2012-12-28
| Signal | Price | Bias | Subject | Owned |
|---|---|---|---|---|
| COMMENT | $11.400 | BULLISH on PRECIOUS METALS | MARKET NEUTRAL INVESTING: SMALL/MID-CAP | Yes |
Everything is looking up. Continue to meet their targets in terms of new streaming deals the same as they had with Colossus (CSI-T). Has outperformed the sector over the last 2 years by a very wide margin. Thinks the underlying producers have now priced in the operating risks for the most part so he is warming up on the underlying producers such as Argonaut (AR-T). (See Top Picks.)
James Hodgins
Chief Investment Officer,
Curvature Hedge Strategies