Precious Metals

Sayonara Precious Metal Stocks Again

Written by on April 18, 2011 in Precious Metals with 5 Comments
Sayonara Precious Metal Stocks Again

Investors are attracted to mining stocks due to their leverage to underlying metal.  When the leverage doesn’t materialize there is always a lot of questioning.  The current divergence between physical Gold & Silver and the Gold & Silver Miners is as large as I can recall since I began following the sector in 2002.  The […]

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What is the Gold Oil Ratio Telling Us?

Written by on May 18, 2010 in Precious Metals with 0 Comments
What is the Gold Oil Ratio Telling Us?

I discussed the Gold/Oil ratio and Silver Wheaton on StockTwits TV’s “Talk Your Book” Show on 5/20.  My blurb starts around the 5:30 mark. Backgrounder: Gold has to be one of the most complex investments to analyze.   It is an inflation hedge; a safe haven; a currency.  It is subject to investment as well as […]

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Jim Rogers On Commodities

Written by on May 17, 2007 in Energy, Precious Metals with 0 Comments

With China and India growing fast, famed investor – Jim Rogers, thinks the current commodities bull market has plenty of room to go… HAI: What are the most pressing issues that commodity investors should understand? Rogers: They should understand that until somebody brings on a lot of supply, commodities will do well. If people start seeing windmills […]

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Potential Private-Equity Bid for BHP Billiton

Written by on May 4, 2007 in Precious Metals with 1 Comment

In 2005, when I constructed the Big-Build Out (BBO) portfolio I imagined that there would be turn-over due to mergers and acquisitions.  However, never in my wildest dreams did I envision the world’s largest mining company, BHP Billiton, as a target.  Acquirer yes.  Target no way! That just demonstrates how much money is sloshing around looking for […]

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Is China Too Hot?

Written by on April 24, 2007 in Absolute Must Reads, Precious Metals with 0 Comments
Is China Too Hot?

I am sure many were concerned on April 19th as it appeared that the markets were in for a repeat of the China led melt-down on February 27.  The Chinese Stock Market’s negative take on the countries 11.1% first quarter growth rate spilled over to Europe and cast a black cloud over the U.S. Markets […]

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Xstrata Says China Commodity Demand Is `Phenomenal’

Written by on April 4, 2007 in Precious Metals with 0 Comments

Global growth – you gotta love it!  It is the basis on my investment strategy. Source: Bloomberg  By Luzi Ann Javier and Xiao Yu April 2 (Bloomberg) — Charlie Sartain, chief executive for copper at Xstrata Plc, the world’s fifth-largest miner, said the growth in China’s demand for all commodities “is just phenomenal,” and prices […]

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Sayonara Gold Stocks

Written by on March 27, 2007 in Absolute Must Reads, Precious Metals with 3 Comments
Sayonara Gold Stocks

I have sold at the bottom far more times than I care to admit.  However, if this is another occasion so be it – Sayonara, Au Revoir, Adios Gold stocks. I purchased my first gold stock, Royal Gold, in May of 2002.  At the time, I really didn’t know much about gold or gold stocks […]

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Profiting From Companies That Sell What China Wants

Written by on February 14, 2007 in Absolute Must Reads, Precious Metals with 3 Comments

I was watching CNBC yesterday morning waiting for the Trade report to be released.  At exactly 8:30am, Becky Quick went to Rick Santelli at the Chicago Board of Trade for the report.  “For December the trade deficit increased $61.2 billion exceeding expectations of $59.7 billion.  November was revised down from $58.2 billion to $58.1 billion.  […]

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