Date: Fri, 24 May 2013 15:36:38 +0200
- Industrials Sector and Stock Analysis from Seeking Alpha
Malcolm Gissen: China, India Key to Commodities Prices
By Hard Assets Investor
Mike Norman (Norman): Hi, folks, welcome back. It’s Mike Norman here on HardAssetsInvestor.com, with my guest, Malcolm Gissen, who is the co-manager of the Encompass Fund. Malcolm, now … your vehicle … you use equities, you invest in companies that mine or produce raw materials. What are some of your favorite stocks, your favorite companies?
Malcolm Gissen, co-manager, Encompass Fund (Gissen): Mike, I should clarify, the fund has a wide variety of companies and sectors represented, but clearly the major focus has been resource companies — metals companies and energy companies of all kinds.
Norman: What do they do?
Gissen: They’re in the gold and silver business in South America. It was a spinoff