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 : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: Haim R. Branisteanu who wrote (71497)12/7/2009 8:38:17 AM
From: carranza2  Read Replies (1) | Respond to of 74559
 
Haim, if you were looking for a strong currency in which to park your money as the USD weakens or stalls, which one would you pick?



To: Haim R. Branisteanu who wrote (71497)12/7/2009 2:15:56 PM
From: marcos1 Recommendation  Read Replies (1) | Respond to of 74559
 
Gold, guns, and gods, Haim - that's just the way it is, they're catching on - hamptonroads.com

Kidding ... yeah i don't do a lot of physical gold, have quite a bit more silver by value, still a small fraction of net worth and not for trading either ... mostly do resource stocks, four basic classes - precious metals, base metals, oil and gas, other [rare earths, potash, etc] ... top positions today -

mmg - zinc project with hefty silver kicker, in process of a poorly understood merger deal right now, sold off hard this morning, possibly due to somebody's margin call, was already good opportunity nearer 1.00 imho

ktn.v - pure exploration and development, aiming mostly PMs but pulling lots of BMs in core with mexican drilling, top management with a well-thought business plan, six projects on the go, several spending OPM which they like to do

dmm.to/try.to - both run by aussies, both with new mines down south, both undervalued and still both sold off hard this morning [but that's normal considering gold action, they will bounce nice too when the time comes]

amz.v - elmat was supposed to look at this, i figured who better than our token brasileño ... his country imports most all its potash, without which agriculture is near impossible there, much of it comes from Saskatchewan ... so here is a bras/brit outfit listed on the venture who have a massive resource of 10% K rock right beside the end users, working on an economic and appropriate soil amendment for the area, it's part resources and part tech i guess you could say, looks to me like pretty good chances and a takeover target

... then a raft of smaller positions/companies ... example gqc.v, toiling-geo business model plugging away in Dominicana Republic for years now, hasn't financed for ages so no warrants out, big support from major holder Gold Fields, due for a financing/promo cycle ere long [juniors are all about financing, you don't need to know anything about rocks, or need ever have seen one]