You can spend years searching for management teams like NST SLR...

You can spend years searching for management teams like NST SLR (and little ORS) - now here they are gift wrapped and this one with a 4% div.

All is go except that unknowable little problem - how the hell do you value gold 5 years from now?

Austrian common sense says over 5000K, but that same sense says it should be double present prices also - so where does that leave us?

Take a decent portion, but loading up to an extent that could change your life - to me it feels like gambling and that is something you can only do if you are already rich or if you are young enough to replace the capital. - I am neither.

GL