A buy from the watchlist, plus thoughts on Tencent, Alphabet, Naspers, Square, Altius and Five Below
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Friday File: Possible Panic, Possible Buys and Sells
Friday File: Altius Checkin
March Idea of the Month: Venture Capital at a Discount
Buying a dollar of speculation for 50 cents, plus thoughts on insurance and commodities
15 Comments Read More“Activist Investor Betting Everything on This One Stock”
"Pioneer Activist Investor Has a 1,700% Price Target On His Sole Holding" What's the stock teased by Billionaire's Portfolio?
21 Comments Read MoreBenjamin Shepherd’s “Black Rock Fuel”
Friday File updates, and a look at a new teaser from Global Investment Strategist
6 Comments Read MoreVIC — Rahul Saraogi, “India is a terrible place to visit”
Very interesting and honest take on the breakdown in India from an honest Indian money manager. He’s clear about how terrible things are in India — but says that India has been cyclical and the underlying reasons for the economy to grow are still there … and the stocks are cheap. Business confidence at lows, […]
Leave a comment Read MoreIron Ore Popper
Falling off a Cliff — What Does it Mean?
Cliffs Natural Resources (CLF) got absolutely clobbered this week, with their stock falling 20% after they announced they were cutting the dividend quite drastically (partly because of funding pressures, partly because of their high-cost acquisitions in the past, partly because of lower expectations for future production — there’s a good note on that here from […]
Leave a comment Read More“This next commodities play may become just as profitable for us as the ‘Gold Streaming Bank'” (Peter Krauth)
Many of you remember well or are still enjoying the terrific surge that my favorite gold stock, Sandstorm Gold, enjoyed on the heels of a big push from both Stansberry’s Phase 1 and Peter Krauth’s Global Resource Alert — you can see my latest free article on that one here, and all of my past […]
7 Comments Read More“Wall Street ‘Goof’ to Deliver your next Double” (and a fat yield)
Today we come back once again to our old friend Louis Navellier — largely because he’s pitching something that my readers ask me about all the time, a way to get a decent income yield from a mining stock (most of which, despite all the teasers about gold stocks that pay dividends, have tiny yields […]
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I generally agree with that, smaller companies are certainly riskier -- though I prefer the lower downside risk of the r...
Altius has been rising primarily because of growing interest in base metals, fueled by returning Chinese demand for iron...
True enough, but I expect investors will probably look past that with the assumption that this will pass... at least for...
G'Day Travis,A good point about Iron Ore Royalties linked to Area C & BHP's activities, but perhaps you have overlooke...
I did note the ...
What about Scully Royalty Ltd. (SRL)? I took this section from their website:"Royalty Interest (Scully Iron Ore Mine)...
Altius has only a tiny bit of Gold exposure in its portfolio of prospects and royalties, they are most exposed to copper...
Thanks HN and AFM for the info on MGX. I was at first confused by the ticker and couldn’t see why you were excited by...
Flippa01 on HC is a very knowledgeable bloke in this area. 2 v recent post regards autoclaves.Including delivery ti...
It may be better if you don't read this !There are a lot of exciting near-term opportunities discussed on this threa...
My previous big cap preferences were BHP, TCK and Rio Tinto. If I wanted to enter the big cap sector, I would also chec...
True, they've been hit by coal regulation in Alberta, iron ore tanking, and Voisey's Bay royalty disputes. I still own ...
Gains on China's commodities exchanges from Sept 1 Coal +72% Iron Ore +28% Rubber +25% Nickel +16% Palm Oil +15% Z...
There is good evidence that huge iron ore deposits were built up over eons by what have long been called iron fixing bac...
You may be right about the unreasonable cost, but China will do and has done things involving construction and infrastru...
Doesn't China's Strategy is to buy commodities like iron ore at the lowest prices or own the source and then dump steel ...
ben that is very interesting as the next iteration of computer technology is likely to be organic in form. That is inc...
Sounds like iron ore, where there might be an oversupply just as demand is falling off....
There have been pretty long cycles in many commodities even before the last decade's "supercycle" -- there's an...
Iron ore! One blip in 40 years and that's their recommendation? Anyone who resorts to using "Billionaire" in their name ...
Sounds like what Iron ore needs is our Political Minions to get serious about an infrastructure rebuilding program. Ther...
joe I have been otherwise occupied today and just got this far,,,have not read any answers by others so this is my take....
