"High gold prices and low debt costs make now a great time for major gold producers to seek and acquire junior gold companies," says Ian Wyatt.

The editor of Top Stock Insights explains, "I have singled out what I believe could be a potential takeover candidate: IAMgold (IAG), a mid-tier Canadian gold miner.

"Although we emphasize that this is a speculation, we believe the company could be a takeover candidate by large South African miners, perhaps by such companies as Gold Fields or AngloGold Ashanti.

Continue reading IAMGold (IAG): Takeover Speculation?

IAMGold (IAG): Takeover Speculation? originally appeared on BloggingStocks on Fri, 01 Oct 2010 13:00:00 EST. Please see our terms for use of feeds.

Retail HOLDRS (RTH), an undivided index of retail merchandisers, closed at $94.61. RTH overall option implied volatility of 20 is below its 26-week average of 24, according to Track Data, suggesting decreasing price movement.

Gold Fields (GFI) closed $14.74. Gold is recently up 0.52% to $1170, according to Bloomberg. Gold Fields is an unhedged producer of gold. December and January option implied volatility of 48 is below its 26-week average of 54, according to Track Data, suggesting non-directional price movement.

Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com

Options Update: Retail HOLDRS volatility low into holiday shopping season originally appeared on BloggingStocks on Tue, 24 Nov 2009 08:30:00 EST. Please see our terms for use of feeds.

• If the next generation Apple (AAPL) iPhone is effectively a handheld computer, is the personal computer space a place to poke on the short side?

• What's the franchise value for Sun Microsystems (SUNW, er, JAVA)?
  
  
• Maybe that's the problem. In this ADD, immediate gratification world, perhaps folks don't remember that JAVA used to be SUNW?
  
  
Woah. Nelly?


Given that funky looking Gold Fields (GFI) chart, should I stress that I'm playing name through defined risk calls?


• In addition to the note that when I unwind my short crude I'm goning to sneak out of my long metal play, too?
  
  
• While I grabbed some tertiary financial exposure this morning, why is "Good traders know how to make money while great traders know how to take a loss" repeating in my keppe as I watch the action and overhang in Lehman (LEH)?
  
  
• Speaking of ticker symbols with G's in the front and I's behind, when do I revisit Gannett (GCI), which I pared nicely above $30 and kept some for the thesis?
  
  
Speaking of pairs, how do I get long Jo, short Blair?


R.P.

Positions in LEH, GFI, GCI

Answers I Really Wanna Know: Apple's Handheld Computer originally appeared on BloggingStocks on Tue, 10 Jun 2008 14:39:00 EST. Please see our terms for use of feeds.

"This is a great time to be buying in the gold and silver area," says resources expert Adrian Day. In his Global Analyst newsletter, the money manager and advisor explains, "We are focusing on quality companies in the junior resource sector, following what is traditionally the weak summer period for gold prices."

One favorite of the advisor is Gold Fields (NYSE: GFI), which he notes has a strong balance sheet and long-term reserves. He points out that the stock has been held down as would-be acquirer Harmony sells shares.

In addition, he states, "Goldcorp (NYSE: GG) is one of the strong balance sheets, highest growth outlook, more favorable country risk profiles among the senior miners."

Among silver companies, he says, "Silver Standard Resources (NASDAQ: SSRI) has a strong balance sheet (even allowing for a problem in some commercial paper it holds) of C$242 million, including bullion.

Continue reading Adrian Day: Top buys in gold and silver

Adrian Day: Top buys in gold and silver originally appeared on BloggingStocks on Thu, 06 Sep 2007 09:15:00 EST. Please see our terms for use of feeds.

MOST NOTEWORTHY:

• Wachovia upgraded shares of J.B. Hunt Transport (NASDAQ: JBHT) to Outperform from Market Perform citing strength in the company's Intermodal franchise.

• Matrix USA upgraded Gold Fields (NYSE: GFI) to Buy from Sell, citing the strong demand for gold jewelry from affluent customers in developing markets and investors.

• AG Edwards upgraded Anheuser-Busch (NYSE: BUD) to Buy from Hold based on valuation and improving fundamentals.

