"A looming supply shortage stands to push palladium prices sharply higher over the next couple years, and North American Palladium (PAL) is sitting on one of the world's biggest deposits," notes Nathan Slaughter.
The editor of Street Authority Market Advisor explains, "The company has several promising gold mines under development that could soon produce over 80,000 ounces annually.
"Believe it or not, there are only two mines on the planet that yield palladium first and foremost -- it's a by-product everywhere else. And one of those mines belongs to North American Palladium.
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FeedNorth American Palladium: 'Aggressive' Growth Ahead
Continue reading North American Palladium: 'Aggressive' Growth Ahead
Endeavour Silver (EXK): 'Massive Organic Growth'
"If you're looking for a way to play the rise in silver without having to take on the risk of futures positions, Endeavour Silver (EXK) should be at the top of your list of potential investments," says Jack Barnes.The contributing editor to Money Morning explains, "Endeavor recently released its annual results for 2010; to say that they hit the ball out of the park would be an understatement.
"Founded in 1981, Endeavour Silver is based out of Vancouver, Canada. The company has more than 750 full-time employees, with production of gold and silver in Mexico. It has a market cap of about $700 million, with an enterprise value of $574 million, once net debt and cash is accounted for.
Continue reading Endeavour Silver (EXK): 'Massive Organic Growth'
Cliffs Natural (CLF): Strength from Iron Ore
"Cliffs Natural (CLF), a mining firm producing iron ore, has shown a technical price breakout from a 5-week, cup-and-handle base," says technical Leo Fasciocco.
The breakout specialist and editor of Ticker Tape Digest explains, "The move carries the stock to a 52-week high. CLF's 12-month performance chart shows the stock appreciating 90% versus a 20% gain for the S&P 500 index.
Continue reading Cliffs Natural (CLF): Strength from Iron Ore
The Aden Sisters on Gold: 'Stay with the Mega-Trend'
"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'
ConocoPhillips (COP): Portfolio Anchor
"ConocoPhillips (COP) is not only my favorite integrated oil company, it is also on the short-list of my favorite stocks, period," says Nathan Slaughter.
The editor of Street Authority Market Advisor explains, "The company is raking in cash; the integrated oil giant pocketed $2.0 billion in net profits last quarter on $53.2 billion in revenues.
"For all of 2010, earnings soared nearly 160% to $11.4 billion. That percentage gets cut in half when you exclude one-time gains and charges. Still, it's a good time to be a shareholder.
Stillwater Mining (SWC): Platinum and Palladium Profits
"With annual revenues of $394 million, Stillwater Mining (SWC) is a small cap play in the palladium, platinum and associated metals mining sector," says technician Leo Fasciocco.
The editor of Ticker Tape Digest explains, "Technically, the stock has broken out from a nine-week flat base. The move carries the stock to an 8-year high.
"Stillwater produces palladium, platinum and associated metals from a geological formation in south central Montana known as the J-M Reef and from the recycling of spent catalytic converters.
Continue reading Stillwater Mining (SWC): Platinum and Palladium Profits
Commodity 'Boom' Boosts Rio Tinto (RIO)
"London-based Rio Tinto (RIO) is one of the largest and most diversified mining companies in the world; ith the potential to reward shareholders with increased dividends and share buybacks, Rio is a buy for investors seeking exposure to booming commodity markets," says Paul Tracy.
The editor of High Yield International explains, "Rio's operations are located in Australia, North and South America, South Africa, Europe and Indonesia. Its strategy is to concentrate on the development of large, high quality mineral deposits and become a low-cost producer for each commodity.
Petrobras (PBR): Energy Gains in Brazil
"Our advice to buy Brazil as well as our advice to buy energy stocks have rewarded those who heeded them over the last few years; given this, it stands to reason, then, that investing in Brazilian energy is eminently sensible," says Jack Adamo.
The editor of Insiders Plus explains, "Our latest buy recommendation is Petroleo Brasileiro (PBR) -- or Petrobras for short.
"The reason for buying Brazil is clear: It is one of the fastest growing countries in the world and among the best of that group in terms of rule of law and honest financial markets.
ExxonMobil (XOM): The Best Way to Play Oil
"Nowhere is the supply and demand balance as tight as it is with oil; with the somewhat stronger economy here and abroad, the oil gap is closing again," says Jim Powell.
The editor of Global Changes & Opportunities explains, "I think the best way to benefit from rising oil prices is to buy Exxon Mobil (XOM), the world's largest, and one of its most reliable, energy investments.
"I think the price will reach the psychologically important $100 mark by this summer, and maybe a lot sooner.
Canadian Resource Trio: Ben Graham Value Buys?
"The Canadian economy performed much better than the U.S. economy during the past two and a half years," says J. Royden Ward.
The editor of Cabot Benjamin Graham Value Letter explains, "We believe many outstanding buying opportunities still exist and investors should continue to buy undervalued Canadian stocks."
Here, he looks at a trio of Canadian-based resource plays: Barrick Resources (ABX), Pan American Silver (PAAS), and Teck Resources 'B' (TCK).
Continue reading Canadian Resource Trio: Ben Graham Value Buys?
Top Picks 2011: Global X Gold Explorers (GLDX)
This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.
"Our top stock pick for 2011 is a very speculative play, based on our conviction that at some point during the year, gold bullion will experience a strong run-up in price, perhaps reminiscent to the peak that occurred in January 1980," says Alan Newman.
The editor of CrossCurrents explains, "The Global X Explorers ETF (GLDX) is a brand new addition and began trading this past November.
Continue reading Top Picks 2011: Global X Gold Explorers (GLDX)
Top Picks 2011: Goldcorp (GG)
This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.
"Gold was the hot topic in 2010. Since the underlying factors that pushed prices to new highs have not changed, I expect my long held target of $1,600 gold will be realized in 2011," says resource stock specialist Curtis Hesler.
The editor of The Professional Timing Service explains, "In fact, I expect that upside target of $1,600 will be woefully short of the mark. And my favorite gold stock for 2011 is Goldcorp (GG).
Top Picks 2011: Almaden Minerals (AAU)
This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.
"My favorite stock for 2011 is Almaden Minerals (AAU), a Vancouver-based mining exploration company," notes Mark Skousen -- one of the top performing advisors in last year's Top Picks report.
This year, the editor of Forecasts & Strategies notes, "Almaden is rapidly going from 'small cap' ($253 million) to 'large cap' and may even be bought out soon by a major.
Top Picks 2011: NovaGold Resources (NG)
This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.
"NovaGold Resources (NG) -- my top pick for 2011 -- is an up-and-coming mining outfit that owns a pair of world-class deposits," says Stephen Leeb.
The editor of The Complete Investor explains, "It has partnered with a couple of industry heavyweights to develop these projects, and it has the backing of some of the savviest investors around, giving it the wherewithal that will enable the company to transition from junior explorer to mid-tier producer in a few short years.
Mining for Value with BHP Billiton
"Commodities are experiencing a long-term bull market that will last for years, despite periodic ups and downs," notes Yiannis Mostrous, editor of The Silk Road Investor.
Mostrous -- author of the just-published The Rise of the State: Profitable Investing and Geopolitics in the 21st Century -- explains, "Our latest new buy is BHP Billiton (BHP) is the world's largest mining company by market capitalization.
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