As i mentioned a couple weeks ago, Sandstorm Metals & Energy has again gotten down to what seems like a reasonable valuation — and I have added more to my holdings to bring it back up to a reasonable-size position in my portfolio (not in the top ten holdings, but not trivial). I don’t have anything new to say about Sandstorm today, and my valuation opinion is more or less unchanged since that article from two weeks ago.
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