GRES News and Press, IQ ARB Global Resources From 04/23/21

The pace of recovery has begun to diverge across economies, with vaccination progress and the scale of government stimulus among the biggest swing factors. Macro disparities have also begun filtering into EPS growth expectations. Cyclically sensitive sectors have dominated the upg...

The basic materials sector is relatively small when you only consider dividend-paying companies. The basic materials sector is best for growth investors. APD has found an interesting way to position its business in a sector where most are stuck with commodity price fluctuations. F...

If you looked at the two different covers of The Economist for May 30, 2020, you saw the 100,000-death message on the American version, and you saw the Hong Kong security law depiction on the Asian edition. Internal content was mostly the same, but the lead stories reflected the world as the...

Mining stocks are set to suffer today from tumbling metal prices, as stimulus measures fail to improve investor confidence over the rapidly deteriorating global economic outlook. More news on: Rio Tinto Group, BHP Group, Vale S.A., Commodities news, Stocks on the move, Top stock market new...

OIS Can Be A Slow Gainer The oilfield services industry is going through a bloodbath as energy demand forecasts are moving south while the production is slated to flood the market in the short term. In the current dynamics, Oil States International ( OIS ), apart from the commercialization...

Eldorado Gold ( EGO ) released its guidance for 2020 on the 20th February. I analyse the guidance below. My conclusion is that the company is still substantially undervalued. The company operates gold mines in Turkey, Greece and Canada. They also have undeveloped assets in Brazil, Romania an...

The price of lumber took off on the upside from a low at $214.40 per 1,000 board feet in September 2015 when many other commodity prices were hitting multiyear lows. After rising above the 1993 record peak at $493.50 in late 2017, the price kept on going on the upside in 2018, reaching a high ...

The lumber futures market is highly illiquid with only 4428 contracts of open interest. However, lumber is a critical raw material when it comes to construction. I view the price action in the lumber futures market as one of the leading benchmarks when it comes to the overall health of the US ...

We have been hearing a lot about rare earth metals these days as they could become the next tool or weapon in the escalating trade war between the United States and China. Rare earth metals are a group of seventeen elements that come from the crust of the earth and are a challenge to find and ...

The protectionist policies of the Trump Administration in the United States are meant to both level the playing field for international trade, and to support US business and exports. When it comes to the steel business, other nations were dumping the ferrous metal on the US business for decade...