Reader Bob G. wrote to me:
With respect to SIL I personally think one is better off just owning PAAS and SLW. The problem with SIL is that its bogged down bu HL, CDE and SSRI the latter of which put forth a huge stock offerring about 6 months ago at $17 which has put a ceiling on that stock.
Thanks Bob, I'll diversify into PAAS and SLW.
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