Category Archives: Latest Commentaries

M&A Signaling Market Bottom in Agriculture and Fertilizer Stocks?

M&A Signaling Market Bottom in Agriculture and Fertilizer Stocks?
Big news hits the fertilizer sector as Bloomberg reports that Potash Corp (POT) and Agrium (AGU) are in advance M&A discussions. If Bloomberg is true then this could be a major catalyst for the sector. Potash Corp is the world's second largest producer and a merger with Agrium could mark a bottom in the agricultural sectors which has been declining for years. Both companies are struggling cutting dividends and taking losses as emerging economies such as India and China have been waiting on the sidelines to sign contracts. Today's action may be signalling the end of this downtrend.
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Precious Metals Pullback To Uptrend Provides Buying Opportunities in New Bull Market

Precious Metals Pullback To Uptrend Provides Buying Opportunities in New Bull Market
This is turning out to be one of the most powerful rebounds in gold and silver's recent history. For a long time I have advocated patience and fortitude with respect to wealth in the earth assets and continued to find the top performers in the junior gold mining sector. Those that have stuck with me are positioned now for this great run as I believe that this is the beginning of a major new bull market. I have warned you for weeks now that new investors in juniors should wait for pullbacks to rising moving averages rather than chase. The miners were beaten so low in this bear market that like a compressed spring bounced so hard so fast that a healthy pullback to upward sloping 50 and 200 day moving averages like we are seeing now is quite healthy and restorative. Here are three top junior gold miners to watch.
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Uranium Market Bottoming Five Years After Fukushima as World Heats Up From Carbon Emissions

Uranium Market Bottoming Five Years After Fukushima as World Heats Up From Carbon Emissions
We should invest in this forgotten sector when it is dirt cheap and in the midst of a bust as the long term forecast for nuclear is very strong. Climate change and global warming concerns will not go away and I believe America will continue to build and update its nuclear fleet over the next 5-10 years. Investors may wise up to this soon that nuclear is not on its way out, but waiting for a new beginning. The next nuclear renaissance will be with next generation small modular reactors in the battle to fight climate change.
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Investment Banks Excited Over Future of Electric Vehicles Using Lithium Ion Batteries

Investment Banks Excited Over Future of Electric Vehicles Using Lithium Ion Batteries
Important developments are taking place in the lithium ion battery sector. For years we highlighted lithium as the new gasoline. I highlighted in this article entitled “Lithium-Ion Batteries becoming the fuel of the future” written over two years ago that demand could soar for electric vehicles. Now two years later even the big player investment banks like Goldman Sachs are finally entering the sector.
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Majors Should Look at Advanced Stage Junior Gold Miners Nearing Feasibility

Majors Should Look at Advanced Stage Junior Gold Miners Nearing Feasibility
(Originally Published and sent to Premium Subscribers (6-2-16) It appears the Junior Gold Miners (GDXJ) are giving the investment community a secondary buy point on the now ascending long term moving averages as they bounce off and find support at these critical technical levels at the 50 and 200 Day Moving Averages. I thought we could still be a few weeks away from a bullish reversal but it appears some of our featured sponsors and shareholdings are breaking out.
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Smart Money Coming into Clean Energy Sector Should Look at Uranium Lithium Deposits

Smart Money Coming into Clean Energy Sector Should Look at Uranium Lithium Deposits
Uranium continues to drop to breathtaking 5 year lows despite being the most crucial clean and carbon free energy source. However, these low prices can be cured quite quickly by a black swan and I am positioned for this sort of move. Attention should be paid to the restructuring of the deal between Cameco and Kazakhstan. Kazakhstan is the world's largest uranium producing nation but as I have always written is not a secure supplier of this strategic clean energy metal and at any time could make moves to squeeze foreign operators like Cameco or Areva possibly nationalizing their assets. The Government is being hurt by low uranium prices and these producers are cutting back due to the low price. This means Kazakhstan is putting pressure even on the lowest cost producers in the world. Uranium investors must watch developments in Kazakhstan as nationalization fears could spark a major rebound in uranium developers and producer in much safer places such as North America.
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Could This Be the Start of an Early Bull Market in Precious Metals and Commodities?

Could This Be the Start of an Early Bull Market in Precious Metals and Commodities?
This could be a major turning point and transition from a historic bear market in the junior miners to what could be the beginning of a breathtaking move in precious metals, commodities and the junior miners. Looking at the returns year to date, silver is in first place followed by gold, platinum and oil. Smart contrarian investors have been accumulation precious metals and commodities at once in a generation price levels. The worse things got in 2015, the better they became in 2016.
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Returning To A Gold Standard: Why Gold and Silver are Beginning This Historic Breakout

Returning To A Gold Standard: Why Gold and Silver are Beginning This Historic Breakout
For years I have been highlighting precious metals as a store of value and high quality gold explorers and developers with the potential to leverage those gains, despite them being completely out of favor. Seeing a historic irrational correction in gold and silver, exacerbated by manipulation from several banks, I continued to highlight the virtues of patience and fortitude. I also tried to teach the virtue of ignoring the news and the mass media whose attempt is to make you off balanced and misdirecting you to sell your precious metals so you can buy into inflated stocks/sectors on the verge of their own crash like Bre X, Enron, Counrtywide and Bernie Madoff.
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Chinese Need Fission’s Canadian Uranium on Western Side of Athabasca Basin

Chinese Need Fission’s Canadian Uranium on Western Side of Athabasca Basin
"The western side of the Athabasca Basin region is prolific and is a new emerging important uranium camp. There’s already a provincially-maintained highway in the west (which runs through the middle of PLS and Fission 3.0’s PLN and Clearwater West properties)...If the West Side Story continues to develop at this rate, the best really could end up being in the west."
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Junior Gold Miners Breakout As Fed Does “One and Done” on Rate Hikes

Junior Gold Miners Breakout As Fed Does “One and Done” on Rate Hikes
The junior gold miner ETF (GDXJ) broke out of a handle that was formed near its one year high around $27 after the Fed stayed put on interest rates and stated there may only be two hikes instead of four this year. This should continue to be bullish for precious metals, commodities and the junior miners. I believe we are in a new bull market for junior miners that has followed a five year historic rout in junior resource stocks. The early stages of a new uptrend are when some of the greatest gains can be made.
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