Jay Currie

Uranium Producers: Worth a Look

Take a look at Canadian Uranium producers over at stockresearchportal.co...

The Canadians have the advantage of a significant resource base and the relatively cheap Canadian dollar. Plus, and this may be very important, next to no chance that the industry will be nationalized.

Has the Monster Employment Index Europe Reached a Bottom?

Employment levels will be a critical piece in any recovery. And, I suspect, the figures coming from Monster, untainted by political massage, will be very useful in calling the bottom,

Time to Buy China, Copper, the Canadian Dollar and Oil

Comox - from your nickname you are likely just a little up Island from me ;)

You are absolutely right that the collapse left most professional advisers looking foolish. Which is, I think, why sites like this are flourishing.

There are a lot of cheap stocks with good prospects currently trading in Canada. If you pay close attention to cash on hand and the quality of the management you may be able to find real bargains. But do your due diligence, ask questions, phone management: in this environment your own judgment may well be as solid as most professional advisers'.

Crude oil +5.2% to $45.50. Gold +1.55% to $942.20.

Might be time to look at Canadian dollar oil and gas sector

Time to Buy China, Copper, the Canadian Dollar and Oil

Comox, I can't help you on an investment adviser in Vancouver but you should be doing your own due diligence in this market. No better place to do it than www.stockresearchporta...

Buying good Canadian resource companies can make a lot of sense for a couple of reasons: first, the TSX and TSX-V were hammered beginning in September. Good companies are still selling for market caps at or below their cash in the bank positions. Second, that hammering reflected the decline in commodity prices - if and when they start to go up the Canadian resource sector will lead the bull charge.

There is also the Canadian dollar to consider. It may well be a resource currency; but it is a currency which has been significantly sold. The Canadian government has the lowest debt to GDP ratio in the G7 and this years budget is the first in a decade to go into deficit. A deficit which Canada can afford. Canada does not only have sound banks, it has <u>profitable<... banks. And, finally, Canada has a Conservative government and an Opposition Leader who is demanding that there be a close accounting of where stimulus money is being spend. Political risk is very, very low.

The loonie is likely to emerge from the present crisis as sound as the Swiss franc was in the 1960's.

Fresh From Davos: Taleb and Roubini Summarize Their Warnings

"The financial system needs to be more robust against "black swans." This will require living with less debt."

Yes. And we need to actually pay attention to real assets and buy them with real money.

The interesting thing about black swans is that they happen but they are rare. Value propositions which make sense because they provide things people need - energy, raw materials, stores of value - have a ground truth which is both boring and critical. Boring because you are unlikely to make 1 gagillion percent on the investment, critical because they are profoundly normal. They increase in value predictably.

At the moment resource stocks are 60-90% off their highs. With a bit of due diligence the winners can be discerned and solid returns achieved. These are the white swans. There are a lot of them and they have been, first beaten up and then, ignored.

Equity Market Outlook Important for Gold Investors

Canadian stockresearchportal.co... founder Ian Campbell trains his business valuator's eye on gold and gold stocks here. A good, skeptical, read.