Saturday, December 20, 2014

Hot Gold Companies To Invest In 2015

November 21, 2013: U.S. equity markets opened higher Thursday morning following a better-than-expected report on new claims for jobless benefits. Fed chair-designate Janet Yellen�� appointment has passed out of a Senate committee and is headed for a confirmation vote by the full Senate sometime after the Thanksgiving holiday. Yellen�� all-but-certain confirmation may have played a bigger role in the stronger equity indexes than did the employment report.

European, Asian, and Latin American markets all closed mixed again today.

Friday�� calendar includes speeches by Kansas Cit Fed President Elizabeth George and Fed Governor Daniel Tarullo and the following scheduled data releases and events (all times Eastern):

10:00 a.m. – Job Openings and Labor Turnover Survey (JOLTS) 10:00 a.m. – E-commerce retail sales 11:00 a.m. – Kansas City Fed manufacturing index

Here are the closing bell levels for Thursday:

S&P500 1795.85 (+14.48; +0.81%) DJIA 16009.99 (+109.17; +0.69%) NASDAQ 3969.15 (+47.88; +1.22%) 10YR TNOTE 2.792% (+0.125) Gold $1,243.60 (-14.40; -1.1%) WTI Crude oil $95.44 +1.59; +1.7%) Euro/Dollar: 1.3482 (+0.0042; +0.31%)

Big Earnings Movers: Target Corp. (NYSE: TGT) is down 3.5% at $64.19. Sears Holdings Corp. (NASDAQ: SHLD) is down 2.9% at $59.93 on a wider loss and tepid outlook. Green Mountain Coffee Roasters Inc. (NASDAQ: GMCR) is up 14.1% at $70.57 indicating that investors liked the results posted after markets closed on Wednesday. Dollar Tree Inc. (NASDAQ: DLTR) is down 4.5% at $56.28. Abercrombie & Fitch Inc. (NYSE: ANF) is down 0.1% at $34.97.

Hot Gold Companies To Invest In 2015: Goldcorp Incorporated(GG)

Goldcorp Inc. engages in the acquisition, exploration, development, and operation of precious metal properties in Canada, the United States, Mexico, and Central and South America. It produces and sells gold, silver, copper, lead, and zinc. The company was founded in 1954 and is headquartered in Vancouver, Canada.

Advisors' Opinion:
  • [By Jim Jubak]

    As of 3:00 PM New York time yesterday, shares of Newmont Mining were down 3.65%; Goldcorp (GG) was lower by 2.85%; Yamana Gold (AUY) was off 2.84%; Barrick Gold (ABX) had dropped 3.17%, and Randgold (GOLD) had declined 1.37%. Goldcorp and Yamana Gold are members of my Jubak's Picks portfolio.

  • [By Luke Jacobi]

    Goldcorp’s (NYSE: GG) Marlin mine, which produces gold, is much closer to the earthquake than Tahoe’s. The mine made up 7.6 percent of Goldcorp’s 2013 production, but that figure is expected to drop in 2014. It is uncertain if operations are affected by the strike. If so, impact on the stock will be small, because only a small portion of production comes from the Marlin mine. Benzinga reached out to the company for comment and is awaiting response.

Hot Gold Companies To Invest In 2015: Iamgold Corporation(IAG)

IAMGOLD Corporation, together with its subsidiaries, engages in the exploration, development, and production of mineral resource properties worldwide. It primarily explores for gold, silver, zinc, copper, niobium, diamonds, and other metals. The company holds interests in eight operating gold mines, a niobium producer, a diamond royalty, and exploration and development projects located in Africa and the Americas. Its advanced exploration and development projects include the Westwood project in Canada; and the Quimsacocha project, which consists of 3 mining concessions covering an aggregate area of approximately 8,030 hectares in Ecuador. The company was formerly known as IAMGOLD International African Mining Gold Corporation and changed its name to IAMGOLD Corporation in June 1997. IAMGOLD Corporation was founded in 1990 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Rich Duprey]

    IAMGOLD (NYSE: IAG  ) still has an interest in the�Quimsacocha gold mine it sold to INV Metals last year, which has an indicated mineral resource estimated at 3.3 million ounces gold. China's�Ecuacorriente is also pursing a major copper project at Panantza-San Carlos, and International Minerals will seek out gold and silver at Rio Blanco.

  • [By Michael Blair]

    IAMGOLD (IAG) is one of my favorite gold stocks principally because it is a relatively high cost producer with long lived mines. That paradox arises since high cost producers have the most volatility when gold prices change. If they are operating close to break even, a relatively small rise in gold prices makes them quite profitable. Conversely, when prices fall they bleed all over the floor.

Top 5 Communications Equipment Stocks To Buy For 2015: Renaissance Oil Corp (ROE)

Renaissance Oil Corp, formerly San Antonio Ventures Inc., is developing a diversified shale and mature fields portfolio for development in Mexico and Spain. The Company is partnered with Grupo SAMCA, a diverse industrial with operations in energy, mining, industrial minerals, agriculture, environmental and various other business lines in Spain. Advisors' Opinion:
  • [By nnnguyen1221]

    Return on Equity (ROE):

    If you had to teach a child about investment Returns, one of the first investing songs they may learn perhaps may be entitled, ��OE-ROE-ROE your Float.��All kidding aside, ROE is one of Warren Buffett (Trades, Portfolio)�� measures of a healthy company.

