Two More Positions To Sell In A Strong Market

By Dan AmossPosted January 11, 2021

Although we think AEM will perform well over the long term, we see better value in other large cap gold miners so let’s sell for gains today. Also, considering TEAF’s large discount to net asset value and its high distribution yield, we expected it to deliver a 30% total return over a year-long holding period. But, it has returned almost what we expected over an entire year in less than three months. So, let’s take a gain on this position today as well.

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Jim Rickards’ Strategic Intelligence

Dan Amoss

Dan Amoss, CFA, tracks aggressive accounting and other red flags that markets miss. He’s a student of the Austrian School of economics and Daily Reckoning fan since 2000. Agora Financial relies on Dan for macro market commentary as well as profitable plays like his 2008 call to readers to buy Lehman Bros. puts, which...

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Eleven More Positions to Sell on This Market Bounce

By Dan AmossPosted March 26, 2020

In light of the volatile nature of stocks currently and the market bounce this week, it’s time to sell eleven more positions in the portfolio as they are vulnerable to much lower prices in the months ahead.

Let’s Book Our Fifth Winner In The Past Month With Yamana Gold

By Dan AmossPosted May 11, 2020

Since gold stocks bottomed on March 23, Yamana Gold has soared by 105%. That move far outpaced the 70% gain in the popular GDX ETF of gold miners. After this remarkable run, Yamana’s value is no longer overlooked as we argued in our original buy alert back in October. So, let’s take the cumulative 59% gains on AUY today.

Lock in 43% Profits on DigitalGlobe

By Dan AmossPosted June 13, 2016

Jim’s view of the balance of risks in one of our investments has changed. It’s time to exit.

Time to Take Gains of Over 25% on Three Positions!

By Byron KingPosted July 31, 2018

Take this opportunity to sell either half or all of your positions in these three stock picks from Byron and Nomi.

Five Positions To Sell Into This Market Strength

By Dan AmossPosted December 4, 2020

Considering the recent gains we’ve seen in four of these five positions, we recommend selling them. The fifth one, SJB, is a loss. But, we see better upside in our other positions.

Special Lifetime Member Update: Take a 573% Gain on XLV Puts

By Dan AmossPosted February 28, 2020

Lifetime Members Only

In the last lifetime members-only briefing held in January, Jim discussed the economic implications of a Bernie Sanders victory on the healthcare industry. The stock recommendations that Dan provided on the call are up substantially so we recommend locking in profits on the short positions before a market bounce as the Fed will likely intervene. Receiving extra recommendations is an exclusive bonus of being a lifetime member so congratulations on your gains!