Win consistently with commodity stocks by being contrary. Plus! Using the “E” word with SSRI.

Dec 15

Win consistently with commodity stocks by being contrary. Plus! Using the “E” word with SSRI.

Getting to the bottom line right out of the gates___ earnings of commodity producers look horrendous in the bottoming phase of a cycle. Said another way, as commodity prices are peaking, the earnings power of commodity producing companies is spectacular! Price-to-earnings (P/E) ratios are typically 10 or less (so they look cheap) near a peak, and often above 100 or...

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Orca Gold: something for nothing? Two points investors don’t know about Northern Sudan

Nov 29

Orca Gold: something for nothing? Two points investors don’t know about Northern Sudan

Man! things were looking pretty good for gold and gold stocks through mid-October. Until Janet rearranged a few words in the fed minutes that is, then… no dice. Despite reports of record prices and physical demand abroad, gold in US dollar terms, the only term that seems to matter, was smacked down. Nothing to do but play the hand we’re dealt, and...

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St Andrew Goldfields is cleared for takeoff, could it be the next CRJ.TO?

Oct 26

St Andrew Goldfields is cleared for takeoff, could it be the next CRJ.TO?

St. Andrew Goldfields (TSE: SAS) (OTCMKTS: STADF) reminds me of Claude Resources (TSE: CRJ) (OTCMKTS: CLGRF) before its stock price cruised higher by 300%. If you have a few minutes, allow me to explain why. Below i will highlight four catalysts set to unfold (or have already begun unfolding) for St. Andrew Goldfields over the next 6-12 months.  As stated, this...

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Strategic Metals Ltd. = A little bit different (in a good way). Watch Webcast.

Oct 11

Strategic Metals Ltd. = A little bit different (in a good way). Watch Webcast.

Outside of the natural resources / commodities arena I’ve had a tough time finding “great deals”. What criterion makes for a great deal? Ask 10 professional analysts and you’ll probably get 10 different answers. Personally, i tend to be attracted to deep value opportunities. What’s the criterion for “deep value” you ask? Or...

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Deep Value or Priced Efficiently? 3 Resource Stocks Trading Below Cash on Hand

Aug 16

Deep Value or Priced Efficiently? 3 Resource Stocks Trading Below Cash on Hand

According to the “efficient markets theory”, the prices of stocks, bonds, and other securities fully reflect all available information at any point in time. In other words, no one should waste valuable time researching thousands of companies to find a deal, because someone else has already done it. This “someone else” is likely much smarter, and has more resources...

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Midway Gold: Spectacular, Yet Simple 10 out of 10 Fail

May 18

Midway Gold: Spectacular, Yet Simple 10 out of 10 Fail

Well that escalated quickly. Shares of Midway Gold (NYSEMKT: MDW) have collapsed 85% in less than three months. What was supposed to be the best of times [Nevada’s newest gold producer!] turned out to be the worst of times [teetering on default?]. Apparently the Pan Mine wasn’t so “simple” to operate after all. Now I’m no Lukas Lundin or Rob McEwen, but I...

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