Poetic Portfolios

Yamana Gold (NYSE: AUY) is a difficult company to follow. It seems that as soon as you get a handle on the business, something changes. I originally bought the company thinking of it as a simple business: Pull gold out of the ground, sell it, profit. It’s not that simple.

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The following post on Yamana Gold (NYSE: AUY) was originally posted October 28, 2007 at odysseyroad.com.

It seems that of all my holdings, Yamana Gold (NYSE:AUY) is the most difficult to track. Now that the three-way merger between them, Northern Orion, and Meridian Gold is a lock, it is time to see what the combined company will look like. (more…)

The following post on Yamana Gold (NYSE: AUY) was originally posted September 5, 2007 at odysseyroad.com.

I haven’t seen any urgency in rushing to provide an update on Yamana’s most recent quarter largely due to the three-way buyout currently under consideration. The buyout has clouded the situation for Yamana yet again, depressing shares despite the price of gold moving to $700 per ounce. (more…)

The following post on Yamana Gold (NYSE: AUY) was originally posted June 20, 2007 at odysseyroad.com.

Yamana can be a good investment for a diversified portfolio as a hedge against inflation and currency risk at current prices. It has been a good investment since I purchased shares in October 2006. I research each individual stock investment that I make and try to determine a value for the company. Below is the research that I have compiled for Yamana Gold. (more…)