Investing Topics: Natural Resources

Catalysts for Growth, Part 2

By Roger S. Conrad on Jun. 29, 2017

Last issue, we looked at catalysts for the 11 current Conservative Portfolio Holdings. This time around, we do the same for the seven Aggressive Holdings.

Mining: Buying the Dip

By Yiannis G. Mostrous on Jun. 19, 2017

The recent weakness in the market, and the mining sector in particular, is an opportunity to re-enter. And two of our favorites are now members of the Wealth Builders Portfolio.

For some time, mining companies thought diversifying their portfolios was the best way to improve cash flow stability and protect themselves from natural resources cycles and increased volatility. That hasn’t worked, at least not as expected.

On Track for a Great 2017

By Roger S. Conrad on May. 24, 2017

Each of our Lifelong Income Portfolio recommendations has reported first-quarter earnings and guidance for calendar year 2017. We review the results and identify the top takeaway to guide us forward.

Consolidation in Canada’s Oil Sands

By Roger S. Conrad on May. 24, 2017

Industry consolidation and recent pipeline approvals are encouraging developments for Canada’s oil-sands operators, but investors should continue to focus on quality and only buy when the price is right.

Niche Plays in the US Oil-Field Services Market

By Elliott H. Gue on Apr. 25, 2017

In an environment where oil prices range between $40 and $55 per barrel, North American short-cycle plays will remain the growth engine for the oil-field services industry. Investors might want to consider nibbling on select US-focused service names while keeping some powder dry in case oil prices swoon once again.

Yes, We Shale

By Elliott H. Gue on Nov. 16, 2016

US oil production appears to be bottoming, but investors seeking to profit in an environment where prices will likely range between $40 and $60 per barrel must pay attention to basin-specific trends as well as companies’ balance sheets and acreage quality.

Mining Stocks: Sell

By Yiannis G. Mostrous on Oct. 10, 2016

Mining stocks have moved to a momentum-driven phase, a change that suggests it’s time to close positions and book profits. In the meantime, oil prices and global growth are two critical factors when considering new investments.

Mining Stocks: Good Value, But Recovery Pushed Back to 2016

By Yiannis G. Mostrous on Dec. 23, 2014

Concerns about slowing economic growth in China, coupled with supply overhangs in many key commodity markets, have weighed on share prices in the mining industry. But bargains abound for income-seeking investors with the patience to wait for a recovery.

Mining Stocks: Unloved, But Not Unlovable

By Yiannis G. Mostrous on Jun. 21, 2014

With solid dividends and a low bar of expectations, our favorite global mining stocks are good buys for patient investors who can wait for the inevitable turnaround.

PREMIUM PORTFOLIOS

WEALTH BUILDERS

A balanced portfolio of Elliott Gue’s top stocks for capital appreciation.
LIFELONG INCOME

Roger Conrad’s top stocks for investors seeking reliable income.

INVESTING EXPERTS

Elliott H. Gue

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Roger S. Conrad

Founder and Chief Editor:
Capitalist Times and
Energy & Income Advisor
Yiannis G. Mostrous

Editor: Capitalist Times

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Investing Topics: Natural Resources

Catalysts for Growth, Part 2

Mining: Buying the Dip

Mining: A Volatile New Cycle

On Track for a Great 2017

Consolidation in Canada’s Oil Sands

Niche Plays in the US Oil-Field Services Market

Yes, We Shale

Mining Stocks: Sell

Mining Stocks: Good Value, But Recovery Pushed Back to 2016

Mining Stocks: Unloved, But Not Unlovable

PREMIUM PORTFOLIOS

WEALTH BUILDERS

LIFELONG INCOME

INVESTING EXPERTS

Elliott H. Gue

Roger S. Conrad

Yiannis G. Mostrous