"As the name suggests, Royal Gold (NASDAQ: RGLD) is a royalty company, one of the larger and longest-established of such companies, with a focus on gold," says resource exprt Adrian Day.

In his Global Analyst advisory, he explains, "In my view, the stock offers a combination of growth, low risk, and high potential." Here's his look at this "golden opportunity."

"In the past year, the company has acquired two significant royalty packages, the first last year from Barrick and more recently from Teck Cominco. The Barrick package includes approximately 70 royalties.

"Even before these acquisitions, it had a solid long-term growth record, in royalties and in revenues. Its pipeline is solid, including a royalty on the large Pensasquito mine of Goldcorp; when that ramps up in 2012, it will add about 25% to Royal's revenues.

Continue reading Royal Gold (RGLD): Royal play on gold royalties

Royal Gold (RGLD): Royal play on gold royalties originally appeared on BloggingStocks on Mon, 04 May 2009 12:40:00 EST. Please see our terms for use of feeds.

Three of the leading advisory services that focus on the natural resource sector have reaffirmed their bullish posture on silver and issued buy recommendations on their favorite silver stocks.

Mary Anne and Pamela Aden, editors of The Aden Forecast, outline their expected path for the metals: "Technically, silver looks good. It's next resistance is at $14.06 basis March. If it rises and stays above that level, silver could then quickly move up to $14.88, its May high."

They note that silver will remain very strong within its longer term uptrend as long as it remains above the $12.75 level. Meanwhile, they offer a pair of favorite silver stocks - Silver Standard Resources Inc. (NASDAQ: SSRI) and Pan American Silver Corp. (NASDAQ: PAAS).

Continue reading Silver Linings: Top picks in silver stocks

Silver Linings: Top picks in silver stocks originally appeared on BloggingStocks on Thu, 01 Feb 2007 14:45:00 EST. Please see our terms for use of feeds.

Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.

Canada-based Virginia Mines Inc. (TSX: VGQ) is the favorite speculative play for 2007 from resource expert Adrian Day. The editor of The Global Analyst, he says, "Gold and other precious metals have resumed their bull market. The best returns often come from junior companies, particularly companies that make a discovery. But in exploration, the odds are heavily against you. We have found a company, however, that combines the potential of the typical exploration company without the usual risk.

"Virginia Mines, the largest landowner in the Canadian province of Quebec, typically stakes prospective ground and undertakes initial exploration before bringing in partners, who typically spend all of the exploration dollars in return for a stake in any discovery.

"Though Virginia reduces its share of any one success, it increases greatly its odds of being successful. It is like have parts of multiple, non-expiring lottery tickets instead of simply one ticket in one drawing. Virginia has about a dozen active projects, including drill programs on at least four different properties over the next few months. It has top-quality management and a super strong balance sheet of C$45 million.

"Virginia may or may not succeed this coming year, but in the worst-case scenario, with no new success, the company will still be around, in a strong position, to fight another day. That's why Virginia is our favorite exploration company, and one we are comfortable owning for the long term."

To see Adrian's favorite conservative investment idea for 2007, click here.

Top Picks 2007: Day prospects for gold with Virginia originally appeared on BloggingStocks on Sun, 31 Dec 2006 08:30:00 EST. Please see our terms for use of feeds.

Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.

Gladstone Investment Corp. (NASDAQ: GAIN) is the top conservative investment idea from Adrian Day, editor of The Global Analyst. He explains, "An attractive vehicle for investors seeking above-average yield is the so-called Business Development Company.

"These are companies that lend money to small and middle-market companies, often receiving equity participation in addition to the interest on the loans. Because they do not pay tax at the corporate level, but pay out essentially all their net income to investors, yields tend to be high, and we've been successful with several previous recommendations, including Allied Capital and American Capital.

"One of the newest and most conservative is Gladstone Investment. Run by David Gladstone, who has had a multi-decade career in this industry, GAIN has been relatively cautious in investing its funds since going public in the middle of 2005. This is because of a sense that the market is overheated with either low returns or risky loans.

Continue reading Top Picks 2007: Adrian Day gains with GAIN

Top Picks 2007: Adrian Day gains with GAIN originally appeared on BloggingStocks on Thu, 21 Dec 2006 14:30:00 EST. Please see our terms for use of feeds.