Industrials Sector and Stock Analysis from Seeking Alpha
Malcolm Gissen: China, India Key to Commodities Prices
http://seekingalpha.com/article/262439-malcolm-gissen-china-india-key-to-commodities-prices?source=feed

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.

Among the companies that we like, I would mention right now a company called Extorre, symbol XG. As of yesterday [March 9, 2011], it started trading on the New York Stock Exchange.

Norman: What do they do?

Gissen: They’re in the gold and silver business in South America. It was a spinoff

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