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TDV Trade Alert - Fortuna Silver
Originally published in TDV in September 2019 Fortuna Silver Mines (FSM, TSX:FVI) is one of the junior producers we hold in our TDV...
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Sep 9, 20196 min read


TDV Uranium Portfolio
Originally published at The Dollar Vigilante in collaboration with Ed Bugos Recommendations Buy Uranium Participation Corp (TSX:U,...
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Aug 31, 201914 min read


Skeena: Overlooked Gold Value Play
Skeena Resources (SKE.V, SKREF) is a Golden Triangle (GT) focused explorer. The company optioned the past producing Snip and Eskay Creek...
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Jul 3, 20197 min read


NexGen Energy: Undervalued Uranium Play
Overview NexGen Energy (NXE) is an advanced stage uranium exploration company located in the prolific Athabasca basin in Saskatchewan,...
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May 16, 20196 min read


Red Flags Rising at McEwen Mining (NYSE:MUX)
Note: This report was originally commissioned by a private client with a long-term position in McEwen Mining. Following a material news...
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May 14, 20195 min read


Section 232 Petition: All Hype, No Substance
Background In January 2018, two US based uranium producers Ur Energy (URG, MCap $153.4 million) and Energy Fuels (UUUU, MCap $327.7...
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Apr 10, 20195 min read
TDV Trade Update: Tax Loss Season Buys
Originally published in TDV February 2019 issue In the TDV Trade Alert published on December 26, I recommended 5 stocks as short-term...
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Feb 4, 20191 min read


Tax-Loss Season Buys
Originally published in TDV December 2018 issue 'Tis the time of the year when investors engage in portfolio pruning - taking tax losses...
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Dec 25, 20182 min read


Buy China A Shares (CAF)
From a recent news story: “China’s USD denominated High Yield Total Return Index is down -14.88% YTD. This is the second worst year since...
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Dec 15, 20185 min read


Buy Wheaton Precious Metals (WPM)
Wheaton Precious Metals started out as Silver Wheaton in 2004, pioneering a new business model in the mining space. The company does not...
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Dec 10, 20184 min read


TDV Trade Alert - Goldcorp Earnings Play
Originally published in TDV October 2018 issue Idea in a nutshell: Goldcorp is releasing its Q3 results after market close today. The...
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Oct 23, 20183 min read
Northern Dynasty Minerals – Kerrisdale Capital Is Wrong
On the 14th of February 2017, Kerrisdale Capital published a report with their short thesis on Northern Dynasty Minerals. The company’s...
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Feb 23, 201711 min read
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