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Kinross Gold Corporation (K $28.71)
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Pan American Silver Corp. (PAAS $46.59)
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Triple Flag Precious Metals Corp. (TFPM $37.56)
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Orogen Royalties Inc. (OGN $1.72)
PAAS is one of the larger silver stocks available that pays a dividend. The stock has done very well and is up 58% YTD this year. It is reasonably priced at 17X and one of our favourite silver companies.
OGN is a spin off from the OGN acquisition by Triple Flag. It owns all the OGN assets other than a 1% royalty that Triple Flag coveted. It is newly listed and small, but interesting. One to watch but not yet buy.
TFPM with the acquisition is now a $7.5B company, and becoming a favourite up-and-coming large cap company. We like its management and potential. K is doing very well with the sector rally. It is $31B market cap and has very good leverage if the price of gold rises. It has risks, but at 13X earnings is priced very well. It is not our favourite large cap but the valuation makes it more interesting for sure.