Pan American Silver Corp. (USA) (PAAS)

Telechart Pick

Silver will be going up in the future.

Upthumb. Negative free cash flow. Very large cap-ex (59%). Very high sales growth. Lots of cash-on-hand. no debt.

Silver is the next big thing after gold hits its highs. This will perform well if inflation takes off.

This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.

The only thing that is likely to beat Gold is Silver. Both will benefit from devaluing currencies.

Some dude told me about this one. Just a guess.

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

China is starting to need more silver driving up the demand and PAAS continues to drive down operating costs

Loading up on gold and silver.

I have been adding some gold as the spot price nears $1000 and now even though I have missed the run up, I feel I must get some silver too.

This will be a controversial pick here, so please don't be alarmed that I'm red thumbing this security. I actually believe that this company is amazing, but at the current price, it's over bought.

Financials are about to normalize, and big time. Since we're at the end of a dead cat bounce investors are fleeing to precious metals and bonds to hedge against a sudden downturn. (panic buying)

But silver is an industrial metal as well as a precious metal... By mid summer, when the DJIA tanks to where it should be (4k range or lower) the price of silver will hit around $10-$12 instead of its current $14+ price. Think about it... With upcoming 10% unemployment, commercial real estate bubble, and increased credit card defaults who's going to buy new iPhones, jewelery, computers, ect? Will the investment crowd buy enough silver to keep it at it's current high? I don't think so. Physical demand for silver bullion has never been higher, and it's still priced lower than it was in mid 2008.

We're just going to have a repeat of the last crash. There's going to be a huge buy up of silver due to market anxiety, then the market will tank, industrial demand for silver will wane, silver will consequently lose value and will be dumped into the market, and then the fear of inflation will bring silver back to life. Ergo, this security will decrease in price.

Mid summer will probably be the last chance to get your hands on some precious metals cheaply, before 1. The U.S. Government Treasuries lose their AAA+ status, 2. inflation takes over, and 3. precious metals become illegal to own.

In the long run though, I'm totally bullish on this company.

$0.02

better than expected silver and gold yields announced, plays in a sector that will see valuations grow as inflation worries increase in the latter part of the year.

precious metal + industrial uses + worldwide shortage of silver + "the bailout" = great stock for long-term investor.

GO silver

Following TastyLunch's lead with this story he pointed out:
http://10qdetective.blogspot.com/2009/04/traders-flock-to-novavax-sell.html
Excellent find, Tasty!

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Silver will rise as the US Dollar falls with the money printing spree that the Fed is on.