Jayant Bhandari – Junior Mining Stock Portfolio Strategies For Short-Term Traders And Longer-Term Value Investors
Jayant Bhandari, Private Investor, joins us for a focus on the macro backdrop in the gold and silver sector and how he is managing his portfolio of junior mining stocks. We start off discussing that there are 2 main ways to make money investing in the sector: 1) Positioning in companies that can build shareholder value over time, and 2) buying company positions when they are low, when other investors that bought at higher levels panic sell out of them at any price. During this seasonal end-of-year low volume paired with high volatility, Jayant is swing trading micro-cap stocks as they whip-saw back and forth, as an idea for more active traders.
For value investors, looking for longer-term buy and hold strategies, Jayant outlines the fundamentals of four companies that he has positions in and believes will appreciate in the year ahead. We discuss Aztec Minerals (AZT.V), Newcore Gold (NCAU.V), Montage Gold (MAU.V), and Riverside Resources (RRI.V). This brings up a broader discussion about how low the ounces in the ground and jurisdictions are being valued, and what kind of work programs he wants to see from junior companies in this environment.