I have been called to DISRUPT!
Source: AME Info Fn
Commodities are still the best major investment class
“The basic case for commodities is simple. China and India are rising inexorably as consumers of commodities on a scale not seen before in the history of man. Hence demand is rising.
Meantime, the supply of commodities from oil to metals and foodstuffs is limited by the amount of time taken to create new production. Hence, tighter supply. Rising demand plus tighter supply equals rising prices.”
The Big Build-Out basket of stocks, up 30% year to date (YTD), is turning out to a very profitable collection of stocks. This past week it surpassed CEF as the top performer on the week in review roster of stocks. Here are the returns of its top performers: FAL 87.9%, N 77.4%, BUCY 51.4%, PCU 34.1% and BHP 28.1%.Â
These are not penny anny stocks putting up those returns. They are amongst the largest companies in their industries. N is the world’s 2nd largest producer of Nickel (key component of stainless steel) with FAL being 4th on that list. BHP is the largest metal mining company in the world and is expected to announce over $10 Billion in profits in its upcoming earnings release. So, what is driving these returns? Continue reading “Metals Merger Mania – Say It Three Times Fast”
by Jennifer Barry
Source: Financial Sense University
I have a friend I’ll call Doug. In June he called me and demanded, “Why didn’t you tell me about gold? It’s at $700!” I responded that I had mentioned gold and silver for years, but he hadn’t been interested, so I had stopped talking about it. I gave him my opinion on precious metals, and why he should consider starting to buy. I even loaned him a copy of the Gold Rush 21 DVD set, so he could listen to other experts.
When the precious metals corrected sharply in June, I told Doug this was an even better time to buy. However, he had spent his extra money on his hobby instead. So why didn’t Doug buy precious metals? He’s a bright guy, and well informed on a variety of topics. Evidence and intelligence aren’t holding him back. I believe he’s waiting to feel ready.
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The following is a great article on one of the stocks in my Big Build-Out basket. The basket is up 27.8% year to date.
Source: The Motley FoolÂ
Southern Copper should continue to benefit from robust global demand for the red metal, the fact that the company holds the largest amount of proven copper reserves of any publicly traded company, and the resolution of work-stoppages at two of its largest mines. Did I mention that Southern Copper is attractively valued, and carries an 8.8% yield? What’s not to like?
Rising investment demand and flat to falling production will lead to higher gold prices. The analyst in the linked video calls for $710 gold by end of year.