Constructive Stock Strategies Drive Investors Toward Metals

Source: Mineweb.com (10/5/07)

The large diversified resources stocks are attracting top dollar, based on expectations for price increases in seaborne iron ore, along with recent price moves in gold bullion, platinum, copper, lead, zinc, and even nickel.

The Bank Credit Analyst has found that global portfolio investment flows are continuing to flow towards those equities, commodities and currencies that are farthest from the US housing market, i.e. farthest away from the epicenter of global economic weakness.

As such, while the so-called "go global" theme may be a well-worn metric for some investors, it's a theme that continues to dominate. Emerging market equities, on indices maintained by Morgan Stanley Capital International, and others, continue to hit new highs. Seen beyond short-term gyrations, the dollar continues its steady downtrend, confirming an ongoing protracted bear market that's been in place since late 2001...

Within the global resources sector, however, stock price performance has varied widely. Large diversified resources stocks ...currently rank as the world's top performing class of stocks, followed by oil and gas, and Tier I gold stocks. The large diversified resources stocks are attracting top dollar, based on expectations for price increases in seaborne iron ore, along with recent price moves in gold bullion, platinum, copper, lead, zinc, and even nickel.

Announcing Streetwise Live! Events
Source: Streetwise Reports (07/13/2020)

Streetwise Reports is offering 100 investors—at no charge—the opportunity to meet via Zoom with executives of precious metals companies as they discuss recent developments at their companies and upcoming catalysts.

"China's export quota could be opportunity for Canadian miners"

Mexico: Gold's Next Powerhouse Player
Source: Marc Davis, BNW News (11/03/2009)

As the world's key gold producing nations struggle mostly in vain to replenish dwindling below-ground supplies, Mexico is bucking the trend in a big way.

Where Have All the Gold Mines Gone?
Source: Brent Cook, Exploration Insights (04/14/2009)

Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable. . .the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.

Congo Completes Mining Review, Says Majors Quit Talks
Source: Reuters (12/20/2008)

"Review process is extended an additional 45 days to allow six companies to return to the negotiating table for direct talks with government ministers."