SI
SI
discoversearch

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.
Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: Real Man who wrote (24983)11/29/2009 12:10:25 PM
From: Box-By-The-Riviera™3 Recommendations  Read Replies (1) | Respond to of 71407
 
say again?

you take the mining complex as a whole and look at stock prices at their peaks in 2008 when costs of production were far far higher and gold was averging in the USD700/oz... and look at them today, and you see them in some cases still 40% or more below those 2008 highs, with operating costs far more friendly, and average gold prices now 30-40% higher. all things considered, and the dividends many of them pay, they are the value stocks of value stocks both intrinsically and on a comparative basis to virtually the rest of the market....and that doesn't include discounting various political and economic scenerios playing out in the future.

i like my approach a tiny bit better, if i had to choose today, between yours and mine.

thanks for the clarifications.



To: Real Man who wrote (24983)11/29/2009 8:02:49 PM
From: carranza2  Respond to of 71407
 



To: Real Man who wrote (24983)11/29/2009 8:03:04 PM
From: carranza2  Read Replies (1) | Respond to of 71407
 
An interesting chart. Industrial production in recessions/recoveries show incrementally deeper losses as we go forward in time.

1.bp.blogspot.com