Digging Deep

Price Is Lying. Value Isn't.

October 21, 2026

A Bird in The Hand

February 10, 2026

End of Banks in Canada?

September 16, 2024

Defense Metals in the Media

February 16, 2024

Our 2024 Predictions, Part 2

January 11, 2024

Our 2024 Predictions, Part 1

January 02, 2023

Can Gold Hit $3,000 in 2024?

29 December, 2023

Will Bitcoin ETFs Kill Gold?

November 21, 2023

What's Next for Gold?

06 June, 2023

Platinum and Palladium

February 2022

Transition to Production

June 15, 2021

Silver Suppression?!

February 02, 2021

Gold: Year in Review 2020, and 2021 Outlook

January 04, 2021

Gold has big year in 2020 and outlook for this year robust. Learn about monetary expansion and gold future prices.Read More

AbraPlata: CMR's full analysis of an Argentina focussed gold and silver junior

May 2020

The gold futures price reached US$1,767/ounce this week before retreating, which was the second time it has surpassed US$1,760 in the past two months, marking some of gold's highest levels in several years.Read More

$NXT - Nextracker: A Sustainable Moat In The Solar Industry.

April 02, 2023 / seekingalpha.com

Nextracker has a sustainable moat with a leading global market share in the growing utility-scale solar industry.Read full newsRead More

$VRE - Veris Residential: Likely To Decline Further.

April 02, 2023 / seekingalpha.com

Because of VRE's shift to a strictly residential portfolio the company is likely to struggle. On top of that the stock is overvalued compared to its peers.Read full newsRead More

$ADI $TXN - Addicted To Cash Flow? Analog Devices And Texas Instruments Have Your Fix.

April 02, 2023 / seekingalpha.com

Risk in banks is heightening, the Federal Reserve is tightening, and the market looks frightening.Read full newsRead More

Grab Buffett-Style Opportunities: 2 Fat Yields Up To 9%.

April 02, 2023 / seekingalpha.com

Warren Buffett has always been greedy when investors are fearful. Mr. Buffett's dealmaking during troubled times involves a waiting fee. Click for our picks.Read full newsRead More

$OABI $OABIW - OmniAb, Inc. 2022 Q4 - Results - Earnings Call Presentation.

April 02, 2023 / seekingalpha.com

The following slide deck was published by OmniAb, Inc.Read full newsRead More

$OABI $OABIW - OmniAb, Inc. (OABI) Q4 2022 Earnings Call Transcript.

April 02, 2023 / seekingalpha.com

OmniAb, Inc. (NASDAQ:NASDAQ:OABI) Q4 2022 Earnings Conference Call March 30, 2023 8:00 AM ETCompany ParticipantsKurt Gustafson - CFOMatt Foehr - President and CEOConference Call...Read full newsRead More

$SAUHF $SAUHY - Straumann Holding: A Global Leader, But Too Expensive For Me.

April 02, 2023 / seekingalpha.com

Straumann (SAUHF) is a quality business and is a world leader in its domain. Check out why I'm neutral on Straumann stock.Read full newsRead More

$CTLP $CTLPP - Cantaloupe: Overreliance On Cash From Financing.

April 02, 2023 / seekingalpha.com

Cantaloupe relies on non-financing means of generating cash which is not sustainable. Read why I don't regard CTLP stock as a buy.Read full newsRead More

$DVN - Devon Energy: Headwinds On The Horizon.

April 02, 2023 / seekingalpha.com

Devon Energy announced lower-than-expected adjusted earnings of $1.66 from $1.39 a year ago. Read more to see why DVN stock is a Hold.Read full newsRead More

$SCHW - Charles Schwab: The Market Is Wrong, I Am Buying More.

April 02, 2023 / seekingalpha.com

Charles Schwab has seen an acceleration of money inflows which came in at twice the rate as the FY 2022 weekly average. Click here to read why I rate SCHW stock a Buy?Read full newsRead More

$PINE - Alpine Income Property Trust: Stable Return Play Until Next Bull Market.

April 02, 2023 / seekingalpha.com

Alpine Income's dividend yield of 6.5% (~75% implied FFO payout for 2023) is extremely safe. Read why I'm bullish on PINE stock.Read full newsRead More

$LMT - Lockheed Martin: Growth And Income At A Fine Price.

April 02, 2023 / seekingalpha.com

Lockheed Martin has rallied over the past two years, though not as much as you might expect given global geopolitical developments. Read more to see why LMT stock is a Buy.Read full newsRead More

Small-Cap Energy Producers Ranked By Quality.

April 02, 2023 / seekingalpha.com

Forty-nine small-cap energy producers are ranked on relative quality using a matrix with factors including, valuation, profitability, FCF, and debt. Click here to find out.Read full newsRead More

The Power Of Great Capital Allocators: A Portfolio Update.

April 02, 2023 / seekingalpha.com

In October I showcased my full portfolio. Read more to see an update on how my portfolio developed.Read full newsRead More

$CYTK - Cytokinetics: Temper Your Expectations Of Aficamten In The Crowded HCM Market.

April 02, 2023 / seekingalpha.com

Cytokinetics has developed aficamten and has received FDA orphan drug designation and Breakthrough Therapy Designation. See why I'm bearish on CYTK stock.Read full newsRead More

$AMZN - Amazon: Blinded By Optimism.

April 02, 2023 / seekingalpha.com

Amazon has been operating for almost 30 years, and still seems content to sacrifice short-term profit for long-term growth. Read more to see why AMZN stock is a HoldRead full newsRead More

$VYGR - Voyager: Preclinical Company With Major Big Pharma Deals.

April 02, 2023 / seekingalpha.com

Voyager is a preclinical company with multibillion dollar big pharma deals. Read why I will stay on the sidelines with VYGR stock.Read full newsRead More

$IMPPP $IMPP - Imperial Petroleum's 8.75% Preferred: 20% Discount, 11% Yield.

April 02, 2023 / seekingalpha.com

Imperial Petroleum is a new energy shipping company resulting from a spinoff. Read more to see why we rate the preferred, IMPPP stock, a Buy.Read full newsRead More

$VCEL - Vericel Corporation: A Promising Future In Advanced Cell Therapies.

April 02, 2023 / seekingalpha.com

Vericel Corporation is an innovative leader with a strong pipeline of FDA-approved and investigational products that address unmet medical needs. Click here to read more.Read full newsRead More

$NNDM - Nano Dimension: A Comforting Cash Runway Despite Profitability Concerns.

April 02, 2023 / seekingalpha.com

Nano Dimension attained its highest yearly revenues recorded in their history in Q4 2022. Check out why I rate NNDM stock a hold.Read full newsRead More

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