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.

scottu
Member
👍17
scottu

Thank you HN & Co for the great incisive stock tips & talks! Very happy w/ my bit of IVPAF, CLASF & MRLDF bought as a result.. Question: Because the venerable James Dines suggests silver price could in some far distant day match that of gold (during currency turbulence, when he says the mania complete, would be time to sell both), let’s say the JPMbank-suppressed price of silver takes a dramatic leap up just $10 to $28 by April: What silver-focused streamer, royalty or even exploration/miners might benefit most from sudden 40-50% price jump? Who in general or specific might… Read More »

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biotechlong (btl)
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Since there seems to be almost no activity yet on the dedicated Clean TeQ thread recently set up by hendrixnuzzles, I am cross-posting this $CLQ news here: Here is a link to Clean TeQ 6-month report for the period ending December 31, 2016, released a few minutes ago. The 35-page report includes a good executive summary of mining and water treatment division activity and goals at pages 4-10. https://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvSTYO5Qu9yhOZo%2Ftoke92GA%3D%3D Not sure that this link (which opens to a pdf file) has the full attributes of a hyperlink; you may need to copy and paste it into your browser (I tested… Read More »

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Griffin
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Griffin

btl, I must of missed HNs’ post on the ‘Clean TeQ thread’, could someone post a link to it. much appreciated.

secretsquirrel
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secretsquirrel

Same pls post the link.

hipockets
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secretsquirrel
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secretsquirrel

Thanks hipockets

Griffin
Irregular
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Griffin

X2!

btw what about a spreadsheet, forms, and calendar column?

renbycage
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renbycage

I read this on its website a few days ago while I was doing my DD prior to purchasing this company. It is the document any prospective investor should read. Very compelling business plan, I think this company is a 10 bagger in 5 years, if they achieve what looks to me to be a very reasonable plan. On this document they do what they call an “upside” assessment, for their Syerston project, and the NPV for it is 4-5 times their present market cap. The water purification business looks like a money printing machine. Toxic water goes thru their… Read More »

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secretsquirrel
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secretsquirrel

11 Stunning Visualizations of Gold Show Its Value and Rarity

http://money.visualcapitalist.com/11-visualizations-gold-cubes/

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