Spooked! 10-9-14

Halloween is still a few weeks off, but investors are already spooked as volatility is returning to the market after a long absence. Nine of the last 12 trading days have seen intraday swings of more than one percent. We last experienced such volatility at the end of February’s swoon and at the bottom of the market in the summers of 2013 and 2012. But truth be told, this is simply a return to historical norms, not something to be feared. Read more about Spooked! 10-9-14

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October 3, 2014

Time to Buy Gold Shares

This issue we look at a tried-and-true indicator that’s signaling now is an excellent time to buy gold stocks. We also look at how fear in the marketplace has trumped well-defined bullish fundamentals for several commodities. While others may be placing sell orders, we see compelling reasons to own commodity-related shares.
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Stocks Sink on Deflating Expectations 09-25-14

Stocks are struggling as global growth concerns weight on investors’ minds. While those concerns are not entirely unfounded, they are inflated. Read more about Stocks Sink on Deflating Expectations 09-25-14

No Stock Blight Amid a Bumper Harvest 09-11-13

Commodities of all stripes have come under selling pressure in recent months over concerns about the health of the global economy. The declines have been made more pronounced with the aid of a strong U.S. currency, in a flight to safety trade that has powered the trade-weighted U.S. Dollar Index up nearly 6 percent in the third quarter. Most visible of these are crude oil, which has slipped to a two-year low, and gold, which is flirting with its June lows. Read more about No Stock Blight Amid a Bumper Harvest 09-11-13

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September 5, 2014

The Alberta Clipper

This issue we’re adding a Canadian oil & gas producer that’s rapidly ramping up its low-cost production, has the potential to significantly add to its reserves in the next several years, and yet sports some of the best valuation metrics around.

We also review events at several of our previously recommended stocks, including one that’s poised to reap dividends from Apple’s upcoming introduction of the iPhone 6. Read more about The Alberta Clipper