Sector Expert: Adrian Day
Adrian Day, London born and a graduate of the London School of Economics, heads the eponymous money management firm Adrian Day Asset Management, where he manages discretionary accounts in both global and resource areas. Day is also sub-adviser to the EuroPacific Gold Fund (EPGFX). His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."
Streetwise Reports
Companies Commented On
- Almaden Minerals Ltd.
- Almadex Minerals Inc.
- Altius Minerals Corp.
- American Capital Ltd.
- Ares Capital Corp.
- California Gold Mining Inc.
- Cartier Resources Inc.
- Franco-Nevada Corp.
- Freeport-McMoRan Inc.
- Gladstone Capital Corp.
- Goldcorp Inc.
- Hutchison Port Holdings Trust
- Lara Exploration Ltd.
- Mandalay Resources Corp.
- Midland Exploration Inc.
- Nevsun Resources Ltd.
- NOVAGOLD
- Osisko Gold Royalties Ltd.
- Pretium Resources Inc.
- Reservoir Capital Corp.
- Reservoir Minerals Inc.
- Riverside Resources Inc.
- Royal Gold Inc.
- Silver Wheaton Corp.
- Sunridge Gold Corp.
Recent Interviews
This Undervalued Royalty Company Has Room to Grow (9/13/16)
Money manager Adrian Day profiles Osisko Gold Royalties, which has divested itself of its directly held exploration portfolio.
If You Want to Own Only Two Gold Stocks, Buy These (9/9/16)
The year's strong performance of most gold stocks has left newcomers wondering what to buy, says money manager Adrian Day. In such circumstances, he believes investors are better off paying up for quality than looking for something "cheap" down the food chain. Day reviews two favorite gold companies, one large, one small, that he says give broad exposure to the sector.
Four Resource Juniors Awaiting Developments (9/7/16)
Money Manager Adrian Day profiles four junior resource companies in his portfolio that he holds while he awaits new developments.
Recent Quotes
"FNV was able to take advantage of other companies' distress and get large, attractive, long-life royalties."
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The Gold Report Interview with Adrian Day
(11/30/15)
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"G is an example of a company continuing to advance and position for upside."
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The Gold Report Interview with Adrian Day
(11/30/15)
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"MD has added at least four new partnerships in the last 12 months."
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The Gold Report Interview with Adrian Day
(11/30/15)
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"PVG is advancing the Valley of the Kings project."
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The Gold Report Interview with Adrian Day
(11/30/15)
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"SLW is making smart deals right now."
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The Gold Report Interview with Adrian Day
(11/30/15)
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"SGC will distribute cash from the sale of its Eritrea gold-copper mines."
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Adrian Day, Global Analyst
(11/14/15)
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"If you only own one gold company, make it FNV."
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Adrian Day, Global Analyst
(11/14/15)
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"FNV is the leading gold royalty company."
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Adrian Day, Global Analyst
(8/16/15)
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"At this price, G is a good buy."
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Adrian Day, Global Analyst
(7/20/15)
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"BAR is an obvious buyout candidate."
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The Gold Report Interview with Adrian Day
(7/2/15)
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"MD is extremely well funded for a small company."
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The Gold Report Interview with Adrian Day
(7/2/15)
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"PVG is a very good buy right now."
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The Gold Report Interview with Adrian Day
(7/2/15)
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"R's CEO Diane Garrett has raised the financing for Haile without any gold hedging, which is impressive."
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The Gold Report Interview with Adrian Day
(7/2/15)
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"FNV has a great balance sheet, strong cash flow and a diversified asset base."
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The Gold Report Interview with Adrian Day
(7/2/15)
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"G has shown a strong growth profile."
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The Gold Report Interview with Adrian Day
(7/2/15)
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"MD continues to execute good deals."
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Adrian Day, Global Analyst
(3/25/15)
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"G remains a good buy."
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Adrian Day, Global Analyst
(1/27/15)
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"At least $3.3M is budgeted for MD drilling in 2015, all from partners."
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Adrian Day, Global Analyst
(1/27/15)
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"AMM is advancing Ixtaca, acquiring land rights and obtaining permits."
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Adrian Day, Global Analyst
(1/27/15)
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"The combined company of VGQ and Osisko is a new royalty powerhouse."
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Adrian Day, Global Analyst
(1/27/15)
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"We like G's management, balance sheet, political profile and growth outlook."
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Adrian Day, Global Analyst
(1/14/15)
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"SLW's extension of its streaming agreement with Barrick is a positive."
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Adrian Day, Global Analyst
(1/8/15)
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"Stocks such as AMM could benefit from the January Effect."
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The Gold Report Interview with Adrian Day
(1/7/15)
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"VGZ could be a beneficiary of the January Effect."
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The Gold Report Interview with Adrian Day
(1/7/15)
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"SGC's market cap is $32M, a fraction of the NPV of its shares."
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Adrian Day, Adrian Day Asset Management
(12/6/14)
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"AMM's balance sheet is great."
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The Gold Report Interview with Adrian Day
(10/13/14)
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"FNV is stable and is available at a good price."
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The Gold Report Interview with Adrian Day
(10/13/14)
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"MND pays a 3.5% dividend, which people like."
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The Gold Report Interview with Adrian Day
(10/13/14)
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"Due to a stable business plan, MD can survive for a long time on $5M."
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The Gold Report Interview with Adrian Day
(10/13/14)
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"PVG has given us many good opportunities for profits."
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The Gold Report Interview with Adrian Day
(10/13/14)
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"VGQ has strong, competent, honest and disciplined management, and a very solid balance sheet."
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The Gold Report Interview with Adrian Day
(10/13/14)
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"VGZ's flagship property, Mt. Todd in Australia, is excellent."
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The Gold Report Interview with Adrian Day
(10/13/14)
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