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January 2011

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    « Major Gold Miners and Dividend Payouts | Main

    January 05, 2011


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    Hey, thanks for the update.

    Couple stocks you should check out:

    Glacier Media Group and Logistec Corporation. Both trade on the TSE. I recently bought Glacier (Tim McElvaine holds it) and am looking at establishing a position in Logistec.

    Good work on the outperformance. Keep it up for 2011. It's nice to know that the guys at Fairfax are working to hedge your gold holding with the deflation bet.

    @Philbert: I'm familiar with Glacier Media, since McElvaine has made it a large position in his Trust. I'll check out Logistec. Thanks for the tip.

    @Zach: Many times owning a stock is really about their management's ability to deploy capital. That's certainly the case with Fairfax Financial and Prem Watsa. And if I could keep up this past year's performance, I'd be able to forget losing nearly 40% in 2008!

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