The Problem Is – Markets Don't AlwaysAnticipate The Downside
Right now the Dow Jones Index doesn't look that bad--in the last few few months there have been higher lows, and an investor could reasonably think the market could break out, not break down. But sentiment--and a lot of economic data--is quite...
Talk about poor timing!
GFL Environmental (GFL – TSX/GFL-NYSE) saw its IPO debut on March 3rd, 2020. Smack dab in the middle of COVID and a big plunge in the stock market.It made for a rough start for the stock. But after falling from an IPO price of C$25 to a...
My deep dive into solar has been a good news story. I am finding companies growing revenue and generating cash.Solar has tremendous growth ahead of it. The Inflation Reduction Act (IRA) will great a boom for years to come.But not every stock has been a tempting buy.If the story...
Late last summer we published two blogs outlining the case for copper and copper stocks (here, and here).What we said was:
Yes, it is hard to buy copper stocks when they are down big (they were at the time) but…
It is always hard to buy commodity stocks at the time you should be buying them.
We...
This guy has my vote for Fund Manager of the Year.2022 is one of the worst years in history for stocks—yet Rob Mullin continued his winning ways for investors in his Marathon Advisors hedge fund.Mullin’s fund--it’s called the RAEIF, which stands for Real Asset Equity Income Fund—had a phenomenal year (3rd year in a row) and...
Solar stocks have the potential be No-Brainer investments. In Canada, provincial governments are giving them incredible tax breaks so they start to spit out Free Cash Flow very early in their 20-25 year project life.And that’s just to mostly—but not all the way—catch up to how many big tax breaks the US is...
We all know that solar is a big deal. It is a big industry and it's going to get bigger. Solar will see huge growth for the next 30+ years. It is close to inevitable.
Source: Next Era Energy Investor PresentationThe percentage of the electric grid produced by wind and...
Halliburton (HAL – NYSE) released their third quarter results on Tuesday night and boy were they ever bullish on oil field services (OFS).Right out of the gate CEO Jeff Miller put it bluntly – “our outlook is strong”. He followed it up by saying why: “oil and gas supply ...