IAG), and Goldcorp (GG) are all recent buys.

These stocks are viewed by some (Hussman, Allmon, Ron Paul) to serve as insurance against inflation.

-Paul Elgin
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