Investing Topics: Precious Metals

Go for the Gold

By Elliott H. Gue on Oct. 28, 2016

Skepticism toward central banks’ ability to stimulate the economy through extraordinary monetary policies has helped to inaugurate a new bull market for gold. We highlight one of our favorite mining stocks for aggressive investors.

How Strong is the US Labor Market?

By Elliott H. Gue on Aug. 10, 2016

Despite July’s surprisingly strong nonfarm payrolls data, the US economy continues to grow at a lackluster pace and our exposure to gold continues to do well.

Precious Metals: Buy the Dips

By Elliott H. Gue on Jul. 28, 2016

Skepticism toward central banks’ ability to stimulate the economy through extraordinary monetary policies has helped to inaugurate a new bull market for gold. We highlight some of our favorite mining stocks for aggressive and conservative investors.

Mining Stocks: Take Profits

By Yiannis G. Mostrous on May. 10, 2016

Mining stocks have soared since we highlighted our top picks in a mid-February article. We revisit the macro outlook for the group and explain why these stocks have rallied too far, too fast.

Stay Golden

By Elliott H. Gue on Apr. 27, 2016

Gold remains the best way to profit from growing concerns about the efficacy and long-term effects of central banks’ extraordinarily accommodative monetary policies.

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.

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.

Earning Their Keep

By Roger S. Conrad on Aug. 12, 2013

Second-quarter earnings season is in full swing. We examine the latest results from the names in our Lifelong Income Portfolio with an eye toward the financial metrics and company- and industry-specific developments that determine dividend sustainability and growth.

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.

Precious Advice: Not Time to Buy Gold

By Yiannis G. Mostrous on Jun. 27, 2013

With exchange-traded funds still selling bullion and India's gold demand under pressure, investors shouldn't regard growing concerns about the global economy as a cue to pile into the yellow metal. Freeport McMoran Copper & Gold's (NYSE: FCX) low production costs and above-average dividend yield make the stock a solid bet for deep-value investors with a longer time horizon.