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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


Running with the Bulls
Where do we go from here? Bull markets don’t die of old age. Clearly, something is up that is driving equities higher. I don’t know...
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Apr 4, 20194 min read


Still A Gold Bull
What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...
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Mar 29, 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
Test Test Test
test test test test test test test test test test test test test test test test test test test test test test test test test test test...
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Nov 15, 20187 min read
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