Jamie Horvat
Member since: Sep '09
Sr. Portfolio Manager at
Sprott Assett Management

Latest Top Picks

Car loans. They do C and D types of credit. They continue to grow at 20%-25% compound interest annually. Just had a record quarter. 5.7% yield. Has a history of paying special dividends.
Top Short North America's largest aggregates producer. Largely just crushing rock, which is a difficult, low margin business. This last quarter they lost another $0.13 and recently cut the dividend. He recently added a short at $31-$32.
Silver in Guatemala. Growing into a 3 billion market cap kind of business. Significant exploration upside and potential for growth.
(A Top Pick Nov 26/10. Down 1.52%.)
(A Top Pick Nov 26/10. Down 40.8%.) A third of their projects was in Libya. Sold his holdings but is looking at it again.