November 08, 2008 –
|
RELATED TICKERS: DGP
, USO
, SBLK
I look for the money to begin to flow back into gold once again. I think all traditional "safe havens" that have been recently bypassed for the local savings account will begin to rise. Precious metals should be the first to benefit as frightened investors begin to stick a toe back in the water. I like DGP, an ultra-ETF, as an easy way to play the sector. While on the topic of natural resources, I can't imagine crude going much lower than the current levels. I like USO as an easy way to play the U.S. crude market. [more]
August 27, 2008 –
|
RELATED TICKERS: ACH
, SUTR
, XING
I've been playing the volatile China market for most of '08 and have had a great deal of enjoyment in doing so. It looks like great opportunities are presenting themselves once again in this region. Value is my middle name these days and it's available in China...XING, QXM, GSB, JADE and SUTR are at the top of my list. Price to earnings ratios and book values are extremely attractive while EPS are strong due to the growth the region has been experiencing. I look for China to be a traders paradise for the next decade. [more]
August 11, 2008 –
|
RELATED TICKERS: GG
, GOLD
, ABX
When investors threw valuations to the wind in January of '08, I shorted more than a dozen gold companies that had become grossly overvalued. It looks like many of those same companies have become oversold at the present time and offer a nice buying opportunity. I'm always amazed at how investors jump on and off the "bandwagon" with complete disregard for the value of the companies that they buy. The volatility of the current market provides the disciplined investor to take advantage of the ups and downs and find value. I bought a number of companies within the last week that were selling at a significant discount in relation to their respective industry average. It seems the market has more companies in it that provide a buying opportunity than a shorting opportunity. [more]
July 02, 2008 –
|
RELATED TICKERS: BHP
, TCK
, RTP
As we begin July, I see the coal stocks beginning to lose their steam. As I wrote last month, the valuations in the sector were ridiculous. I shorted a number of companies in June based on valuations and technical indications. We saw the same scenario play-out in early '08 in the gold arena. I don't look for any major movement in the overall market anytime soon. Certainly not until the election has played out....I'm still a big fan of emerging market infrastructure as the safest place for the long-haul. I'm always on the lookout for bargains in China. [more]
June 18, 2008 –
|
RELATED TICKERS: BHP
, TCK
, ICO
Much like the gold sector in Q1 of '08, I see investors ignoring valuations in the coal sector. It seems like a great number of companies are trading at ridiculous prices because the buzzword "coal" is attached. I feel that future demand for coal will be strong. However much like the tech-bubble of 2000, valuations must not be ignored. I have now shorted 7 companies in the coal sector on a variety of technical and fundamental indicators. In doing my research in the sector, I found companies that were not profitable selling at more than 50 times book. I also uncovered companies trading at a price to earnings of 250. Many of the companies were in the overbought range based on multiple technical indicators. I look to see many coal investors who ignore fundamentals, and particularly valuations, to be caught holding the bag very soon. [more]
Terms & Conditions
RSS Headlines
Fool UK