Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: Taikun who wrote (31654)	10/18/2004 12:02:26 AM
From: Claude Cormier	Respond to of 39344

On the financial side, this team looks to have the experience. But this doesn't mean they are good at picking the good mining deals. Wheaton was an easy one. There smaller but more recent picks (Adobe, Fortress..) are not doing as well so far. I certainly do not like the heavy NAV discount. But as you say, one can trust management. I do with most company I invest with. But sometimes, I can't because I do not know them enough. So I trust the balance sheet and exploration results.