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December 3, 2017

04/15/2010


I am interested to hear your opinion on Ecu Silver Mining Inc. OTC:ECUXF Honestly, I don’t know the company. Sorry. The MSCI US REIT Index (RMZ) continues to go up. (Although in the last 48 hrs it is looking a bit topy.) Yet residential and commercial properties continue to weaken. What am I missing? Will this sector be ‘saved’ by money printing/inflation? Or do ... Read More
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December 3, 2017

04/19/2010


Kuppy, For the prols among us who are too busy with jobs/careers to manage our own money, do you have any recommendations for funds, money managers or hedge funds in the small company area since you have abandoned us? Thanks. I unfortunately cannot give personalized advice. I have a number of friends who have small funds that are open to investment, but the $1 ... Read More
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December 3, 2017

04/23/2010


Harris, in light of your recent commentary about gearing, have you looked at some of the gold/silver royalty companies? Shouldn’t this be the case for them as well as the gold price rises? Have you done any work on RGLD or Franco (or something smaller) in this regard? Thanks! The royalty companies really should gear. Great point. Their costs are pretty fixed and revenues ... Read More
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December 3, 2017

04/29/2010


Hi Harris, Thank you for your VXX detailed discussion. Would be great if you could do a similar analysis on UNG. Really the same concept applies. Figure out how steep the roll curve is and plot it out on a spreadsheet. Many of these are decaying assets. I only mentioned VXX because it is so egregious. your column on vxx was interesting. today the ... Read More
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December 3, 2017

05/02/2010


Hi Kuppy One thing that I noticed with the recent earnings releases from the larger gold miners is that they are increasing their exploration expenditures. Do you believe that Energold and Aeroquest are positioned to capitalize on these expenditures or are their target customers mostly the juniors? What in your opinion are the dynamics in terms of customer buying behavior for these companies? Majors ... Read More
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December 3, 2017

05/06/2010


How do you attempt to manage volatility, if at all? Or do you rather consider yourself an investment partnership and not a “hedge” fund per se and just live with it? Just curious given the nature of the small companies in which you invest… Thanks! I consider myself an investment partnership. I own stocks that I want to own for years. I trade around ... Read More
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December 3, 2017

06/12/2010


Is the recommendation made to own gold or to avoid the USD? I am a Canadian and when I bought gold years back, paid for in USD with CDN, it is worth approximately the same in CDN now as then. The rise in gold price was offset by the decline of the USD. I wonder whether gold is an American, rather than a global ... Read More
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December 3, 2017

06/23/2010


do you ever hedge your gld position with puts or do you just use mental stops? Also, you talked about oil recently, do you think the uso is good vehicle to capture the upside–or does the contango effect like with ung make it not a useful etf to use? I don’t hedge often. I almost never buy protection. If i’m scared of something happening, ... Read More
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December 3, 2017

07/02/2010


Harris, Any opinion on Dune Energy (DNE)? Any comments in general on stocks that move from Amex to OTC? Never heard of it. Sorry–no opinion on it. My experience has been that when a stock moves from the Amex to the OTC, it declines in price as some funds cannot own OTC names. Harris, I am interested in knowing why you sold MF so ... Read More
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