GOP presidential contender Ron Paul has predicted nearly all of the major economic developments in recent years - the housing collapse, the plunging dollar, and the rise of precious metals - and, as such, has killed the major market averages with his approach. [In fact,] he is a master investor with a track record that would make many of the Street's top hedge funds envious! [Let's take a look at his portfolio and compare its performance to that of the S&P 500.] Words: 665
Read More »Ian Campbell's Commentary: Gold – The Safest Haven?
Is physical gold the best available 'safe-haven' or is it the U.S. dollar - or perhaps even U.S. Treasuries? Words: 793
Read More »Can Such a High Price for Gold Be Justified? (+2K Views)
Gold's value should depend on the economic and political situation of the time. Right now there are fears of hyperinflation, collapse of the eurozone and even a collapse of the entire financial system. Gold should be worth more than its historical average, but how much more? Words: 3063
Read More »What to Watch For When Considering Companies to Invest In
Investing in the stock market is hard enough. The last thing you need is to find yourself owning a company that has questionable accounting, disclosure or other policies. [Below is] a review of 5 things you should watch out for when investigating companies for a stock investment. Words: 740
Read More »The Five "M’s” for Picking Gold Mining Stocks (+3K Views)
With gold miners, in general, so attractively valued relative to the gold bullion price, the question becomes which stocks are the most compelling and have the best leverage to robust precious metals prices...In order to find the diamonds in the rough, I use what I call “The Five M’s” for mining stocks... Market cap, Management, Money, Minerals and Mine life cycle. [Let me explain each .] Words: 1146
Read More »Are You One of Those "Super" Investors? Take a Look and See (+2K Views)
This article identifies the top 10 most owned stocks by the 49 value-oriented "super investors" as tracked by Dataroma.com and those stocks that are most popular with said 49 investors. Take a look! Words: 947
Read More »Major Performance Gap Between Gold Stocks and Gold Bullion! Here’s Why (+2K Views)
One market trend that seems to be attracting more and more attention is the large performance gap between gold bullion and gold stocks. The price of gold bullion has increased roughly 28 percent in 2011, while the S&P/TSX Gold Index is down [about] 1 percent. [Let me convey why that is the case.] Words: 1001
Read More »Which Investments Are the Best Safe Havens In A Financial Crisis? (+3K Views)
As investors look for safe havens in a potential market panic, I am reminded of the adage, "In the land of the blind, the one-eyed man is king." Today, I see several metaphorical one-eyed men in this land of the blind that could serve as safe havens were there to be a market panic. All of them have significant flaws. In this post I would like to discuss them one by one. Words: 780
Read More »How the Dow 30 Stocks Compare According to Their Margins of Safety (+2K Views)
Benjamin Graham, known as the father of value investment, is famous for his simple, yet powerful, valuation method as first explained in his 1973 book, Intelligent Investor, and later updated in his book entitled Renaissance of Value. His "Graham Number" approach has been adapted and applied to all 30 stocks listed on the Dow Jones Industrial Index to determine which of the stocks have above average safety factors - of which only 10 do. Below is an explaination of the approach, the formula and the results for all 30 stocks. Words: 1220
Read More »These 17 ETFs Have Higher Yields Than 10 Year Treasuries! (+2K Views)
We are in a "new normal" environment with a future of low returns and high volatility. The Fed is pledging to keep short-term interest rates near zero through mid-2013. [Nevertheless,] in this low-yield world, there are still plenty of large ETFs offering yields higher than the 10Year Treasuries. [Let me explain in detail below.] Words: 723
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