Replies to post #755 on -Top Gainer - DD// - (deet)

[LMLYP]

NEM has the better dividend policy. I know GOLD proposed a special dividend but haven't kept track this week.

I regret GOLD not buying FCX when Bristow was talking about them a year ago. I hope there is not a repeat of buying assets at the top.

I don't own any junior exploration plays either. Those will continue to parabole. And then there will be all the symbols here, on IHUB.

Slim worked on some of the following. He's also playing other commodities.

My list.

BTG/TPRFF/AG/GLDG/HCHDF/MAG/AEM/GOLD/AUY/FNV/KL/PAAS/RGLD/SILJ/SVM/EXK/FSM/GOLD

Generally speaking, dividends have grown, PE"s are low, book values have grown.


BLAH BLAH BLAH POST sorry

[LMLYP]

Hoping that spot gold goes DOWN $50 as opposed to up $50 from its current $1780 level. Technical analysis seem to be important with precious metals experts. I will add to many of my 18 positions, more of the mid caps and small caps (which are 1.5 billion). I am not interested in making outsized gains on exploration companies since I am not an analyst. I have posted my stocks, and shared three ideas a year ago (NEM, which I sold at a loss, GOLD, which I have traded and lost money, and AEM, which is down from where I bought it. With that said, and all the volatility the metals have demonstrated in the 13 months I've been in, I have squeaked out a break even position.

What is interesting is that as the stocks topped out in August going from 1700 to 2100 and then returning to 1700, the businesses have improved. The PE ratios and price to book and cash flow resulting in higher dividends have made the group more attractive.

For a variety of reasons, I expect an upwards move, and miners have leverage to the price of the metals. If we go to 2100, 'm lookimg at fifty percent