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XMFSinchiruna (26.77)

December 2011



The Top 10 Gold Stocks for 2012

December 30, 2011 – Comments (1)

Part 1 features the first 5 picks. Stay tuned for the other 5 likely out tomorrow.




Fortuna Mine Visit, Part 1

December 28, 2011 – Comments (4) | RELATED TICKERS: FSM

In part because I've been busily updating my analysis of scores of miners in preparation for my imminent lists of my Top 10 picks for gold and silver (listed separately this time), this discussion of my recent visit to Fortuna's new San Jose mine near Oaxaca was overdue.  [more]



Learn to Strike Where Golden Achievements Fall on Deaf Ears

December 16, 2011 – Comments (29) | RELATED TICKERS: BRD.DL , CDYCF

In some respects an obvious proposition, but nonetheless worthwhile to keep in mind when scouring through a battered sector for the standout bargains with low (long-term) downside risk.  [more]



Taking Stock of Gold

December 15, 2011 – Comments (13)

Jim Sinclair offered his typically well-formulated perspective on gold's current status during his latest interview with King World News:  [more]



Why I'm Addicted to Cardero Resource

December 13, 2011 – Comments (18) | RELATED TICKERS: CDYCF

I have a problem that I have no intention of fixing. I believe it's a benign addiction, but no matter how many shares of Cardero Resource I amass, my desire to acquire more is never sated. It has rapidly grown into my third-largest equity position, and I'm not sure I have the will power to stop myself from continuing to build my stake so long as the stock remains at these unseemly valuations. Even when I set out to raise my cash allocation within my portfolio as I did recently, I find myself returning to the trough for more shares. The fact that this is primarily a met coal play rather than a precious metals play may picque the interest of my readers, though it is very much in keeping with my ceaseless reminders to members of this community not to underestimate the bullish long-term potential of the met coal market. One of my junior met coal plays has already paid of quite nicely, with a quick 40% return on my Grande Cache stake after the company was taken out last month. But I believe that is child's play compared to the potential upside from Cardero Resource.  [more]



Fortuna's Growing Fortune

December 10, 2011 – Comments (20)

In case you were wondering why I was a little quiet over the past week, particularly during a week that was not lacking noteworthy developments for the sector, it's because I was down in Oaxaca Mexico touring Fortuna Silver Mines' new San Jose silver/gold mine. I have so much to relate to you all from the experience, and will aim to publish my report(s) next week, but in the meantime I wanted to encourage you to spend some time familiarizing yourselves with the company's story.  [more]



How to Keep Your Financial Head Above Water

December 02, 2011 – Comments (24) | RELATED TICKERS: AUQ.DL , PPP , SLW

Here's my take on this week's frenzy of monumental macroeconomic developments:  [more]

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