Potash Earnings Distraction (POT, BHP)
Potash Corp. of Saskatchewan (NYSE: POT) is a company we feared would not really trade around its earnings and guidance. The real news is still its pending offer from BHP Billiton plc (NYSE: BHP),…
Commodities & Metals
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Newest first · Page 109Rare Earth ETF Shows Global Theme (REMX, TIE, TC, RTI, MCP, GMO, REE)
Van Eck Global has a history of launching niche ETF products. Today’s launch of Market Vectors Rare Earth/Strategic Metals ETF (NYSE: REMX) is no exception. This new ETF is the first ETF for US…
Rare Earth ETF Impact, The Tail Wags The Dog (MCP, REE, RES.V)
Molycorp, Inc. (NYSE: MCP) is surging today along with some rare earth companies. Today’s news is not that China is lowering rare earth oxides and rare earth elements, it is that an ETF for…
Fed Easing And The Debate Over Inflation
PaulVolcker, the aged former Fed chairman, says that quantitive easing poses little threat to the economy. “Inflation is not a problem right now. It won’t be a problem next year, it won’t be a problem…
ETF Launch: Precious Metals All Mixed Together (GLTR, SGOL, PPLT, PALL)
They say there is an ETF for just about any strategy. Gold investors and other precious metal investors are now getting a new ETF that will trade as a single basket of metals. The…
Caterpillar Challenging New Highs On Earnings and Guidance (CAT)
Caterpillar Inc. (NYSE: CAT) is showing that earnings on strong in infrastructure. The giant equipment maker posted earnings of $1.22 EPS and revenues of $11.1 billion. Thomson Reuters had estimates of $1.09 EPS and…
Trading Gold Pullbacks on Charts (GLD, IAU, PHYS, SGOL, GLL, DZZ, DGZ)
Tuesday’s drop in gold may be a culmination of many things and Wednesday’s attempt at a recovery needs to be watched closely. Profit taking, China rate hike, currency extremes with reversal, and on and…
Troubles Mount in BHP and Potash Corp. Merger (BHP, POT, MOS, IPI, MOO)
Practically from the time of the announcement by BHP Billiton plc (NYSE: BHP) that it was offering $38.6 billion to acquire Potash Corp. of Saskatchewan Inc. (NYSE: POT), the provincial government of Saskatchewan has…
China Plans to Withhold More of Rare Earth Elements: US In Deep Trouble
The international concern over China’s cut in exports of the rare earth elements, REEs, has just been ratcheted up a notch as a Chinese government official said that the country might trim another 30%…
Taking Stock of Massey’s Options (MEE, BTU, CLF)
Last April’s mine explosion at the Upper Big Branch mine killed 29 miners in the worst coal mining disaster in 40 years. Massey Energy Co. (NYSE: MEE), the mine’s owner, has taken a beating…
Can Big Coal Earnings Hold Up to Performance? (BTU, MEE, ACI, CNX, ANR, KOL)
The coal sector has enjoyed much of the same run that has been seen by other commodities of late. Coal companies and commodities companies are about to start reporting earnings and we wanted to…
ETF Trends… Bubble in Agriculture? (MOO, POT, MON, ADM, MOS, BHP)
Higher ethanol, potash demand, ag-super-mergers, surging food prices… and now an ETF crossing the $2 billion in assets mark. You have to ask if a bubble is being formed in agriculture. Today came news…
Le Gaga IPO Filing: Chinese Vegetable Producer (GAGA, WMT)
Le Gaga Holdings Ltd. has filed with the SEC to sell up to $100 million in ADR shares via an initial public offering. The company is a Chinese vegetable producer. The company plans to…
Many Big Gold Stocks Looking Overvalued (AU, GFI, AEM, NG, GLD, GDX, GDXJ)
Earlier this week we wanted to look for some sort of implied value in shares of gold stocks that had either underperformed the sector and those which were actually at substantial discounts to their…
Alcoa and the Earnings Shell Game, Actual Improvement (AA)
Alcoa Inc (NYSE: AA) may be a master at playing the earnings shell game. After expectations had been brought down so much, the DJIA’s first component to report earnings for Q3 gave earnings of…