If you’re going to be invested in a single metal this decade, my advice is to back copper. Specifically – companies that are sitting on long-life, high-quality copper resources. He dropped out of the spot light for a while there, but ‘Doctor Copper’ is making some big moves again.
September 22nd, 2010 | Dr. Alex Cowie | 7 comments | ContinuedAll Posts Tagged With: "resource"
How to Sift Winning Resource Stocks from the Washouts
If you’re interested in Australian resource stocks, you need to keep an open mind and look outside our borders too. Because we’re so proficient at getting valuable stuff out of the ground, you tend to find talented Aussies wherever the resources are the world over.
September 20th, 2010 | Dr. Alex Cowie | 0 comments | Continued
How Much is Too Much for Gold-in-the-Ground?
This year’s bumper gold-mining deals come as big discoveries have gone missing in gold…WHATEVER’S LURKING in Andean Resource’s data room – opened to suitors for two years, but now closed after GoldCorp trumped Eldorado’s US$3.3bn bid – it must be pretty spectacular.
September 8th, 2010 | Adrian Ash | 0 comments | Continued
Collapse Gives WAY TO A Rally
Well that’s a good sign. Not twelve hours after we went to press with our latest newsletter – highlighting how September is historically the market’s worst month – and describing a Long Depression, stocks in New York rally by almost three percent. How is that good sign? The Bear had everyone feeling pretty bearish about him. You can measure this in the number of put option buyers or in surveys.
September 2nd, 2010 | Dan Denning | 23 comments | Continued
Cameco is a “Buy”
There is only one uranium blue chip, and that’s Cameco Corp. (NYSE:CCJ), based in Saskatchewan, Canada. It is the second largest uranium miner in the world, after Kazatomprom. Cameco produced about 20 million pounds last year, or 16% of the world’s supply. It aims to double production by 2018 from its existing assets.
July 15th, 2010 | Chris Mayer | 0 comments | Continued
David Murray Says You Become Dependent on Global Banks When Importing Capital
There we were watching Lateline, waiting for the rain to stop at Edgbaston so the cricket could begin, when David Murray, Chairman of Australia’s Future Fund, began making so much sense we could hardly write it down fast enough. And it wasn’t his comments about buying non-government guaranteed corporate debt that got us so excited.
July 31st, 2009 | Dan Denning | 18 comments | Continued


