Published: January 31, 2014
Transocean is a deep value stock with catalysts on the horizon. The stock pushes a 6% Dividend Yield and improving Balance Sheet. Limited risk with 50% plus upside. Over the past several weeks we have seen multiple downgrades amongst the Sell-Side into earnings on Transocean. No surprise there ar...
Published: October 03, 2012
CDE has one of the lowest cash costs per ounce of silver in the industry at $6.41 in Q2 2012, giving it a nice buffer compared to the $35 spot price of the metal. Coeur also has extremely strong operating cash flows of $430mn over the past 12 months, $213mn in levered free cash flow, and very lit...
Published: June 13, 2012
While sell-side analysts favor ABX, applying high 12-month price targets, investors have voted with sell orders, pushing down the stock price more than 20% YTD. Gold miners are unloved, despite Gold's historically high prices. The channels for investing in gold have increased dramatically in rece...