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Daniel Fridson

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  • 3 American Junior Industrial Miners With Plenty Of Upside [View article]
    Glad you enjoyed it, IT. A lot of these smaller minerals tend to fly under the radar, but the industry majors are certainly paying attention.
    Aug 8, 2012. 11:46 PM | Likes Like |Link to Comment
  • 3 American Junior Industrial Miners With Plenty Of Upside [View article]
    Global mining output faces a number of challenges going forward, no doubt. I'm just trying to identify some overlooked opportunities therein, and I believe that even moderate emerging market demand for steel can sustain some of the necessary inputs like Vanadium and Manganese.
    Aug 8, 2012. 11:38 PM | 1 Like Like |Link to Comment
  • Frontier Markets Harbor High-Reward Investment Opportunities: Carlos Andres [View article]
    Bolivia is too politically unstable and Argentina's economic mismanagement will lead to predatory practices. But other countries in South America, for example Chile, have a much better track record for mining. Don't paint the continent with a broad brush.
    Aug 6, 2012. 04:35 PM | 1 Like Like |Link to Comment
  • Total (TOT) CEO Christophe de Margerie feels "more optimistic" about investing in Russia's energy sector after a meeting with Pres. Putin, who "confirmed his wish to see foreign companies participate in the development of the energy sector in Russia - in all parts of the sector." TOT is a major partner in the Shtokman and Yamal projects in the country.  [View news story]
    Doing business in Russia carries certain risks, but I really don't think one of the most established oil companies in the world is "naive" at this point. Besides, this is just a boilerplate statement, wait and see what happens
    Jun 21, 2012. 05:13 PM | Likes Like |Link to Comment
  • Gold: Mining For Miners And Looking For More Like Newmont [View article]
    I too am very bullish on the miners. They are generally in excellent cash positions, good fiscal health and are not seeing too many upticks in their input costs. Newmont, in addition to being a good long investment, has a favorable trading position right now as it seems to be trailing many gold producers' indices, despite historical correlation between the two.
    Since you mentioned Goldcorp and looking for fresh opportunities among mining companies, this article takes a look at companies that are producing a nice volume of gold from greenstone belts:
    Jan 28, 2012. 02:40 PM | 1 Like Like |Link to Comment
  • Buy Molycorp On Dips, Reap The Rewards Down The Road [View article]
    Molycorp is a very good stock pick if you're bullish on rare earths, but I'm sort of on the fence. REE prices did drop sharply last year, but many analysts have suggested that it was a sort of regression to the mean and that rare earth's were overvalued prior to the drop. Other than further possible Chinese restrictions, what is your basis for the positive forward valuation of rare earth prices?
    Jan 24, 2012. 01:55 PM | 2 Likes Like |Link to Comment
  • In 2012, Google Must Spin Android Straw Into Gold [View article]
    Fair point about google's frenzied adventurism, but it's unexpected walls like the difficulties described in this article that seem to justify their forays into very speculative projects.
    Dec 29, 2011. 02:41 AM | Likes Like |Link to Comment
  • Gold Miner ETFs May Attract Dividend Hunters [View article]
    I continue to be amazed by mining stocks lagging the growth in gold price, especially as few of them are over-levered or short on cash. I think some investors, especially novices trying to get in on the gold rush, have a hard time determining which miner is a good proxy investment and end up settling on an ETF.
    Dec 29, 2011. 01:56 AM | Likes Like |Link to Comment
  • Betting On A 2012 Shipping Recovery [View article]
    I see the metrics by which you could argue Navios undervalued, but the 200% long term debt to equity is a tough sell.
    Dec 29, 2011. 01:49 AM | Likes Like |Link to Comment
  • Wednesday Options Recap [View article]
    Investors just don't seem to believe in the Molycorp stock, even with good earnings, the recent drilling clearance in California and their solid stable of rare earth deposits. Supply concerns aside, there are much shakier REE producers that one could bet against.
    Dec 29, 2011. 01:35 AM | Likes Like |Link to Comment
  • Italian Bond Concerns Sink Stocks [View article]
    "threats from Iran to close the vital oil shipping lane in the Strait of Hormuz spooked investors."
    They've been bluffing for years on that threat. Don't people realize that shutting down Hormuz would hurt Iran as much as anyone else? Or that there will never initiate direct military conflict with the West as long as Khameini is in charge?
    Dec 29, 2011. 01:24 AM | Likes Like |Link to Comment
  • Why I Ran Away From Municipal Bonds In 2007 [View article]
    There's over 20 years worth of court records to tell investors that municipal bankruptcy will not necessarily mean the full claims of GO bonds will be settled, with La Marque above citing some good examples. If every investor had an 100% guarantee of being paid in full, why are the rating agencies even involved?
    Dec 28, 2011. 11:15 PM | 1 Like Like |Link to Comment
  • Goldcorp's Greenstone Gateway To Gold [View article]
    "Tanzania is actively explored by majors such as Randgold and African Barrick."

    Not only that, but a recent geological survey concluded that only 10% of the country's gold resources had been exploited, which is significant for a country that is already Africa's 4th biggest gold producer.
    Dec 28, 2011. 10:35 PM | Likes Like |Link to Comment
  • Samsung: A Safe Bet For Bulls, A Good Hedge For Bears [View article]
    Keep looking. There are a number of brokerages that can do so, I think Scottrade is one of them. Otherwise, you can try to find a Korean financial services firm with operations in the US, like Samsung Securities. Also a quick google search will yield a number of alternative methods.
    Sep 13, 2011. 07:40 PM | Likes Like |Link to Comment
  • Apple Still A Buy Regardless Of Steve Jobs' Departure [View article]
    Solid points in the article. It's also worth mentioning that despite Apple's impressive record in innovation, their business and marketing strategies have arguably been just as important. There were many personal Mp3 players on the market before the iPod, and many with similar memory capabilities. By stressing ease of use and attractive design, Apple under Jobs often outsold cheaper and more effective devices. Their products will be continue to be status symbols no matter who's in charge.
    Aug 25, 2011. 12:17 AM | 3 Likes Like |Link to Comment