There Are Several Items to Cover This Week, So Let’s Get Right to It
Email – #7
Dear Reader,
Osisko Mining (TSX:OSK) has just announced that the Quebec Provincial Government has authorized construction of the Canadian Malartic Gold Mine. Wow! That’s big news, because mining permits certainly don’t come easily these days.
This is something we anticipated. In fact, just recently, Osisko also announced that they were raising a further C$130 [...]
This Trade Could Soar 35% If Asian Markets Pull Back Further
Email – #53
Dear Reader,
Technically speaking, three of the five Asian markets – Shanghai, Hong Kong and Taiwan – have rolled over in recent weeks. While the average decline is only 10.09%, Shanghai, which is the key regional driver, has fallen -19.75% by itself from the highs it set earlier this summer.
Based on experience and historical [...]
11% Yield in the Telecoms Sector
Email – #20
Dear Reader,
This week’s Alpha Bulldog has an 11% yield, fully covered by operating earnings, and stands to benefit from the Obama administration’s stimulus program. Like our portfolio company Frontier Communications Corp. (NYSE:FTR) it provides telecoms services to rural areas, with a base in the rural Midwest, rather than Frontier’s bicoastal operations. Like Frontier, [...]
Patience Pays…
Email – #45
**Patience Pays…
Dear Reader,
Patience pays off when the markets are at a crossroads, as they were just over a week ago. On August 7th I recommended Inovio Biomedical Corporation (INO) and said we’d be watching for the rally to prove itself. If it did I said that we were going to be picking [...]
How to View Monday’s Market Weakness (and What to Do About It)
Email – #52
Dear Reader,
Last week’s uninspired U.S. economic news gave global markets fits yesterday and we find ourselves on the edge of what many analysts, including myself, would consider a long overdue correction.
How overdue?
Try 50%. Since the 1950s, the average post recovery recession run up has been 18% to 24%. Since March we’ve seen nearly [...]
Why We’re Smiling After Yesterday’s Selloff (and You Should Be Too)
Dear Reader,
There is no doubt yesterday’s market action was brutal with the bulls being taken to the proverbial woodshed by some pretty determined bears. It’s been a long time coming.
In fact, since the 1950s, the average recession recovery rally has been about 18% to 25% depending on what research you believe. In other words, yesterday’s [...]
Problems in the U.S. Economy “Hurt” Chinese Markets – But Not for Long
Email – #206
Dear Reader,
After watching yesterday’s sell-off, we’re struck with a tremendous sense of déjà vu.
Here’s why. After a similar swoon last year, many Western analysts wrote China off. We recall the headlines vividly:
“China’s great bull market has finally topped out”
“The Red Dragon is dead”
“The new Asian crash”
We also recall the supposed experts overlooking [...]
Oil Could Quickly Jump Another 15%, So Don’t Be Fooled by Yesterday’s Selloff
Email – #50
Dear Reader,
Despite yesterday’s massive selloff, oil still ranks right up there as one of the top trends of our time. And, if prices remain above $31 on September 18th, we could see our United States Oil Fund (NYSE:USO) trade deliver more of the high probability, quick gains we’ve come to expect.
If it doesn’t, [...]
Setting the Record Straight: The Fed Is Proven Right in Staying Easy
Email – #281
Dear Reader,
This Wednesday, the Fed gave us a clear indication that they are going to keep being supportive of the U.S. economy for quite some time. And this week we have seen the reasons why they are justified in staying the course.
For starters, the “Cash for Clunkers” program, which boosted auto sales, provided [...]
