December 2012
December 27, 2012 –
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RELATED TICKERS: SAND
, PVG
, COLUF
Let me get you started with Part 1 here, which contains picks 10 through 6. [more]
December 19, 2012 –
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RELATED TICKERS: GLD
Nothing to see here, Fools! Nothing at all is out of the ordinary nor defying logic. [more]
December 17, 2012 –
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RELATED TICKERS: AG
In response to First Majestic Silver's announcement of a friendly, predominently share-based transaction for Orko Silver valued at $393 million, Mr. market saw fit to slice $270 million from First Majestic's market capitalization today. That laughable response opened a window of opportunity for those investors who truly understand the value of this deal. To the hedge-fund hot-shots out there who don't believe that First Majestic can unlock value from this asset, prepare to be humbled by Ramon Davila and his non-expat army of highly trained personnel. [more]
December 12, 2012 –
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RELATED TICKERS: MCP
Say what you will of Molycorp, but there's never a dull moment. :) [more]
December 07, 2012 –
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RELATED TICKERS: VALE
, BHP
, RIO
Reminds me of the famous Mark Twain quote: [more]
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