Why Gold Miners Can Finally Shine

Published on
September 17th, 2018
Duration
25 minutes

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44

Why Gold Miners Can Finally Shine

The Expert View ·
Featuring James Rasteh

Published on: September 17th, 2018 • Duration: 25 minutes

James Rasteh of Coast Capital Management is a deep-value investor who has turned his sights on the gold miners. He points out that these stocks have destroyed billions of dollars in capital, and have chronically underperformed the gold price, even during rallies. According to Rasteh, the managers are the problem, and yet they have paid themselves millions. He says it's now time for a change. Filmed on September 11, 2018 in New York.

Comments

Chapters

  1. 00:01:40
    Interest in Gold Miners
  2. 00:03:04
    A Deserted Sector
  3. 00:05:13
    Why Should People be Interested?
  4. 00:08:40
    Capital Destruction Levels
  5. 00:10:56
    Investment Framework
  6. 00:15:34
    Which Names Do You Like?
  7. 00:20:58
    Withstanding Lower Gold Prices
  8. 00:22:19
    Depressed Valuations Indefinitely?

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