Commodities

  • 09 May
    I Made A Fortune On NSU – Here’s How To Find Similar Investments

    I Made A Fortune On NSU – Here’s How To Find Similar Investments

    Today, I want do describe my investing style and how it works which will give you insights into how I reach satisfying investment returns with a margin of safety.

    I’ll use Nevsun Resources (NYSE: NSU) as an example as it has been one of my largest portfolio positions over the last year.



    More →

  • 07 May
    What You Can Learn From Berkshire’s Annual Shareholder Meeting

    What You Can Learn From Berkshire’s Annual Shareholder Meeting

    This past Saturday, the Woodstock for capitalists was on as Warren Buffett and Charlie Munger held their annual shareholder conference.

    If you want to succeed in investing and reach your financial goals, this conference and the insights from it are all you need to listen to in order to learn about investing, what’s going on, and what to do about it.

    In today’s article, I’ll summarize what the key points to take out are and also save you the 6-hour watch.



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  • 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 →

  • 19 Apr
    Lithium Is Hot, But Here’s What You Need To Know Before Investing In The Trend

    Lithium Is Hot, But Here’s What You Need To Know Before Investing In The Trend

    • Is the current decline a lithium buying opportunity?
    • We’ll analyze the sector, and the key factors to watch in the industry.
    • I’ll use a bottom up approach and discuss the company Lithium Americas.



    Introduction

    We all know the story about lithium and the expected surge in demand coming from the electric vehicle boom. However, some stocks haven’t performed as many expected in the last few months, and I want to look at what’s going on to see whether it’s a buying opportunity or if we should still stay clear of lithium miners.

    Today, I’ll use a bottom up approach to discuss Lithium Americas (NYSE: LAC). By analyzing the company, we will see how it fits in the lithium environment and what we have to seek out when analyzing investments as there is a high likelihood that lithium will be the place to be over the next 10 years due to its lightness.  More →

  • 13 Apr
    Tahoe Resources Looks Cheap, But Beware The Risks

    Tahoe Resources Looks Cheap, But Beware The Risks

    Tahoe Resources (NYSE: TAHO) is a perfect example of the risks when investing in miners. Its stock price has preformed terribly in the last 5 years, and the final blow was when the government of Guatemala suspended operations at its flagship Escobal mine. More →

  • 02 Apr
    What You Need To Know About Investing In Gold In 2018

    What You Need To Know About Investing In Gold In 2018

    • What’s moving gold prices up.
    • What can happen to gold in the short to medium term.
    • And how to use gold as a hedge in this environment.



    What’s Moving Gold Prices Up

    When interest rates go up, gold—as a non-yielding asset—is supposed to go down, but we haven’t seen that in the last 12 months.

    Gold prices are up almost 10% over the last 12 months. More →

  • 30 Mar
    Read This Before Investing In Exxon

    Read This Before Investing In Exxon

    • I’ll discuss the current earnings and XOM’s long term forecast. I’ll also discuss some factors that might jeopardize the forecast.
    • I’ll talk about why XOM is falling.
    • And I’ll conclude with a risk reward view on XOM.



    Introduction

    Exxon Mobil (NYSE: XOM) is down 11% year to date and I’ve seen many headlines discussing how the stock is extremely cheap and a bargain.

    I’ll first discuss why the stock is dropping, analyze the company, and then give you my view on the risk and reward of investing in XOM.  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 →

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