Yes it would be deflationary; or rather, one can imagine it happening easily in a deflationary environment.We alre...
FYI, Lemelson reportedly doubled his short position, partly because the spin-off of Viking and the one-time gain from th...
Sandi, VALE is a position which has not yet received a recommendation to sell from UWR In other words, we don't yet hav...
Hi Ken,No one is predicting high iron ore prices...I think Travis' point was that the iron resources are aleady co...
What are you smoking. 62% iron ore at $100 this year? The reason I don't believe the hype about Altius is that most of...
$ATUSF Thanks, Travis. Long $ATUSF. What commodity moves do you think would be necessary to kick off a significant c...
I've paid more than this price for some of my shares, though that was when there was substantially more optimism about i...
This is a sector that is not a quick return sector. This sector is a BOOM or BUST. It takes years for a boom and when i...
I'd have called my comments "cautious" and I ...
I did so briefly here: http://www.stockgumshoe.com/2014/12/december-idea-of-the-month-close-it-down/ Short answer: the r...
Yes, for Altius it's almost all iron ore concern -- Alderon is a big part of their growth potential, and with iron ore n...
Iron Ore slumps to 5 yr low per Bloomberg Gold rallies from lowest since 2010 per Bloomberg...
Gold and Iron Ore DUST eft up almost 11% today Best-Ben...
Fantastic game! Haven't seen them in person for a while.I am a fan of Altius and still have a major holding in the ...
Earnings just out, iron ore sentiment (and prices) terrible for Alderon, I haven't done anything with my shares -- will ...
Though Altius should have good cash flow next quarter, the price continues to be subject to general pessimism about comm...
FYI, Karim Rahemtulla of Wall Street Daily is out with a ...
Apologies if I left some words out -- I meant that shipping is, as a percentage of cost, a larger issue for iron ore tha...
.......'Iron ore is the most valuable export from Australia, which also happens to be the closest major exporter to Chin...
RIO's announcement yesterday, in part:Conakry – 26 May 2014 Today in Conakry, the Government of Guinea and its pa...
For a PURE Australian iron ore play leveraged to China, there is FMG.ASX. It is a large, efficient iron ore miner, still...
ARLP HAS BEEN MY BLACK ROCK AND THE RULES THEY PLAY BY MUST BE DIFFERENT, WHEN I TALKED TO THERE BANK REP LAST YEAR HE...
What does this mean ?and shipping the stuff is expensive because it’s heavy, that price is only about six cents a ...
If you want a pure bet on iron ore, there is Mesabi Trust (MSB) currently showing a dividend rate of 8.27% on E-Trade ($...
Alderon is down 10-12% today, too -- I don't know of anything happening currently but I suspect it's another wave of pan...
I would and have added to both Altius and Ligand at very close to today's prices, though at these prices I've been nibbl...
the main problem with Vale these days is not Brazil but Guinea. It is not about the ebola virus which has broken out the...
I like Alderon, too, but certainly riskier -- they still have to raise a huge amount of money for the project, which is ...
The valuation at Altius is still pretty good, but it's a different calculation now because ongoing cash receipts from ro...
Just that the only real risk to a short on GNI is a huge spike in iron ore prices. Such a spike would benefit the other ...
There's the regular rail line that goes from Adelaide (state capital of South Australia) north to Alice Springs and to D...
I bought Copa some time back and have really done exceptionally well. Of course I lost a little on Embraer, the Brasili...
Advanced Exploration (AXI-V) really does have a project/prospect that has a multi-generational life. It is a massive ir...
I hold most of the aforementioned , as well as the largest steel dividend stock> GNI Great Northern iron ore. 1...
THE ARTICLE says"there’s not any way to be very sure about what production levels will be and what iron ore p...
The mesabi ore is low grade and very hard, so it is more expensive to mine than most other iron ores, i.e., it is more l...
Bye the way (CDY) Cardero Resouces went from $1.20 on 23 Oct. to $1.71 yesterday. Looking for $4-6.00 as the bidding for...
It has to do with iron ore I believe Jim. Another Aussie iron ore Jr. already made a huge splash. China w/b their bigges...
Having grown up on the north shore of Lake Superior and knowing where they are talking about. It will be very doubtful t...
Murchison Metals (MMX on the ASX). is an iron ore stock touted with heaps of growth potential. Could be as high as $25-$...