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Lior Cohen

 
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  • Will Franco-Nevada Turn A Profit On Its New Streaming Deal?
    Fri, Oct. 10 FNV 2 Comments

    Summary

    • Franco-Nevada recently entered a streaming agreement with Lundin Mining for the Candelaria and Ojos del Salado mines.
    • The current low gold and silver prices call into question this project’s profitability.
    • Will this project turn a profit at the current price of gold?
  • Will Silver Wheaton's Gold Operations Improve Its Bottom Line?
    Fri, Oct. 10 SLW 3 Comments

    Summary

    • Silver Wheaton plans to expand its gold sales.
    • Silver Wheaton’s shift towards gold could reduce its profit margin.
    • The gold to silver ratio rallied. How will this gain impact Silver Wheaton’s stock?
  • Will Yamana Gold Show Higher Earnings In The Third Quarter?
    Thu, Oct. 9 AUY 9 Comments

    Summary

    • Yamana will release its third quarter results on October 30th.
    • Yamana’s acquisition of Canadian Malartic should increase its production this year.
    • Revenue for the third quarter is expected to rise by over 30%, year over year.
  • Is Oil Heading Towards A New Year Low?
    Thu, Oct. 9 USO, OIL, UCO 3 Comments

    Summary

    • The weaker than previously estimated demand for oil in Europe and China is keeping down oil prices.
    • The Backwardation in oil futures could keep USO above oil prices.
    • OPEC may cut its oil quota, which could bring back up oil prices.
  • Is It Time To Stock Up On GLD?
    Tue, Oct. 7 GLD 62 Comments

    Summary

    • The FOMC’s policy could still play a role in impacting GLD.
    • The progress in long-term treasuries could also indicate the direction of the GLD.
    • The recent recovery in the labor market brought down the GLD.
  • Will Goldcorp Turn A Profit On Its Eleonore Project?
    Tue, Oct. 7 GG 10 Comments

    Summary

    • Goldcorp started production at Eleonore.
    • The current low price of gold calls into question this mine's profitability.
    • The uncertainty around the production also poses a question about this project's profitability.
  • Will Silver Fall To A New Low?
    Mon, Oct. 6 SLV, PAAS, SIVR 9 Comments

    Summary

    • The recent signs of recovery in the labor market played a role in driving down SLV.
    • SLV tumbled down again by 4.6% during last week.
    • How will the progress in the U.S. labor market impact SLV in the future?
  • Will Natural Gas Prices Remain Close To $4?
    Mon, Oct. 6 UNG 1 Comment

    Summary

    • The Contango keeps curbing down UNG’s progress.
    • The natural gas storage isn’t likely to reach its 5-year average by November.
    • The modest gain in natural gas consumption in the power sector may curb down the injection to storage.
  • Does The Brent-WTI Spread Impact Marathon Petroleum?
    Sat, Oct. 4 MPC 5 Comments

    Summary

    • Marathon Petroleum’s stock has a relation with the changes in the spread between Brent and WTI.
    • The company’s profit margin was less impacted by the Brent/WTI spread.
    • The current expectations are for a rise in the Brent/WTI spread, which could benefit Marathon Petroleum’s stock.
  • Is Oil Heading Towards A New Year Low?
    Thu, Oct. 2 USO, OIL, UCO 5 Comments

    Summary

    • The U.S. oil production is slowly rising and is expected to gain over 12% by 2015.
    • OPEC may cut its oil quota.
    • The weaker than previously estimated demand for oil in Europe and China is slashing the gap between Brent and WTI.
  • Gold And GLD Could See Further Losses As The U.S Economy Recovers
    Thu, Oct. 2 GLD 64 Comments

    Summary

    • The progress in the labor market could play a role in bringing down GLD.
    • The stagnation of the U.S inflation is also keeping GLD from making a comeback.
    • The ongoing rise of the US dollar could keep pull down GLD.
  • Does Silver Wheaton Measure Up To Other Silver Investments?
    Wed, Oct. 1 SLW 13 Comments

    Summary

    • Silver Wheaton has outperformed other silver investments in recent years.
    • The company’s type of business allows it to expand its core business at a fast pace.
    • Silver producers such as First Majestic Silver offer other relative advantages over Silver Wheaton.
  • Silver And The iShares Silver Trust ETF Could Come Further Down
    Mon, Sep. 29 SLV 19 Comments

    Summary

    • SLV fell again by 1.7% during last week.
    • The recovery of USD and U.S equities coincided with the decline of SLV.
    • How the progress of the US economy may impact SLV.
  • Natural Gas's Recent Rally Could Continue
    Mon, Sep. 29 UNG 21 Comments

    Summary

    • Natural gas rallied last week by 3.8%.
    • UNG has underperformed natural gas by nearly 1% during September.
    • The low storage is likely to keep pushing up natural gas prices.
  • Has Barrick Gold Done Better In Q3?
    Mon, Sep. 29 ABX 2 Comments

    Summary

    • Barrick Gold’s revenue for the third quarter is expected to fall by 13%, year over year.
    • The current low gold prices are likely to drive down its profit margins.
    • If Barrick Gold doesn’t meet its production goals and maintain its production costs low, this could adversely impact its stock.
  • Oil Could Resume Its Downward Trend
    Thu, Sep. 25 USO, OIL, UCO Comment!

