News and Reports

Year in Review 2023 and Outlook for 2024

January 04, 2024

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

Year in Review 2022 and Outlook for 2023

January 2023

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile: The Heart of Global Copper

October 2021

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland Gold

June 2021

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada Gold Mining and Canadian Juniors

April 2021

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

An Overview of the Golden Triangle

July 2020

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

An Overview of Quebec Gold Mining

April 2020

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

An Overview of the Red Lake Mining District

January, 2020

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

$BST - BST And BSTZ: 9%-11% Tech Yields, Monthly Payers.

April 09, 2023 / seekingalpha.com

BST yields 9.36% and BSTZ yields 11.09%. Both funds pay monthly and will go ex-dividend on 4/13/23. Check out the comparison of BST and BSTZ CEFs.Read full newsRead More

$ZIM - ZIM Integrated: Forget About Dividends, The Stock Is Too Cheap.

April 09, 2023 / seekingalpha.com

ZIM Integrated stock's price is now down 70% YoY and is 80% lower than its all-time record high in March 2022. Click here to see our take on ZIM stock.Read full newsRead More

$RELL - Richardson Electronics: A Misunderstood Opportunity With Serious Growth Power.

April 09, 2023 / seekingalpha.com

Richardson Electronics has concrete and in-demand solutions capable of doubling its revenue in the next five years. See why RELL stock is a Buy.Read full newsRead More

Cracks Emerge In Jobs Market.

April 09, 2023 / seekingalpha.com

U.S. equity markets snapped a three-week winning streak while benchmark interest rates dipped to seven-month lows. Check out the real estate weekly outlook here.Read full newsRead More

$WK - Waiting On Workiva As New CEO Takes Over.

April 09, 2023 / seekingalpha.com

Workiva's Co-founder Marty Vanderploeg has transitioned from the CEO role as Julie Iskow now takes over. Click here to read why WK stock is a Hold.Read full newsRead More

$CXT - Crane NXT: Banking On A Fantastic Business Focused On Strong Growth.

April 09, 2023 / seekingalpha.com

Crane NXT was recently spun off form its parent company, Crane Company, as a standalone cash/payments business. Click here to see our take on CXT stock.Read full newsRead More

Weekly Forecast, April 7: Inverted Yield Curve Now In Day 190.

April 09, 2023 / seekingalpha.com

The current bout of negative 2-year/10-year Treasury spreads will become the third longest once 221 consecutive trading days exhibit a red spread.Read full newsRead More

$V - Visa: Still A Buffett Stock. 10 Years Later.

April 09, 2023 / seekingalpha.com

Visa is a remarkable company with a wide moat and almost all its numbers look better than they did 10 years ago. Click here to read why V stock is a Buy.Read full newsRead More

$ETY - ETY: A Reasonable Option For Income At A Discount.

April 09, 2023 / seekingalpha.com

ETY invests in a portfolio of equities and aims to provide its investors with income using capital gains and option-writing strategies. See why ETY CEF is a Hold.Read full newsRead More

$PLSQF - Plus500: High-Risk Investment With Cash Upside.

April 09, 2023 / seekingalpha.com

Plus500 has grown at 31%, driven by increased trading volume and overseas expansion. Click here to see our take on PLSQF stock.Read full newsRead More

$SU $SU:CA - Suncor Energy: A Dividend Dynamo In A Volatile World.

April 09, 2023 / seekingalpha.com

Suncor Energy generates a lot of cash, and has been able to significantly reduce debt while buying back shares. Click here to read why SU stock is a Hold.Read full newsRead More

$FXLV - F45 Training: Why Desperation Mode Could Be Positive.

April 09, 2023 / seekingalpha.com

F45 Training remains a mess, and probably will for some time. Click here to read my analysis of FXLV stock.Read full newsRead More

$PERI - Perion Network: Strong Growth, Favorable Valuation.

April 09, 2023 / seekingalpha.com

Perion is growing fast as its share price has risen 1630% in just 5 years. Click here to read our analysis and why we think PERI stock is a buy.Read full newsRead More

$EWZ - EWZ: Brazilian Currency Strength To Drive A Recovery.

April 09, 2023 / seekingalpha.com

Strength in the Brazilian real has allowed iShares MSCI Brazil ETF to hold water even as local stocks have moved lower. Click here to see our take on EWZ.Read full newsRead More

$THNQ - THNQ: Brace For The Next Big Wave Of Artificial Intelligence.

April 09, 2023 / seekingalpha.com

THNQ invests in companies centered on artificial intelligence development and implementation. Click here to read why THNQ ETF is a Buy.Read full newsRead More

$MS - Morgan Stanley: The Valuation Question Answered.

April 09, 2023 / seekingalpha.com

Morgan Stanley's business model is low-risk, stable, and capital-light. Read more to see my thoughts on MS stock and why it is a Buy.Read full newsRead More

$GLD - GLD: Option Activity Indicates 'Caution'.

April 09, 2023 / seekingalpha.com

Since August, we've expected a price breakout in GLD to $230. Click here to read why we now recommend investors take profits in half of all GLD positions.Read full newsRead More

$ERIC - Why You Should Be Keen On Ericsson At This Time.

April 09, 2023 / seekingalpha.com

Ericsson isn't in itself a bad business. It's probably one of my most mixed perspectives and stances i have on a company. Find out if ERIC stock is a buy.Read full newsRead More

$OBNNF $OSK:CA - Osisko Mining: Limited Margin Of Safety At Current Levels.

April 09, 2023 / seekingalpha.com

Osisko Mining has been one of the best-performing gold juniors year-to-date. Click here to read my analysis of OBNNF stock and why it's a hold.Read full newsRead More

$WM - Waste Management: Steady Growth But Slightly Overpriced Right Now.

April 09, 2023 / seekingalpha.com

Waste Management, Inc. has been able to generate steady revenues and impressive cash flows in the last few years. Click here to see our take on WM stock.Read full newsRead More

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