Silver Wheaton Co (SLW.TO) - $5.91 - Yahoo Quote

Blog Articles:

The Belle of the Ball

I recently started to establish a position in Silver Wheaton for my stokblogs portfolio. It's a stock I've traded in and out of over the last couple of years and I probably should have just bought and held. In my stokblogs portfolio I'll keep a core positi ...

personal blog entry - Suntzu - 2006-02-17 07:08 - 8 comments - 2 attachments

SLW.TO

Yesterday I sold a large portion of the Silver Wheaton holdings in my Stokblogs portfolio. I've been touting gold and silver for the last year and thought I would try to explain my actions. Of course, this is more to clarify my own thoughts than to convinc ...

personal blog entry - Suntzu - 2007-03-10 16:09 - 6 comments

Finding Value in the Resource Sector

I believe it was Burton Malkiel, author of "A Random Walk Down Wall Street," who said that God alone knows the proper P/E for a stock. Of course, he was referring to how difficult it is to know what price to pay. Graham and Dodds came up with som ...

personal blog entry - Suntzu - 2006-02-01 02:32 - 2 comments

Silver Wheaton Increase in Reserves

On June 25, Goldcorp announced a 50% increase in proven and probable reserves at their Penasquito Project.  Silver Wheaton ( SLW.TO ) has a 25% stake in the silver of that mine – which is also their biggest project. I completely missed ...

personal blog entry - Theo - 2007-07-10 08:48 - 0 comments - 1 attachment

Faith or Heroin?

I had no idea the S in Ben S. Bernanke stood for Superman. Apparently, he can lift the entire American economy by making a speech. Of course, the bounce after the rate cut wasn't much of a surprise. It seems investors still have faith that Mr. Bernanke and ...

personal blog entry - Suntzu - 2008-02-02 20:59 - 2 comments

Goldilocks is Confused

It seems to be common knowledge that inflation is on the rise and the U.S. Dollar will fall.  Just ask around.  Most educated people have an inkling that the economy is not doing so well.  Investors, I feel, are in the same camp.  Heck, ...

personal blog entry - Theo - 2007-03-09 20:00 - 0 comments

Too much trading!

Last week I hinted at a problem in my portfolio.  Basically, as my knowledge has grown over the years, and subsequently my wealth, I have had the funds to try a lot of different things.  If I have what I think is a good idea, I never hesitate ...

personal blog entry - Theo - 2007-05-16 01:32 - 1 comment