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

To: Spekulatius who wrote (44419)9/20/2011 10:12:53 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78687
 
Since you are my favorite person to shoot down the stock ideas ;), do you want to give an opinion about AAZ.L (AGXKF)? This is London listed junior gold miner that I have bought a position in.



To: Spekulatius who wrote (44419)9/20/2011 11:39:48 PM
From: NikhilJog  Respond to of 78687
 
probably....or you can short both of them, unless you are picking super specific names....

If miners increase their capex now, they are screwed, assuming gold goes down...so have to pick the smart ones, but you are right, there are few names there with good balance sheets..


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