gold miners
—
position
long
Arnold Van Den Berg & Jim Brilliant
Thesis
The investors have identified value in gold miners, which have been significantly discounted due to the decline in gold prices. They bought a diversified basket of gold mining stocks at the end of the year, believing they were undervalued and set to recover as the market stabilizes.
Did it work?
Not analyzed yet — run analysis from the issue page.
Raw excerpt
No raw excerpt stored.