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FindIT Group.org • View topic - Model Portfolio Started 8/22/2008

Model Portfolio Started 8/22/2008

Discussion on Gold, Silver, Platinum, Palladium, Rhodium, Lanthanides, Cobalt miners and physical metals investing. Energy miners are uranium & oil sands.

Any market discussion, recommendations, news related to contra investments, conspiracies to defraud general stock market participants especially PM investors are welcome as well.

Model Portfolio Started 8/22/2008

Postby mxsquid » 27 Aug 2008, 04:01

mxsquid
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Re: Model Portfolio Started 8/22/2008

Postby watson2x » 27 Aug 2008, 11:42

Hello I'm new to this forum.
Interesting model portofolio
What parameters did you use to compile the list.
Aren't you afraid of a secundary killing of the juniors? During the last run up of the PM's they underperformed.
Followed your work since years. Keep up the good work.
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Re: Model Portfolio Started 8/22/2008

Postby mxsquid » 30 Aug 2008, 16:12

Hi watson2x, glad to see you here!

The model portfolio consists of stocks I've been following for 3, 4 years and longer. Most of these have had great runs in the past and are down 25% - 70% yet their fundamentals remain compelling (in my view).

I've listed mostly miners but also show some banks and tech stocks. I really need to add some pharma picks as well.

I'll be happy to explain any particular stock on my list. For example Silverstone Resources is on the list (SST.V) because

1. It is a silver royalty stock (like SLW) trading under $2 at less than 10 x earnings.
2. It has a fixed cost of silver @ $3.90/oz.
3. It has no debt, buying back shares and upping guidance to $.04 - $.05/share for the next quarter at $13 silver.
4. The company buyback was recently announced wherein 10% of the public float or 9,865,333 shares of 98,653,328 are to be retired. In total there are 122,402,010 common shares issued and outstanding.

Miniscule float, earnngs growth, cash in the bank, trading at 10 x earnings, however a very volatile stock.
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Re: Model Portfolio Started 8/22/2008

Postby mxsquid » 30 Aug 2008, 16:31

1 Week performance of the 8/22/2008 model portfolio here:

Note the outperformances by Aquiline (silver), Canplats (palladium, platinum), ECU Silver, Potash One (KCL.TO)

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Re: Model Portfolio Started 8/22/2008

Postby mxsquid » 12 Sep 2008, 19:01

Interesting that Wells Fargo Bank is one of the few green here. Overall 1 day performance on 9/12/08 up 5.6%. Outstanding 1 day results by AEM, FWLT, TRE, BQI. The overweight commodities portfolio is down 14.7% for 3 weeks.

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Re: Model Portfolio Started 8/22/2008

Postby mxsquid » 20 Sep 2008, 22:18


Check out UEX.TO (hot uranium play)

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Re: Model Portfolio Started 8/22/2008

Postby mxsquid » 10 Apr 2010, 16:03

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