Brien Leni joins me today to share his thoughts on what’s important when assessing a company’s cash position. As we head into year end companies are setting plans for next year and ensuring they have the cash to follow through on the strategy is important. Please let us know what you think of when looking at the cash positions of a company.
As we approach the end of the year and tax loss selling continues for some of the under performing stocks and sectors it can be very profitable having a list of companies you like and will buy in the next couple weeks. We focus on the zinc sector today which is an area where stocks have had a tough year and is susceptible to further selling into year end. I get Brien to comment on what he is looking for in terms of economic studies and potential company drivers heading into next year.
Brien Leni kicks off today by sharing his current portfolio strategy for the junior stocks. We outline why he is not feeling rushed into buying any stocks and why he would be ok with giving up some gains to ensure certain stocks are in a stronger position. It has a little bit to do with the time of the year but also the fact that the juniors have still lagged the overall PM sector.
Brien Leni joins me today for a discussion on the differences between top down vs bottom up investing. In simplistic terms top down investing starts with the big picture and drives down to smaller factors and finally down into the companies that fall into the bullish outlook. While bottom up investing starts with a company and drives up to the macro picture which then determines such accepts such as timing for the investment. Both are valid strategies but it is important to not take any biases into an investment decision especially when it is with a top down approach.
Please let us know what investment strategy you prefer and if there are any companies you want Brien and I to look into. You can always email me at Fleck@kereport.com.
Brien Leni joins me today to take a broad look at the junior gold sector. As the juniors still under perform there are some key fundamentals to note when looking at any company. We discuss what we look for and comment on the importance of a solid drill program.
Brian Leni, Founder of the Junior Stock Review website attended a metals conference over the weekend where he came across a couple companies that caught his eye. Here is a list of the companies in order we discuss them…
- Adriatic Metals – ASX:ADT
- O3 Mining – TSX.V:OIII
- Adventus Mining – TSX.V:ADZN
- New silver plays
Click here to visit Brian’s site. And email me with any companies you would like his thoughts on – Fleck@kereport.com.
Brien Leni, Founder of the Junior Stock Review joined me today to share his overall takeaways from the Beaver Creek Conference. While the precious metals sector has improved there are still a lot of companies that are not attractive investments. We bring up a couple of the good opportunities and a couple factors that scare us away.
Brian Leni, Founder of the Junior Stock Review website joins me to focus on nickel and nice run in price over the past three months. We discuss what is driving the run and look to the stocks which are few and far between. There is one that Brian is invested in which he shares.
Brian Leni, Founder of the Junior Stock Review website joins me today to share his thoughts on how the gold stock are performing compared the rise in gold. While ETFs like GDX and GDXj are up today nicely there is still this general under-performance of the stocks compared to the breakouts in gold.
We also discuss a recent site visit the Brian was on to Radisson Mining (TSX.V.RDS). I was not up to date on the Company so I bounce some general questions off Brian to get a initial overview. Please email me if you have any further insights on Radisson or any questions for the Company – Fleck@kereport.com.
Brian Leni, Founder of the Junior Stock review website will be joining me in Vancouver next week to attend the Sprott Natural Resource Conference. He shares what hww is looking for in terms of companies and the factors he considers most importnat.
Click here if you want more information on the Sprott conference. And be sure to email me with any questions or thoughts on the companies attending.