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

I'm All In.

Can a random number generator (www.random.org) produce the best 100 stock picks that will beat the market over the years? Let’s find out. :)

My process, for those interested:
I use www.random.org number generator to produce a number between 1 and 7,801. There are 7,801 stocks available to choose on the Motley Fool CAPS Game. Once I get a number, I go to the list, find that stock, and select that stock to outperform for the next five years.

cyclical bottom

I should take a break from picking stuff based on speculation... or at least limit it to biotech stocks. But before I do, here is a trendy "silver" stock :-)

One of the largest silver miners - will be back

solid play: P/E 10.8, nice ROIC (0.22), FCF of 19M..

Print print print. That's all the central banks can do now. Gold and Silver go higher.

- commodity prices of Gold and Silver are breaking out from year long lull begining last year into 2Q12
- QE3 promises years of debasing world currencies that will increase both relative price of gold/silver and buying for capital preservation
- price ratio of Gold/Silver of ~50 is high relative to historical values favors Silver closing gap
- stock has sold off this year by 50% but 2 reasons for that are already baked into the current price
1) Navidad mine development on hold due to greedy Argininte government pending legislation, but change in policy coming will come and provide for re-start and catalyst for appreciatrion of price
2) Minefinders aquisition in 1Q12 baked into price provides low cost/high value ore mining prospects for many years to come
- Waterloo project in Cali looks very promising and the potential in ground value has not been added to the corporate prospects numbers yet since the core results have not been certified. When they are and development begins this will also be postiive catalyst

silver is breaking out of its range and running higher.

Silver headed to $40 by year-end.

Well, it is the best house in what I think is a shaky neighborhood. I do not want to own any of these miners... sell, sell, sell! I have said over and over again that they're too dangerous. We learned our lesson from Agnico and from Goldcorp.

PAAS is getting to cheap. Time for me to submit here in caps. But I will wait for a better entry point for a real position.

Silver is getting used up.

Almost perfect stock after aquisition of Mine Finders with both gold and silver proven reserves.

Silver!

Inflation...inflation. Bonus - this metal has a practical used too!!

value screener

This stock has to pop! Its too goodto stay here with the use VALUE of silvefr

Pan American has the highest forward earning yield in the industry combined with the lowest EV/EBITDA and lowest P/E. That is like planetary alignment!!! Thank you 2012.