I also added to POT and uranium (CCJ); these are cheap. The basis for the POT investment is the same as my DE one. Here's the SA article of Oct 12.
http://seekingalpha.com/article/4011644-like-john-deere
Wednesday, December 7, 2016
Position Changes Today
I got out of my platinum position. It actually looks quite good on the chart, and I wouldn't be surprised if it continues to move up. But that's not how I trade. I look for long run fundamental under or overvaluation. Here's a long run chart of platinum in constant 2016 dollars:
So platinum is still pretty expensive on this basis. Not for me.
I also added to POT and uranium (CCJ); these are cheap. The basis for the POT investment is the same as my DE one. Here's the SA article of Oct 12.
http://seekingalpha.com/article/4011644-like-john-deere
I also added to POT and uranium (CCJ); these are cheap. The basis for the POT investment is the same as my DE one. Here's the SA article of Oct 12.
http://seekingalpha.com/article/4011644-like-john-deere
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