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    NXG Gold Exploration Stock...

    I personally like this stock quite a bit. As gold goes higher, you want to be in the junior producers. When NEM got to 35, I cycled out of my massive position in it and a few other majors and into the juniors. There is much more leverage to the price of gold. My favorite was and still is NXG...
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    Interesting article.

    Working. Reading.
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    Interesting article.

    http://www.iijpe.com/common/getArticle.asp?ArticleID=18626 Guys, sorry it is a bit long.
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    Fun in Vegas! (20th - 23rd of November)

    I intend to be there. Probably a 95% chance I show. I am also curious who else will be there. Maybe we can get together for some drinks and strippers? Thoughts?
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    Opinion on gold stocks?

    I think we hold for a few days and rally again.We are in the second inning of a long term move. I intend to add a bit lower. It is already about 30% of assets.
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    value investor journal

    You may be right, but I would give the stent business no value, or even negative value. I like to take risks too, but when dealing with the government and price regulation, I am scared. They are unpredictable, especially with an election comming up. If they do something outlandish, the pipeline...
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    value investor journal

    I have been asking for a good list for a long time. Unfortunately, we end up mostly with crap on thse boards. If you want a great site, definately look at http://www.valueinvestorsclub.com I posted DDN there at 2.8 and PTSX at 2.5. I feel odd posting them here though b/c I am not trying to do...
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    value investor journal

    JNJ is hardly cheap. Looking into the future, their stent products are inferior and the government is about to crack down on some of their other core businesses. That is why it is at a below historic multiple. Still, you can buy the same growth at 1/3 the multiple. If you like stents, look...
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    value investor journal

    I aim for a few hundred % a year. I agree though, you have to avoid those drawdowns. DDN was another micro company that has been a powerhouse this year. My basis is 2.25.
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    value investor journal

    Dividends mean little. I look mainly for price appreciation and not dividends. However, small companies with nice dividends that I own are DLA/IBA. OTOH: Look at the price appreciation that you can get when you are right without a stupid 5% dividend. My basis on PTSX is 2.4 on about 1% of...
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    value investor journal

    This is going well..... If you want value stocks, stick to companies under 250m in market cap. That is where I always go, and that is where the value is. You never see companies over 1b that trade for under 5X earnings that are also growing more than 20% a year.
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    Hedge fund referral regulations

    Talk to a lawyer, not a message board. Just my 2c. The advice here sounds good, but you don't want to be in sing sing.
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    SpecialistMan - by John Bogle

    Who cares, all these people are bitching about pennies. Trading is a dumb game. The real money is in long term work. What is a penny when your upside if 500 pts over 10 years? I am willing to pay a penny, or even a dollar for the liquidity to move 10k shares fast if I wanted to.
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    What's the catch?

    Look at natty gas, it is a commodity that there is tons of. It has been in a pretty small range for decades. Last year, it ran to 15 I think. I know a guy who used to write futs on commodities. His open write on natty gas was only 2% of his fund I think. Look at the chart, he blew up when natty...
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    What's the catch?

    You risk is clearly getting chopped to pieces. What would you do if it dropped under 1050? would you stop out? Where? What if it went back over? You could get stopped out every day for a few pts of loss and loose many times your earned premium. don't forget that the premium is so small that you...
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    great day

    Nothing much, a few k shares from 16 avg. It is a pretty small position, but it is rare that a stock goes 40% in 3 days. I did hear that things are going very well this quarter. Someone knows something I guess.
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    great day

    I made about 4% today. Kinda funny b/c I was out almost all day too. In a word, ESCALADE. (ESCA:NASDAQ). After months of doing nothing, this week is the payoff.
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    Success Stories?

    I have been at it for over 4 years now, never had a down year. Started with 30k. Only my first year did not make 6-figs.
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    Commodities basket

    Thankyou again. I really do not want something that is bond related. A bond will not go up like I expect come commodities like coffee and cotton to go up. CEF trades at a 10% premium but is exposure to gold and silver. I have a bit of that. It is a start, but I want exposure to more stuff. There...
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