No New Buys Today, Just Topped Up NEM a Bit

No new names went into the book today. Clearing the one-buy-a-day bar takes a pretty high overall score, and nothing crossed that line today. Samsung Fire & Marine, Korea Zinc, and SK Telecom are still sitting on my watch list, but I'm not convinced enough yet, so it's watch-only for now. What I did do was add 6 more shares of NEM I already held — it's up over 18% and the gold thesis keeps looking more solid, and since it's still just 1.6% of the book, adding a bit more cost me nothing in terms of risk.