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Buy gold explorers
We buy 3 gold explorers: * International Royalty company (ROY), which is a portfolio company that owns shares in various mines. * Altius Minerals (ALS.TO): This company already has steady income from roylties and is about cash break even. It has further interests in uranium and copper mines. * Almaden Minerals (AMM.TO or AAU): This is more early stage and higher risk than the other two companies. On the other hand, there is a good chance for strong newsflow over the next couple of months.
Date: 13-07-07
We sell our long warrants and the straddle
We sell the Dax call, the MDAX Call and the Nasdaq straddle (consisting of a long and a short instrument). The reason is that overall, the warning signs for the stock markets become more and more obvious: Increasing interest rates, a weak USD, high oil prices and fears of increasing inflation. As a latest trigger, we see that the volatility in the stock markets increases significantly which has happened often berfore bear markets. The latest rally might continue over the next days or weeks. But as the warrants are highly leveraged and pretty risky and we have achieved our targets, we realize the gains.
Date: 15-06-07
Buy Amazon
Amazon has all the incredients to become the next Walmart. PE looks high as the company invests in growth. On the other hand, price / sales of 2.5 looks reasonable when looking at the > 30% revenue growth rate.
Date: 23-05-07
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