  • [By Nelson Nguyen]

    Lessons Learned from "The Little Book that Builds Wealth" by Pat Dorsey

    Economic moats can protect companies from competition, helping them earn more money for a long time, and therefore making them more valuable to an investor. Return on capital (ROC) is the best way to judge a company�� profitability. Mistaken Moats: 1) Great products (i.e. Krispy Kreme, Netscape), 2) strong market share (i.e. Chrysler�� minivan, IBM�� PCs, General Motors), 3) great execution (i.e. Kodak), and 4) great management (i.e. JetBlue). They do not create long-term competitive advantages. They are nice to have, but they��e not enough. The four sources of structural competitive advantage are 1) intangible assets (brands, patents, licenses, etc.), 2) customer switching costs (products or services that are hard to give up, like banks), 3) network economics (i.e. credit cards, Microsoft Windows and Office), and 4) cost advantages (stems from process, location, scale or access to a unique asset). If you found a company with one of these characteristics with solid ROC, you��e probably found a company with an economic moat. It�� easier to create a competitive advantage in some industries than it is in others. See page 118 for Moats by Sector. Measuring Return on Capital: Return on Assets (ROA) measures how much income a company generates per dollar of assets. Return on Equity (ROE) measures the efficiency with which a company uses shareholders��equity and is a great overall measure on returns on capital. (Note: A flaw in using ROE is a company can take on a lot of debt and boost ROE without becoming more profitable.) Return on Invested Capital (ROIC) combines the best in both worlds by measuring the return on all capital invested in the firm (both debt and equity). Bet on the horse, not the jockey. Management matters, but far less than moats. The Moat Process on page 145:

    Has the firm historically generated solid ROC?

Hot Gold Companies To Invest In 2015: Agnico-Eagle Mines Limited(AEM)

Agnico-Eagle Mines Limited, through its subsidiaries, engages in the exploration, development, and production of mineral properties in Canada, Finland, and Mexico. The company primarily explores for gold, as well as silver, copper, zinc, and lead. Its flagship property includes the LaRonde mine located in the southern portion of the Abitibi volcanic belt, Canada. The company was founded in 1953 and is based in Toronto, Canada.

Advisors' Opinion:
  • [By Ben Levisohn]

    Dudas and Jain call Buy-rated Newmont their “favorite large-cap North American gold equity,” topping the likes of Hold-rated Barrick Gold (ABX) and Buy-rated Agnico-Eagle Mines (AEM).

  • [By Ben Levisohn]

    Gold miners are getting a boost today from solid earnings from the likes of Barrick Gold (ABX), Goldcorp (GG) and Agnico Eagle Mines (AEM). The exception: Kinross Gold (KGC), which missed earnings forecasts and cut its reserves.

Hot Gold Companies To Invest In 2015: Australian Dollar(AU)

AngloGold Ashanti Limited primarily engages in the exploration and production of gold. It also produces silver, uranium oxide, and sulfuric acid. The company conducts gold-mining operations in South Africa; continental Africa, including Ghana, Guinea, Mali, Namibia, and Tanzania; Australia; and the Americas, which include Argentina, Brazil, and the United States. It also has mining or exploration operations in the Democratic Republic of the Congo, Guinea, and Colombia. As of December 31, 2010, the company had proved and probable gold reserves of 71.2 million ounces. The company has a strategic alliance with Thani Dubai Mining Limited to explore, develop, and operate mines across the Middle East and parts of North Africa. AngloGold Ashanti Limited, formerly known as Vaal Reefs Exploration and Mining Company Limited, was founded in 1944 and is headquartered in Johannesburg, South Africa.

Advisors' Opinion:
  • [By Sean Williams]

    I think the answer to this is yes, but it's definitely going to need some help from gold spot prices, and it'll need to formulate solidly structured contracts with its labor force in Africa. Last year, AngloGold Ashanti (NYSE: AU  ) was forced to come to a pay raise agreement with some 10,000 striking workers, after a strike that completely closed its TauTona and Mponeng mines for months. AngloGold understands that higher labor costs are never welcomed from a business perspective, but the alternative of mine closures is even worse.

  • [By Profit Confidential]

    Graham Ehm, Executive Vice President of South African-based AngloGold Ashanti Limited (NYSE: AU), one of the biggest gold producers in the global economy, stated the company is looking to save $500 million over the next 18 months, as capital expenditures will only be going towards their highest-quality assets. (Source: Mining Weekly, August 5, 2013.)

  • [By Jim Woods]

    A day earlier, Kinross Gold (KGC) suspended its semiannual dividend, and it also announced a delay in its decision on future expansion of the mill at the Tasiast mine in Africa. Finally, about a week later, AngloGold Ashanti (AU) — the third-largest producer of the yellow metal — suspended its dividend on poor earnings due to declining gold prices.

