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Eight stocks to ride the coal boom

Coal exports during the March quarter may have taken a hefty whack after Queensland’s recent ‘big-wet’ – but the clouds that caused havoc to many coal-plays may have a silver lining. Admittedly, the knock-on effect of the disrupted coal supply from Australia did cause a short-term rally in prices. While this did defer orders from…

The Commodities Lowdown: Gloom and Doom for Uranium?

Depending on whom you speak to, opinions are mixed about uranium: some see it as the most viable alternative to non-renewable energy resources, and others view it as a potential source of ecological disasters. However, uranium has many uses and some countries have made a long-term commitment to use it. Out of 500 new nuclear…

Eight undervalued uranium-plays

With the Australian and global uranium share indices ebbing at lows following the fallout from Japan’s natural disaster in March, now’s the time to identify prime buying opportunities within the sector. In the wake of Japan’s earthquake/tsunami-induced nuclear fallout at Fukushima, the average value of the Australia’s uranium-plays tumbled by around 33 per cent. But…

10 ways to invest in the mining boom

No doubt about it, the current mining boom is the biggest in our lifetime and many investors have been richly rewarded. Australia was the second-most active nation for mining mergers and acquisitions last year – 16 per cent of the total, or $US16 billion. Phenomenal gains have been made on companies that specialise in the…

Stocks to hold during high commodity price volatility

It’s no secret that an investor rotation out of resource stocks – increasingly exposed to commodity price weakness – and into under-valued industrials, financials and US/Asian assets has been gathering momentum for the last few months. The penny has finally dropped that the Small Resources Index – which grew 47 per cent in the six…

Japan’s Natural Disaster – A Commodities Tsunami?

The earthquake and tsunami hit Japan with tremendous force and consequence. It is estimated that the damages caused by the earthquake are 50% higher than the damages from last major earthquake in 1995, and it is by far the biggest natural catastrophe in Japan’s history. The earthquake hit about 250 miles NE of Tokyo, affecting…

Stock of the Week – 13th March 2011

Stock: QBE Insurance Group Limited Stock code: QBE  Share Price: $17.17 (as at Friday 11th March, 2011) Broker buys:  Patersons (28/2/2011, share price was $18.14 that day) Shadforths (21/2/2011, share price was $18.90 that day) Broker holds: Alto Capital (7/2/2011, share price was $18.40 that day) Chart: Share price over the year to 11/03/2011 versus ASX200 (XJO)  You…

16 Mining Services Stocks Leveraged To Mining’s Bonanza

Australian mining investment is projected to jump by 50 per cent this year as strong commodity prices encourages mining companies to push ahead with as many projects as they can handle. Mining services companies are set to benefit with full order books and an ongoing pipeline of work. To investors this represents a golden opportunity…

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. 

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…

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