Digging Deep

Defense Metals in the Media

February 16, 2024

Our 2024 Predictions, Part 2

January 11, 2024

Our 2024 Predictions, Part 1

January 02, 2023

Can Gold Hit $3,000 in 2024?

29 December, 2023

Will Bitcoin ETFs Kill Gold?

November 21, 2023

What's Next for Gold?

06 June, 2023

Platinum and Palladium

February 2022

Transition to Production

June 15, 2021

Silver Suppression?!

February 02, 2021

Gold: Year in Review 2020, and 2021 Outlook

January 04, 2021

Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More

AbraPlata: CMR's full analysis of an Argentina focussed gold and silver junior

May 2020

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

$CPT - Camden Property Trust (CPT) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Camden Property Trust (NYSE:NYSE:CPT) Q4 2022 Earnings Conference Call February 3, 2023 11:00 AM ETCompany ParticipantsKim Callahan - Senior Vice President, Investor RelationsRic Campo -...Read full newsRead More

$BTC-USD - A Rational Method For Pricing Bitcoin In 2023 And Beyond.

February 03, 2023 / seekingalpha.com

Bitcoin is undervalued based on the drivers of our pricing methodology (number of wallets, contribution of wallets, number of coins in supply). See our model here.Read full newsRead More

$VTNR - Vertex Energy: The Heartland Business Sale Unlocks Value.

February 03, 2023 / seekingalpha.com

Vertex Energy sold its UMO collection and re-refining business at Heartland for net cash proceeds of US$85M. Click here to read my most recent analysis.Read full newsRead More

$BC - Brunswick Corp.: Record Performance Means Shares Remain Significantly Undervalued.

February 03, 2023 / seekingalpha.com

Brunswick Corporation delivered record financial performance in fiscal 2022 and there are indicators pointing to demand remaining strong for BC. Click here to read more.Read full newsRead More

$ISNPY $IITSF - Intesa Sanpaolo S.p.A. (ISNPY) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Intesa Sanpaolo S.p.A. (OTCPK:ISNPY) Q4 2022 Earnings Conference Call February 3, 2023 9:00 AM ETCompany ParticipantsCarlo Messina - Chief Executive OfficerConference Call...Read full newsRead More

$LESL - Leslie's, Inc. 2023 Q1 - Results - Earnings Call Presentation.

February 03, 2023 / seekingalpha.com

The following slide deck was published by Leslie's, Inc.Read full newsRead More

$BLDR - Builders FirstSource: Don't Be Mesmerized By The Past Few Years' Performance.

February 03, 2023 / seekingalpha.com

Builders FirstSource, Inc. has had double-digit growth over the past few years due to acquisitions and one-off high product prices. Click here for more on BLDR.Read full newsRead More

$LRLCF - L'Or?(C)al: Expecting Good Q4 2022 Results.

February 03, 2023 / seekingalpha.com

I expect LRLCF to report good results in 4Q22, driven by outperformance in the US and Europe, but China may be a drag. Click here to read my analysis of LRLCF.Read full newsRead More

$LESL - Leslie's, Inc. (LESL) Q1 2023 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Leslie's, Inc. (NASDAQ:NASDAQ:LESL) Q1 2023 Earnings Conference Call February 2, 2023 4:30 PM ETCompany ParticipantsCaitlin Churchill - Investor RelationsMike Egeck - Chief Executive...Read full newsRead More

$CHIX - CHIX: Financials Could Lag The Broader Chinese Rebound.

February 03, 2023 / seekingalpha.com

The Global X China Financials ETF has lagged behind the broader China recovery this year and bank margins remain pressured by the PBoC's monetary easing.Read full newsRead More

$WPC - W. P. Carey: An Assuring Business Model Key For Prosperity.

February 03, 2023 / seekingalpha.com

W. P. Carey Inc. has been resilient during an awful REIT trend and has an excellent business model that is very reassuring. Click here for more on WPC stock.Read full newsRead More

Fed Gold Anomaly Unwinding.

February 03, 2023 / seekingalpha.com

2022's Fed gold anomaly is unwinding. Gold didn't soar as inflation raged out of control in its first inflation super-spike since the 1970s thanks to extreme Fed rate hikes.Read full newsRead More

$GDTC - IPO Update: CytoMed Therapeutics Aims For $11 Million U.S. IPO.

February 03, 2023 / seekingalpha.com

CytoMed Therapeutics has filed proposed terms for an $11 million U.S. IPO. Learn more about GDTC IPO here.Read full newsRead More

$SNY - Sanofi: Increasing Our Long Position.

February 03, 2023 / seekingalpha.com

Sanofi delivered a good set of numbers and Dupixent is well on track with our estimates. Click here to read our analysis why we think the stock is a buy.Read full newsRead More

$AMZN - Amazon: No Longer A Growth Stock.

February 03, 2023 / seekingalpha.com

Amazon.com, Inc. beat on the topline for its Q4'22, but AMZN missed on earnings. Click here to read my earnings analysis of AMZN stock.Read full newsRead More

$CHD - Church & Dwight Co, Inc. (CHD) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Church & Dwight Co, Inc. (NYSE:NYSE:CHD) Q4 2022 Results Conference Call February 3, 2023 1:00 PM ETCompany ParticipantsRichard Dierker - CFO, EVP & Head of Business OperationsBarry...Read full newsRead More

$BCH - Banco de Chile (BCH) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Banco de Chile (NYSE:NYSE:BCH) Q4 2022 Earnings Conference Call February 3, 2023 10:30 AM ETCompany ParticipantsRodrigo Aravena - Chief Economist & Senior Vice President of...Read full newsRead More

$SCGLF $SCGLY - Societe Generale: Poised For A Record Year.

February 03, 2023 / seekingalpha.com

Societe Generale's valuation at x0.4 Price to Book makes little sense considering the attractive interest rate environment. Click here for our review of SCGLF.Read full newsRead More

$MKL - Markel Corporation: Calculating The Mathematical Value.

February 03, 2023 / seekingalpha.com

Markel Corporation CEO suggested a way of deriving its value. Article explores a modification of that approach and benchmarks it. Click here for more on MKL.Read full newsRead More

$INTC - Intel: No Thank You At $30 - Hell Yes At $15.

February 03, 2023 / seekingalpha.com

Intel's recent earnings illustrate further deterioration in its businesses. Click here to read my analysis of INTC stock.Read full newsRead More

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