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Oshkosh Corporation (Holding Company)Common Stock (OSK $122.58)
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Equinox Gold Corp. (EQX $8.84)
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Karora Resources Inc. (KRR $6.70)
Q: Some time back, I came to the thesis that with all the financial stimulus, inflation would develop and that gold would rise. Well, we did have inflation but gold declined. Each of these 3 names may have had their own issues, I am down between 20 - 50 % on them. What is your view on gold going forward? What is your view on each of these 3 equities? Hold or sell, and why? Thank you for your excellent service.