Category: Resources Investing
The analysis published under this category are as follows.Wednesday, September 11, 2013
Could This Be the Next Bakken Resources Discovery? / Commodities / Resources Investing
Everyone is looking to make the "Big Score" in the resource sector—that one special discovery that is not just elephant- but brontosaurus-size: big enough to put you into the annals of resource exploration and make fortunes for your investors.
Everyone knows that investing in the junior resource sector can be dangerous. In fact, there are few investments where the odds are so high that they will fail and you will lose your money.
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Saturday, August 10, 2013
Greenland Offers Exploration Resources Investor Profit Potential / Commodities / Resources Investing
It’s time to talk about Greenland, security of resource supply and excellent early exploration results. Why Greenland? Well Greenland’s becoming the new frontier for those in the mining industry who explore for, find, and develop (to a certain point) the world’s future mines. Explorers are there now and coming in ever increasing numbers. They’re searching for a wide range of commodities including base and precious metals, rare earth elements and gemstones.
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Tuesday, June 25, 2013
Resources Sector Nuclear Winter? Not Yet! / Commodities / Resources Investing
By Andrey Dashkov, Research Analyst
The late 1990s for the resource sector was so challenging that it is now often referred to as the "nuclear winter" of the industry. Some analysts are comparing our current circumstances to that period, while others purport we haven't hit bottom yet.
Sunday, February 03, 2013
Many Key Resources Have No Security of Supply / Commodities / Resources Investing
The truth, in regards to the world's mineral resources, is that we in the western developed countries are not in control of supply. The map below was posted on reddit.com. While interesting it does not reveal the enormity facing the western world in regards to Security of Supply for many of our key minerals.
"The spectre of resource insecurity has come back with a vengeance.The world is undergoing a period of intensified resource stress, driven in part by the scale and speed of demand growth from emerging economies and a decade of tight commodity markets. Poorly designed and short-sighted policies are also making things worse, not better. Whether or not resources are actually running out, the outlook is one of supply disruptions, volatile prices, accelerated environmental degradation and rising political tensions over resource access." Chatham House, Resources Futures
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Tuesday, January 29, 2013
Commodity Resource Stock Investors Can Expect Sunnier Days Ahead / Commodities / Resources Investing
During the current commodity supercycle, there have been occasions--too many to count--when investor psyche has been damaged by reports about slowing U.S. growth, a hard landing in China or a debt crisis in Europe. Yet just behind the gloom, significant and positive trends are taking hold, causing the storms to start dissipating.
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Saturday, December 29, 2012
American Glory Days, Made in America Again Needs Resource Extraction and Agriculture / Commodities / Resources Investing
Gus Gunn, of the British Geological Survey, has identified three main factors behind the steep rise in commodity demand and prices:
• Urbanization that is accompanied by a rise in the standard of living. By 2025, nearly 2.5 billion Asians will live in cities, accounting for almost 54 percent of the world's urban population. India and China alone will account for more than 62 percent of Asian urban population growth and 40 percent of global urban population growth from 2005 to 2025
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Wednesday, December 19, 2012
Commodity Stocks Risk On Rally: Rare Earth And Uranium Miners Outperforming / Commodities / Resources Investing
For months, we have been highlighting to our readers that China’s economy is beginning to pick up which could positively influence commodity prices. The fears of a slowdown were overblown.China’s stock markets (FXI) have been rallying since early September because speculation is rising that the newly chosen Communist Party may boost the economy. The China 25 index fund (FXI) is approaching a major 52 week high breakout.
Tuesday, December 18, 2012
Now Is The Time to Buy These Oil Refiners and Coal Stocks / Companies / Resources Investing
Dr. Kent Moors writes: Without fail, every year there are January surprises.
They occur when investors receive a pop in selected stocks because of the way fund managers readjust their holdings to dress up their fourth quarter performance.
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Friday, September 07, 2012
Commodity Investing in a Time of Rising Resource Nationalism / Commodities / Resources Investing
“Ever-deeper, ever-further” has been the mantra of major natural resource producers over the past decade, as emerging Asia has replaced the US as the world’s single biggest consumer and driven demand to new heights.This unprecedented expansion hasn’t always driven up costs. In fact, major producers of everything from copper to platinum are uncovering some of the richest reserves yet seen with their massive investment. That’s helped keep a lid on companies’ overall production costs, which in turn has aided further investment. It has, however, elevated resource nationalism risk to heights not seen since the 1970s, when countries such as Chile expropriated assets from investors domestic and foreign.
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Friday, June 01, 2012
Glimpse into the Future, A Ripple Effect Creates A Trickle Down Investment / Commodities / Resources Investing
When looking for a dominant investment theme the approach I take involves looking at global or big picture conditions. I study trends, read the news, basically watch and listen to what's going on in the world. What I'm looking for is a trend so powerful, so dominant, it's going to be my guide to where I invest - I focus on the factors that I think will drive headlines going forward.
