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

$CHD - Church & Dwight Co, Inc. (CHD) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Church & Dwight Co, Inc. (NYSE:NYSE:CHD) Q4 2022 Results Conference Call February 3, 2023 1:00 PM ETCompany ParticipantsRichard Dierker - CFO, EVP & Head of Business OperationsBarry...Read full newsRead More

$BCH - Banco de Chile (BCH) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Banco de Chile (NYSE:NYSE:BCH) Q4 2022 Earnings Conference Call February 3, 2023 10:30 AM ETCompany ParticipantsRodrigo Aravena - Chief Economist & Senior Vice President of...Read full newsRead More

$SCGLF $SCGLY - Societe Generale: Poised For A Record Year.

February 03, 2023 / seekingalpha.com

Societe Generale's valuation at x0.4 Price to Book makes little sense considering the attractive interest rate environment. Click here for our review of SCGLF.Read full newsRead More

$MKL - Markel Corporation: Calculating The Mathematical Value.

February 03, 2023 / seekingalpha.com

Markel Corporation CEO suggested a way of deriving its value. Article explores a modification of that approach and benchmarks it. Click here for more on MKL.Read full newsRead More

$INTC - Intel: No Thank You At $30 - Hell Yes At $15.

February 03, 2023 / seekingalpha.com

Intel's recent earnings illustrate further deterioration in its businesses. Click here to read my analysis of INTC stock.Read full newsRead More

$COIN - Coinbase: Are The Bears Dead Yet?.

February 03, 2023 / seekingalpha.com

Coinbase short squeeze has been explosive, and the massive rally over the last few sessions could get worse for shorts. Find out why I rate COIN stock a hold.Read full newsRead More

$AAFRF $AARTY - Airtel Africa Plc (AAFRF) Q3 2023 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Airtel Africa Plc (OTCPK:AAFRF) Q3 2023 Results Conference Call February 3, 2023 7:00 AM ETCompany ParticipantsSegun Ogunsanya - Chief Executive OfficerJaideep Paul - Chief Financial...Read full newsRead More

$MEOH $MX:CA - Methanex Corporation (MEOH) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Methanex Corporation (NASDAQ:NASDAQ:MEOH) Q4 2022 Earnings Conference Call February 3, 2023 11:00 AM ETCompany ParticipantsSarah Herriott - Director of IRRich Sumner - President and...Read full newsRead More

$BNPQF $BNPQY - BNP Paribas' Earnings Report Could Surprise Many.

February 03, 2023 / seekingalpha.com

BNP Paribas engages in the provision of banking and financial services in Europe, North America, Asia Pacific, and internationally. Read my analysis of the stock.Read full newsRead More

$VMI - Valmont Industries: Best Current Infrastructure Construction Capital Gain Prospect.

February 03, 2023 / seekingalpha.com

Global operating logistics require facility and skill resources often at variance with the basic business benefits being offered at scale by Corporate suppliers. Read more here.Read full newsRead More

$BAX - Baxter International: Another YoY Earnings Decline Expected, Shares Tag Support.

February 03, 2023 / seekingalpha.com

Health Care sector has been a big loser in 2023 after last year's relative rally. Baxter International follows up some disappointing results from other sector names. Read more here.Read full newsRead More

$HMY - Harmony Gold: Production In Line With Guidance.

February 03, 2023 / seekingalpha.com

Total gold preliminary production for H2 2022 is 732,500 Au Oz (mid-point) compared to 778,879 Au Oz in H2 2021. Read more here.Read full newsRead More

$BJ - BJ's Wholesale Club: A Quality Company Trading At A Discount.

February 03, 2023 / seekingalpha.com

BJ's Wholesale Club is an under-appreciated company that performed really well since its IPO in 2018. Click here for my review of BJ stock.Read full newsRead More

$MSTR - MicroStrategy: Closing Your Eyes And Praying Is Not An Investment Strategy.

February 03, 2023 / seekingalpha.com

MicroStrategy is an overleveraged bet on Bitcoin attached to a software firm that just posted another quarter of declining revenue. Learn why I'm short MSTR stock.Read full newsRead More

$SPX $NDX $DJI - The Blowout Jobs Number Doesn't Undermine A Fed Pivot.

February 03, 2023 / seekingalpha.com

The strong U.S. labor market brushed aside fears of a deepening recession. The stock market rally can continue. Read what investors need to know.Read full newsRead More

$OWL - Blue Owl Capital: Why Every Investor Needs To Check It Out.

February 03, 2023 / seekingalpha.com

Blue Owl Capital's business model is thoroughly designed and arguably the best in the alt management industry. Click here for my review of OWL.Read full newsRead More

$JO - The Economic And Weather Factors That Helped Coffee Prices Explode.

February 03, 2023 / seekingalpha.com

Great rains for Brazil coffee, but Central America and Indonesia had crop problems from too much rain last year. Click here for my weather analysis.Read full newsRead More

$PENN - PENN Entertainment: Stock Is More Or Less Fairly Valued Now.

February 03, 2023 / seekingalpha.com

PENN Entertainment management provided 2023 guidance with expectations of $6.15B to $6.58B in revenue and $1.875B to $2B in EBITDAR. Click here to read more.Read full newsRead More

$ENSG - The Ensign Group, Inc. (ENSG) Q4 2022 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

The Ensign Group, Inc. (NASDAQ:NASDAQ:ENSG) Q4 2022 Results Conference Call February 3, 2023 1:00 PM ETCompany ParticipantsChad Keetch - CIO, EVP and SecretaryBarry Port - President, CEO...Read full newsRead More

$JOUT - Johnson Outdoors Inc. (JOUT) Q1 2023 Earnings Call Transcript.

February 03, 2023 / seekingalpha.com

Johnson Outdoors Inc. (NASDAQ:NASDAQ:JOUT) Q1 2023 Earnings Conference Call February 3, 2023 11:00 AM ETCompany ParticipantsPatricia Penman - VP of Marketing Services & Global...Read full newsRead More

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