Adrian Day Asset Management
Adrian Day, London born and a graduate of the London School of Economics, is the editor of Adrian Day's Global Analyst. His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."
Global Analyst Adrian Day reviews large developments at four royalty companies.
Global Analyst Adrian Day reviews more of the recent quarterly results and other developments from more of the gold and resource companies on his list. Some of these (Barrick and Royal) are from the beginning of the month. Day didnt review all the companies last week, focusing on those with more significant news or that were "Buys" at the time. This week, he completes the review of quarterlies as well as companies with other developments.
Global Analyst Adrian Day notes that recent earnings reports from gold and precious metals companies reflected lower production and higher costs amid macroeconomic uncertainty. However, strong balance sheets position leading royalty companies to acquire assets.
Global Analyst Adrian Day reviews developments at several resource companies on his list. Although there has been some negative news and disappointing quarterly results, Day believes many exciting potential developments are ahead.
Precious metals mining companies like Agnico Eagle Mines and Franco-Nevada face production issues, but well-capitalized miners are still finding attractive assets.
Global Analyst Adrian Day discusses some set-backs at several major mining companies, as well as stellar results from a top business development company.
Global Analyst Adrian Day looks at seemingly weak results from two of his core holdings, in each case with a brighter outlook and an opportunity to buy.
Several larger mining companies reported preliminary quarterly results this week, mostly production numbers, with full financials to follow, as has become
the norm in recent years. Below, Global Analyst Adrian Day looks briefly at these, as well as the gold market in general.
Global Analyst Adrian Day takes a look at positive news from three of his favorite resource stocks.
Adrian Day, the president of Adrian Day Asset Management, shares a review of the current state of the market. He notes that markets fell in the third quarter as the Fed remained hawkish, though risks may ease next year as growth slows and inflation returns.
Global Analyst Adrian Day looks at why gold has fallen and suggests it may have further to go. Meanwhile, he takes a look at some gold stocks, which are currently very inexpensive.
Global Analyst Adrian Day discusses some of the highlights of meetings he had with senior gold mining executives at two recent industry conferences.
Global Analyst Adrian Day discusses the recent offer by Metalla Royalty for Nova Royalty Co.
Global Analyst Adrian Day looks at two of his favorite companies, both of which have royalties on the same asset.
Global Analyst Adrian Day reviews quarterly earnings reports from several gold companies, most of which were positive, notwithstanding some difficulties. Several are good buys, according to Day.
Global Analyst Adrian Day shares updates from several companies this week, both quarterly results and other news. In addition, recent technical difficulties delayed the writing and made this briefer than otherwise. Day aims to send another Bulletin in the coming days with more company updates, and he is also working on an article on the factors that move gold. Day also has more stocks on his list that can be bought currently than he had thought for a while.
Global Analyst Adrian Day looks at two top companies that, once again, outperformed expectations. He says, good things come from good companies!
Global Analyst Adrian Day provides brief updates on two of his favorite resource companies. He also looks at very disturbing activity by banks in England, which he believes is a foretaste of what we can expect once Central Bank Digital Currencies come into force.
Global Analyst Adrian Day looks at production results from some gold companies; all will have full financials to follow. With gold and silver stocks jumping in the last week the XAU was up over 7% to its highest level since mid-May we are not chasing now.
Adrian Day discusses the surprising dismissal of the CEO at one of his favorite gold royalty companies.
Global Analyst Adrian Day reports on recent acquisitions by two of the royalty companies on his list. Day believes both transactions are positive, and he wants to add to positions.
Global Analyst Adrain Day looks at recent developments at three of his favorite gold companies, one large miner, one royalty generator, and one exploration company. Day believes all three are good buys here.
Global Analyst Adrian Day looks at the impact of the Federal Reserves decision to pause raising rates on the markets. And Day updates recent developments at several companies, with several resource companies making attractive asset acquisitions. There are some good buys, according to Day. Resource stocks have given back sufficiently from their early May highs, and the outlook is a little clear.
Global Analyst Adrian Day discusses a potential company-maker deal by one of his favorite companies. Although the stock moved up a little on the news, it remains below where it traded a month ago and well within its 2023 range, Day notes.
Two new acquisitions and a string of resignations, along with more quarterly results, have led global analyst Adrian Day to share his thoughts with us. It's been a busy week for some of the companies on his list.
