"LGL NCM are a waste of money, if the GM tanks these guys are going nowhere
stick to the juniors and mid caps on pe of 1 to 2, or reasonably capable of getting there if a junior
SLR is a classic example"
Don't forget DOM (Dominion) pays a 5% div when gold was around $900, how much now that gold is $1200AUD+???
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gold for inflation and cash for deflation, page-48
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