Stockwrestler's Public Portfolio: A Precious Metals Investment Blog

2026-08-11T14:52:12.951-07:00

WHY BUY BARRICK MINING stock?

Leverage to high gold (and copper) prices via a large, high-quality producer. Barrick is one of the world’s top gold miners with meaningful copper exposure. Investors buy it for:

Operating leverage to elevated gold prices (strong margins and cash flow when gold is high).
Diversified, long-life, relatively low-cost assets plus copper upside tied to electrification/AI demand.
Solid balance sheet, dividends (~2% yield range recently), and shareholder returns (buybacks).
Potential value catalysts such as growth projects and a planned North American assets IPO.

2026-08-10T13:42:20.292-07:00

WHY BUY PAN AMERICAN SILVER?

Strong leveraged exposure to rising silver prices.
PAAS is one of the largest primary silver producers with big reserves,

low costs (boosted by the Juanicipio stake), solid production growth,

a strong net-cash balance sheet, and plans to return up to ~$1B to shareholders

in 2026 via dividends + buybacks. It benefits heavily if silver stays elevated

or rises further due to structural deficits and industrial/investment demand.

2026-08-08T15:01:22.755-07:00

Re Equinox Gold: "zoom in on the period from July 31 to Aug 7, you can see exactly when EQX stopped trading like a mid tier and started trading like a senior producer. From the July 31 merger close price to today, the stock has moved roughly 26%, and the price action shows it was a structural repricing.The rerating window opened the moment the Orla merger closed on July 31. That removed the last layer of uncertainty and gave the market a clean look at the combined producer. The follow through came quickly... higher 2026 production guidance, a 50% dividend increase, stronger consolidated output, and a gold price that finally decided to cooperate. Institutions didn’t wait for retail to figure it out... they moved in immediately, and the market reflects that.The short term numbers confirm the shift. The 5 day +22.52% metric is anchored to July 30, so it doesn’t capture the July 31 to Aug 1 jump. Once you tie into the merger close, the move is ~26%. The 1 month +16.09% shows momentum was already building as the court approval and merger completion removed the overhang. The 3 month –17.76% is simply the “before Orla” picture... weak Q1, cost pressure, sector slump, and merger uncertainty. We have a different company today.The 52 week +79.56% number is the real indicator of what EQX has become. Despite the early year volatility, the company is up ~80% YoY. The price chart tells a simple story... EQX got hit early, bottomed, merged, rerated, and is now trading like a senior producer with scale. The numbers aren’t contradictory... they are sequential. It’s the look of a company transitioning from mid tier volatility to senior tier stability."

2026-07-06T15:59:29.501-07:00

google.com, pub-9167550837393990, DIRECT, f08c47fec0942fa0

Going from Penny Stocks to major dividend payers over many years,

I have finally isolated what I perceive to be the best precious metals stocks

to invest in...they are senior producers and all pay a dividend. I hold all of these stocks in my retirement portfolio, and here I list some of the reasons I hold them.

2026-07-06T13:50:24.742-07:00

WHY BUY KINROSS GOLD MINING?

Key Reasons to Consider Buying:

Gold price tailwinds — Kinross benefits directly from sustained high gold prices (safe-haven demand, inflation hedge, central bank buying).
Operational execution and cost discipline.
Attractive shareholder returns and undervaluation relative to cash flow/growth.
Diversified portfolio in stable jurisdictions (after exiting Russia).
High leverage to gold prices, which have been in a strong secular uptrend.
Trades at attractive multiples (e.g., P/E ~10–11, low P/CF in some analyses) with a 28–33% discount to peers according to some analyses.
Strong Buy consensus from analysts (e.g., 10 Strong Buy, 6 Buy out of ~18). Average price targets often in the mid-to-high $30s (implying substantial upside from recent ~$24–25 levels), with some higher.

2026-07-02T18:27:20.907-07:00

Why Buy PAAS Mining Stock?

Investors should consider buying Pan American Silver Corp. (PAAS) stock for several compelling reasons:
Strong Financial Performance: PAAS has shown impressive financial growth, with a record cash balance and a billion-dollar return target. The company's strong Q1 2026 earnings report on May 5, 2026, further supports this outlook.
Undervalued Stock: PAAS has a forward P/E of 10.41x, making it one of the most undervalued silver mining stocks to buy now. Analysts see a 62.60% upside for the stock.
Strategic Acquisitions: The company's acquisition of MAG Silver, valued at $2.1 billion, adds a 44% interest in the high-grade Juanicipio silver mine in Mexico, boosting production by 35%.
Growing Demand for Silver: The industrial demand for silver in solar energy, electric vehicles, and consumer electronics is surging, creating long-term price tailwinds for PAAS.
Operational Efficiency: PAAS has mastered the art of operational efficiency, producing 5.1 million ounces of silver and 178.7 thousand ounces of gold in Q2 2025, translating to $811.9 million in revenue and record net earnings of $189.6 million.
Investors looking for a strategic buy in a bullish silver market should consider PAAS stock as a potential investment opportunity. 😊 👍

