June 10, 2012
in 2012, ADRs, Australia, BRIC, China, G20, commodities, diamonds, exports, foreign investment, gold, metals, mining, oil, rare metals, resources, stock picks, uranium
If you want to be poised for the next wave of genuine global growth (i.e., growth based on purchase orders, housing starts and other construction, etc.), you really need to be invested in resources.
Since China might still be too risky a play for many of you, and since I’ve already written quite a bit about [...]
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June 9, 2012
in ADRs, Canadian, S&P/TSX, commodities, energy, europe, exports, natural gas, oil, stock picks, unconventional energy
In the middle of the Euro crisis, when the ECB is holding emergency meetings and Obama decides to hold a press conference at the NASDAQ, it’s a good time to look to global fundamentals for reorienting our portfolios. This means commodities – if there is any growth globally, commodities will soak it up first. And [...]
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December 11, 2011
in 2012, Africa, China, GDP, economy, emerging markets, exports, forecasts, foreign investment, frontier markets, international economy, investing, world order
The global balance of the world’s big spenders and buyers is shifting. The total share of world imports is moving away from the developed economies and towards the emerging markets. You knew this. But it’s happening sooner than you think.
Based on forecasts from the WTO and The Economist, here are ten key facts about the [...]
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February 13, 2011 · 1 comment
in Canadian, S&P/TSX, TSX, commodities, energy, exports, investing, metals, mining, resources, stocks, unconventional energy, uranium
Canadian uranium stocks run the gamut from junior uranium start ups to senior uranium dividend-payers. In a previous post I wrote about the largest Canadian uranium stocks by market capitalization (that was back in September 2009). It’s worth an update now, because Canada’s uranium stocks have grown quite significantly since then.
List of Canadian energy and [...]
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February 10, 2011 · 4 comments
in British Columbia, CAD, Canadian, Canadian economy, S&P/TSX, Scotiabank, TSX, commodities, energy, exports, gold, inflation, natural gas, oil, peak oil, precious metals, rare metals, resources, sectors, silver, stock picks, yield
Canadian dividend stocks are the cream of the crop. No matter what reasoning you here (from “it’s a fluke” to “it’s just because of the stable banking sector”), the Canadian stock market is set to continue to outperform over the next decade.
Here’s a list of some of the best Canadian dividend stocks – including the [...]
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October 28, 2010
in Asia, BRIC, China, ETF(s), bubble, commodities, exports, frontier markets, indexes, market reports, metals, mining, protectionism, rare metals
A new Rare Earths ETF is on the market today, to take advantage of the coming rare earths bubble as a result of China reducing its rare earth exports, and threatening to reduce rare earth exports, to Japan and other countries.
I’ve written about the top 40+ rare earths in another post, which I encourage you [...]
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