Value Microcaps Junior Energy

[kipp440]

bigpike - I can't remember where he wrote/said it, but I remember him saying that base metals would be hit by a slowdown, then bounce back quickly on the back of a weakening dollar and continued global demand. I had some really good long term cap gains on my base metal stocks and I took them. As you can see I have a lot of Silver plus base metal exposure, but not much single base metal exposure.

I would take Coxe to be saying lighten up unless the story is compelling. However, he looks at the bigger cap miners so who knows?

Kipp