    Summary

    • The oil market in the U.S. continues to loosen up, which could bring down Oil.
    • USO has slightly outperformed oil prices.
    • The backwardation in oil futures could play in favor of USO.
  • Pan American Silver - What To Expect From Its Quarterly Earnings Report?
    Thu, Sep. 25 PAAS 2 Comments

    Summary

    • Pan American Silver’s EPS for the third quarter is expected to reach 8 cents.
    • The current low silver prices are below the company’s producing costs.
    • If the company doesn’t meet its production goals, this could adversely impact its stock.
  • The SPDR Gold Trust ETF: Will It Bounce Back?
    Wed, Sep. 24 GLD 12 Comments

    Summary

    • The decline in GLD coincides with the rise in long-term interest rates.
    • The slightly more hawkish tone in the last FOMC meeting contributed to the drop in GLD.
    • GLD lost 5% of its value in the past month.
  • Natural Gas Continues To Seek Direction
    Tue, Sep. 23 UNG, APC, DGAZ 2 Comments

    Summary

    • Natural gas remained in the same price range in recent weeks.
    • What is the impact of oil on natural gas prices?
    • The current injection pace might not bring the storage to normal levels by November.
  • Silver Reached A New Low - What Is Next?
    Tue, Sep. 23 SLV, SLW, PAAS 12 Comments

    Summary

    • The price of silver fell to $17 by the end of last week.
    • Silver’s fall coincided with the rally of the USD.
    • The latest FOMC meeting may have contributed to the weakness of the silver market.
  • Silver Wheaton: Will The 777 And Constancia Projects Pay Off?
    Fri, Sep. 19 SLW 11 Comments

    Summary

    • Will Silver Wheaton’s contract with Hudbay to buy 777 and Constancia turn a profit?
    • Constancia is expected to start producing at the end of this year.
    • Silver Wheaton’s profit from this deal relies on the prices of precious metals and expected production.
  • Chesapeake Energy's Q3 Earnings- What To Expect?
    Thu, Sep. 18 CHK Comment!

    Summary

    • Chesapeake’s production is expected to grow in the third quarter.
    • The company’s realized oil and natural gas prices could be lower than market prices.
    • Chesapeake’s divestment plan may improve its balance sheet and reduce its operating costs.
  • GLD: Will This ETF Continue To Fall?
    Wed, Sep. 17 GLD 14 Comments

    Summary

    • GLD didn’t perform well in recent weeks.
    • Will the FOMC impact GLD?
    • The USD recovered against leading currencies, which dragged down GLD.
  • Will Oil Remain In The Low $90s?
    Wed, Sep. 17 USO 7 Comments

    Summary

    • Libya’s oil output is picking up.
    • Non-OPEC production fell last month.
    • Demand is projected to rise at a slower pace.
  • Natural Gas Prices Show Signs Of Recovery
    Tue, Sep. 16 UNG 13 Comments

    Summary

    • Last week’s natural gas injection to storage was above the 5-year average.
    • The hotter weather could increase the demand for natural gas in the power sector.
    • The Contango continues to pick up.
  • Will The Fed Bring Silver Down?
    Tue, Sep. 16 SLV 22 Comments

    Summary

    • The price of silver declined again last week.
    • Silver’s fall coincided with the drop in other commodities.
    • The upcoming FOMC meeting could further weaken the silver market.
  • Is Gold's Direction Driven By Fear Of Inflation?
    Wed, Sep. 10 GLD, IAU, SGOL 2 Comments

    Summary

    • Many people think the demand for gold rises when the fear of inflation increases – is this the case?
    • Does the Fed’s policy impact gold?
    • The USD rallied against leading currencies, which dragged down gold.
  • The Oil Market Keeps Cooling Down - How Low Can It Go?
    Wed, Sep. 10 USO 4 Comments

    Summary

    • The price of oil (WTI) fell to $92.
    • The ongoing recovery of the USD is pressuring down oil prices.
    • The upcoming weekly reports from OPEC could shed some light on the latest changes in the oil demand and supply.
  • Natural Gas Changed Direction Again - Will It Remain Range Bound?
    Mon, Sep. 8 UNG 18 Comments

    Summary

    • Last week’s natural gas injection to storage was 79 Bcf - higher than the 5-year average.
    • Natural gas consumption could pick up in the coming weeks mainly in the power sector.
    • Will natural gas prices remain at their current range of $3.8 and $4?
  • Will Silver Bounce Back?
    Sun, Sep. 7 SLV 11 Comments

    Summary

    • The price of silver fell by 1.7% last week.
    • Silver’s recent fall coincided with the rise in U.S long term treasury yields.
    • The upcoming U.S JOLTS report could impact silver.
  • Chesapeake's Low Realized Commodities Prices Could Bring Down Its Earnings
    Wed, Sep. 3 CHK 3 Comments

    Summary

    • Chesapeake recorded very low realized prices in recent quarters.
    • One reason is the high discount basis on natural gas prices.
    • Another reason is the company’s hedging strategy.
  • Oil Price Bounces Back - Will The Rally Continue?
    Tue, Sep. 2 USO, OIL, CRUD Comment!

    Summary

    • Oil prices bounced back by 2.5%.
    • The Brent-WTI spread slipped in the past week, but remained lower than previous months.
    • The Russia-Ukraine conflict could bring up the spread between Brent and WTI.