Surf, Just curious if you own any Chinese stocks? Years ago I had several (BYD, NetEase), but sold them after the US-China relations soured and the US started delisting some of the Chinese stocks. Looks like BYD has resumed its upward trajectory. Buffett / Berkshire had a sizable position in BYD at one time, took some big gains, but still have a modest position.
Any stocks that you are liking right now? I see you are a metals guy, so are you mostly into the miners, or perhaps some of the royalty stream group, like FNV, RGLD, WPM? There's a miner in Australia I've been checking out as a possible LT buy / hold -- Northern Star Resources (NESRF), and another possible LT stock is Idaho Strategic Resources (IDR).
Thanks for any ideas / insights :o)
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