Global analyst Adrian Day looks at quarterly financials from some of his favorite resource companies. Most had pre-released production, so there were not so many surprises but some insights. There are a few Buys among them.
Global analyst Adrian Day looks at the quarterly results from three large royalty companies, a large miner, and a development company. Most of the companies had pre-released production and costs (except Franco) so Day notes few surprises when the full quarterlies came out. Day continues to be cautious in buying.
Global analyst Adrian Day looks at gold and last week's Fed meeting, along with recent results from several diverse companies, including a high-yield U.S. company and global blue chip, as well as two gold and silver companies. All are fighting rising costs and a slowing economy, with different effects on different companies.
Adrian Day of Adrian Day Asset Management takes a brief look at the gold market, plus gives an update on recent developments from three resource companies.
Global analyst Adrian Day discusses preliminary first-quarter results from several gold companies, mostly positive, as well as positive developments at two juniors. Given the strong recent moves and the increased risk of a pullback, Day is buying little right now.
Global analyst Adrian Day's last three recent recommendations, two sells and one buy, all filled. Details below. Also, Day comments on one of his companies and takes a look at the sock market.
Global analyst Adrian Day has a new recommendation, a resource company that he believes could become an heirloom holding. His sell of Cartier Resources from his previous article would have filled; Azucar Minerals remains open.
Global analyst Adrian Day sells a couple of laggards to make room for new recommendations. He also provides brief updated commentary on several companies on his list.
Adrian Day of Adrian Day Asset Management takes a brief look at the likely direction of gold prices and reviews developments at some of the companies on his list, including record results from Franco.
As the investment world focuses on banks from Silicon Valley to Credit Suisse, Adrian Day of Adrian Day Asset Management catches up on developments at a few more of the companies on his list.
Having just returned from two large mining conferences, global analyst Adrian Day reviews results from some large gold and silver companies, as well as news on an exciting project. He plans to catch up with a couple more bulletins in the coming days. For the most part, gold company results were affected by higher costs and some operational hiccups. However, Day believes there have been some positive developments as well, with reason for optimism ahead.
Global analyst Adrian Day reviews recent results from several companies, a mixed set of results, mostly hurt by higher costs.
Global analyst Adrian Day updates us on developments at several of his gold companies, mostly positive, as well as takes a look at a couple of global companies with yields over 9%.
Global analyst Adrian Day discusses last week’s market action, as well as covers recent results and other developments at several of the companies on his list.
Adrian Day of Adrian Day Asset Management reviews recent results from several resource companies, mostly positive, though cost increases are an issue everywhere.
Adrian Day of Adrian Day Asset Management reviews preliminary 2022 results from a couple of gold royalty companies and updates us on the ongoing saga in Panama.
Adrian Day of Adrian Day Asset Management discusses updates at some companies, including two experiencing difficulties with local governments. Day believes such incidents often provide opportunities.
The first contributor opinion of the year, Adrian Day reviews the year just ended and looks ahead for where to invest in 2023.
Today, expert Adrian Day gives updates on developments affecting several of his favorite companies, mostly positive but with one potentially damaging piece of news.
Expert Adrian Day takes a look at gold and discusses why he thinks a turn is very close. Day also recommends his top stocks to buy if you do not already own.
Today, expert Adrian Day sends a revised Current Positions table, updating dividends paid and current recommendations. Prices are as of early afternoon yesterday.
Expert Adrian Day reviews quarterly financials from several resource companies. Most are doing well, though costs are rising. But given recent rallies in stock prices, Day suggests, for the most part, holding rather than buying more.
Several companies on expert Adrian Day's list have either reported quarterly earnings or had other news. In the case of the larger companies, most have already pre-announced production or sales.
Today expert Adrian Day discusses results from two core holdings, both doing well, according to him, despite cost inflation. Day believes you can use current weakness to accumulate a portfolio of blue chips.
Several resource companies on expert Adrian Day's list have reported their production numbers for the third quarter, with some positive surprises, though costs are rising.
Today, expert Adrian Day reviews the latest acquisition by Agnico Eagle Mines Ltd. and shares his thoughts on some of the resource companies on his list.
Expert Adrian Day looks at recent comments from central bankers and comments on the little news this week from Osisko Gold Royalties Ltd.
Expert Adrian Day takes a look at Federal Reserve policy after Jackson Hole and what it might mean for the markets, plus updates developments at some companies on his list.