• CBS Corp (NYSE: CBS) was upgraded to Buy from Neutral at SMH Capital based on expectations for CBS to continue to increase its annual dividend 10% a year.

• Jefferies is more confident in Amerigroup's (NYSE: AGP) ability to see further medical cost improvements in its GA market and it its TN expansion, upgrading shares to Buy from Hold...

• Goldman upgraded Micron Tech (NYSE: MU) and Novellus Systems (NVLS) to Neutral from Sell.

• CIBC raised Darden Restaurants (NYSE: DRI) to Sector Outperformer from Sector Performer.

• BMO Capital upgraded National City (NYSE: NCC) to Market Perform from Underperform.

• Needham raised OmniVision Tech (NASDAQ: OVTI) to Buy from Hold.

Analyst upgrades: BUD, CBS, DRI and JBHT originally appeared on BloggingStocks on Mon, 20 Aug 2007 10:18:00 EST. Please see our terms for use of feeds.

MOST NOTEWORTHY:

• Goldman upgraded shares of Intel Corp (NASDAQ: INTC) to Buy from Neutral as they believe Advanced Micro Devices' (AMD) likely move to an outsourced business model will make it easier for the company to retain a product advantage.

• Goldman also upgraded shares of Hansen Natural Corp (NASDAQ: HANS) to Buy from Neutral based on expectations for sales and earnings acceleration in 2H07, driven by recent distribution agreements, a potential European distribution deal and the possibility of a share buyback.

• Soleil upgraded shares of Netflix Inc (NASDAQ: NFLX) to Buy from Hold on valuation as they believe the company will overcome the challenge from Blockbuster (BBI) and outperform the current sentiment.

• Matrix believes strong demand for licensed character products is boosting Marvel Entertainment's (NYSE: MVL) sales and raised its rating on the company to Hold from Strong Sell.

• SMH Capital upgraded The Walt Disney Co (NYSE: DIS) to Buy from Neutral as they believe the Street may be underestimating the free cash flow and earnings power within the Media Networks unit...

• Trump Entertainment Resorts, Inc (NASDAQ: TRMP) was upgraded to Buy from Hold at Morgan Joseph.

• LG Phillips LCD Co, Ltd (NYSE: LPL) was raised to Buy from Hold at Citigroup.

• Cowen raised Inverness Medical Innovations, Inc (AMEX: IMA) to Neutral from Underperform.

• Jefferies upgraded shares of The Pantry, Inc (NASDAQ: PTRY) to Buy from Hold.

• Gold Fields Ltd (NYSE: GFI) was raised to Outperform from Market Perform at BMO Capital.

Analyst upgrades 6-15-07: DIS, HANS, INTC, MVL and NFLX originally appeared on BloggingStocks on Fri, 15 Jun 2007 10:51:00 EST. Please see our terms for use of feeds.

I've just returned from the World Money Show, where some 10,000+ investors gathered to learn about global investing. I had a chance to meet with many of the advisors who were featured at the show, and over the next week I will be highlighting some of their favorite investment ideas. To view all of the stocks featured in this special global report, click here.

The international diversity of this top-tier conference is easily seen in this article, in which Adrian Day, a London-based advisor and editor of The Global Analyst looks at the prospects for a South African company with operations from China to Peru." Here's his review.

"Gold Fields (NYSE:GFI) is easily my favorite South African stock, and it's not difficult to see why: It has the best mines with the lowest cost and longest life; solid management; a strong balance sheet (with an ongoing emphasis on cost control); and a vision for international growth.

"Recently, however, its shares have lagged; this was because of a large equity issue occasioned by a substantial South African acquisition. But now that equity issue is concluded, we can buy again.

"Gold Fields has a focus on a few large, long-life assets, both in South Africa and internationally. Its recent $3 billion acquisition of the very deep and long-life South Deep mine has resulted in a jump in the share of its production from South Africa, as well as a significant increase in its share count and its debt.

Continue reading Global gains: South African gold

Global gains: South African gold originally appeared on BloggingStocks on Sat, 10 Feb 2007 19:00:00 EST. Please see our terms for use of feeds.