Category: Resources Investing
The analysis published under this category are as follows.Wednesday, February 23, 2011
Natural Resources Sector, Finding Value Amidst Volatility / Commodities / Resources Investing
Cranberry Capital Inc. President Paul van Eeden still favors the natural resources sector above all others because they are "absolutely central to our standard of living, our quality of life and the technological progress we've made." Despite the dangers, frothiness of equities and absence of fundamentals to support current valuations, he says, "there are always opportunities in the market. . .you just have to recognize them." Find out where Paul believes investors can find good value in the current market in this exclusive interview with The Gold Report.
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Friday, September 24, 2010
Merger and Acquisitions Area Play Driving Resource Stocks / Commodities / Resources Investing
The US unemployment numbers that came out on the day before last summer long weekend were less bad than expected. Or so the markets indicated until ISM manufacturing data in the afternoon cooled enthusiasm some. It had been good Australian and Chinese manufacturing data that turned market sentiment earlier in the week. Arguably the most interesting bit of news had been 100 km long traffic halts in China of coal trucks trying to make deliveries to power plants. More infrastructure gains are obviously needed to keep China growing.
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Friday, September 17, 2010
Are Commodities Stocks Cheap? / Commodities / Resources Investing
After weathering a lackluster grinding summer, commodities stocks are poised for a big rally. Thanks to an anomalous divergence between commodities prices and the general stock markets, commodities stocks are relatively cheap today. This has created an excellent buying opportunity for investors.
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Thursday, June 24, 2010
Investment Opportunities and Pitfalls Investors Face In Resource Rich Central Asia / Commodities / Resources Investing
The former Soviet Central Asian republics are at a precarious crossroad today between accomplishing monumental progress, like Kazakhstan, and flirting with disaster and the prospects of civil war, like Kyrgyzstan.Indeed, should the current pace of development continue, particularly in the field of oil and natural gas, of which new untapped sources are constantly being discovered, Kazakhstan, for one, shows the potential to overtake the oil-producing states of the Arabian Gulf within the next decade. But Kazakhstan, even if it still has a way to go before it attains full-fledged democracy as perceived by Western standards, is nevertheless, the success story par excellence in Central Asia.
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Friday, June 04, 2010
Invest Your Cash in Colombia's Oil and Brazil's Iron / Commodities / Resources Investing
Financial guru Carmel Daniele is none too concerned with the euro debt crisis, hemorrhaging oil in the Gulf or depressed natural gas. She's too busy making money. Whether it's oil in Colombia or potash in Peru, she's always looking for ways to improve the fortunes of her namesake CD Capital Private Equity Natural Resources Fund. In this straightforward interview with The Energy Report, Daniele shares with us her favorite emerging markets and investment opportunities for those willing to place some faith in London's commodity queen.Read full article... Read full article...
Thursday, May 20, 2010
Resources Investors, Don't Get Hung Up on Negative Mainstream Press Headlines / Commodities / Resources Investing
One of the first things mainstream journalists in Western media learn is how to tease angles out of stories that play on fear, scandal and disaster. Good news is no news. Bad news sells. If it bleeds, it leads. As historian, political writer and Guardian columnist Timothy Garton Ash observed, "Many Chinese City Dwellers Moderately Content with Rising Standard of Living" isn't a headline that would sell a lot of papers. Resource Opportunities Editor and Publisher Lawrence Roulston would agree. "The media has a huge bias toward the negative side of any story," he tells The Gold Report in this exclusive interview. Investors focusing on scary headlines, he argues, are missing out on phenomenal opportunities developing on the other side of the world—namely Asia and, particularly, China. His advice? "Take a broader, longer-term view of the world."
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Thursday, April 29, 2010
The Winners and Losers in the ‘Commodities New World Order’ / Commodities / Resources Investing
Martin Hutchinson writes: In the "commodities new world order," commodity producers will be king.
Investors who need proof need only consider recent events. Iron ore prices are at record levels, and the annual-price-setting arrangement has broken down. Venezuela President Hugo Chávez has signed "dark side" agreements with Russian Prime Minister Vladimir Putin for Russian companies to develop Venezuela's oil-and-mineral resources. China may have invested $1 trillion or so in U.S. Treasuries, but the Asian giant's only truly successful investment so far has been the 17% stake it took in Canadian-resources player Teck Resources Ltd. (NYSE: TCK).
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Tuesday, April 27, 2010
Profit From Wall Street's Global Commodities Grab / Commodities / Resources Investing
William Patalon III writes: Virtually every investor has heard about how the emergence of China and India promise to send commodity prices skyward in the months and years to come. The promised run-up has yet to begin in earnest, but prognosticators say it's merely a matter of time and just the "right" catalyst.
Money Morning Contributing Editor Peter Krauth - a noted commodities expert and editor of the Global Resource Alert advisory service - says he's found that "just right" catalyst. He's calling it the "Great Global Commodities Grab," and says it's being engineered by some of Wall Street's biggest investment banks.
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Friday, April 09, 2010
Rare Earth Investment Opportunities / Commodities / Resources Investing
New technologies are pushing up the demand for rare earths. Steve Palmer, president and CEO of AlphaNorth Asset Management, says the rare earth space is currently his favorite place to invest in the resource sector. In this exclusive interview with The Gold Report, Steve also talks about where he sees the markets headed in 2010, and shares how he tries to limit the downside when investing.
