A couple of weeks ago, I spelled out the case for rising uranium prices. Then, tragedy struck. As you know, Northeast Japan suffered a devastating 9.0 magnitude earthquake on March 11, which unleashed a monster 30-foot tsunami that wiped out everything in its path. Read More
Energy & Commodities
This has been quite a winter. From Arab states falling to Twitter revolutions, to U.S. states finally owning up to their own fiscal shortfalls, to natural disasters in New Zealand, Australia and now Japan, stock markets around the world have been swinging up and down in manic… Read More
When oil prices surged through 2007 and into 2008, many airlines ran for the hills, taking many planes out of service, cancelling orders for new planes and gearing up to conserve cash in case oil prices failed to fall back down. Boeing Co. (NYSE: BA), the world’s largest aircraft manufacturer,… Read More
In the 1920s, about 40% of the U.S. labor force worked on farms. Today, less than 2% of U.S. workers are employed in agriculture. The United States increasingly relies on imported agricultural goods for any number of products. Recently, inclement weather across the globe has caused a… Read More
The last time this happened in this sector was 14 years ago, in 1997. Back then, Warren Buffett had investments in this sector during the phenomenon (and made millions from it). Meanwhile, investors watched the prevailing prices in the sector soar from $4.25 an ounce to above… Read More
While other names in the energy space have run hard and fast, this well-run mid-cap name is just starting to gain momentum. In researching this article, my mind kept wandering back to Hank Hill, the main character of Mike Judge’s… Read More
When I’m looking for reliable income stocks, my favorite starting point is the Dividend Aristocrats Index that Standard & Poor’s updates every year. To make this list, companies must have increased dividends for at least 25 consecutive years. This is a major accomplishment and only a select few… Read More
The market’s biggest winners of the past decade are littered with natural resource stocks. Contango Oil & Gas (NYSE: MCF) has soared 753% in the past decade. Buenaventura Mining (NYSE: BVN), Freeport McMoRan Copper & Gold (NYSE: FCX), and Hecla Mining (NYSE: HL) have produced gains… Read More
I’m always looking for stocks that have a chance to make a solid upward move in several quarters or several years. But sometimes, you catch a break and can bag some upside much more quickly than that. At the end of January, I suggested that… Read More
First Egypt erupted, then Libya exploded. Investors might certainly wonder where the next Middle East powder keg will ignite and what effect it will have on crude oil prices. Analysts speculate there is already a $10-a-barrel “risk premium” built into crude, and that premium can go even higher if the… Read More