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Basic Materials

Brazil’s Drought Tightens Supply-Demand Balance in Aluminum Market

By Elliott H. Gue on Sep. 5, 2014

Reduced aluminum production in Brazil has tightened a global aluminum market that already faced a supply deficit. Our top play on this trend has already returned more than 100 percent since we added the stock to the Wealth Builders Portfolio in March 2014. We see more upside to come.

Mining for Value: A 2015 Story

By Yiannis G. Mostrous on Jan. 15, 2014

Excess capacity and weak demand growth have weighed on commodity prices and soured investor sentiment toward the mining industry. But efforts to slash capital expenditures and operating expenses should help our favorite names to dig their way out of this hole over the next two years.

Digging for Deep Value in the Global Mining Complex

By Roger S. Conrad on Jul. 22, 2013

Welcome to the bear market for the once-booming global mining complex. With prices of copper, gold and other mined commodities sliding, the prices of the world’s largest mining companies have approached valuations not seen since the nadir of the 2008-09 bear market. But there's gold in this downtrodden sector--especially for hardy income-seeking investors with the patience to wait for a turnaround.