written by reader Gold and Silver and Hard Assets after Trump’s Inauguration…2017

By hendrixnuzzles, January 23, 2017

MAKE YOUR PORTFOLIO GREAT AGAIN !
This thread is a continuation of several threads posted previously by the author on gold and silver and hard asset investments. I am still a believer in hard assets. I also believe we are entering a period of inflation with continued dollar devaluation, higher interest rates, and a sluggish economy with chaotic dislocations. I believe there will be a lot of uncertainty and high volatility.

PURPOSE My intent is to find and discuss good mining and commodity ideas. Gold and silver remain a focus, but I want to achieve a more balanced approach still based on tangible commodities.

STEEL and IRON ORE…I believe Trump’s programs will benefit iron ore and steel. Stocks in this sector have been beaten down terribly but are rebounding. I am long VALE, a Brazilian company which is the world’s largest iron ore producer. I have been long Arcelor Mittal but do not have a position at the moment. Anybody know anything about cement and asphalt ?
COPPER, ZINC, PGM METALS…My very best conviction stock is Ivanhoe Mines IVPAF. I am completely comfortable with a large single position in IVPAF to cover these metals. However other investors may be uncomfortable with a small cap in sub-Saharan Africa. So I think it is beneficial to introduce other names even though I myself am not interested. Rio Tinto, Freeport-McMoran, Teck, Turquoise Hill, BHP and others come to mind. Travis, our host, is long Altius Minerals, and I have been also.
URANIUM…I’m bullish but the choices seem pretty limited. My top three investment-grade choices are Cameco first, then Cameco second, or my third pick would be Cameco. After that, you are speculating on small caps, or buying ETFS or funds comprised of Cameco and some small caps. At the moment, I am long Cameco and UEC.
LITHIUM…I am considering a long position in lithium. I have nothing to recommend at the moment, although I am strongly considering Galaxy, an Australian company. And I like Neometals, also an Australian, but it is difficult to get from my broker, who hates it when I want to buy obscure 50 cent companies on small foreign exchanges. If anybody’s got a great battery play, I am interested.
POTASH/FERTILIZER…very interested but they all seem pretty expensive. There has been consolidation but I have considered Agrium, Mosaic, and there is a German company whose name I forget at the moment (K&D? K&S?).
OIL AND GAS…I would like some very good conviction picks accompanied by strong reasons and decent research. This field is so big, we could get completely lost just tossing names around. I am somewhat worried about price weakness in the energy sector but feel that it is worthwhile to develop a point of view on a few companies. I have little experience although I made very good money in the past on XOM and CVX. Currently I would be interested in pipelines, LNG, or any other sector that someone knows something about. In natgas I like OGZPY.
SOLAR and WIND…really not too interested. The results depend too much on politics, the time frames seem too long. But I am not completely closed-minded on it if you have conviction on something.
COAL…same opinion as solar and wind, but the prices are low and depressed instead of hyped and high-flying. I am still stuck with some defaulted Arch Coal bonds that my financial advisor recommended. They went to ZERO. Now they are worth a Starbucks latte and a pastry. And no espresso shot in the latte, either.
AGRICULTURE…very interested. A large sector but really not too many choices if you rule out futures, like I do. I have a few obscure favorites, but no positions at present:
WHGPY (Chinese pork processor who bought Smithfield)
LAND (Gladstone Land, California farmland)
INCPY (Input Capital, a Canadian canola, streaming model).
Open to more conventional picks like ADM and DBA.
GOLD AND SILVER…my picks have been discussed at length previously. I follow these pretty closely. I am long royalty/streamers SAND, FNV, SLW, and OR; miners PVG, MAG; developers SA, CLASF, MRDCF, BALMF, KNTNF, and LXVMF; and I own PSLV and physical bullion. I swing trade big caps ABX and NEM.
****
DISCLOSURES. I am a retired executive and an amateur investor. I like both fundamental and technical analysis. I am a medium-term to long-term position player and prefer to discuss stock investment in that context. Please no minute-by-minute reports that oil is now 52.50 down 10 cents and the Iranians may suspend Ramadan next week so you are going long until the afternoon bell.

I am not an expert in any of the commodities discussed nor am I qualified to give advice.
Everyone makes mistakes and I make more than my share.Sometimes I change my mind.

When I post, I express my opinions and my positions. These are just that…they are my opinions and my positions. They are not advice or recommendations, which I remind you I am unqualified to make.

Opinions and positions are subject to change at any moment. That is quite unlike the pig-headed and foolish political convictions everybody carries around adamantly, and which change only rarely for unpredictable reasons that have nothing to do with logical thought or reasoned discussion.
Because of this, political developments can be introduced on this thread only when they have a clear bearing on the commodities or companies under discussion.

You are responsible for your decisions, and I am responsible for mine. Caveat emptor.

I would like to operate in a friendly, honest, and constructive atmosphere.
As thread moderator I reserve to myself the role of referee, censor, arbiter, and Grand Poobah, subject to the over-arching authority of Travis, who owns the site and who has on occasion exercised his right to ruthlessly censor and suppress my radical blatherings.

