Hedge fund manager David Einhorn is betting that gold-mining companies will outperform bullion, reversing the trend from the past six months.
“A substantial disconnect has developed between the price of gold and the mining companies,” Einhorn said today in a conference call discussing results at Greenlight Capital Re Ltd. (GLRE), the reinsurer where he is chairman.
Mariusz Skonieczny is the founder and president of Classic Value Investors, LLC, an investment management firms that builds and manages customized investment portfolios for its clients. He is the author of Why Are we So Clueless about the Stock Market? Learn How to Invest Your Money, How to Pick Stocks, and How to Make Money in the Stock Market.
Email: mskonieczny [at] classicvalueinvestors [dot] com. Webpage: www.classicvalueinvestors.com
Track Gurus’ Stock Purchases Daily – Real Time Guru Picks
GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 3 days after the date of the transaction. This is just one of the features provided with GuruFocus Premium Membership.
Feedback
European Shorting
My Portfolios
Browse Gurus
Print
Email
Bookmark
Subscribe RSS
RSS
The Companies to watching are; AUY, GLD, GG & GULF. GOLD-MINING