Commentaries

  GOLD! GOLD! GOLD!!! I'm really not much of a gold bug, but, wow, the gold miners seem cheap. Some of them are selling for about 35% of replacement value (ie, the cost you would incur if you were to build an identical facility and related...

Jenna here in my office recently updated our performance numbers for January 2018 versus the 4 indexes we measure ourselves against.  The DVI portfolio was down 8.5% versus the TSXs -1.6%.  As is normally the case with our portfolio, due to the concentrated nature of...

The Major Stock Markets chose the day of Donald Trump's first State of the Union address to hold a massive sell off.  Well, I guess not too "massive."  I was around for Black Monday (20% drop in 1987) - I was 14, but I was...

ADD - Dundee Corporation DC.A, TSX I added 3000 shares of Dundee Corporation (DC.A) to the portfolio's existing 3000 shares (2.4% of the portfolio).  The average cost is now just over $4.00 per share and the shares trade at $3.41, near where the additional shares were...