metals stocks posts
FeedPosted Mar 14th 2011 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Canada, Goldcorp Inc (GG), Commodities, Stocks to Buy
"Goldcorp (GG) recently posted very solid results; but even more important, is the powerful pipeline of major projects," notes resource expert Adrian Day.
The editor of The Global Analyst continues, "Indeed, a major expansion at a planned mine development will benefit not only Goldcorp, but another one of our recommended holdings, Canada's Virginia Mines (VGQ).
"At Goldcorp, the expansion of its major projects will, in aggregate, boost the company's output about 70% by 2015. In addition to the successful ramp-up at Penasquito, and ongoing construction at Pueblo Viejo in the Dominican Republican, the company announced significant improvements at a major project.
Continue reading Gold Buys: Goldcorp (GG) and Virginia Mines (VGQ)
Posted Feb 21st 2011 10:00AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, ETF Investing, Commodities, Stocks to Buy
"Gold rises with inflation and in times of crisis, like we have today; and, as a result, many countries are buying gold," says Mary Anne and Pamela Aden.
The long-standing resource sector expert and co-editors of The Aden Forecast explain, "They know it's the ultimate currency and gold is again taking its place in the global monetary system, as it has for thousands of years.
"The actions of the world's central banks tell the story. At the very least, this is going to keep upward pressure on gold in the years ahead.
Continue reading The Aden Sisters on Gold: 'Stay with the Mega-Trend'
Posted Feb 16th 2011 12:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Mexico, Commodities, Stocks to Buy
"Royal Gold (RGLD), a gold royalty operation, is progressing well, and is a good buy at current levels," says global resources expert Adrian Day.
The editor of The Global Analyst explains, "Over $6 a share income by 2013 makes Royal Gold fundamentally inexpensive; it is also selling below a reasonable net asset value, unusually for gold stocks.
"The company hold a gold royalty on part of the huge Penasquito mine in Mexico, which had a good first quarter. Royal Gold has other new projects gearing up to boost revenues. Andacollo started production in October, so this year will see a full year of revenues from two new mines.
Continue reading Royal Gold (RGLD): A Net Asset Value Buy
Posted Dec 1st 2010 10:40AM by Connie Madon (RSS feed)
Filed under: Commodities, Currency
Look for the silver lining. Silver is catching the imagination of investors across the country. Investors who want a piece of the precious metals boom are buying silver in droves.
Why silver? Why now? Gold has moved sharply higher this year and is out of reach of many investors. Silver, on the other hand, is relatively cheap at about $27 per ounce. For a small premium over bullion, you can buy a Silver Eagle coin. Coin sales are up 22% over last year and up 30% over 2007, as reported by CNBC.com
Continue reading Near-Record Demand Drives Silver Prices Higher
Posted Oct 14th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, BHP Billiton Ltd ADR (BHP), Commodities, Stocks to Buy

"
BHP Billiton Ltd. ADR (NYSE:
BHP) is well placed in coal, oil, gas, and uranium markets, making it a solid play in any investment environment," says global specialist
Yiannis Mostrous.
In The New World 3.0, the advisor explains, "BHP Billiton is the only major listed company to that boasts such a diversified energy portfolio.
"Recently, analysts have unleashed an avalanche of upgrades for companies in the mining sector, coinciding with higher price forecasts for a wide range of metals.
"The main reasons for the recent upsurge in optimism regarding miners are strong economic growth in China and an anticipated restocking of materials in developed nations.
Continue reading BHP Billiton (BHP): 'Avalanche of upgrades'
Posted Oct 8th 2009 9:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Venezuela, Newsletters, Mexico, Canada, Commodities, Stocks to Buy
"Silver Standard Resources (NASDAQ: SSRI) has set a new standard for silver resources; simply put, its boasts the largest published in-ground silver resource of any publicly-traded silver company," says mining stock specialist Brien Lundin.
In The Gold Newsetter he adds, "We were fortunate over the years that the great idea behind this company was combined with a great management team, as CEO Bob Quartermain is among the best in the business."
"Silver Standard has 1.127 billion ounces in measured and indicated resources, plus another 195 million ounces in proven and probable reserves, and another 456 million ounces in inferred resources.
