Latest Stock Buy or Sell? Make More Informed Decisions!

Gold. Stocks and material stocks were oversold. The gold Resource Index was off 88% on a nominal basis, and more than that on a real basis. If you think gold is going up, you should own gold, as opposed to gold stocks. Gold should outrun gold stocks over time, because people take more risks to be involved in the gold stocks than they do in gold. The increase in the gold price itself increases margins of producers faster than the increase in the gold price. If you believe gold is going up, own the gold first. Gold is going higher for 3 reasons. 1.) The most important catalyst has been the zero interest rate policy. 2.) For 35 years, gold has traded inversely to the US$. US 10-year treasury has been in a 35-year bull market. If you believe it is closer to the end than to the beginning, then the gold bull market is closer to the beginning then to the end. 3.) Gold is treated as a safe haven, and has been for a millennium. The US Treasury no longer acts as a safe haven because of its current yield.

Hold or Sell? This has had a nice move. If you are underweight the whole gold complex you might want to keep it. If you are a trader, you have had a spectacular move in the last 4 months, you might want to take your initial capital out.

A very high quality silver company. However, the balance sheet is getting a little skinny. If you own, continue holding, but use a trailing stop.

For the right speculator, this is a very good name. You are coming into the right environment where their merchant banking skills and exploration skills will suit them extraordinarily well. A very strong balance sheet and a great income statement, and they are people who understand Canadian capital markets as they relate to precious metals.

A takeover by Gold Corp (G-T), and he is going to wait and take the Gold Corp. shares. This takeover helps Gold Corp. answer the question of where will they get high quality growth.

Likes the people and is sort of attracted to the deposit. He would probably own it except that he thinks Dominion Diamond (DDC-T) is cheaper. With Mountain Province you have the development risk and the problem of turning on that big plant.

He is leery about their way forward, and is leery about materials markets where you are not in the bottom cross quartile in the world.

He likes the people and he likes the project, but is a little afraid of the political and social risks of Brazil, but mostly the stock gave him everything he wanted in a fairly short period of time. He sold his holdings.

Because the shares and the underlying options trade so well in both Canada and the US, consider entering this by selling Puts. You grab the premium if you don’t get filled.

Believes it is going to take a couple of years to resolve the uranium market. If he were going into uranium, his choice would be Uranium Participation (U-T). Mega Uranium will do well in an upturn in the uranium market.

Hold or Sell? It is going to take a couple of years for uranium to resolve itself. Expects at today’s price, you will be happy 5 years from now. What he does in situations like this where there is underlying value, if the stock is volatile enough, selling near dated Puts and Calls and capturing the premiums. That forces you over time to do something logical, Buy low and Sell high, and it causes you to get paid doing something logical in the interim. You need to talk this over with your financial advisor.

(A Top Pick Aug 12/15. Down 14.71%.) Alternative energy such as geothermal, hydro, wind and solar that isn’t particularly popular right now. He likes this a lot and would be extremely surprised if it didn’t do well over the next 12 months. There is not much free cash flow, but a lot of cash flow is bringing down a lot of debt. NAV is growing consistently.

(A Top Pick Aug 12/15. Up 45.24%.) Highest quality gold company globally. Most sustaining capital requirement, world beating margins and a spectacular franchise. We are at a place now where base metal mining companies globally need to recapitalize. Size could conceivably double in the next 18 months.

(A Top Pick Aug 12/15. Up 59.09%.) Top quality management and 3 of the finest deposits he has ever seen in a junior. 1.) Enormous copper deposit in Congo, a hard country. 2.) Enormous platinum deposit in south Africa. 3.) Highest grade zinc deposit he has ever seen in Congo.

This has 3 interesting deposits. One has been doing extremely well with a lot of surprises to the upside. It is very closely held, so it could go much higher. Will be extremely volatile. If you own it, use fairly tight trailing stops. High quality people.