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You wouldn't really find a lot of mining or energy stocks in his portfolio. Very few. For example, AEM is the only gold stock he has in the portfolio. It has a safe jurisdiction, safe netbacks, committed to returning capital. All that's hard to find in commodity land, where animal spirits seem to run high. As a general rule when investing in commodities, focus on the bottom of the cash-cost car. So, where you want to begin is with the highest margins and the last one to go bankrupt in energy.
The only gold stock he has in the portfolio. Safe jurisdiction, safe netbacks, committed to returning capital. All that's hard to find in commodity land, where animal spirits seem to run high.
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