26 www.resourceworld.com
F E B R U A R Y / M A R C H 2 0 1 9
dation, it represents all that we look for in
a company – great management, good juris-
diction, good grades, improving cash flows,
exploration success and a good solid base in
the stock chart that helps us to know that
most of the weak hands have left the market
and the float has tightened up.
IN SUMMARY
We believe the junior mining space offers
a rare opportunity as a contrarian invest-
ment thesis, with many good, well run
companies trading at significant discounts.
Also, with the seasonal play not too far off,
as we go to press, timely investments in this
sector could prove rewarding in 2019 for
investors willing to do their homework.
n
John Newell is a portfolio manager at
Fieldhouse Capital Management. He has 38
years of experience in the investment industry
acting as an officer, director, portfolio manager
and investment advisor with some of the larg
-
est investment firms in Canada. Newell is a
specialist in precious metal equities and related
commodities and is a registered portfolio man-
ager in Canada (advising representative).
INVESTMENT
Courtesy StockCharts.com
CONVENTION.CIM.ORG
2019
I WILL BE IN
MONTREAL
APRIL 28 MAY 1
INNOVATION
IS NOW.
INTERACTION IMPACT INFORMATION INNOVATION INTELLIGENCE INFLUENCE INTENTION INCLUSION INSPIRATION INTERACTION
