Screening for Dividends in Gold (NEM, GFI, AUY, RGLD, GGN)
Gold has seen a major run-up even before the Middle East and North Africa strife. This has lent support to many gold mining stocks and gold royalty players as well along with the growing…
Commodities & Metals
All Commodities & Metals Articles
Newest first · Page 104A US Agricultural Export Boom And China
The Chief Economist of the USDA issued his “Prospects for the US Farm Economy in 2011” The document is barely 10 pages long, but it says a great deal. The US farmer will have…
The Ten Nations Which Suffer Most From The Global Food Crisis
The price of many agricultural commodities rose more than 25% from June 2010 to December 2010, according to a recent World Bank study. There are several reasons that the report is alarming. The first…
Gold Miners Looking Forward to 2011 (ABX, KGC, AU, NEM, GG, GLD, GDX, GDXJ)
Earnings are out for three large gold miners, and the reviews are mixed. Barrick Gold Corp. (NYSE: ABX), Kinross Gold Corp. (NYSE: KGC), and AngloGold Ashanti (NYSE: AU) have all reported fourth-quarter and full-year…
Deere Holds Hope for Strong 2011 (DE, CNH, AGCO)
Rising food prices may be hurting consumers around the globe, but they aren’t doing any damage to the farmers who raise the food and the companies that supply those farmers with equipment. Deere &…
Redefining Inflation With Poverty
Inflation is often defined as the overall increase in the price of goods and services. That oversimplifies how inflation works and does not include the drop in currency values or purchasing power. As agricultural…
Soros and Paulson Remain Goldbugs (GLD, NG, AU, IAG, KGC, NG, GOLD)
Everyone loves to see Warren Buffett’s portfolio changes, but in some cases it is more important what other gurus are doing with their assets under management. George Soros and John Paulson are two of…
Molycorp’s Painful Dilution (MCP, REMX, REE, AVL)
Molycorp, Inc. (NYSE: MCP) is finally bringing this secondary offering of common stock for holders and is selling some mandatory convertible preferred shares. The terms of the deal may be surprising to some, and…
An Odd Chart Read on Gold, Silver, and Rare Earths (GLD, SLV, AGQ, MCP, REMX, REE, AVL)
Using charts alone is something that may not make sense to most people. Still, thousands of investors make a living at just that. Fundamentals be damned! We do not subscribe to the notion that…
What If Global Warming Is Real?
The U.N.’s Intergovernmental Panel on Climate Change released a report in 2007 which said that “up to 40 percent of the Amazonian forests could react drastically to even a slight reduction in precipitation.” The report made…
An IPO For Chinese Hogs (SCLI)
American investors looking for Asian growth opportunities are soon to get a chance to hear “Squeal like a pig!” from China. A company called Southern China Livestock, Inc. is now closer to coming public…
Molycorp’s Share Float Set to Double (MCP)
Molycorp, Inc. (NYSE: MCP) is about to have a lot more shares on the market, with no real benefit to the company at all. The lock-up expiration was a known event for quite some…
Ag Equipment Earnings Rise, Difficult 2011 Comps (AGC, DE, TSCO)
AGCO Corporation (NYSE: AGC), a maker of tractors and combines and farming equipment, reported that its fourth quarter earnings more than doubled to $85.2 million. This came to $0.88 EPS adjusted versus $0.35 EPS…
Potash Industry M&A Fights Valuation Premium (BHP, POT, MOS, IPI, TNH, CMP, KCLOF, CF, MOO)
When BHP Billiton Ltd. (NYSE: BHP) made its $38.6 billion offer for Potash Corp. of Saskatchewan (NYSE: POT), the size of the deal put a spotlight on the fertilizer makers, especially those that produce…
More Land To Grow Cotton, Less For Other Crops
To state the obvious, there is only so much farmland in the US. The National Cotton Council of America says that farmers will plant 14% more cotton this year compared to last. NCC Vice President…