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Thursday, March 25, 2010
Is It Time to Dress Up Your Gold and Resources Stocks Portfolio? / Commodities / Resources Investing
As investors wait out this continuing consolidation in gold and in the natural resource shares we suggest taking the time to dress up your portfolio.
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Wednesday, March 17, 2010
Scoop Up Resource Stocks on Dips On Stock Market Corrections / Stock-Markets / Resources Investing
Over the course of the last 12 months, many analysts and newsletter writers have been discussing precious metals stocks as an alternative to fiat currencies. What opportunities remain—new and old—in Mexico, Colombia and elsewhere for investors? In this exclusive interview with The Gold Report, Mike Kachanovsky, aka 'Mexico Mike', (Investor's Digest of Canada), discusses why he believes the market is better than ever for precious metals, as well as the abating political risk for mining companies in countries such as Mexico, Colombia and Vietnam.
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Wednesday, January 06, 2010
Commodities Investing, Does The Size of Your Portfolio Matter? / Commodities / Resources Investing
In the natural resource and precious metals sectors there are literally thousands of companies available from which to choose to include in one's portfolio. There are a lot of great companies and some, well, questionable choices. Screening out favorites might mean subscribing to several investment services and listening to the views of professionals. Then you must decide on how many of these companies in which to actually purchase shares.
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Monday, September 21, 2009
The Quiet Grab for Global Natural Resources / Commodities / Resources Investing
While all the hubbub here in the US has centered around abominations such as cash 4 clunkers, tax credits for buying homes, and the other machinations directed at returning the US to the blissful year of 2005, other portions of the world have taken notice and have been conducting some activities of their own. They have been locking down ever-growing stockpiles of critical basic materials needed to run their economies. These strategic moves have certainly not been done in secret, but given how we spend our intellectual energies here in America, they might as well have been. Leading the pack has been China, but there have certainly been others.
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Friday, September 04, 2009
When it Comes to China, Australia Shows Investors How to Maximize Profits / Stock-Markets / Resources Investing
Keith Fitz-Gerald writes: A $15 billion deal for liquefied natural gas (LNG) involving Australia, China and global-oil heavyweight Exxon-Mobil Corp. (NYSE: XOM) has prompted many investors to worry that China may be using its global-markets muscle to "paper over" cracks in the global economy.
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Monday, August 31, 2009
Rare Double-play Opportunity in Crude Oil, Gold and Commodities / Commodities / Resources Investing
Larry Edelson writes: Truth be told, I’m even more bullish now on gold, oil and other natural resources than I was when I nailed the start of the massive bull market in commodities nine years ago, in the middle of the year 2000 — before gold prices tripled and before oil rocketed up some 1,030 percent from $13 per barrel to its all-time high of $147.
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Saturday, August 22, 2009
The Raging Bull Market in Resources / Commodities / Resources Investing
Investors who picked up on Victor Gonçalves' resource stock picks late last year have realized gains of up to 800%, so the views he shares in this exclusive Gold Report interview may prove profitable to consider. After all, quips the Equities & Economics Report producer, "Walking away with money is what you want to do." Victor considers the resource sector "the best place to be"—in fact, he says we're "just short of a raging bull." Investors might want to use his insights on a couple of well-positioned juniors to take advantage if his predictions again pan out.
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Thursday, August 13, 2009
How to Profit From Resurgent Commodity Prices / Commodities / Resources Investing
Martin Hutchinson writes: Commodities prices are surging.
World white sugar prices reached record levels on Aug. 10, largely because of booming demand in India where the government has lifted a ban on imports. Oil prices continue to hover around $70 a barrel, and gold is in the mid-$900 range. Meanwhile the CRB Continuous Commodity Price Index has surged to a level 30% above its March low.
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Wednesday, August 05, 2009
Eric Coffin: Stick with Commodities & Resources Exploration Stories that Work / Commodities / Resources Investing
Investors have been beaten down and battered over the last year. With correlations between markets continuing to shift unpredictably, many are uncertain about where to put their money. "It's been a strange year," says Eric Coffin, co-editor, along with his brother David, of the HRA (Hard Rock Analyst) publications. The good news, he says, is that it's probably not going to get worse than March; the bad—a bear market this deep almost always revisits the major bottom. Read what Eric foresees going forward and why he's sticking with the exploration stories that work in this exclusive interview with The Gold Report.
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Thursday, July 30, 2009
Bullish on Commodities, From Natural Gas in India to Oil in South America to Uranium in East Africa / Commodities / Resources Investing
Primevest Capital Corp. President Ryaz Shariff reaffirms his long-held status as a commodity bull in this exclusive interview with The Energy Report, telling us to expect significant upticks in the markets once demand resumes. Having shifted somewhat from the mining sector last year, he also talks about some of the energy plays he likes these days—from natural gas in India to oil in South America to uranium in East Africa.
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Friday, June 26, 2009
Digging for Opportunities in Rare Earths Resource Sector / Commodities / Resources Investing
Why all the buzz about rare earths elements (REEs)? In this exclusive Energy Report interview, industry expert Clint Cox, The Anchor House, tells how he separates the hype from reality, and what a challenging and complex market it is. It's estimated that 25% of new technologies such as hybrid cars use rare earths, and that demand is increasing. Clint talks about China's current market dominance and the potential for production in North America. In a companion article, Alternative Energy Becoming a Little Less Alternative , Victor Goncalves of The Green Money Report examines how the growth of hybrid vehicles on the road will affect the rare earth market.
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