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Posts related to ‘Commodities’

Gold Could Have Been Worse (GLD, GDX, GDXJ, GGN)

Posted: December 8, 2011 at 2:42 pm

Gold took it on the chin today because the Euro Zone bailout is not looking quite as robust nor as inflationary as many market participants have been hoping for.  Living ...
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In Defense of MLPs For 2012 (EPD, KMP, MWE, PAA, WPZ, MMP, BPL, EPB, KYN, AML, AMLP)

Posted: December 7, 2011 at 2:20 pm

With many Master Limited Partnerships (MLPs) trading at or even above some of their expected target prices, we wanted to take a year-end look into the sector to see where ...
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Farming Pays Big: Higher Income & Asset Values Drive Farming in 2011 into 2012

Posted: November 29, 2011 at 6:31 pm

The next time you sing "Old McDonald Had a Farm" you might want to consider that it is really "Rich Man McDonald" if the USDA report is as clear as ...
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Victory in Uranium Miner Acquisition (RIO, CCJ, HTHXF, DNN, URZ, URRE, ARVCY)

Posted: November 28, 2011 at 11:33 am

Rio Tinto plc (NYSE: RIO) stands to complete its offer a junior uranium miner with the withdrawal of Cameco Corp. (NYSE: CCJ) from the bidding for Hathor Exploration Ltd. (OTC: ...
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Bidding War for Uranium Miner Mushrooms (RIO, CCJ, POT, BHP, HTHXF, DNN, URZ, URRE)

Posted: November 18, 2011 at 11:25 am

Mining giant Rio Tinto plc (NYSE: RIO) has gotten itself into another bidding war. This time the playing field favors Rio over Canadian uranium miner Cameco Corp. (NYSE: CCJ) mostly ...
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The 13 Countries That Own the World’s Gold

Posted: November 17, 2011 at 7:41 pm

Central banks are contributing to world gold demand. The latest data from the World Gold Council indicate even more changes among the nations holding the most in gold reserves. Those are ...
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The Return of $100 Crude… Gas Prices at the Pump Going Up (USO, OIL, OIH, XOP, BNO)

Posted: November 16, 2011 at 9:28 am

Europe is on the verge of suffering a debt crisis, economic data remains very choppy, and the argument is still going on over whether the U.S. will fall into a ...
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Another Look at Expected Gains in Metals and Materials Stocks (X, NUE, STLD, NEM, ABX, SLW, FCX, SCCO, TIE, AA, MCP)

Posted: November 11, 2011 at 3:01 pm

In mid-October, we took a look at target prices and implied gains among 11 metals and materials stocks. The companies we examined were United States Steel Corp. (NYSE: X), Nucor ...
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Charting Silver Versus Gold… Dollar/Euro Reserve Currency Challenge (SLV, GLD, FXE)

Posted: November 11, 2011 at 9:30 am

We often look for a read on gold and silver and we have a potentially interesting development underway.  We track these via iShares Silver Trust (NYSE: SLV) and SPDR Gold Shares ...
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Expected Price Gains in Uranium Mining and Nuclear Energy (CCJ, DNN, URRE, URZ, UEC, URG, USU, GE, SHAW, ARVCF, TOSBF)

Posted: November 8, 2011 at 1:34 pm

The outlook for uranium miners and nuclear power plant builders has dimmed considerably following the disaster at Japan’s Fukushima Daiichi power plant last spring. The Japanese government is considering building ...
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Ten Indicators Predicting No Double-Dip Recession (AAPL, CAT, JPM, BAC, AA, MMM, FDX, BRK-A)

Posted: October 28, 2011 at 6:43 am

The economy remains in a climate with a very weak recovery.  There is still some good news though.  All of the recent calls for a "double dip recession" grew too loud and are ...
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Mining Stocks Undervalued According to BlackRock (BLK, BHP, RIO, VALE, FCX, SCCO)

Posted: October 25, 2011 at 11:47 am

Investors appear to have lost faith in mining stocks, sending share prices down steadily throughout the year. Both iron ore and copper prices are down nearly 20% since the beginning ...
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What Recession? Coal Acquisitions Keep on Coming (BTU, MT, MACDF, ACI, WLT, RIO, ANR, AAUKY, BHP, VALE, PCX, KOL)

Posted: October 21, 2011 at 9:55 am

While Peabody Energy Corp. (NYSE: BTU) and ArcelorMittal (NYSE: MT) haven’t been pursuing Australia’s Macarthur Coal Ltd. (OTC: MACDF) for more than a few months, the deal never really looked like ...
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Lower Oil Inventories & Refining Capacity Drive Home (VLO, OIH, USO)

Posted: October 19, 2011 at 10:43 am

The Department of Energy is out with its weekly oil data and the data is showing a larger draw-down that what API had signaled yesterday.  Crude oil inventories fell by ...
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New Leveraged Gold, Silver, Platinum, Palladium ETF/ETNs, The Wild West (GLD, SLV, PPLT, UGLD, DGLD, USLV, DLSV, LPAL, IPAL, LPLT, IPLT)

Posted: October 17, 2011 at 3:17 pm

Leveraged ETFs and ETNs are not new to most investors.  They are also not new in all cases when it comes to precious metals.  You are likely familiar with the SPDR Gold Shares ...
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