Musings on Investing

Posted By: Jayant Bhandari July 16, 2018

Newton: A Movie

FPX Nickel (FPX), Novo Resources (NVO), etc.

I recently watched a Hindi movie, Newton, which marvelously portrays the ground realities in the tribal parts of India. It gives a glimpse of the underlying culture and the thought-process (or lack thereof) in Indian democracy. The movie is available with English subtitles. Linked is my review of the movie.

On investments…

In the bull market, every stock tends to go up irrespective of its value. But if a stock is over-priced compared to its value, an investor by definition takes a position in which his risk-reward profile is unfavorable. In the bear market, however, one has a much higher possibility of finding value at a price that offers an investor a decent upside with a favorable risk-reward profile.

Resource stocks have taken a huge beating recently. Here is a long list of companies that I am happy to buy:

  • FPX Nickel (FPX; C$0.11)
  • Novo Resources (NVO; C$3.81)
  • Nevsun Resources (NSU; C$4.19)
  • Atacama Pacific Gold (ATM; C$0.70)
  • Globex Mining (GMX; C$0.365)
  • Candor Resources (CN; C$0.065)
  • Renaissance Gold (REN; C$0.18)
  • ValGold Resources (VAL; C$0.11)
  • Amarillo Gold (AGC; C$0.25)
  • Altus Strategies (ALTS; C$0.105)
  • Thunderstruck Resources (AWE; C$0.06)
  • Keras Resources (LON.KRS; £0.0035)
  • Treasury Metals (TML; C$0.42)
  • Artemis Resources (ASX.ARV; A$0.15)
  • VR Resources (VRR; C$0.27)

On Saturday, 21st July, is the next Capitalism & Morality seminar. This will be the best and the biggest seminar ever. Come and listen to Adrian Day, Rick Rule, Doug Casey, Ian Plimer, and many other speakers.

Warm regards,

Jayant Bhandari

 

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