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Posts Tagged: value investing
Jayant Bhandari reviews the trends he is seeing in the gold and silver stocks, some arbitrage opportunities in ongoing M&A deals, value creation stocks, and optionality stocks that should have nice...
Thu 23 May, 2024
7 comments
Erik Wetterling, The Hedgeless Horseman, discusses the theme of the senior mining gold, silver, and base metals companies continuing to partner with junior resource stocks, while the valuations and...
Thu 28 Mar, 2024
3 comments
Erik Wetterling reviews his key takeaways from the PDAC conference, trends in precious metals stocks sentiment, momentum traders distracted chasing cryptos, and a deeper dive into portfolio...
Thu 14 Mar, 2024
2 comments
Erik Wetterling reviews the cyclicality of resource stock investing and the commodities sector, and then goes on to highlight 3 exploration companies focused in Sweden....
Fri 1 Mar, 2024
0 comment
Byron King, geologist and writer with the Paradigm Group, joins us to discuss the junior precious metals and base metals resource stocks struggling to outpace dilution with value creation, and why he...
Mon 26 Feb, 2024
7 comments
Erik Wetterling, The Hedgeless Horseman, discusses the disconnect in smart money accumulating gold stocks while retail money withdraws, and highlights 2 gold explorers in Brazil with good news that...
Fri 9 Feb, 2024
4 comments
Erik Wetterling, The Hedgeless Horseman. reviews the ridiculous valuations seen in the resource stocks, that don't match the sum of their parts, because the sector sentiment remains so...
Thu 25 Jan, 2024
21 comments
Erik Wetterling, The Hedgeless Horseman, review some value investing lessons from the recent trading volatility around Hercules Silver (BIG.V) (BADEF) over the last few...
Thu 4 Jan, 2024
9 comments
Erik Wetterling, The Hedgeless Horseman, reviews a merger of 2 gold companies, and 2 different nickel companies that currently have his attention as good risk/reward...
Fri 15 Dec, 2023
5 comments
More value investing

Erik Wetterling – Investors Waiting For Proof In Hindsight That We Are In A New Bull Market Will Miss Out On The Biggest Gains

Erik Wetterling, The Hedgeless Horseman, outlines that when we know we are in a bull market, it is always in hindsight, and then the big gains have already been made. 

Wed 29 Nov, 2023
6 comments

Erik Wetterling – Getting 10 Bagger Returns In Junior Mining Stocks Is A Process Not An Event

Erik Wetterling, The Hedgeless Horseman, shares his strategies around going after 10 bagger returns in junior mining stocks and notes that it is a difficult process and not an event

Thu 16 Nov, 2023
11 comments

Erik Wetterling – Acquiring Quality Mining Stocks Into Sector Weakness Before The Sentiment Shifts Back Higher

Erik Wetterling, The Hedgeless Horseman, is still accumulating quality gold and silver stocks into the sector weakness, before the sentiment shifts back higher once again.

Thu 5 Oct, 2023
7 comments

Erik Wetterling – Precious Metals Beta Stocks Are Looking More Attractive From A Risk Reward Perspective

Erik Wetterling, The Hedgeless Horseman, outlines why the gold and silver Beta mining stocks are looking more attractive from a risk reward perspective.

Thu 28 Sep, 2023
14 comments

Erik Wetterling – A Value Investing Approach To The Negative PM Sector Sentiment

Erik Wetterling, The Hedgeless Horseman, joins us for a candid conversation about value investing in gold and silver mining stocks, during negative sector sentiment.

Thu 17 Aug, 2023
17 comments

Erik Wetterling – Resource Stock Investing Strategies Using Risk-Reward Setups To Guide Value-shuffling And Position Sizing

Erik Wetterling, The Hedgeless Horseman, with a nuanced conversation on analyzing risk/reward setups to guide value-shuffling and position-sizing within his portfolio.

Thu 3 Aug, 2023
6 comments

Dave Erfle – Have The Precious Metals Bottomed For The Intermediate Term?

