Rick Rule

Unsure on how high gold prices can go. Record high gold prices due to the highest debt levels in USA ever. ~$35 Trillion balance sheet liabilities very worrisome. Canada in not much better position. Concerned that increased printing of money to cover debt costs will erode purchasing power. Long story short, high Federal debt levels, and record spending are the reason gold prices are rising. Gold remains a safe place for concerned investors as people look for a place to store value. In addition, the US Dollar might not be the leading fiat currency globally (another reason gold prices rising). 

Expecting further price appreciation. Has been doing business with family for 4 generations. Second generation of business leaders very strong. Good way to get exposure to micro resources sector in Canada. Very good capital allocation. 

Is a great way to get exposure to gold without taking too much risk. Best balance sheet, assets, management etc. Don't need to take risky bets in lower end of the market. Great way to get returns for the long term investor. 

Very strong management team. Proven resources with excellent capital allocation skills. Investors can get returns without going downmarket into riskier name. Oil industry under valued with lots of opportunity for price appreciation. Balance sheet very stable, great option for the investors in the long term. Return of capital to investors is being expedited along with capital spending on new projects (best of both worlds). 

Very strong company that continues to own. Suggest that nickel deposits are Tier 1 quality. Low nickel prices are not a concern as new mine won't produce for a few years. Not a good stock for impatient investors. However, over 10 year time frame - could be a "10 bagger". 

Will continue to own shares. Excellent company that has performed well. Has done business with family for 3 generations. New assets and mines will continue to generate value. New gold discoveries are expected in Africa and South Africa. Lundin family may end up taking over the business, but is speculation. 

Recent projects that are not on time very disappointing (market turned out to be correct). Problems with operations elsewhere in the company also a concerned. Investors could see another equity issue - but isn't sure. Company has a lot of debt. Will continue to hold share - believes in management. 

Believes crude oil prices will remain high throughout 2024. Under investment in energy development will ensure relatively high oil prices. Energy stocks are the cheapest they have been in recorded history. Is bullish on Canadian oil and gas sector. Gold prices have recently pulled back, and is a good time to buy. Any time investors have ability, it is a good time to buy gold. Physical gold is a very good hedge against inflation. Gold equities should close the cap between physical assets prices, and stock market valuations. Believes owning physical gold trusts is a good option for investors - don't have to physically own it "in person".

Believes stock is selling at less than half of what it is worth. Consolidation in assets very good for company. Increased interests in various African assets. Committed to distributing 50% of cash flow to investors through dividends. 

Opportunity for amalgamation. Neighboring companies likely to merge with company. Recent financing suggests amalgamation with partner. Lowest cost quartile in terms of costs. Both a discovery stock and amalgamation play. 

Selling at a discount to royalty and cash holdings - lots of free upside. Commercially good company, along with technical talent. Exploration skills very high. Speculative pick, but very good option. 

Functions almost as a closed end fund. Recent high prices have fallen, but will continue to hold. Value of parts of company exceeds the whole of the company. 

Company has increased share price since recommendation. However room left to grow. Mine continues to grow. Believes upside still left in the stock. 

Small royalty generator through exploration skills. Producing royalty in Mexico going very well. Nevada silver royalty also producing high amounts of cash. Expecting more growth from the company. 

Part of syndicate that brought company to markets. Financials in China a little opaque, but company has been generous to shareholders through dividends and buybacks. Would recommend buying.