2026-07-02T18:19:46.319-07:00

Investing in Barrick Gold Mining Company

can be appealing for several reasons:

Strong Gold Production: Barrick is one of the largest gold producers globally, with a significant portfolio of gold and copper assets.
Market Trends: The price of gold has surged, making Barrick's stock a potential investment during this period.
Diversification: The company operates in multiple regions and has a diversified portfolio, which reduces operational and geopolitical risks.
Analyst Ratings: Analysts have a consensus rating of "Buy" for Barrick Gold, indicating positive outlook for the stock.
Long-term Potential: With a strong net margin and return on equity, Barrick Gold presents a long-term investment opportunity.

Overall, Barrick Gold Mining Company offers a combination of strong production capabilities, market trends, and favorable analyst ratings, making it a potentially attractive investment.

Equinox Gold (EQX) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change

2026-06-22T15:55:41.100-07:00

Why buy Equinox Gold pre- merger with Orla Mining? “Because it creates better resilience and diversification against risk, better valuation multiples, better liquidity, a stronger financial condition and, most importantly, greater leverage to gold.”

2026-06-08T16:59:32.612-07:00

TOP PICK: ALAMOS GOLD.

According to 13 analysts polled by S&P Global, Alamos Gold stock has a consensus rating of "Strong Buy" and an average price target of $56.25 USD. The closing price last Friday was $35.50.

Alamos paying a dividend and buying back stock.

Island Gold operation photo in Ontario, Canada.

2026-06-02T15:04:58.823-07:00

Will the merger of Orla with Equinox Gold go through? I suppose it will because both parties must have been aware of these issues in Mexico as they are not newly developed.

The main issue with Orla Gold in Mexico is related to labor rights violations at the Camino Rojo mine. A USMCA Rapid Response Labor Mechanism panel found a severe denial of labor rights, including interference in union activities, coercion, and intimidation. The panel proposed nine remedial measures, including reinstatements, compensation, and a public apology. Orla Mining has been working to implement these measures and has engaged with government authorities to address the Panel's recommendations. However, the situation has also led to a temporary suspension of operations at the mine due to a worker blockade, which has raised concerns about the company's ability to maintain production targets and safeguard shareholder value.

Meanwhile, I am a small shareholder of the combined company and am fairly confident that these issues can be quickly resolved.

First Majestic Silver consolidated below $25 CAD.

2026-04-22T15:36:00.000-07:00

google.com, pub-9167550837393990, DIRECT, f08c47fec0942fa0

First Majestic Silver consolidated below $25 CAD.

Jerritt Canyon boasts about seven million ounces of GOLD owned outright by FMS.

Don Durrett sees $100 USD as a share price for FMS when they restart that project. BUY recommendation.

2026-03-25T16:23:00.000-07:00

I added Barrick to my portfolio:

it looked undervalued after this latest correction.

It is actually the greatest producer of gold in the United States.

Barrick Mining Corporation:

engages in the exploration, development, production, and sale of mineral properties. It explores for gold, copper, silver, and energy materials. The company was formerly known as Barrick Gold Corporation and changed its name to Barrick Mining Corporation in May 2025. Barrick Mining Corporation was founded in 1983 and is based in Toronto, Canada.

2026-03-23T16:49:00.000-07:00

Silver Miner looks bottomed out today:
Impact Silver Corp. has support at 22c cad and no offers below 24c. Looks like a pretty firm bottom. They will have good earnings on the next report and have cash to expand on silver production. The zinc mine wasn’t very profitable, so they shut it down.

'It's Almost Over': 60% Correction Next In This Asset Warns Trader | Chr...

2026-01-27T15:28:30.755-08:00

2026-01-26T15:22:00.000-08:00

My Penny Stock Days are over, my new portfolio for retirement:

ALAMOS, B2GOLD, KINROSS, FIRST MAJESTIC, PANAMERICAN.

ALL CANADIAN DIVIDEND PAYERS.

$5,000 Gold Is Here; CEO Reveals Next Asset To Double | Will Rhind

2026-01-26T15:14:01.097-08:00

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2025-12-31T16:17:00.000-08:00

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2025-12-30T16:31:31.943-08:00

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2025-12-29T15:23:25.048-08:00