Monthly Archives: November 2011

The markets continue to linger in consolidation mode with gold and silver now back in the middle of a wide trading range (1500-1800 for gold, 28-37 for silver). The situation continues to develop as expertly laid out by Eidetic Research … Read More →

We recently published our updated Royalty Company Report for 2011 and one of the initial observations we made was that at the current price Silver Wheaton (SLW) appears to offer superior value compared to its major royalty peers, Royal Gold (RLGD) and … Read More →

Many of you may have noticed that we have been personally and through the Collective2 portfolio aggressively buying shares of our favorite rare earth exploration… Login or Subscribe to Read More →

Every month or so we update our performance history which includes a breakdown of how each of our portfolios is allocated. Take a look at… Login or Subscribe to Read More →

A few weeks back we took a detailed look at Royal Gold (NYSE: RGLD; TSX: RGL) after adding it to our valuation model and concluded… Login or Subscribe to Read More →

We mentioned a short while ago that we were adding a few names to our junior gold stock portfolios and would be discussing these in… Login or Subscribe to Read More →

This month we’ve broken down our track record into more detail by plotting performance against a chosen benchmark for each of our Collective2 accounts… Login or Subscribe to Read More →

The markets have made it through spooky October in generally good shape but there may still be trouble ahead for at least the next few… Login or Subscribe to Read More →