General Stock Ideas

[bigworld]

gfp: Sneaking a peak on the Board this Sunday. I'm still working extra due to staff shortages in the Houston area. The other natural disasters have moved Hurricane Harvey off the news but recovery down in the Houston area is years away from completion. Not enough reputable building tradesmen and infrastructure needs a massive rebuild. I could work 7 days a week if I had the need (and the energy).

I think GDX is a perfect core holding. It's been range bound for years now, along with SIL and GDXJ. But there is real intrinsic value in those mines. And I'm much more comfortable investing in a sector that hasn't participated (yet) in the huge run-up over the last several years. And as far as single issues, I do like NGD for gold and Hecla Mining (HL) for silver. It's currently at $5.25. It could easily double once the precious metals are back in favor.