See: EXK/EDR, RDE, ATY, ANK, IMV, BCRX
There is
blood in the streets. It is my portfolio blood.
A friend of mine says this week, "Everyone in the world says they like to buy when there is blood in the streets, just not when it is their blood."
Or on their streets. I come to drink the blood. Plasma even, when it spills on my paper. My portfolio swings -- and those at our
TCR -- are ruby-blood on the way down and celestial on the up.
Here are our
latest TCR actionables, starting with a free lunch:
-- Those of our
TCR family on Manhattan a
week from today | Thursday July 30: the
Nevada gold prospector along the
Cortez trend that will make all of us wealthy in the short term. Here is
the invite.
-- I try to track
insider purchases in bad and good times, and
not capitulations and stock-chart gazers; thus,
Angkor Gold's CEO is buying on average about 5,000 shares a day.
-- I'll be tuned into
BioCryst Pharma's
quarterly conference call for next steps in the southern USA lab's strategy of developing orally taken drugs that treat rare diseases, for influenza and for bio-terrorim agents. The only blood there is in the lab -- as BCRX stock is flying.
-- See this article for
fresh news about a secular trend --
profiteering drug-pricing -- that will
benefit, yes, benefit longstanding labs with low-priced cancer and immunological solutions.
Immunovaccine in Halifax, Canada, is at the top of our
TCR list. That drug-price article, all about blood in the streets,
is here. The stock ticker for our low-priced alternative is IMV in Canada, and that stock is making us money, too.
-- I'm down so far on my natural resources, that in this fifth year of bleeding bloody hell, even the devil won't stoop to pitchfork my low-priced holdings. One I know well and personally,
Endeavour Silver, is beneath even Hades-level stock-price criteria. Stare at the
chart here too long and you turn into a statue of salt. The Mexico producer looks like it will produce about 11 million ounces of silver (silver-equivalent includes gold ounces) in 2015. Endeavour Silver's stock is approaching $1 USD -- which is close to its late-2008 low. I am a buyer: EXK in USA.
-- What else is chewable:
Red Eagle Mining and Atico Mining are both in Colombia and are both rising Thursday. Red Eagle has about all the pieces it needs to become that nation's next new gold mine -- within a long bike ride of the city of Medellin.
Atico Mining, which I know well and own, produces copper and gold at respectably low prices at El Roble, which is underground and surrounded by what I believe are economic volcanic deposits of more gold and copper.
... I also think
TiVo shares right here at $10 USD or so are capable of rising twofold or more via fresh streaming-video contracts or an outright change of control to Netflix, Google or one of the cable-media companies in the USA or Britain.
Tickers: ANK (Canada), NUG (Canada), BCRX (USA), IMV (Canada), EXK in USA and EDR in Canada, TIVO in USA, ATY in Canada, RDE in Canada
-- Thom Calandra
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Thom Calandra & TCR are researchers and investors. They are not registered investment advisers. The research and material they offer to subscribers are meant as editorial opinion.