|This board is WIDE OPEN to informed thoughts on spec natural resource stocks. |
My own portfolio favors but is not limited to PM mining stocks and their warrants. When I am not putting my thoughts here, I am on the Canadian Warrants Only board.
When I write up a stock here, it is automatically promotional, but only in that I am not likely to go on and on spilling my research without owning the stock first. That said, this board has only a few regular readers. In a way, I am posting to myself, keeping track of my own research.
My two favorite gold plays right now are kind of arcane -- Oro Gold OGR.V and Claude CRJ.TO.
I also just bought a bunch of Oro Silver OSR.V.
I dumped my uraniums because they seem to have run out of steam, but I do like the uranium spec stocks plan to get back in, maybe this summer....FDC, FIS, HAT are my three faves there.
I am always looking for a stock with a story that has not been well told yet. But one where there are reasons why the story could become more clearly cognized by the marketplace in the months ahead.
Besides having a good story, I like a stock that is cashed up and does not have a crazy number of shares outstanding, keeping in perspective its maturity and the scale of its operations.