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An all-stock portfolio is usually a risky bet for retirees due to sequence of returns risk and inflation. That said, we can arrange stocks by sectors to better prepare for bear markets and any economic environment. It's the all-weather retirement stock portfolio. An all-...
Vale is a global leading diversified miner heavily reliant on iron ore. Vale's valuation looks very attractive on a 2022 PE of just 3.92 and a dividend yield of 9.98%. Analyst's consensus price target is US$22.09, representing 29% upside. Risks revolve mostly around iron ore price...
Copper prices have fallen as the demand outlook has been overshadowed by growing fears of economic soft-landing. Consumer demand has cooled while government and corporate-led projects could continue to provide an offset. China demand will pick up once Covid is brought under contro...
Cobalt spot prices were flat for the month, LME inventory was lower. Cobalt market news - Biden invokes Defense Production Act to boost domestic production of critical materials for batteries. Canada to spend C$3.8B to support their EV metals industry. Cobalt miners news - GM sign...
Mining majors are finally getting serious on workplace culture and D&I - creating an opportunity for investors to drive change. Deeply problematic workplace culture issues in the mining industry received full media and investor attention in February when Rio Tinto unveiled the sho...
Returns remain superior, with 43% ROCE generated in H1 FY 2022, and returns to shareholders reaching 38 billion US Dollars over the past 3 years. The spinoff and merger of the petroleum business is logical and will create value to shareholders. Valuation is attractive, and likely ...
Cobalt spot prices were significantly higher for the month, LME inventory was slightly lower. Supply concerns from DRC, Russia, and China pushed up cobalt prices. Cobalt market news - Congo court appoints temporary administrator to run China Moly's Tenke mine amid a dispute. Volkswage...
DTH invests in high yield stocks of developed countries excluding North America. More than half of asset value is in Japan, the U.K. and Australia. It is heavy in financials, materials and communication. Inflation-adjusted total return after tax since inception is close to fla...
If you're looking for a quick recovery in Russian stocks, you may be in for a rude awakening. I'm not buying arguments like "the war in Ukraine won't matter in a year." Russia's actions are causing significant systemic damage to the Russian economy and Russia's companies. I wo...
Rising commodity prices gives BHP some breathing room, but the commodity mix is all wrong given the current macro climate. Disinvesting for ESG sake at the cost of losing valuable assets. Potential M&A on the horizon to diversify portfolio. For further details see: B...