Bull & Bear's The Resource Investor


Featured Articles Inside This Issue:

Coal Stocks: The Most Hated Sector?
The coal mining companies are among the most out-of-favor companies in the stock market today. As contrarian investments, these stocks have real appeal. Here are a number of publicly-traded coal companies that could reward contrary-minded investors. Several are limited partnerships, which are taxed differently, at both the corporate and investor levels, compared to common stocks.

Money Has Lost Its Value
Eight years after our near meltdown in 2008, trust in our politicians, central banks and the intelligentsia have eroded, in part due to the failed promises and solutions which, beside pushing up asset prices has resulted in the an anemic economic recovery despite rounds and rounds of monetary stimulus and the lowest rates in 5,000 years. Consequently, voter frustration, disillusionment and anger has led to a rise in populism and radical political solutions, such as Brexit. As such investors are more concerned about the return of their money, rather than the return. Investors beware, better to come up with a Plan B. Gold is everyone's Plan B.

Chinese Gold Production Sharply Lower in 2017
Gold is an alternative investment to the overvalued dollar for China and the central banks. John Ing, Maison Placements, believes the price rise in gold is telling, a truism, not about gold, but about the US dollar. Ing gives his recommendations for Barrick, Centerra Gold, Centamin, Detour Gold, Kinross, New Gold, and Goldcorp.

Forget Oil Prices, Oil Majors are a Buy
Oil stocks have been performing dismally this year, and oil prices have failed to sustain a rally, so why are these stocks still attractive? Low valuations and high dividend yields, say analysts. Supermajor oil companies are living a new reality that is based on new profits in a forever-low oil price environment – and globally, analysts say, the oil sector is a great investment.

Investment Newsletter Digest
The nation’s leading commodity newsletters and analysts give their “Buy” forecasts on Lithium, Copper, Palladium, Gold Miners and Income Trusts.

Jay Taylor: Turning Hard Times Into Good Times
Michael Oliver's Plate Tectonics Bode Well for Gold Shares
Jay Taylor's, miningstocks.com, guests include: Jeff Deist, Dr. Mark Thornton, John Rubino and Michael Oliver. Deist questions Austrian school economist Thornton about the real reason for booms and busts and concludes that it’s impossible to know exactly when a boom will turn to a bust. Oliver agrees that it’s impossible to know exactly when a boom will end but this veteran technical analyst has an enviable track record for determining when you can safely take a longer term position on either the long or short side of a market. Michael has now correctly called major market turns for gold, commodities, the dollar, T-Bonds and stocks. The fundamentals underlying those markets will be the topic discussed with Rubino with a possible contribution from Michael as well. Jay Taylor and Rubino will also talk about some exceptionally promising junior exploration stocks.

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It’s Time to Buy Gold as Insurance
Investors in the resource sector are starting to lick their chops at the prospects of $5,000 to $10,000 gold within the next few years or perhaps sooner.

Investment in Mexican Mining Seen Rising After Four-Year Downturn
Investment in Mexico’s mining industry is expected to rise this year due in large part to a global recovery in metal prices after four years of declines.

Why Sprott’s Rick Rule Sold His Bitcoin
VIDEO: Sprott U.S. Holdings’ CEO Rick Rule is known to talk gold and mining stocks, but the outspoken investor also has thoughts on cryptocurrencies. Speaking with Kitco News recently, he said he dabbled in the leading cryptocurrency bitcoin for some time. But, ‘the truth is I am no longer a bitcoin holder,’ he added. Despite much volatility, bitcoin has been on a tear this year, up more than 300% and hovering near the $4,000 price tag, according to Kitco’s aggregated charts. Rule said he sold his bitcoin at half the current price but still thinks the technology behind cryptocurrencies is ‘fascinating.’ ‘Will it change the way that we do commerce worldwide? Absolutely.’ However, the longtime investor said he still does not view bitcoin or other virtual currencies as safe bets. ‘I don’t think it’s a safe haven at all.’
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Lawrie Williams: Gold Mine Output Turning Down This Year. Is Peak Gold With Us?
Analysts at Metals Focus see mine supply as holding up reasonably robustly, at least in the near-term but even so they forecast that global gold mine production will fall marginally overall in 2017, bringing to a close nearly a decade of continued growth.

Parity between Platinum, Palladium Prices Coming, but Not Yet
Parity between platinum and palladium prices is on the way as the latter metal’s market deficit breaches a million ounces a year – but it won’t be seen just yet.

World Sugar Supply Deficit Seen Fading in 2017/18
The global sugar deficit that sent prices soaring last year is expected to fade away in the upcoming crop year, though expectations of whether a surplus emerges remain mixed.

U.S. Shale Oil Braces for the Unfamiliar in 2017: Inflation
U.S. shale producers are facing their first production cost increase in five years in 2017 as industry activity picks up and energy service providers hike fees to take a bigger share of the profits generated by higher oil prices.

Have The Majors Given Up On Canada’s Oil Sands?
Canada’s oil sands are incredibly expensive, some of the costliest sources of oil in the world. Unlike conventional oil drilling, or even drilling in shale, producing from oil sands is more like open-pit mining in many cases. In short, Canadian oil sands is struggling to remain competitive in a marketplace that has changed dramatically from three years ago.

Gold: The Total Eclipse of Donald Trump

John Ing, Maison Placements: There was a time when gold was money. In today’s uncertain world, the yellow metal is back in vogue. Part of gold’s allure is its traditional status as a safe haven when everything else seems risky. But the biggest driver behind the move through $1,300 an ounce is a depreciating greenback, on concerns that the political circus in Washington will eventually impair the government’s ability to function, weighing ever more heavily on our overvalued markets. To be sure, a worsening geo-political climate, the upcoming “debt mess” discussions and Trump’s shutdown threat adds fuel to the fire. Americans run out of money in October. Gold is a good thing to have. Mr. Ing comments on Agnico Eagle Mines, B2Gold, Barrick Gold, Eldorado Gold, Goldcorp, Detour Gold, Newmont, New Gold and Yamana.

The Bull & Bear’s GOLD STOCK NEWS


Featured Articles Inside This Issue:

Gold Price Forecast – The London Bullion Market Association asked 23 Gold analysts from around the world for their predictions on the average, high and low price range for the year ahead for Gold. Analysts who contributed to the Survey were invited to identify the top five drivers likely to influence the gold price in 2017. The top two drivers were the US dollar and US real interest rates, followed by demand in China and India, global political events and President Trump’s fiscal and international policies.

Here’s what the Analysts forecast for Gold in 2017.

US Gold Recycling to Remain Subdued, Despite Forecast of Rising Gold Prices – Recently, Pawn America filed for voluntary bankruptcy protection, one reason for which was the increasing online competition it faced. Another issue is likely to have been the decline in the volume of gold being sold back and pledged by US consumers. Although Pawn America plans to emerge from bankruptcy protection, US gold recycling is expected to remain at multi-year lows.

What to Ask Before Investing in Natural Resource Stocks
Rick Rule, Chairman of Sprott Global Resource Investments Ltd., says that the 'management interview' is critical before investing in any junior resource company. Here are the questions to ask before investing.

Brent Cook Reveals His Rules and Guidelines for Evaluating Junior Exploration Projects and Companies
Independent exploration analyst, Brent Cook and a number of his accomplished friends have compiled a list of "must read" rules and guidelines for evaluating junior exploration projects and companies.

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