Howard, I'll take a look at cobequid.
What is special about palladium/platinum? Production is less than demand. So far, stocks, especially from Russian, have been available to make up the difference, but, IMHO, the Russkies have sold just about all they can sell in size. Actually, palladium already reflects reality, but platinum doesn't. Meanwhile, Implats, the top producer, is cheap, though I did recently take profits on 1/3 of my holdings. They also pay a great dividend yield. Unfortunately, the stock trades by appointment only. <G> The best local play, Stillwater, is way overpriced. I bought it much lower but sold it. Still love the co., but the stock has zoomed too high. I don't like nosebleeds. <G>
MB |
