Commodities

  • 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 →

  • 13 Feb
    10 Gold Miners To Consider

    10 Gold Miners To Consider

    • The top 10 gold miners are stable producers. The next 10 discussed today are a completely different ballgame.
    • The miners discussed today are much more leveraged to gold prices.
    • Investing in such companies might be less risky and provide higher upside if done with a proper investing strategy.



    Introduction

    This article is the second in a series of articles that cover the 50 gold miners held by the Van Eck Gold Miners ETF (GDX). For more info about the purpose of these articles, please read the first article in the series where I analyzed the top 10 global gold miners. More →

  • 01 Feb
    It’s Time To Watch Gold Mining Stocks

    It’s Time To Watch Gold Mining Stocks

    • I will discuss gold miners to give you an overview of what you can expect when investing in them.
    • As I’ll cover all the holdings of the biggest gold ETF, the Van Eck Gold Miners ETF (GDX), you will also get a good idea about the ETF. This article is part one of the top 10 holdings we’ll discuss.
    • Perhaps it’s too early, but it might actually be the best time to hedge your portfolio with gold miners.


    Introduction

    I’ve already described why it’s important to own gold miners in your portfolio. No one knows if gold will hit $5,000 or $500 in the next 5 years, but if you can invest in a way where you can’t lose much but you can also win big, it’s definitely a thing to look at. More →

  • 09 Jan
    Why This Metal Is A Good Buy Now

    Why This Metal Is A Good Buy Now

    • I’ll describe the nickel supply and demand environment, which is now getting interesting.
    • This also creates an interesting risk reward investment situation.



    Introduction

    In the last two years, you’ve seen me be extremely bullish on copper and zinc. In the last year and a half, copper prices are up more than 50% while zinc prices are up more than 100%. Was my past analysis just a lucky guess or real knowledge? If there had been a global recession, I would have been dead wrong but there was a significant probability that both metals would rise and I was able to see that because investing in commodities is relatively easy. More →

  • 01 Jan
    Here’s How To Invest In Commodities In 2018

    Here’s How To Invest In Commodities In 2018

    • Commodities should be an essential part of a portfolio going into 2018.
    • I’ll discuss the risks and rewards scenarios that will help you better assess portfolio exposure.
    • Some commodities have better risk reward ratios than others.



    Introduction

    Today, I’ll continue with my discussion on how to prepare an all-weather portfolio for 2018. No one knows what will happen this year, therefore it’s best to be prepared for anything with careful risk reward portfolio allocations.

    In this article, we’ll dig deeper into commodities as they are supposed to do well in an environment of economic growth, especially if there is inflation. More →

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