RSSCategory: Category: Stocks

3 Stocks to Own When Gold Recovers

| September 12, 2013 | Category: Stocks
3 Stocks to Own When Gold Recovers

Doug Casey: “I think mining stocks have also bottomed at this point, and there are several great speculations available today. All the so-called quantitative easing—money printing—by governments around the world has created a glut of freshly printed money. This glut has yet to work its way through the global economic system. As it does, it will create a bubble in gold and a super-bubble in gold stocks. This remains in the future; what we’ve seen so far is just foreshadowing.”

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Gold Mining Equities: A Play Against the Tide

| August 22, 2013 | Category: Stocks
Gold Mining Equities: A Play Against the Tide

It is our view that at current prices gold mining stocks offer a bargain opportunity. On one hand gold mining equities are extremely cheap and discount a gold price of approx. $1,000 per ounce. By owning gold equities an investor is capitalizing on gold, but at a great discount. On the other hand, at current valuations, “in-situ” ounces in the ground are historically cheap and some companies do not get any value for their gold in the ground at all because the investor community is pricing gold equities based on free cash flow only, the rest does not count at the moment.

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Rob McEwen: Exploration Miners With A Hot Discovery Deliver Remarkable Returns

| August 21, 2013 | Category: Stocks
Rob McEwen: Exploration Miners With A Hot Discovery Deliver Remarkable Returns

In an interview with Forbes, Rob McEwen discusses the gold market and gold mining business. He says: “during the late 90s and early 2000’s when I was running Goldcorp, the price of gold was basically flat and yet our share price performed exceptionally well, outperforming such stocks as Microsoft and Berkshire Hathaway. So the message is gold stocks especially exploration stocks with a hot discovery can deliver remarkable returns even during a period of flat gold prices.”

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Junior Gold Cleansing

| June 29, 2013 | Category: Stocks
Junior Gold Cleansing

Any investor who has a position in juniors has no doubt felt the pain. And to show how bad it’s been, we need look no farther than the performance of the GDXJ Junior Gold Miners ETF. This ETF (managed by Van Eck Global) is the most popular and liquid of its kind, and offers a good pulse of the subsector it represents.

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Contrarian Gold Stocks

| June 14, 2013 | Category: Stocks
Contrarian Gold Stocks

The extreme contrarian appeal of gold stocks today is readily evident both technically and fundamentally. Gold stocks as a sector have only been this oversold one other time in their decade-plus secular bull, and that was during 2008’s crazy stock panic. When prices move too far too fast in either direction, sentiment gets unsustainably excessive. And then a mean reversion soon reverses the trend.

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Time to Stress Test Your Resolve in the Gold Markets

| June 12, 2013 | Category: Stocks
Time to Stress Test Your Resolve in the Gold Markets

The Casey Research Metals and Mining team has received a number of worried emails about gold’s recent rollercoaster ride. I’d like to respond to them. This predicament isn’t fun, and there are a limited number of options. However, instead of responding emotionally, let’s look at some facts and consider their implications. The bottom line is that you’ve got to hang in there and let the big-picture forces guide your gold investing.

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