If you’re an investor over 50 years old, you have a bar of gold in your head.What I mean by that is—you’re aware of how gold is SUPPOSED to work in a diversified investment portfolio. It's an inflation hedge; it's an insurance policy...it's nebulous now, in this market, but...
The Canadian market lists four mineral drilling companies and all of them are cheap, cheap, cheap.This is not surprising. Up until recently gold has been hated. It is only natural that the drillers, which all trade with the gold price (even though they drill for all the metals), would be dirt-cheap.What IS surprising is...
Private capital is POURING into midstream stocks in energy (think pipelines/infrastructure).
Since the start of 2018 private equity or pension fund backed midstream and infrastructure transactions total almost $10 billion.
The list of transactions includes: Wolf Midstream’s purchase from MEG Energy (MEG-TSX), KKR buying from Meritage Midstream, SCV acquiring Paramount’s (POU-TSX)...
Copper has had a tough go of it. The stocks of copper producers have been even worse.The biggest – Freeport McMoRan (FCX – NASDAQ), is down 40% since April. Small copper producers like Capstone Mining (CS – TSX), Copper Mountain Mining (CMMC – TSX) and Taseko Mines (TKO – TSX) are all...
Is the energy sector under-reporting oil demand? Some recent research suggests that's possible—potentially by a lot—as in 1.2 million barrels of oil per day (bopd).
For oil bulls, that's not enough right now to sway oil prices. But it could mean the market is tighter than everyone thinks.
And that wouldn’t...
One of the strangest junior energy stories listed in Canada may become one of the best in late 2019.
Newport Explorations (NWX-TSXv) holds a 2.5% gross overriding royalty on several oil and gas permits in Australia, that are operated by Beach Energy and Santos Ltd.; both are major Aussie oil...
IMO 2020 was potentially a big trade in 2019, and is still potentially a big trade in 2020—though I confess I struggle to find any BIG WIN potential.IMO 2020 stands for the International Marine Organization, a UN body. They have mandated that ships switch to much cleaner and more...
The man who has made me more money than ANYONE – Nathan Weiss – is hosting a special conference call on the latest Coronavirus, COVID-19.
On this call, you will learn
Why there will be vast improvement in treatments in the next 1-2 months (the response by the global medical community...