What are MM’s thoughts on gold stocks EVN & NST?
Still enjoying the daily insights & rationale. Is NST a buy circa $10? A good interim dividend, but down 17% in the month & more from it's recent high hit in early February. With the strengthened US$ & yields a recent headwind, if in the longer term a repeat decline of both these factors may be a tailwind for the sector. With cash on hand, will you be looking to potentially increase weighting and dollar coast average your EVN position? If so, what would the lower entry price you would be targeting for EVN if you were to add exposure as EVN has also significantly retraced? Thanks, Bernie