mit A. Saiger (Weggefährte von Kostolany) http://www.daf.fm/video/...lassisches-crash-warn-signal-50162944.html -------------------------------------------------- mit Chen Lin http://www.trefis.com/stock/pvg/articles/192885/...urce=TheMotleyFool Auszug: TGR: So what kind of strategy should investors be looking at now when it comes to precious metals investments over the next few months? CL: I’m cautious on gold and silver mining because the end of June is the end of both the quarter and the half of the year. There could be more fund redemptions in the near term. But I like special situations, like Alacer; if it does the deal as I calculated, it will be trading around cash. So those kinds of special situations exist for those investors who are willing to look into the market. The first thing for investors in this brutal bear market is to stay alive. I believe there will be great opportunities waiting for us. TGR: Do you think any of these companies are takeover targets at this point or do the potential buyers have too many of their own problems to be worrying about takeovers? CL: That’s a great point. The majors are having problems. They are facing management changes and shareholder revolts. There may be some takeover targets, but I would first want the company to be self-funding and self-growing, and there will be winners coming out of this correction. TGR: Any other thoughts that you’d like to leave with us on the precious metals? CL: The gold and silver miners are going through a terrible time. Some of the problems are due to the weak gold and silver price, but a lot are due to mismanagement. The miners could be weakened further as we head into the summer, which is the traditional weak season. This is truly a stock picker’s market because people are throwing out the baby with the bath water. Right now, I’m focused on special situations. The one thing I hope comes out of this correction is that miners learn lessons from their past failures and that they can run lean and efficiently. Then if gold and silver take off, we can have some huge rallies in the stocks, just as in 2009. |