Gold and Resources

 

Taking profits from the coal industry

January 2, 2009

The coal industry is not the laggard many investors would like it to be. While most stocks have barely made gains over the past few weeks, some of the industry’s best companies have soared. If you followed my advice and bought shares of James River Coal (NASDAQ:JRCC) you are sitting on hefty gains. By Andrew [...]

The gold debate heats up

December 15, 2008

Gold investors are bidding up the value of the precious metal. As the dollar shows weakness and interest rates drop, gold’s demand is on the rise. The question is, how long will bulls remain in charge? The bears are already sharpening their claws. By Andrew Snyder, TodaysFinancialNews.com Baltimore – (TFN): The old saying that cash is [...]

Whatever happened to the commodities market?

December 12, 2008

The commodities market is taking a strong hit today. The news from Washington was more than enough to scare any potential investors back to the sidelines. Take this opportunity to invest in funds that have the potential to make strong, steady gains over the next few months. By Andrew Snyder, TodaysFinancialNews.com Baltimore – (TFN): It has been [...]

Gold prices are up. But jewelers like Bulgari have low expectations for 2009

November 28, 2008

Gold may have gained… but its biggest users (like Bulgari) expect demand to continue falling. by J. Christoph Amberger Baltimore — (TFN): “Gold Has Biggest Monthly Gain in Nine Years on Demand for Haven,” trumpets Bloomberg.com’s Halia Pavliva today. “Gold prices rose in New York, capping the biggest monthly increase in nine years, on demand for a [...]

The gold dichotomy: Demand rises, prices fall

November 19, 2008

There are a lot of forces impacting the gold market, yet prices are barely moving. Demand is soaring, but prices are dropping. What gives? By Andrew Snyder, TodaysFinancialNews.com Baltimore – (TFN): It is an interesting time for gold investors. On one hand, gold prices should be soaring as investors flee to the precious metal for security. On [...]

GM’s Zero Valuation: Portent of things to come

November 11, 2008

Toll Brothers Inc. (NYSE:TOL) is the latest company to call for large-scale government intervention. But after General Motor’s (NYSE:GM) disastrous day in the sun, and oil now dripping toward $50, it’s time to realize that zero is now a realistic projection of downside for almost all assets. by J. Christoph Amberger Baltimore — (TFN): Home construction maven [...]

Porsche-engineered VW hedge fund massacre signals next leg in commodities rout!

October 31, 2008

Stock markets are in violent flux. Safe-haven currencies are melting down. And Porsche punters just put hedge fund managers on notice: There is now massive pressure on funds to liquidate assets. Investors are piling into gold. But one top financial expert warns: “Oil at $50… Gold at $500: This Crisis will affect ALL asset [...]

Newmont Mining (NEM) warns investors, share price rises

October 30, 2008

If you are going to invest in the mining industry, you had better have nerves of steel. Companies like Newmont Mining (NYSE:NEM) are reporting drastically slashed earnings, yet share price is on the rise. By Andrew Snyder Baltimore – (TFN): It is a confusing market for the world’s miners. Commodity prices are dropping, global demand is [...]

Gold prices set for further steep declines

October 24, 2008

There is nothing left that could keep gold from sliding further. Applying the oil-to-gold ratio, the gold investor’s favorite tool in a precious metals bull market, every dollar shed by crude oil translates into a loss of $7.50 per once of bullion. by J. Christoph Amberger Baltimore — (TFN): Emerging markets plummeted this morning. So did all [...]

Gold price shocker: Oil-to-gold ratio now puts gold price at $550!

October 22, 2008

“Oil at $50… Gold at $500: This Crisis will affect ALL asset classes!” — Here’s how to protect your portfolio… and double or even triple your money in the coming, merciless commodities sell-off! by J. Christoph Amberger Baltimore — (TFN): Markets are crashing… stocks are dropping like lead… safe-haven currencies are melting down… and investors are piling [...]

Shocking Forecast: Oil-to-gold ratio now puts gold’s downside at $500… even $375 an ounce!

