Monthly Archives: February 2011

Although we’ve been looking for a while, we haven’t found any big picture technical views of commodities that we really like. Therefore, we… Login or Subscribe to Read More →

While in Vancouver this past month Primero Mining (TSX: P) jumped out at us as potentially attractive gold-silver producer relative to its peer group. Upon… Login or Subscribe to Read More →

NOTE: We were planning to complete a generic gold and silver market update earlier this week but current events are very much being driven by a single geopolitical force at the moment so we thought it would be more appropriate … Read More →

Jonathan Lebed is quite the character. Just take a look at this extended piece by Michael Lewis written back in 2001 detailing the then 15 year old “Stock Manipulator” and “SEC Nemesis”. According to Lebed’s website, “he is the most … Read More →

Valuations currently being applied to many junior exploration companies are reaching record levels, making it harder and harder to find companies with favorable risk to… Login or Subscribe to Read More →

Over the past few weeks we’ve had the opportunity to check out some of the companies we have in our portfolios from a few… Login or Subscribe to Read More →

We see a lot of companies here at Metal Augmentor so very little surprises us. Every once in a while, however, we run across a situation so egregiously wrong that it demands a few words from us. Today we are … Read More →

In mid-January we discussed our intention to exit several positions in our model and real portfolios and we have now more or less completed these… Login or Subscribe to Read More →

Articles from Motley Fool frequently cross our desk, and when they have something to do with mining we’re usually left speechless by the author’s lack of understanding. A recent article by Seth Jayson featuring Yamana Gold (NYSE: AUY; TSX: YRI) … Read More →

The Transition from How the Market Works to Collective2 As most of you know, we started our first model portfolio on July 1, 2009, and called it… Login or Subscribe to Read More →