Archive for March, 2013

Ten top dividend growers that could pay you 10% yields in 10 years or less

From Dividend Growth Stocks:
 
There are income investors and dividend growth investors. While the distinction is rather simple, it slips past many casual observers.
 
Income investors are investing for maximum current income, while dividend growth investors are looking to maximize income over an extended period of time – usually sacrificing current income for higher future earnings.
 
Sometimes when I write about a stock that is yielding 2%, 3% or even 4%, I get a question that goes something like, "Why would you buy that stock when there are better options like ‘Amalgamated Risk?’ It’s currently yielding 7%, 8%, 9% or more?"
 
With this statement the reader has possibly identified themselves as an income investor, and but definitely established the fact that they are not a dividend growth investor. 
 
Tracking Yield On Cost
 
Yield-on-cost (YOC) is simply Current Annual Dividend dividend by Original Cost Per Share. YOC not a substitute for calculating an internal rate of return (IRR). The IRR calculation takes into account both capital appreciation and the timing of cash flows (purchases, sells, and dividends).
 
However, as a dividend growth investor, my primary focus is on…
 
 
More on dividends:
 
 
 

Friday, March 29th, 2013 Invest, News, Wealth Comments Off on Ten top dividend growers that could pay you 10% yields in 10 years or less

A "big picture" view every gold bug should see

From Gold Scents:
 
Today, I’m going to start off with a look at the big picture. The next chart pretty much says it all.
 
There is a fundamental reason why gold has been going up for 13 years. That same fundamental reason is driving the cyclical bull markets in stocks.
 
For gold the fundamentals are sustainable, and that’s why the gold chart is rising almost parabolic inter-spaced with normal corrections/consolidations along the way…
 
Until the fundamentals change this pattern isn’t going to change…
 
 
More on gold:
 
 
 

Friday, March 29th, 2013 Invest, News, Wealth Comments Off on A "big picture" view every gold bug should see

Controversial post: Why you shouldn’t worry about the latest euro bailout

From Humble Student of the Markets:
 
In the wake of the disappointing market reaction to the Cyprus deal, I just want to repeat the comment I hear from some of my European contacts: "You just don’t understand Europe."
 
Don’t be fooled by the theatre.
 
Europeans elites do their deals behind closed doors and what we see in the headlines is mostly theatre. By contrast, Americans focus much more on process and headlines – and that’s where they go off the tracks when analyzing the eurozone crisis. That’s why we get alarmist comments…
 
By contrast, I was recently relatively sanguine about Cyprus. I wrote that a Cypriot solution is specific to Cyprus:
 

I believe that bailouts of other eurozone countries, should they be necessary, will conform to a different template of conditionality other than the imposition of a tax on bank deposits. For example, the ECB has made it clear that it will backstop Spain, but on condition that the government undertake structural reforms and austerity. In the case of Spain, Rajoy has yet to swallow the bitter pill that comes with an OMT bailout.

 
Don’t forget Draghi’s Grand Plan
 
To explain, the real agenda of the European elites consists of three components…
 
 
More on Europe:
 
 
 

Friday, March 29th, 2013 Invest, News, Wealth Comments Off on Controversial post: Why you shouldn’t worry about the latest euro bailout

Warning: A dangerous time for stocks could be starting now

From The Reformed Broker:
 
Every year so far, post-Credit Crisis, we’ve played the same game this time of year – economic momentum slows down, fears from Europe resume and the U.S. stock market takes a nasty tumble.
 
In 2010, 2011, and 2012, the US stock market peaked during one of the four weeks of April. A correction of between 10% and 19% ensued.
 
The number one question on everyone’s mind right now (ours included) is whether or not this spring will be yet another Risk Off Extravaganza.
 
Here’s Jurrien Timmer, co-manager of the Fidelity Global Strategies Fund with his new chart on the topic:
 

In 2010, it was the end of QE1 and the beginning of the eurozone debt crisis that led to a 17% correction in the S&P 500 from the April high to the July low (based on intraday extremes).

 

In 2011 it started as…

 
 
More on stocks:
 
 
 

Friday, March 29th, 2013 Invest, News, Wealth Comments Off on Warning: A dangerous time for stocks could be starting now

RESOURCE SECTOR PARADIGM SHIFT: PART I

March 28, 2013 (Investorideas.com Mining stocks newswire) There were a lot of long faces at the PDAC this year.

Friday, March 29th, 2013 News Comments Off on RESOURCE SECTOR PARADIGM SHIFT: PART I

Mining Stock News: SilverCrest (TSX.V: SVL) (NYSE MKT: SVLC) Files La Joya Technical Report Updated Resources & Positive Preliminary Metallurgy; Potential For High Grade Cu-Ag-Au Concentrate With Over 30% Copper

VANCOUVER, BRITISH COLUMBIA – March 28, 2013 (Investorideas.com Mining Stocks Newswire) SilverCrest Mines Inc. (TSX.V:SVL) ( NYSE MKT: SVLC) (CW5.F) is pleased to announce the filing of a National Instrument 43-101 compliant updated La Joya resources Technical Report (“Technical Report”) including preliminary metallurgical test results for the La Joya Property in Durango, Mexico.

