Having recommended selling several Mexican silver companies in the last edition, in this issue I’d like to point out where you can obtain exposure to silver from other companies in our portfolio.
Metals and Miners
Donald Trump’s plan to build a wall between Mexico and the US could significantly reduce investor appetite to invest in Mexico.
It’s time for another sell. This time it’s Medusa Mining, an ASX-listed gold producer focused solely in the Philippines.
New Gold ticks all the boxes, and I believe it has a bright future.
Many observers have long suspected foul play in the gold and silver markets, but now it’s out in the open… and it means that things could change for the better.
This week, it’s time to let go of another mining stock. One of our “Supply Kings” has comfortably exceeded its target and I’m selling the shares in our portfolio.
Today you can trade one ounce of gold for 80 ounces of silver. There are only a handful of occasions when the ratio has been this high.
In today’s edition, I’m cutting another stock out of the portfolio. Despite a good year for Oz Minerals, it’s time to sell our shares.