Another Resource Investing Interview from the Vancouver Show -
Best of the best on sale cheap, 20% of companies worthwhile.
The idea that there is no quality is idiotic.
Not in a capitulation market yet based on issuer behaviour.
Long term likes coal, uranium, gas - finding the best producers hanging on until market changes.
Additional interview at Smallcap power - discusses focus on buying "the best of the best" and the market recovery as a cracking whip.
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