Pan American Silver Corp. (USA) (NASDAQ:PAAS)

Silver is gaining strength. PAAS is a low-cost producer, price has been beaten down due to acquisition.

silver likely to rebound at these prices & low PE in particular here

Sold Mar $24 Puts.

-30

Sinchy

increase of silver consumption by industry (i.e. SSDs) !

Waiting for silver's ratio to catch up to gold! Duck, duck, goose!

Positive:
- A play on the currency devaluation story based on negative real interest rates
- Not expensive, not overextended
- Reasonable debt

Negative:
- Mines in Peru and Bolivia under constant thread of confiscation by populist governments
- A big miss in recent quarter (Q2/11)

GR+

I bot about $28, but was not entering picks on CAPS at time, solid silver miner, playing silver with thi stock.

Long on SILVER, if you must diversify these 6 stocks from the 7/19/11 article are the way to go. In my opinion, SLW is a RULEBREAKER - the first one I found on my own thanks to STATSGEEK's work

Recent bubble burst, manufacturing pressures, investment demand.

Very solid play in the Silver space. Not as much upside potential as CDE in my opinion, but a Great asset base, with growing production and loads of profits coming down the pike for years to come. PAAS is a great way to play the price of silver, and all the miners are lagging the overall higher prices of precious metals that they all produce. As the early fall approaches, I fully expect the mining sector to re-test the earlier 2011 levels, and continue to set new highs. The market will not be able to ignore the booming profits that the majority of the major miners are set to announce for the 2nd quarter.

This is a small/mid cap high growth stock that should outperform the S&P during the bull market.

buy on nice pullback

Bolivia mine is fine. Union workers all SUPPORTED Pan American and its operations, so stock was already at a discount.

CME Group's blatant market manipulation has created a window of opportunity for those that were late to this bull run. This isn't an asset bubble popping, this is a healthy correction. Silver will still likely hit $60 by the end of the year.

Mainstream news is citing that George Soros and others have "sold their gold and silver." Truth is, they only sold their PAPER silver in anticipation of this steep market correction. My guess is that these investors are reinvesting all of those paper profits into PHYSICAL as well as the paper they recently sold.

The entire silver market screams of manipulation. The CME group raised margin requirements in order to lower volatility...yeah right, and in doing so, created even more.

As bad as this downward move has been, watch for a pretty steady rise back up once the dust settles.

Everyone is saying that QE3 won't happen, but reality is, it has to. The labor market is already struggling despite QE2 still in effect. The stock market has shown recent weakness as well. As soon as QE2 and 2.5 expire, watch for non-PM/commodity related stocks to drop. The market as a whole may decline 10+ percent. This will be the excuse Bernanke needs to announce QE3 and keep interest rates low.

Long AG, SLW, EXK, and PAAS.

Hahahaha

40.06

http://www.fool.com/investing/general/2011/03/16/one-silver-stock-to-short.aspx

They are sitting on a pile of Silver in Argentina that can't be mined due to local laws. The uncertainty is causing a discount to what that Silver is worth. When they recieve clearance to mine from the Government which should happen soon, this stock will get a huge bump. Not to mention the price of silver is heading to 50+.