We wanted to wait until after New Year’s to clean up our portfolio to minimize taxes paid for a very profitable 2010. Given the recent… Login or Subscribe to Read More →

It has been a long time (actually never) since we went through ALL of the current positions in our portfolios to update our thinking and… Login or Subscribe to Read More →

Our last few posts are eerily similar — justifying a continued hold or even buying of a stock that is being bashed by the market. The… Login or Subscribe to Read More →

We are initiating a new look at exploration plays we expect could do relatively well in 2010 and have come up with an initial trifecta* list of juniors that for one reason or another seem to have a good balance … Read More →