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Saturday, May 19, 2012
Renewable and Non-renewable Resources Investing, An Argument for a Contrarian Investment / Stock-Markets / Resources Investing
While it might not look like it now, the most investable trend over the next 20 years is going to be in the resource sector, the renewable and non-renewable resources, the minerals, ores, fossil fuels and biomass a wealthier and growing global population is increasingly demanding from finite supplies and already strained production capabilities.
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Friday, March 02, 2012
Six Resource Explorers with the Midas Touch / Commodities / Resources Investing
Moderated by Louis James, Casey Research : The following is a video recording of the Casey Research Explorers' League panel – moderated by Louis James – at the Cambridge House Investment Conference in Vancouver, January 2012.
Listen to the valuable information and guidance passed along by some of the most successful mineral explorers in the world… or read the transcript below.
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Tuesday, February 14, 2012
Stock Market Repeating Itself, TSX Venture Composite Index / Commodities / Resources Investing
The resource markets have weathered some death defying ups and downs lately. But Michael Ballanger, senior investment advisor with Toronto-based Union Securities, is looking for a renewed period of growth in the TSX Venture Composite Index. Is it too soon to see such a heady rebound? In this exclusive interview with The Gold Report, Ballanger makes his case for history repeating itself.
The Gold Report: The TSX Venture Composite Index reached a bottom of around 1,300 in October after it more than tripled from 2009 to early 2011. You believe the index is poised for another two-year gain. It's an interesting theory. Why should we believe that history will more or less repeat itself so quickly?
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Wednesday, January 18, 2012
Resource Stocks Breaking Out Of Bases and Forming New Uptrends / Commodities / Resources Investing
The end of 2011 and the beginning of 2012 greeted investors with spooky market stories to scare investors. A prominent cartoon in the Wall St. Journal depicted a pretty lady shrieking, "The DOW Sank 17%". Another balloon read "The US Loses Its AAA Rating". She is screaming, "Who Will Fix Europe?". Another caption reads, "$71 Billion Yanked From U.S. Stock Mutual Funds". Another hysterical cry exclaims, "I Want Treasuries!".
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Monday, January 16, 2012
How to Risk Little and Potentially Win A LOT in the Resource Stocks Market / Commodities / Resources Investing
Matt Badiali writes: After watching the sector fall for most of 2011, resource investors finally have a great opportunity to make money in 2012...
But before I get to the big opportunity, which could lead to 50%-100% gains, here's the backstory...
Friday, November 11, 2011
Global Monetary and Economic Crisis Creates Potash Investing Value Opportunities / Commodities / Resources Investing
Fertilizer companies have felt the pain of global monetary chaos, but as indicators lag, some potash equities are positioned ahead of the curve for big gains. Dundee Capital Markets Vice President and Senior Financial Analyst Richard Kelertas believes investors need to be sharpening their pencils and establishing positions. In this exclusive interview with The Energy Report, Kelertas shares his best names.
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Thursday, November 10, 2011
Albania Economy Surges with Canadian Resource Investment / Commodities / Resources Investing
G. Joel Chury writes: According to Albanian Prime Minister Sali Berisha, Albania’s economy increased during the first 9 months of the year, fueled by increased exports of goods and resources. Though the country still has a long road ahead of it in terms of living up to its growth potential, and before it joins the EU in 2015, this emerging economy is being stoked by outsiders, including a pair of first-movers from Canada looking to bring new methods of development to old resource discoveries.
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Monday, June 06, 2011
Three Questions About Global Natural Resources / Commodities / Resources Investing
Frank Holmes and the co-managers of the U.S. Global Investors Global Resources Fund (PSPFX), Evan Smith and Brian Hicks, participated in a special webcast for the Peak Advisor Alliance last week. Here are some candid portions of the Q&A:
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Wednesday, March 30, 2011
What Resource Investors Should Do When Worlds Collide / Commodities / Resources Investing
Rick Rule, the renowned resource investor who founded Global Resource Investments, returned to cyberspace last week for a webcast in which he explored some of the implications for resource investors when two megatrends from opposite ends of the socioeconomic spectrum collide. This phenomenon will inevitably result in incredible market turbulence, Rick tells us, and, in the context of the ancient Chinese curse, some mighty interesting times.
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Friday, February 25, 2011
Timber Investing: The Inflation Hedge That Pays Off in Every Type of Market / Commodities / Resources Investing
Larry D. Spears writes: If you start a conversation about the building inflationary pressures already sapping consumer pocketbooks, that talk will almost certainly turn to such classic hedges as gold, silver and even crude oil.
But one of the best inflationary hedges of the 20th century is often forgotten - even though it's likely to be just as effective this time around.
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