RE: Sentry Select Precious Metals TrustCampine.I sort of agree except for HBM. They had a cashflow of $1.75(I think) last year. Unless zn goes under a buck and copper falls to $1.5 and the bottom drops out of gold, HBM should have a 12 month cashflow of $3.5 to$4. As for EZM If they get the zinc from Neuvos Cortez and Adjustral it could offset any drop in copper price.
Overall, I think most base metal producers are underpriced.
As for ARG I am here mainly because of the dividend, but the investment in CHD interests me.
jimi