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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (41920)	3/23/2011 2:53:07 PM
From: JakeStraw	Read Replies (4) \| Respond to of 78704

Two small gold miners I like are RIC & BRD.

To: E_K_S who wrote (41920)	3/23/2011 5:42:34 PM
From: Madharry	Read Replies (2) \| Respond to of 78704

my favorite names in the space continue to be aab.to and a fund cmp-un.to. the stocks i added to in the last couple of weeks were aab.to and px.v which i have written about lots but its far yet from being a producer.aab.to has a gold royalty coming and the last number that comes to mind was that they were about 34% in gold miners. i do happen to own a chinese gold stock which is mgh but its not a big play. i also kept a reduced stake in detour gold which again is not producing yet but from the numbers i looked at years ago was going to be very profitable at $700 an ounce of gold. if it works out it could well be a multibagger from here and paulson has a big stake in it. after my apex silver fiasco i was determined not to keep too much of my portfolio in a single mine company and that is what detour gold is. i should mention that far and away my largest positions mining positions are slw and axu, but i cant say anymore that they belong in a value thread discussion.