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

leslie7
Member
👍680
leslie7

Silver

Excellent article by Ted Butler on silver manipulation.

http://campaign.r20.constantcontact.com/render?m=1101357242253&ca=781e2cd7-0052-4ddd-97b1-c085a610e4fe

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niizajim
Irregular
👍974

$NRG.V / $CMBPF (3/4 position) Nice little 13% move on Friday! Perhaps the next batch of results are ready to be made public? [Sorry. Having trouble formatting this post] +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ The other exploration play I had mentioned is Zonte Minerals. $ZON.V / $EREPF(full position) I didn’t write up much about it before, but for anyone interested in learning more, here is a board dedicated to Zonte on Ron Struther’s site: Actually, last time I posted a link the post never got through moderation so I will let you look for it yourself. Go to playstock . net and access the… Read More »

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SoGiAm
Irregular
👍11466

TSXV.ZON, $EREPF np – Website: http://www.zontemetals.com/

TSXV.NRG, $CMBPF np – Website: http://www.newrangegold.com/home.asp
Thanks for the presentation & DD Niizajim, HN and others.
Long Gummunity! Best2All

niizajim
Irregular
👍974

$ZON.V $EREPF full position Another post worthwhile reading copied from playstock . net $$LOUNGE Zonte Metals board. (I’m not promoting anything here – it’s just that this is where this stock is well known and discussed. I am not a member, but all can read the posts) ***************************************************************** Re the interview with McConnell of Victoria Gold, it says, “Published on Jun 6, 2017 Company Update at the International Metal Writers Conference 2017” A search shows that this conference was May 28 & 29 in Vancouver. It is good to remind ourselves that the indicators are strong that the Zonte claims,… Read More »

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niizajim
Irregular
👍974

And one more and then I’ll crawl back in my hole. Just a suggestion to read the write up on Zonte Metals on the Silicon Investor site. Lots of insightful information all in one place.

$ZON.V $EREPF – full position

Happy 4th to all!

SoGiAm
Irregular
👍11466

$ZON.V $EREPF Silicon Investor site link with maps and DD.
Drilling expected to start July 2017:
http://www.siliconinvestor.com/subject.aspx?subjectid=59651

Lynn Clark, Stock Gumshoe
Admin
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This post has been closed to comments. The discussion has moved over to the latest “Gold, Silver and Hard Assets” thread, which is the topmost one on the author’s Stock Gumshoe page.

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leslie7
Member
👍680
leslie7

$AG
https://www.youtube.com/watch?v=VQLQ5VBf3gs
Keith Neumeyer | Silver’s “Flash Crash” on 7.6.17

0:05 Introduction of topic and guest
0:52 Keith’s take on silver’s recent flash crash on 7.6.17
3:00 Could a margin call even trigger such a flash crash?
4:44 The biggest losers of a flash crash & silver manipulation
6:03 London silver fix criminal incident last January 2016
7:42 Thoughts on regulation and silver manipulation
8:57 “Protecting your book” vs. manipulation
10:45 How can a mining CEO sell for the highest silver price?
15:29 Discussing First Majestic Silver
18:44 Keith offers mining stock investing advice

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secretsquirrel
Irregular
👍1229
secretsquirrel

From May 2017.

COLORADO RESOURCES: POSITION YOURSELF FOR SUCCESS IN THIS NEW GOLD BULL MARKET

http://epsteinresearch.com/2017/05/23/colorado-resources-by-brian-leni-p-eng/

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hedy1234
Irregular
👍1618
hedy1234

$Sand

More psychic income for HN. One of my Gold and Silver mining services has just analyzed and picked SAND as its next pick.

Reco is buy up to $5.00.

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Griffin
Irregular
👍3607
Griffin

$MUX – McEwen Mining to Acquire Black Fox From Primero

http://www.mcewenmining.com/Media-Events/News-Releases/News-Releases-Details/2017/McEwen-Mining-to-Acquire-Black-Fox-From-Primero/default.aspx

I’ve been in McEwen for a while now and Rob McEwen seems to make all the right moves. I know HN doesn’t like miners but I think McEwen has a small MC and wants to grow. Their SP is down, has it bottom I haven’t got a clue.

$MUX long

Griffin
Irregular
👍3607
Griffin

$PVG – Pretivm Reports Second Quarter Results; Gold Sales Have Commenced

http://www.pretivm.com/news/news-details/2017/Pretivm-Reports-Second-Quarter-Results-Gold-Sales-Have-Commenced/default.aspx
PVG np

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Griffin
Irregular
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Griffin

$FYI $TSX.V:ISV Inventus Mining Announces Private Placement Financing with Rob McEwen Here is Inventus home stating what they have’ “Pardo is a paleoplacer gold occurrence in conglomerate layers or “reefs” that are horizontal and typically 1-3 metres (m) in thickness. Reefs are laterally extensive and occur on or very near surface. Higher gold grades (over 10 gpt) occur concentrated in fluvial channels or “pay streaks”, and valleys in the footwall upon which the mineralized conglomerate was deposited. The style of gold mineralization is similar to paleoplacer gold occurrences found in South Africa’s famous Witwatersrand gold fields. For updates about our… Read More »

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