Pooling of human capital for the unofficial 'Two Plus Two Portfolio'

[hawk59]

[ QUOTE ]
[ QUOTE ]
Where is the $125-$180/ton figure coming from? Is that revenue? Net income?

[/ QUOTE ]

From each ton you process, you extract a certain quantiy of silver (plus other metals too) depending on the grades (usually expressed in grams/ton). Let's say that when you process one ton, you get for 200$ worth of silver. It costs 50$ to extract it so you get 150$ a ton.

This recent article ( http://www.resourceinvestor.com/pebble.asp?relid=29510 ) about another near-term producer used close to 125$/ton in their estimates. However, based on historical data, Aurcana has higher grades than ScorpioMining. Therefore, for each ton processed, Aurcana will recover more silver than Scorpio. Thus my 150$/ton approximation

[/ QUOTE ]

Keep in mind miners aren't generally valued on something like p/e and for good reason. Two mines might currently be producing the same amount of product, but one of the mines will run out in 2 years, the other runs out in 100 years. If you valued them both at a certain p/e then you'd be way off in both cases.

[r3vbr]

Unibanco(UBB) is a great buy
brazilian banks are always making money no matter what
I'll elaborate more later

[john kane]

Okay, here is the list of stocks:
(NasdaqGS:HERO): Hercules Offshore.
(NYSE:CX): Cemex.
(NYSE:T): AT&T
{NYSE:GE): General Electric
(CDNX:RSC.V): Strateco Resources
(NYSE:HAL) Halliburton Co.
(NYSE:VLO) Valero Energy Corp.
(NYSE:BBW) Build-A-Bear Workshop Inc.
(NYSE:BJS) BJ Services Co.
(CDNX:AUN.V) Aurcana Corporation
(AMEX:NXG) Northgate Minerals Corp.
(Toronto:BVX.TO) Bow Valley Energy Limited
(NYSE:ISE) International Securities Exchange Holdings Inc.
(AMEX:PZD) PWRSHRS CLEANTECH PO
(NYSE:CY) Cypress Semiconductor Corporation
(NasdaqGM:AMSC) American Superconductor Corp.
(NYSE:UBB) Uniao de Bancos Brasileiros S.A.

Please add anymore. Tonight I'll divide them into sectors and we can see what we need to add for diversification purposes.

[ahnuld]

hey guys, im new to modding and such, but im pretty sure you cant call it a 2+2 portfolio. Site cant be liable for any losses that occur. If you want to invest in these stocks on your own, fine, but it must be clear this is an independent investment portfolio with no relation to this site.


That said, I like Coach (COH) [img]/images/graemlins/smile.gif[/img]

[john kane]

okay cool ahnuld, ill set up a new thread saying 'The Great Portfolio'

also nice to see your a mod, you clearly have been learning a lot over recent months and im sure will go on to be a very good finance guy.

if you reply saying that new portfolio name is good, ill set up the new thread and we can go from there.

and ty for COH.

[ahnuld]

you can leave this one here, its fine. I just changed the name to unofficial, and we are good to go.

[Sniper]

Many moons ago, we were approved to use "2+2 Poker Players" as the Marketocracy club we setup for play ports, and competitions.

There are 80+ posters represented there, and I would encourage anyone who hasn't already, to signup at Marketocracy , create a free play money portfolio, and join the "2+2 Poker Players" club. We sit squarely in the middle of the first page of club listings. It would be nice to see that count go above 100+.

[cecil]

i own WILC SPAN PONR POPEZ and all have done well this year and should continue to do so. i also own twelve other stocks that are just as solid if you want me to list them. i have detailed reports for each but, unfortunately, the motherboard on my laptop is fried and i havent had time to pull them off the harddrive.

if this is to make a 2+2 index that is fine but i do not recommend buying anything in this thread with real money without doing significant research of your own.

[r3vbr]

I put 30 k a week ago on (HERO) and it opened down 8% on buyout anouncment of much larger company today. Climbed back to -3.5% midsession (and still climbing). anybody else buy this? how do we make a valuation for this company after deal?

[john kane]

By posting that you have reminded me about this. Due to my lack of posts in this forum for the last week or so you can guess that I have taken a backseat from trying to invest and have taken the advice of putting it in a savings account till I learn now. However, I will continue with this, for this portfolio, I will be buying them now at the after hours price:

(NasdaqGS:HERO): Hercules Offshore.
25.40
(NYSE:CX): Cemex.
32.60
(NYSE:T): AT&T
37.65
{NYSE:GE): General Electric
34.57
(CDNX:RSC.V): Strateco Resources
2.89
(NYSE:HAL) Halliburton Co.
32.15
(NYSE:VLO) Valero Energy Corp.
60.80
(NYSE:BBW) Build-A-Bear Workshop Inc.
27.61
(NYSE:BJS) BJ Services Co.
27.43
(CDNX:AUN.V) Aurcana Corporation
1.50
(AMEX:NXG) Northgate Minerals Corp.
3.51
(Toronto:BVX.TO) Bow Valley Energy Limited
5.77
(NYSE:ISE) International Securities Exchange Holdings Inc.
46.87
(AMEX:PZD) PWRSHRS CLEANTECH PO
25.59
(NYSE:CY) Cypress Semiconductor Corporation
18.52
(NasdaqGM:AMSC) American Superconductor Corp.
14.04
(NYSE:UBB) Uniao de Bancos Brasileiros S.A.
85.83
(NasdaqCM:WILC)G. Willi Food-International Ltd.
6.99
(NYSE:COH) Coach Inc.
49.34
(NasdaqGM:SPAN) Span-America Medical Systems Inc.
16.18
(NasdaqGM:PONR) Pioneer Companies Inc.
27.49
(NasdaqGM:POPEZ) Pope Resources LP
44.72


That is a 22 stock portfolio. At the end of every month of if anyone has an alert about any of them, or has any to add, please post.