  • [By Sally Jones]

    Anglogold Ashanti Limited (AU)

    Down 65% over 12 months, Anglogold Ashanti Limited has a market cap of $4.85 billion, and trades with a P/E of 8.10.

Hot Gold Companies To Invest In 2015: CME Group Inc.(CME)

CME Group Inc. operates the CME, CBOT, NYMEX, and COMEX regulatory exchanges worldwide. The company provides a range of products available across various asset classes, including futures and options on interest rates, equity indexes, energy, agricultural commodities, metals, foreign exchange, weather, and real estate. It offers various products that provide a means of hedging, speculation, and asset allocation relating to the risks associated with interest rate sensitive instruments, equity ownership, changes in the value of foreign currency, credit risk, and changes in the prices of commodities. CME Group owns and operates clearing house, CME Clearing, which provides clearing and settlement services for exchange-traded contracts and counter derivatives transactions; and also engages in real estate operations. Its primary trade execution facilities consist of its CME Globex electronic trading platform and open outcry trading floors, as well as privately negotiated transact ions that are cleared and settled through its clearing house. In addition, the company offers market data services comprising live quotes, delayed quotes, market reports, and historical data services, as well as involves in index services business. CME Group?s customer base includes professional traders, financial institutions, institutional and individual investors, corporations, manufacturers, producers, and governments. It has strategic partnerships with BM&FBOVESPA S.A., Bursa Malaysia Derivatives, Singapore Exchange Limited, Green Exchange, Dubai Mercantile Exchange, Johannesburg Stock Exchange, and Bolsa Mexicana de Valores, S.A.B. de C.V., as well as joint venture agreement with Dow Jones & Company. The company was formerly known as Chicago Mercantile Exchange Holdings Inc. and changed its name to CME Group Inc. in July 2007. CME Group was founded in 1898 and is headquartered in Chicago, Illinois.

Advisors' Opinion:
  • [By Wallace Witkowski]

    Insurers such as Aflac Inc. (AFL) ,�Allstate Corp. (ALL) , Aetna Inc. (AET) , Cigna Corp. (CI) �and Prudential Financial Inc. (PRU) �will also report, along with exchange operators Nasdaq OMX Group Inc. (NDAQ) �and CME Group Inc. (CME) .�

  • [By Jeff Reeves]

    Options traders and commodity junkies should recognize CME Group (CME) as the Chicago Mercantile Exchange, a financial entity that operates a host of futures exchanges as well as providing its own exchange-traded products and derivatives.

  • [By Steve Sears]

    Shares of Nasdaq OMX Group have gained 0.4% to $30.58 today, while CME Group (CME) has fallen 1.1% to $71.89, IntercontinentalExchange (ICE) has dropped 0.2% to $185.16, and NYSE Euronext (NYX) has ticked down 0.1% to $42.66.

  • [By Ben Levisohn]

    Shares of Nasdaq OMX Group (NDAQ) have dropped 3% to $35.84 at 2:42 p.m. today, while IntercontinentalExchange (ICE) has fallen 2.1% to $193.69 and CME Group (CME) is off 2% at $72.53.

Hot Gold Companies To Invest In 2015: Golden Star Resources Ltd(GSS)

Golden Star Resources Ltd., a gold mining and exploration company, through its subsidiaries, engages in the acquisition, exploration, development, and production of gold properties. It owns and operates the Bogoso/Prestea gold mining and processing operation that covers approximately 40 kilometers of strike along the southwest-trending Ashanti gold district in western Ghana; and the Wassa open-pit gold mine located to the east of Bogoso/Prestea in southwest Ghana. The company also has an 81% interest in the Prestea underground gold mine located in Ghana. In addition, it holds interests in various gold exploration projects in Ghana, Sierra Leone, Burkina Faso, Niger, and Cote d?Ivoire, as well as holds and manages exploration properties in Brazil in South America. The company was founded in 1984 and is based in Littleton, Colorado.

Advisors' Opinion:
  • [By Sean Williams]

    Golden Star Resources (NYSEMKT: GSS  )
    It's simple physics: The bigger they are, the harder they fall. When gold prices nosedived earlier this week, gold miners with historically higher operating costs took the brunt of the hit. For the most part, that meant that development-stage miners, and those operating in Africa, where labor and political costs make cost-effective mining a challenge, took it on the chin. Possibly no stock was hammered more than Golden Star Resources, a gold miner in Ghana, which lost about one-quarter of its value on Monday alone.

  • [By Rich Duprey]

    Clash of the titans
    When bears are raging on the gold bullion market, it's not surprising to see gold stocks getting mauled as well. Golden Star Resources (NYSEMKT: GSS  ) was the biggest loser in the sector, losing a quarter of its market cap on no company-specific news, though a report last Friday indicated that a large number of hedge funds had recently dumped their positions in the mid-tier miner. Yet it wasn't all that much better among the majors, either, as Barrick Gold (NYSE: ABX  ) fell almost 13% and Kinross Gold (NYSE: KGC  ) was down 14%.

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