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OK, I watched it. He’s long gold and natural resource and seems to eschew non-natural resources stocks. Are you similarly positioned?
What are your thoughts on DSNY’s Q? Still think they’re going to earn 5 cents this year? My guesstimate is that they’ll earn about 3 cents.
I am more and more positioned to his line of thinking.
As to DSNY: Considering their fiscal year ends August, it is more likely 3 cents, but with the way they are growing if you were to include the October quarter for a full year, I think it could be closer to 5 cents. Check out the international growth in their 10-q. Wowza,
Next quarter could be their best quarter ever.
As always these are just my humble opinions, do your own work and do not rely on my opinions. Also know that I am biased and a big holder of the stock.
What do you own now that most fits with his thesis?
Re DSNY: The company is moving in the right direction. I’d be a buyer here if it were a third cheaper.
Aaron,
Thanks for posting the Sprott interview – his track record is truly phenomenal. I was curious as to your thoughts on the silver market and the coming supply shortage/price spike some commentators are predicting.
Michael, I’m not an expert on silver, but I would expect it to perform very well considering that I’m quite bearish on fiat money