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

To: Spekulatius who wrote (47595)

4/24/2012 4:07:11 PM

From: Sergio H

2 Recommendations Respond to of 78476

re IR - you would not have missed IR, if you had just watched this board.>

I have been watching this board and I posted a link crediting EKS as well as crediting the Alpha content when I decided to buy IR in January. Since then, I haven't seen a post mentioning IR other than mine.

There's also been some stuff on this board that is not good and I've shared my opinion on that side of the coin as well, despite sometimes being ignored.

This is an above avg. board and I think the best on S.I. despite some frustrating concepts shared here that break value rules such as a preference for buying at lows without merit and trusting what was will always be even when what was is no longer.

To: Spekulatius who wrote (47595)	4/24/2012 9:12:04 PM
From: Jack O B	1 Recommendation Read Replies (1) \| Respond to of 78476

What do you think of gold producers now? I did not see where a second round should be started and only have one so far. If you have more new opinion thank you. This was your message. re NEM (53$), ABX ( 43.6$) - these gold producers start to look like decent value with strong balance sheets and PE's less than 10x. Any preferences regards either ABX or NEM? I think NEM has a better LT track record but it seems like ABX is slightly lower production cost/oz. (ABX ~500$/oz, NEM, 560$/oz). I am thinking of starting a first round of buys at current prices or a bit below. I think they may also serve as a portfolio hedge, and while gold will not respond if I fondle it, these stocks pay dividends.