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

To: polarisnh who wrote (3757)	7/11/2014 11:47:50 AM
From: E_K_S	Respond to of 4721

Hi Steve - Re: SLW For me, I would like a larger Cap resource stock that has exposure in all metals (Gold, Silver, Copper) and even iron ore. The SLW business model does not have years/decades to see if it works but you do get diversification over owning a specific Jr. miner. My thought was to look at large Cap resource companies like FCX and/or AAUKY which are much larger companies that have been in business decades. I have not dissected the SLW balance sheet so I am not sure how they book their royalty/sharing agreements and what liabilities they have for both gains and losses. I prefer to hold/own the actual asset(s) (ie operating mines) since some of those contracts may/could be hard to enforce being located in foreign countries where any litigation could/may be difficult and expensive. EKS