The Illogical Investor
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4 Reasons To Buy Echo Therapeutics [View article]
I suspect the process will not be quick.
4 Reasons To Buy Echo Therapeutics [View article]
Though it opened higher after delivering a Q1 beat, Velti (VELT -25%) has since crashed. The mobile ad agency's Q2 revenue guidance was above Street estimates, but its 2012 guidance of $283M-$296M was only in-line with a $289.5M consensus, and could be disappointing some. Needham (Buy) likes Velti's strong Q1, but notes its cash balance fell 46% Q/Q, and thinks investors want to see an improvement in Velti's revenue collection - trade receivables rose 20% Q/Q to $85.5M. [View news story]
Biotechnology FDA Approval Catalyst Strategy [View article]
Commodities, Agriculture and Water: Today's Best Investment Themes [View article]
Whether you like me or not is of no relevance to my article or me.
Commodities, Agriculture and Water: Today's Best Investment Themes [View article]
The themes I believe that will be at the forefront for investment opportunities are spelt out with specific stocks mentioned. I do not mention any ETF's by name or promote them as a way to gain exposure to the articles themes. They are simply mentioned as a support pillar for the gold price.
Personally, If I was looking at two ETFs with exposure to the same sector then I would favour the ETF that is physically backed by the commodity, rather than one based on futures. They are certainly not all frauds as all companies are not all frauds... a small percentage may be but not all.
I also don't promote the idea that there are "plentiful" supplies of gold, on the contrary I am of the opinion supply is constrained.
How to Benefit From Expected Bull Market in Uranium [View article]
My understanding is that UPF is an investment company set up to purchase uranium. A manager, Denison Mining, has been appointed and they pick up some pretty hefty fees for managing the IC.
Denison is a uranium miner themselves, so maybe a conflict of interest there. Not saying there is.... just that there maybe opportunity for this.
I prefer the junior miners as I believe there is greater upside and M&A possibilities.
Check out my coal blog... favourite coal pick Western Coal is up +40% today on takeover talk from Walter Ind...I expect the same in uranium space.