Just a quick note that, as I said I would eventually do, I’ve begun rebuilding my Sandstorm Metals & Energy position — I sold most of my holdings in this base metals and energy streaming company in December to take tax losses, and have now bought in to about a third of the position size I’d like to have. I have an order in to buy more if we get a bit more of a dip in the shares in the coming weeks, I don’t see any urgent catalysts to drive the shares higher right away, particularly since most of their cash flow doesn’t come in until 2013 and 2014, but I think this will be an excellent long-term holding and the decline since my purchase and recommendation and the backstop of cash-return guarantees and cash in the bank indicates to me that the downside from here is very, very limited even if coal or oil prices fall 30%.

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