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


To: Bocor who wrote (46770)2/28/2012 10:10:48 AM
From: E_K_S  Read Replies (3) | Respond to of 78508
 
Hi Bocor -

AngloGold Ashanti Ltd. Common S (NYSE: AU)
EXCO Resources, Inc. Exco Resou (NYSE: XCO)

I decided to move some of my Gold holdings into NG with the expectations that the NG commodity will hold its value better than gold in the next 3-5 years. Therefore I sold 25% of my AU and moved the proceeds into XCO. The kicker for me is that both pay a similar dividend for holding the shares. When you compare the 5 year chart, XCO shares are 50% undervalued compared to AU shares.



Still own quite of bit of gold and other natural resources in BHP, AU, AAUK, AGPPY & VALE. My goal is to maintain my purchasing power diversifying into undervalued commodities, Receiving a dividend is nice too.

EKS