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Summary Production was in line, while operational risks are increasing. Our investment thesis on copper is nicely playing out. The company might face additional CAPEX requirements. Still a buy. Following our Rio Tinto Q4 production results, today we are looking at Anglo Am...
Summary Fisher’s 13F portfolio value increased from ~$133B to ~$148B in Q4 2022. They increased Advanced Micro Devices, Lam Research, and Intuit while decreasing Nvidia, Meta Platforms, PayPal Holdings, and Broadcom. The top three positions are Apple, Microsoft, and Amazon. T...
Summary The comeback of metal prices over the past three months has been nothing but impressive. Long-term macro trends support a bright future for Rio Tinto Group. Conservative approach to expansion is warranted. Risks are obvious but not existential. Diversification invest...
Summary Reflecting on a likely demand boom on the backdrop of the China COVID reopening, paired with an already somewhat stretched demand/ supply balance... I argue the risk/ reward for investing in Rio Tinto is simply too attractive to ignore. Rio Tinto stock is valued at a FWD EV/...
Summary Oyu Tolgoi copper at full capacity in 2023. Q4-2022 production report in line with our estimates. Guidance unchanged, China is reopening and our valuation is confirmed. Here at the Lab, when we initiated Rio Tinto coverage ( RIO , RTPPF , RTNTF ) with a tit...
Summary Earnings have begun to come out for Q4, and results in the semi-equipment industry are strong to date. This suggests that share price performance will turn positive moving forward rather than continued declines. Secular trends still support a long-term investment regardless ...
Summary Lithium chemical and spodumene prices were lower the past month. Lithium market news - S&P Global: Lithium prices likely to see support from tight supply, bullish EV demand. Junior lithium miner company news - Leo Lithium Total Goulamina Resource increased by 31% to 142....
Summary DNIF recorded a high average annual return over the long run, and is currently trading at an attractive discount of 33.35 percent from its net asset value. DNIF generated strong yield during the past three years. Even in the years DNIF failed to generate high yield, it has still...
Summary Drawing upon my previous analysis of China, India, US infrastructure, and the Russia- Ukraine war, I now form a bullish view of the SLX steel ETF. Supply tailwinds for the global steel industry include subdued Chinese production and persisting supply-side shocks from the Russia-...
Summary Pacer Global Cash Cows Dividend ETF holds 100 large cap dividend stocks in developed countries. GCOW is a well-balanced fund across countries and sectors. Yield, valuation, and dividend growth are attractive. Returns since 2016 are underwhelming, but the GCOW ETF has out...
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Toronto, Canada (ABN Newswire) - In this segment of The Ellis Martin Report we chat with Dr. Paul West-Sells, CEO of Western Copper and Gold (NYSE:WRN) (TSE:WRN). What are the fundamentals for copper? Why have both Rio Tinto and Mitsubishi staked a major investment in WRN's Casino Project? Dr. We...