Silver

  • 24 Apr
    Silver Is Up & This Miner Looks Like A Very Interesting Investing Opportunity

    Silver Is Up & This Miner Looks Like A Very Interesting Investing Opportunity

    • Silver is up slightly which is interesting from a mining perspective.
    • I’ll analyze Pan American Silver to continue with our sector analysis.
    • This article ends with a comparative table of the miners analyzed up to this point.



    Introduction

    Last month, I discussed how silver looks like an interesting risk reward hedge to whatever might happen in the future, from loose monetary policy to even increased industrial demand.

    I’ve discussed some silver miners that also represent interesting investing opportunities, so today I’ll first give a short update on silver and continue with my discussion on a few silver miners. More →

  • 20 Apr
    If What The CEO Says Plays Out, This Silver Stock Could Explode

    If What The CEO Says Plays Out, This Silver Stock Could Explode

    • We’ll discuss the value of the silver First Majestic has in the ground.
    • We’ll also discuss the value of the company in relation to silver prices.
    • And we’ll discuss the corporate governance and the stories AG’s CEO likes to tell.



    Introduction

    I recently wrote about how silver looks good from a risk reward perspective. One of the most interesting silver stocks is First Majestic Silver (NYSE: AG).

    AG has been severely hit over the last two years, and it’s now time to look at whether it is a bargain or not, or if the risks are too high. More →

  • 27 Mar
    You May Want To Take A Look At These Two Silver Miners

    You May Want To Take A Look At These Two Silver Miners

    I recently discussed how silver looks good from a risk reward perspective, so it’s appropriate to discuss some silver miners to see if there are good investing opportunities or if it’s better to accumulate physical silver or exchange traded silver products.

    In today’s article, I’ll discuss the top 2 holdings of the iShares MSCI Global Silver Miners ETF.



    Wheaton Precious Metals (NYSE: WPM)

    Once called Silver Wheaton, this precious metal streaming company invests in various mining projects where it earns royalties for as long as the mine is operating. More →

  • 22 Mar
    Got Your Eye On Silver? Read This First

    Got Your Eye On Silver? Read This First

    I like to have some gold miners in my portfolio as a hedge against future possible crazy monetary policies. Let’s say that it helps me to sleep well at night.

    I’ll do an update on gold soon but before I do, I want to share my thoughts on silver. Many see gold and silver as equals which leads them to believe that silver is extremely undervalued and overlooked.

    Let’s dig into the supply and demand trends for silver and the main trends surrounding silver in general in order to see whether silver is like gold or if it is perhaps better or worse.



    Silver Price, Demand & Supply

    Silver prices, hovering around $16 per ounce, spiked in 2011 and are now 4 times above the levels of the 1990s. So there’s room to rise, but also room to fall. More →

  • 05 Jan
    If You Don’t Own Gold, You Know Neither History Nor Economics

    If You Don’t Own Gold, You Know Neither History Nor Economics

    • The bull case for gold is getting stronger for monetary, fundamental, and technical reasons.
    • Gold miners offer a positive asymmetric risk reward opportunity.
    • However, in the short term, anything is possible.

    Introduction

    I’ve borrowed the title of today’s article from Ray Dalio, the manager of the $150 billion Bridgewater hedge fund.

    Historically I have been against owning gold as it is not a yielding asset. However, after seeing how the global monetary base expands and will probably expand further when the next recession comes along, it’s a good time to contemplate an investment in gold as a hedge against human stupidity and greed.

    Today, I’ll elaborate on the bull case for gold, the risks, investment options, and why I think some of those options have extremely positive asymmetric risks. More →

  • 27 Dec
    The Silver Story

    The Silver Story

    • Silver has a big industrial application and could be also used for batteries.
    • The metal has been in a supply deficit for the last three years but prices haven’t yet reacted.
    • The bullish case is very strong. There’s significant downside, but the upside is greater.

    Introduction

    Two weeks ago we discussed how it’s a good time to start dollar cost averaging precious metals due to ballooning central banks’ balance sheets, the end of a 30-year low inflation period, and the current relative cheapness of precious metals in relation to their 5-year highs. Today, we’ll discuss how silver might be the better option to gold as it’s historically cheap, it has been in a supply deficit for the past three years, and its industrial usage is growing while production is declining. More →

  • 14 Jun
    Big Returns on Silver Could Be at the Finish Line, But Are You In for the Wild Ride?

    Big Returns on Silver Could Be at the Finish Line, But Are You In for the Wild Ride?

    • Silver is both a precious metal and a commodity, which makes it a very interesting investment.
    • Silver prices jumped 26% year to date and the market has been in a deficit for 3 years.
    • In the long term, silver will continue to be very volatile but might present excellent investment opportunities for brave investors.

    Introduction

    Silver is a special metal as it is considered both a precious metal and an industrial commodity. Silver is used for solar panels, water filtration, jewelry, electrical contacts and conductors, LCD screens, x-rays, disinfectants and for other various applications. This makes silver have, unlike gold, a pragmatic use influencing the demand for the metal. More →