Dave Erfle, The Junior Miner Junky, reviews his technical outlook for  gold, silver, GDX and GDXJ, and if we’ve seen the intermediate bottom.

Tue 11 Jul, 2023
18 comments

Erik Wetterling – Tracking 20 PM Exploration Stocks In A “Gamblore Portfolio”

Erik Wetterling, The Hedgeless Horseman, reviews why he is now tracking a  “Gamblore Portfolio” of 20 earlier-stage exploration stocks.

Thu 22 Jun, 2023
12 comments

Doc Jones – Oil, Lithium, Gold, Nickel, Copper Stocks – When To Hold Them And When To Fold Them

Doc Jones discusses how he is investing in oil, lithium,  gold, nickel, and copper stocks — when to hold them, and when to fold them.

Wed 14 Jun, 2023
5 comments

Erik Wetterling – Compelling Risk-Reward Setups And News On Tap For 3 Junior Mining Stocks

Erik Wetterling, The Hedgeless Horseman, review why he likes Magna Mining, Western Alaska, and Tectonic Metals.

Thu 8 Jun, 2023
12 comments

Dave Erfle – Mixed Economic Data, Range-bound Precious Metals Prices, And Poor Investor Sentiment Requires Patience And Due Diligence

Dave Erfle, The Junior Miner Junky, reviews the mixed stew of macroeconomic data points, and his technical and fundamental outlook on the PM markets.

Fri 2 Jun, 2023
4 comments

Erik Wetterling – Utilizing Poker Playing Skills To Assess Risk-Adjusted Value In Resource Stocks

Erik Wetterling, The Hedgeless Horseman, unpacks how he uses risk/reward assessment skills from poker to approach resource stock investing.

Thu 1 Jun, 2023
9 comments

Erik Wetterling – A Focus On Junior Companies With Majors As Partners In Exploration

Erik Wetterling, Founder and Editor of The Hedgeless Horseman joins us to discuss the disconnect in price action between the junior exploration stocks compared to…

Thu 25 May, 2023
6 comments

Erik Wetterling – A Focus On Eskay Mining and The Exploration Strategy For This Year

Erik Wetterling, The Hedgeless Horseman, shares his thoughts on Eskay Mining’s exploration strategy.

Fri 19 May, 2023
2 comments

Erik Wetterling – Investing In Resource Stocks with Key Strategic Shareholders Or That Are Backfilling Value To Price

Erik Wetterling, The Hedgeless Horseman, discusses value investing in junior gold, silver, and base metals mining stocks. 

Fri 12 May, 2023
23 comments

Erik Wetterling – Portfolio Rebalancing And Price To Value Reshuffling In Resource Stocks

Erik Wetterling, The Hedgeless Horseman unpacks how he approaches portfolio rebalancing and “value shuffling” in resource stock investing.

Thu 4 May, 2023
3 comments

Dave Erfle – Reviewing The Big Picture Bullish Setup As The Precious Metals Consolidate This Week

Dave Erfle, The Junior Miner Junky, reviews the larger bullish technical setup in gold, silver, and the PM mining stocks.

Tue 18 Apr, 2023
21 comments

Jordan Roy-Byrne – The Balance Of Probabilities Is In Favor Of Higher Precious Metals Prices

Jordan Roy-Byrne feels the balance of probabilities is for higher metals prices before a more meaningful correction in the sector.

Wed 12 Apr, 2023
30 comments

Dave Erfle – The Technical Setup, Longer-Term Pattern, And Historical Analogs Suggest Gold Is Set Up For A Major Move Higher

Dave Erfle, The Junior Miner Junky, reviews the technical setup in gold, silver, GDX, and GDXJ, and longer-term pattern suggests a big move higher for the PM sector.

Tue 11 Apr, 2023
25 comments

Erik Wetterling – The Importance Of Share Structure When Investing In Junior Mining Stocks

Erik Wetterling, The Hedgeless Horseman, reflects on the importance of share structure in junior mining stocks.

Thu 6 Apr, 2023
30 comments