TMFSinchiruna's recent articles
July 28, 2008
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With so many bargains available throughout the commodities space just now, I want to share my recent articles from this early stage of the earnings season. Newmont continues to rake in the profit, Agnico Eagle is getting dirt cheap again on its recent news of temporary delays and lower zinc proces, Bucyrus and Terex continue to provide corroboration of the bullish sentiment for the mining industry that we'd been hearing from other industry insiders. Coal companies can not miss in this environment. Look at colossal growth below, and then check ACI earnings which I didn't get to last week. I expect great things from the Massey quarter reporting Aug 1. Cleveland Cliffs continues to look amazing at these prices, as does acquisition target Alpha Natural Resources.
Disclosure: I am long AEM, ACI, and CLF
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