"Its resources come from a portfolio of properties spanning the globe from Argentina, Peru, and Mexico, to Canada, Chile, the US and Australia. Now the companyis making the transition to production with aggressive development programs on five core properties.
Continue reading Silver Standard (SSRI) sets the standard in silver mining
Posted Jun 10th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Russia, Newsletters, Eastern Europe, Stocks to Buy, Recession
"The steel stocks tend to go through boom and bust cycles depending on global economic activity; they have been pummeled over the last year, as the global economy slowed," notes turnaround expert George Putnam.
In his The Turnaround Letter, he explains, "But the news about steel is not all bad." Indeed, he believes some steel companies are poised for a turnaround. Here's his review of 6 leading steel production companies.
"Weakness in two big steel consuming industries, autos and construction, has been particularly troublesome for the steelmakers.
"However, there is evidence that steel inventories are gradually being worked off to low levels. There are also signs that economic activity in China, which is a huge consumer of steel, will not fall off as far as some economists initially feared.
Continue reading Steel: Six stocks with strong turnaround potential
Posted May 4th 2009 12:40PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Canada, Commodities, Stocks to Buy
"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
Posted Dec 10th 2008 10:18AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Mexico, Commodities, Stocks to Buy
"Weakness in commodities suggests a screaming sign of an overreaction; it's time to take another look at a high-quality, high-yielding commodity stocks such as Southern Copper (NYSE: PCU)," says global investing expert Nick Lanyi.
In his High Yield International, he says, "With mines in Mexico and Peru, Southern Copper ranks #1 in total copper reserves of any publicly traded company, making it almost a pure play on a rebound in the metal's price." Here's his contrarian outlook.
"Southern Copper has enough reserves to continue its current rate of production for the next 80 years without a single expansion or acquisition.
"With copper prices falling, the firm's earnings are taking a hit -- and the dividend has recently been cut. Now that this cut has already been factored into the shares, I think it's a better time to look at the stock than just a few weeks ago.
"Based on 2008 dividends, the stock yields 12.7% at the current price. Even if the dividend comes down more, I look for a yield of 8-9% over the next 12 months.
Continue reading Southern Copper (PCU): Mining for high returns
Posted Jun 30th 2008 11:10AM by Steven Halpern (RSS feed)
Filed under: Nucor Corp (NUE)
"Global steel producers are thriving, and their stocks are hitting new highs," note Yiannis Mostrous and Roger S. Conrad, who add, "But the best is yet to come."
In the industry-leading Personal Finance, the two advisors explain, "We're still in the early stage of a truly global bull market cycle for steel, and the companies best positioned to take advantage are headed a lot higher." Here, they look at their "Iron Five."
"As is the case with other building blocks of economic growth, steel is enjoying explosive demand from the developing world. And with the world expanding as never before, steel companies are literally selling as fast as they can produce.
"In the August 2007, we highlighted five first-rate global steel producers. Since then, they've returned an average of 67.4%, versus a decline of 3.7% for the S&P 500.
"The Iron Five are five picks that we believe are ripe for even bigger gains. Like the last group, these stocks are often volatile. They're also vulnerable to the possibility of a general stock market slide and most of all to a dip in global demand growth, particularly from China.
Continue reading Titans of steel: The 'Iron Five'
Posted Jun 17th 2008 1:01PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Commodities, Eastern Europe, Stocks to Buy
"Luxembourg-based ArcelorMittal (NYSE: MT) is the only truly global steel manufacturer, operating in 60 countries on five continents," says Gordon Pape.
In his Internet Wealth Builder, he explains, "Like all steel companies, ArcelorMittal would be temporarily affected by a world recession but as a long-term international growth stock for your portfolio, it should be a winner."
"When you read through MT's 2007 annual report, you are left with the impression of a company with an insatiable appetite for growth. In just one year, MT entered into a joint venture deal for a steel mill in Saudi Arabia and built a new steel service centre in Poland.
"It also completed the acquisition of Sicarsta in Mexico, thereby creating that country's largest steel producer; received mining concessions in Senegal and purchased a 77% stake in a German gas distribution company to add to its regional energy network.
"It also bought a 51% stake in one of Turkey's largest steel companies and a 70% position in an Italian steel distributor; bought 100% of an Estonian steel galvanizing line.
Continue reading ArcelorMittal (MT): Steel maker has 'insatiable appetite for growth'
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