Julius_Seizeher
Master Don Juan
With the runaway success of the penny stock thread ongoing, I am compelled to facilitate an investment philosophy dialogue here. I will go into detail regarding what I see happening on the world stage, where I think the demand is going, and what industries I am investing in. I have no need to pump the stocks I believe in, if I refer to specific companies I am merely sharing my enthusiastic opinion on what they are doing and where I believe they are going.
Thus far as an investor I have developed a strong focus on what I call "building block of civilization" kind of markets. I no longer invest in who's making the better mousetrap; I buy companies that are pulling the raw materials out of the ground to build the mousetrap. These include resource/mining verticals in precious metals (gold, silver, copper), Rare Earth Elements (Niobium, Molybdenum, Lithium, Uranium), and Agricultural Commodities (namely Potash). Also included in my "building block of civilization" definition are energy companies (oil wildcatters, natural gas, electrical production, nuclear).
Obviously, now is a good time to be bullish on precious metals. Gold is having a heyday, and I'm betting that it's only getting started. IMO, the amount of debt held by fiat currency nations functions as a support for the escalating price of gold; we will likely see fluctuation in the short-term but I believe the price of gold is just taking off. Fiat debt, coupled with the MASSIVE worldwide short positions in gold that were perpetrated by the anti-gold banking cartel as a means to suppress its price, are among the factors driving more money into gold as investors flee from dubious baseless currencies. Investor demand, short covering, and world economic conditions have created the perfect bullish storm in gold. Silver is also seen as highly undervalued, and it's industrial uses are growing constantly. Copper is also heating up, as China is trying to gorge itself and has stopped selling it as well. These metals are on fire, and fundamentally are showing that they have wonderful futures ahead of them.
I also believe that the ease by which retail investors may buy these metals, in the form of ETFs, is a bullish driving force.
Next come the REEs. You've probably never heard of the RESTART Act, but rest assured your Congressman has signed it into law. The domination of the Rare Earth Element market by the Chinese has presented a 'clear and present danger' to the security of the US. REEs are used in every high-tech device you can think of, especially those in machines used by our armed forces. Twenty years ago, we allowed our domestic REE industry to wither and die, because we could just buy it from China. Now, China is no longer playing ball and we have to rebuild our REE mining/production infrastructure. This industry is just beginning to get serious investor attention, but I have no doubt that those who rely on the WSJ and Fortune magazine will soon be buzzing about REEs.
Then there's good 'ol potash. In case I'm the only farmer on this site, I'll inform you that potash is corn fertilizer. The expanding world population, and the upstart growth of several former third-world nations, is creating a gargantuan demand for potash. Hell, BHP (the biggest mining company in the world) just made a huge buyout offer on PotashCorp, who is now trading at $150. Potash is going to be RED hot for a long time - about as long as people need to eat, capeesh?
Armed with my belief in the future of the aforementioned commodities, I buy early-stage mining verticals with big assets, a scaleable advantage in production, and sorely undervalued share prices. I have a group of 5 companies which I am buying as much as I can get, and there are additional contenders for my portfolio as well. Of course, this is more speculative than buying miners who are already producing, but this SOP allows me to reap the greatest potential on that money. There is much that must happen before a company begins producing, so once you have proven underground assets, you are given a window of time to buy the stock (often years) while the company is putting it all together.
I consider myself an acolyte of Buffett-style value investing, only with the Risk dial turned up another couple notches, and with a focus on resource verticals. I don't follow the P&D squads and I don't practice santeria (aka technical analysis).
So what intelligent assertions are you guys making in the market?
Thus far as an investor I have developed a strong focus on what I call "building block of civilization" kind of markets. I no longer invest in who's making the better mousetrap; I buy companies that are pulling the raw materials out of the ground to build the mousetrap. These include resource/mining verticals in precious metals (gold, silver, copper), Rare Earth Elements (Niobium, Molybdenum, Lithium, Uranium), and Agricultural Commodities (namely Potash). Also included in my "building block of civilization" definition are energy companies (oil wildcatters, natural gas, electrical production, nuclear).
Obviously, now is a good time to be bullish on precious metals. Gold is having a heyday, and I'm betting that it's only getting started. IMO, the amount of debt held by fiat currency nations functions as a support for the escalating price of gold; we will likely see fluctuation in the short-term but I believe the price of gold is just taking off. Fiat debt, coupled with the MASSIVE worldwide short positions in gold that were perpetrated by the anti-gold banking cartel as a means to suppress its price, are among the factors driving more money into gold as investors flee from dubious baseless currencies. Investor demand, short covering, and world economic conditions have created the perfect bullish storm in gold. Silver is also seen as highly undervalued, and it's industrial uses are growing constantly. Copper is also heating up, as China is trying to gorge itself and has stopped selling it as well. These metals are on fire, and fundamentally are showing that they have wonderful futures ahead of them.
I also believe that the ease by which retail investors may buy these metals, in the form of ETFs, is a bullish driving force.
Next come the REEs. You've probably never heard of the RESTART Act, but rest assured your Congressman has signed it into law. The domination of the Rare Earth Element market by the Chinese has presented a 'clear and present danger' to the security of the US. REEs are used in every high-tech device you can think of, especially those in machines used by our armed forces. Twenty years ago, we allowed our domestic REE industry to wither and die, because we could just buy it from China. Now, China is no longer playing ball and we have to rebuild our REE mining/production infrastructure. This industry is just beginning to get serious investor attention, but I have no doubt that those who rely on the WSJ and Fortune magazine will soon be buzzing about REEs.
Then there's good 'ol potash. In case I'm the only farmer on this site, I'll inform you that potash is corn fertilizer. The expanding world population, and the upstart growth of several former third-world nations, is creating a gargantuan demand for potash. Hell, BHP (the biggest mining company in the world) just made a huge buyout offer on PotashCorp, who is now trading at $150. Potash is going to be RED hot for a long time - about as long as people need to eat, capeesh?
Armed with my belief in the future of the aforementioned commodities, I buy early-stage mining verticals with big assets, a scaleable advantage in production, and sorely undervalued share prices. I have a group of 5 companies which I am buying as much as I can get, and there are additional contenders for my portfolio as well. Of course, this is more speculative than buying miners who are already producing, but this SOP allows me to reap the greatest potential on that money. There is much that must happen before a company begins producing, so once you have proven underground assets, you are given a window of time to buy the stock (often years) while the company is putting it all together.
I consider myself an acolyte of Buffett-style value investing, only with the Risk dial turned up another couple notches, and with a focus on resource verticals. I don't follow the P&D squads and I don't practice santeria (aka technical analysis).
So what intelligent assertions are you guys making in the market?
Last edited: