I am betting the luster comes back to Yamana Gold (AUY)
Yamana Gold, Inc. (AUY) is still reeling from the beating it took from the Street and the financial press for its last Quarter/last year’s performance. AUY missed every meaningful benchmark (revenues, cost per ton, production volumes, etc…) and those misses are compounded by the stagnant gold prices recently. To say that AUY “missed” those benchmarks is not to say that - Continue Reading »
Golden Small Cap: AGT
Natural resource plays are very popular in the small cap stock universe. I have made good money on betting short-term on several of these resource plays. What typifies them is that they have no revenues, no income, a very weak balance sheet, but GREAT PROSPECTS. In one of my dumber trades of 2009, I chased the bid on BRZM and - Continue Reading »




