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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (78986)1/23/2026 4:41:21 PM
From: Paul Senior  Read Replies (2) of 79024
 
Talking about gold on a value thread OT? Ok. I will follow you with a small starting buy of OR.

I can't see a reason why gold will go down in value. I can see an elevated price and maybe there's no further rise, but I don't see why the price of gold might move substantially lower. It might; but in our current geopolitical environment I don't see it.

Gold mining companies though, that I can see where some might be losers: A country risk and the mining company only operating in that country; a major mine and a mining catastrophe with it; mining company focused on several minerals, not just gold; mining company with too much debt; mining company running low on its resource.
OR Royalties looks like it is diversified, and I like that i it has low debt to equity. Apparently they have recently bought back shares.
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