October 17, 2008

Oil has lost over 50% — or $70 dollars per barrel — in four months. Could it lose another $20? What could that mean for gold? Let’s do the math: Oil at $50, applying the 7.5:1 ratio, leaves us with $375 per ounce of gold! by J. Christoph Amberger Baltimore — (TFN): TFN reader Ray K. [...]

Could Apex Silver Mines Ltd. (SIL) go bankrupt?

October 15, 2008

Our sources indicate that Apex Silver Mines (NYSE:SIL) might be a promising short play at this point in time. by J. Christoph Amberger Baltimore — (TFN): Crashing commodities prices are not just putting hedge fund managers into a jam, they’re also putting resource producers at risk. The price surge triggered by the commodities super-cycle had been a boon [...]

Wall Street rally: Check out Goldcorp (GG) and Barrick (ABX) and buy gold

October 13, 2008

Wall Street is celebrating today. It was the biggest rally in Wall Street history, yet it just a three-day high. The jubilation will not continue and gold prices will soar. Use today’s action to profit well after today’s action subsides. By Andrew Snyder Baltimore – (TFN): I am starting to think Wall Street must have eaten [...]

Welcome back short sellers!

October 9, 2008

Washington’s ban on short-selling ended last night. Is it any surprise the markets plunged and General Motors (NYSE:GM) and Morgan Stanley (NYSE:MS) got crushed? By Andrew Snyder Baltimore – (TFN): Once again, you can thank Washington for today’s insane plunge on Wall Street. When the SEC extended its temporary short-selling ban last week, it did so [...]

Recession Investing: Severstal (SVJTF) is crazy

October 9, 2008

Russia’s largest steelmaker, Severstal (SVJTF) is planning a major Asian expansion at the worst of all possible times. But with the Russian economy in shambles and demand for commodities collapsing, the company can’t be serious. by Stephanie Grimmett Baltimore — (TFN): When in doubt, ignore the commodities crash and push your expansion through with sheer willpower. [...]

The Omaha Principle: Lindsay Corp (LNN) will rise again

October 8, 2008

Lindsay Corporation (LNN) is doing everything right, and it has the profits to prove it. The company is a classic candidate for The Omaha Principle:  A panicked market has made it super cheap. by Stephanie Grimmett Baltimore — (TFN):  Lindsay Corporation (NYSE:LNN) reported nearly triple quarterly earnings today, and after an early surge, the stock [...]

Hershey (HSY): Kisses sweeten the recession

October 8, 2008

While the rest of the world has been growing more bitter by the day, The Hershey Company (HSY) has been gaining back a little of its sweetness. Unlike the rest of the market, HSY may have already seen its bottom and be one the way back up. Should you buy? by Stephanie Grimmett Baltimore — (TFN):  [...]

Has Aracruz Celulose (ARA) found a bottom?

October 7, 2008

After sacrificing its CFO in the Brazilian currency crisis last month, Aracruz Celulose (ARA) stock was down for the count. But today shares aren’t continuing their crash. Have we seen a bottom in ARA? by Stephanie Grimmett Baltimore — (TFN):  Brazilian pulp manufacturer Aracruz Celulose (NYSE:ARA) fired its chief financial officer a [...]

Rusal vs. Norilsk (NILSY): Who wins if nickel loses?

October 3, 2008

Russian billionaires are squabling over the world’s largest nickel producer. But while they struggle for control, no one has considered what’s best for Norilsk (NILSY). Commodities prices are falling, and demand is sliding. Could Rusal save Norilsk? More importantly, does anyone care? by Stephanie Grimmett Baltimore — (TFN): Yet again, Russian billionaires are reenacting a Spaghetti [...]

Xstrata (XTA) and Lonmin (LMI): The buyout isn’t dead

October 1, 2008

Xstrata (XTA) has dropped its $10 billion hostile takeover offer for Lonmin (LMI), or has it? Xstrata’s new investment could be a step toward a cheaper buyout attempt six months from now. by Stephanie Grimmett Baltimore — (TFN):  Just as predicted, Xstrata (London:XTA) walked away from its hostile bid to buyout Lonmin (London:LMI) today. But [...]