Valuation Analysis for Gold Miners?

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#1 Tue, Jun 21, 2011 - 9:57am
BHOWE
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Chicopee, MA
Joined: Jun 17, 2011
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Valuation Analysis for Gold Miners?

I am a real novice when trying to determine which stocks to buy on a true valuation basis. Has anyone put together a spread sheet for the gold miners, that works thru their valuation based on know resources? And is willing to share it? It looks like the miners could be bottoming. I was thinking of reallocating some of my stocks. I just need a little (lot) help with valuation. Which stocks have been beaten down the most and thus should take off when the market returns? I currently hold.

AUY, IAG,AEM, SLW, EGO, HL, Also ETFs, GDX, GDXJ,

Thanks

Bill

Edited by: BHOWE on Nov 8, 2014 - 5:20am
Thu, Jul 7, 2011 - 12:04pm
loriewil
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Stock research

Looking at what you already own you just need to switch your holdings in AEM and SLW into their long-term warrants. AEM (wt.U) and SLW (wt.U).

A great site to do your own research (there is no easy way!) is https://www.stockresearchportal.com

A great site for articles on investing in the mining sector is https://www.munKNEE.com

Regarding warrants:

Warrants are a better choice than the stock because they are priced 45% to 65% less (AEM's is 65% less; SLW's 55% less) than the stock and will appreciate 50-100% more than the stock should the stock appreciate. Warrants give you more bang for your buck than the actual stock in a rising market. That's what warrants are all about - leverage.

I have written many articles on commodity-related long-term warrants (I seem to be the only one doing so) over the past 7/8 years and developed 2 proprietary indexes - the Gold and Silver Warrants index (GSWI) and the broader Commodity-related Company Warrants Index (CCWI). You can get all the details here:

1. The “Secret” World of Gold & Silver Company Warrants https://www.munknee.com/2011/05/the-secret-world-of-gold-silver-company-warrants/

2. Gold & Silver Warrants Index (GSWI) Update https://www.munknee.com/2011/06/gold-silver-warrants-index-gswi-update/

3. Buying Gold & Silver Company Warrants is Easy & Profitable – Here’s How (and Why!) https://www.munknee.com/2011/06/buying-gold-silver-company-warrants-is-easy-profitable-%e2%80%93-here%e2%80%99s-how-and-why/

Enjoy and profit.