Analysis & Opinion

Unknown Aussie explorer riding on the African mining boom

Nobody doubts the potential of African-focused exploration stocks. The question is valuation. After staggering share price gains in 2010, some are seemingly “priced for perfection” and vulnerable to the slightest exploration disappointment. But recent sharemarket weakness could create opportunities to buy higher-quality African explorers, such as Perseus Mining, at lower valuations. I count more than…

The best gold stocks for your portfolio

With gold near record highs, many of the small and mid-cap miners are doubling and tripling annual profit. Which ones should you single out to add to your portfolio? Coming soon – to appear in an upcoming newsletter. 

3 miners ready to roar

With China and India’s insatiable appetite for resources fuelling a once-in-a-lifetime commodities super-cycle, many mid-cap miners are set to soar over the coming year. Coming soon – article to appear in an upcoming newsletter. 

Who’s buying and selling their own stock

A rundown of all the latest buying and selling activity from company directors. Coming soon – to appear in the first PREMIUM newsletter. 

How to take advantage of the commodity boom

There’s little doubt that commodities – at least some of them – will continue their price boom this year, despite concerns about slowing Chinese growth and the fragile recoveries occurring in the US and Europe. But getting on board to take advantage of the trend as an ordinary investor takes some thinking through, and as…

How to Analyse Company Financials

For many investors financial analysis forms the foundation of their investment decision.  In their minds, it is the essential component in the process of evaluating a company as a potential share market investment.  By digging into the crown jewels of a company’s annual report -the income statement; the statement of comprehensive income; the balance sheet;…

Top Down Strategy – Stocks To Gain From Flood Recovery

Think of top down investing as a “big picture” strategy.  The big picture is the global market and all it encompasses.  If you think of the global market as a forest, if it looks green and healthy, you enter the forest looking for the healthiest trees.  When you find a grove of healthy trees, you…

Stock of the week – 3rd February 2011

Investors highy leveraged to the resources sector get worried every time there’s a blip in commodity prices, or when news from China is less promising than normal. Recent economic data out of China was a good example of news causing a sell off in commodity prices.  Beijing announced this month that China’s economy accelerated in…