A video from Interactive Investor proffers the following views:
- silver is a warrant on the price of gold - so expect "brutal" volatility
- copper has many industrial uses - which he rates as a warrant on global economic activity
- "rare earth minerals" - apparently, geologically speaking, they're not that rare. Presently, 95% of production comes from China, giving it something of a monopoly. These minerals are very useful in high-tech electronic equipment
My pick of director deals for September. The final choice is heavily influenced by the Greenblatt Ranking. I haven't spent much time on the choice. In the list are: UTV, JLF, VED, MTC, KFX, STHR, ADM, PGB, DPLM, VPP, CEY, LOND, EMG.
I choose: PGB (Pilat Media Global). PER 13.8, MKT CAP £22m, PFCF 8.1, PBV 1.18, Net cash 4.7m.
Here's the portfolio:
DATE EPIC QTY PRICE FTALL
06-Apr-2011 ICP 3020 330 3133
01-May-2011 WLF 4149 239 3155
05-Jun-2011 SNR 6535 153 3058
03-Jul-2011 RTN 3355 298 3120
01-Aug-2011 CWC 23696 42.2 3026
01-Sep-2011 LOOK 19043 52.5 2800
05-Oct-2011 PGB 27027 37.0 2606