I agree with your observations. I would add that Gold appears to be entering the next leg up - could reach new highs early next year.
In the last 2 months GDXJ is up 55% and our neighbor LSG has increased an impressive 300% with increasing volume.
CD has been pretty savvy to acquire such a large number of properties. I am looking forward to the dividends as they each are sold off. We just need to be patient.
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