Expert Adrian Day reviews the quarterly earnings reports from the remaining precious metals companies on his list, including Wheaton Precious Metals and Franco Nevada, among others.
More resource companies released quarterly earnings, but since in all cases production and other items had been pre-released, there were few surprises for expert Adrian Day.
Expert Adrian Day reviews recent quarterlies and other developments at some more of his favorite gold and silver companies.
Expert Adrian Day reviews results and developments from some of his favorite non-resource companies. He believes all three are solid dividend payers, and for investors seeking income attractive buys.
Expert Adrian Day discusses recent purchases from two royalty companies, as well as preliminary quarterly reports from several gold companies that he considers top buys right now.
Expert Adrian Day reviews updates at some of his favorite companies, including most recently the news between Altius Minerals Corp. and Lara Exploration Ltd.'s relationship.
Expert Adrian Day looks at the state of the market after this year’s 23% decline and discusses the risk of more possible downturn. Find out which companies he thinks are a buy — and which ones need to fly off your radar.
With Bitcoin going bonkers and the market in turmoil, Adrian Day says gold is a safe haven. Here are a few of his favorite companies that have throttled through the turbulence to top his list as Buys.
Today expert Adrian Day runs over the latest updates in deals and exploration from Midland Exploration, Orogen Royalties, and Fortuna Silver to tell you which ones he believes are a Buy.
Expert Adrian Day looks at likely outcomes for the Federal Reserve’s new, possibly hawkish, policy and reviews one of his favorite income investments. He also takes a moment to wish Her Majesty the Queen a happy Jubilee.
Altius Minerals appears to have numerous growth opportunities under its belt. Expert Adrian Day goes over the latest updates and some news in other promising resource companies.
Adrian Day recaps the recent news at some of his favorite resource companies, noting several good buys that emerged after the recent sector pullback.
In today’s Bulletin, analyst Adrian Day reviews the recent results from the big three royalty companies, all strong, with rock-solid balance sheets, but with a shortage of large projects in which to invest.
Gold rush or gold bust? Editor of Adrian Day’s Global Analyst, Adrian Day reviews rising opportunities and developments in gold stock.
Editor of Adrian Day’s Global Analyst, Adrian Day takes a look at the first quarter results of three gold companies they think are worth watching.
Editor of Adrian Day’s Global Analyst, Adrian Day shares his recommendation to sell this stock that is up nearly 60% this year.
Adrian Day sees a significant lack of new discoveries in the mining business and says it's "good to see some majors making investments in exploration companies."
Adrian Day's Global Analyst discusses recent developments at some companies on their list, including a new agreement Barrick has reached with the government of Pakistan to allow it to proceed with a giant mine in that country. Also, there's a growing trend for brokerage firms to decide what you can and cannot buy.
Adrian Day — editor of Adrian Day's Global Analyst — discusses six companies, several of which are Buys, and looks to the SEC's latest plans for emissions control.
Adrian Day discusses financials from three resource companies that released earnings last week; all reported record years.
Adrian Day discusses recent results and developments at several of his favorite resource companies, with some still good buys despite the recent rallies.
Adrian Day reviews two of his global investments, "one with a rock-solid dividend the other with an attractive if less certain yield."
Adrian Day reviews two of the high-yielding stocks on his list; he notes that both are boosting distributions and are good long-term holdings for income-oriented investors.
Adrian Day of Global Analyst looks at Vista Gold's long-awaited feasibility study on its Australian gold project, and provides updates on a couple of other companies on his list.
Adrian Day of Global Analyst looks at the mostly favorable developments at some of the companies on his list, but also at the farce playing out in Mexico.
Adrian Day looks at companies that have made recent acquisitions and whether you should add them to your portfolio.
Adrian Day reviews updates from several resource companies and discusses whether this is the time to load up.
Adrian Day of Global Analyst takes a look at the macro picture in light of Fed Chairman Jerome Powell's more hawkish comments last week and also reviews recent developments at some companies on his list.
In a year-end bulletin, Adrian Day gives a brief reminder of the fundamental reason for each stock in his portfolio, as well as to note the largest downside or risk for each.
Adrian Day, in the Global Analyst newsletter, updates recent results and developments at several companies, large and small, with some current buys among them.
Adrian Day, in the Global Analyst newsletter, reviews developments at several companies, three of his favorite large miners and one favorite junior, all of which he says are at very compelling levels to buy.
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