Friday, March 29th, 2013 News Comments Off on Mining Stock News: SilverCrest (TSX.V: SVL) (NYSE MKT: SVLC) Files La Joya Technical Report Updated Resources & Positive Preliminary Metallurgy; Potential For High Grade Cu-Ag-Au Concentrate With Over 30% Copper

Ignore Declining Prices and Stay Focussed On Improving Fundamentals

For Jeb Handwerger of Gold Stock Trades, it’s not a matter of if the uranium, potash and coal sector will rebound, but when. He’s already pounced on the three-year low that hit the spot price in 2011, but as Handwerger tells The Energy Report, investors can still benefit from an equity uptick in the uranium, potash and coal sectors.

You have to buy when there’s blood in the streets and real value. That’s when you have to step in and pick up the bargains. One should fight the crowd when you see value and learn to wait. To paraphrase Jesse Livermore, money is not made in the buying or selling, but in the waiting.

Many investors are chasing the latest trend hitting new highs rather than doing their homework and finding discounted opportunities that are trading close to liquidation levels. Look at discounted opportunities, study the fundamentals and invest in bargains. Stay away from chasing sectors that are overbought with questionable fundamentals. Be careful of analysts who recommend stocks at 50 times earnings and ignore companies that are trading below book value or cash value.

The junior market and the Toronto Stock Exchange Venture had a considerable downtrend since the beginning of 2011. A downtrend like this creates a fear that this will never end, and this ultimately becomes the consensus among investors. But one has to really think rationally during these periods of extreme pessimism.

When there’s fear and blood in the streets is when the investors who have a longer-term approach are able to buy cheap assets. Declining prices have been occurring against an improving fundamental background. Investors have to overcome the fear and panic and look at the improving underlying technicals we’re seeing in many of the markets, especially in energy, and particularly in nuclear, coal and potash.

Read the full interview by clicking here…

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I plan to speak at the Calgary Resource Conference on April 4, 2013 at 11AM and will be on a uranium panel at 5PM.  Register here… 
I plan to be a moderator at the Metals and Minerals Conference in NYC on May 13-14th, 2013.  Register here…

Friday, March 29th, 2013 Invest, News, Trade Comments Off on Ignore Declining Prices and Stay Focussed On Improving Fundamentals

One trading chart even long-term investors should keep an eye on

From All Star Charts:
 
One of my most important charts has to be the relative performance chart for consumer staples. I don’t care if you’re a technician or not, this is a big one.

 
The psychology behind the price action is very simple: Money has to be put to work, one way or another.
 
Whether that money goes into tech, financials, discretionaries, or chooses to be more defensive into staples is another thing.
 
If the economy is slowing and things are "bad", we’re still going to drink soda, smoke cigarettes, brush our teeth and wash our dishes right? That’s not going to change.
 
So when institutions need to allocate money and prefer to be "defensive", for whatever reason, the flow into staples picks up relative to other areas of the market (Coca-Cola, Philip Morris, Colgate-Palmolive, etc.).
 
Here is a daily line chart of S&P Consumer Staples Fund versus the S&P 500 to show the relative performance I’m talking about. I think it’s pretty clear that since the 2008 market crash, when institutions were dumping money into staples on a relative basis, price has been coiling to the point where it’s decision time very soon…
 
 
More on technical analysis:
 
 
 

Thursday, March 28th, 2013 Invest, News, Wealth Comments Off on One trading chart even long-term investors should keep an eye on

A fact about incomes in America you may not believe

From Liberty Blitzkrieg:
 
Income growth for the bottom 90% in America since 1966 is… $59
 
We’ve all seen these statistics before in one form or another, but David Cay Johnston does an excellent job going into more detail…
 
As he correctly notes, when things get extreme like this, you end up with serious social unrest…
 
However, I would take exception to Mr. Johnston’s conclusion that the root problem is the tax system.
 
While I do not for one moment deny that the oligarchs game the tax system to provide loopholes for themselves, this is not why the 1% of 1% has taken all the wealth of the nation.
 
This is much more related to the Federal Reserve and its policies of printing trillions of money out of thin air and distributing it to the oligarchs, either directly or through low interest loans… The Federal Reserve is the core cancer of the entire thing and they must be stopped.
 
Some excerpts below:
 

The average increase in real income reported by the bottom 90 percent of earners in 2011, compared with 1966, if measured at one inch, would extend almost five miles for the top 1 percent of the top 1 percent.

 
Remember, we got off the gold standard in 1971, after which the Federal Reserve could print as much as they wanted and distribute it wherever they wanted… and they have…
 
 
More on the Fed:
 
 
 

Thursday, March 28th, 2013 Invest, News, Wealth Comments Off on A fact about incomes in America you may not believe

A report on "Dr. Copper" every commodity investor needs to see

From Matt Badiali in Growth Stock Wire:
 
About once per year, the media – and investment analysts who should know better – try to scare the heck out of commodity investors with claims that "copper inventories are soaring."
  
The thinking is that if copper inventories are rising and near all-time highs, then copper is headed lower… and so are copper-mining stocks.
  
Today, I’ll show you why those claims are wrong. And I’ll show you why, counterintuitively, high copper inventories are not a reason to sell your copper miners.
  
If anything, high copper inventories are a reason to buy copper miners…
 
When supply hits its peak, the wrong-headed pundits say copper prices must fall. But as we can see from the chart below… 
 
 
More on copper:
 
 
 

Thursday, March 28th, 2013 Invest, News, Wealth Comments Off on A report on "Dr. Copper" every commodity investor needs to see

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