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brandemarcus

12/13/14 2:17 PM

#130 RE: brandemarcus #129

Hello beta, letgo going to be posting on some great ideas for tax losses in the coming year and the continued disaster in the jr resources sector.

1. Disaster of the moment- anv at 74 cents. This is now perhaps the best call option out there. others would be atnaf, gss and usgif and really extreme would be a non-producer gixef.

2. krltf- nothing happening -although there is favorable supply news out of the Russia. Crazy phosphate snrcf and drrsf still fast asleep.


3. A more mainstream falling knife energy pick - coswf . OIL sands producer - owns 36% of syncrude. Even with dividend cut still yielding over 10%. Take a look at how much the chinese paid for 9% of the asset a few years ago.

4. And finally pinetree. A closed end fund of some jrs and some tech trading at 25% of "nav". Problem of leverage , debt covenants , and non liquid assets and "management". Still I can't resist nibbling here. Maybe I will take my ot remarks over to pnpff so we can colonize that board.

5. Final reminder continued pain until the end of tax loss season