|
|
 Featured Video
Gammon Gold`s CEO Rene Marion Expects `Strong Rebound' in Silver Price
Rene Marion, chief executive officer of Gammon Gold Inc., talks with
Bloomberg's Pimm Fox about the outlook for silver prices. Marion also
discusses Gammon's Mexico mine and expansion plans.
|
|
Dear Members,
Sometimes, things just keep getting bigger. But bigger is not always better...
Over this past year, we have done a lot of trash talking
regarding Obama's reckless abandon of his loose monetary policy. We knew this
spending would continue and that the effects of his actions were going to be
dramatic, yet hidden under the radar using word play and hidden agendas (see A Hidden Agenda).
This past week, the nonpartisan (meaning they don't take
sides) Congressional Budget Office said that President Barack Obama's budget
proposal would create bigger deficits than advertised every year of the next
decade, with the shortfalls totalling $1.2 trillion more than the
administration projected.
The short-term budget picture forecasts a deficit of about
$1.5 trillion this year -- a post-World War II record at 10.3 percent of the
overall economy. To make matters worse, the CBO is predicting that deficits
would never fall below 4 percent of the economy under Obama's policies and
would begin to grow rapidly after 2015.
Deficits of that magnitude would force the Treasury to
continue borrowing at alarming rates, sending the national debt soaring to 90
percent of the economy by 2020, the CBO said. Interest payments on the debt
would also skyrocket by $800 billion over the same period. (see Another Shot at Glory)
Because of the implications of his proposal, Obama is
convening a special commission to bring deficits down to 3 percent of the
economy, but the CBO report shows that Obama could accomplish that goal simply
by letting the Bush tax cuts expire and paying for changes to the alternative
minimum tax.
Simply, however, is not a word to be used lightly. Think
about it this way. No politician wants to be accused of raising taxes by
allowing certain credits to expire, especially when the US economy needs more
than ever to restabilize. On the other hand, with the U.S. deficit in 2010 at a
record $1.5 trillion, there's growing political pressure for fiscal
responsibility.
Obama has already decided that he wants to make those tax cuts permanent, which means a growing deficit in the years to come.
See the mess we're in?
Although we take a lot of cheap shots at the Obama
administration, there really isn't a whole lot he can do at this point to make things
better over night. This recovery will take a lot more time than most people realise (see the Crash of 2010).
Even when the US recovers, we're going to see the devaluing
of the US dollar and other worldwide currencies, forcing the issue of a
precious metals bull market.
Of course, there are a lot of arguments between those who
are gold bugs and those who believe gold is extremely overvalued.
First
off, we are not gold bugs and we do see a gold bubble occurring. But we are
interested in making money. If gold
and other precious metals like silver are the avenue for us to do it, that's
where we are going to be.
There are reasons why famed hedge fund managers such as George Soros are investing in gold, despite calling gold the 'ultimate bubble' :
"When I see a bubble, I buy that bubble, because that's how I make money," George Soros.
In the fourth quarter of last year alone,
Soros Fund Management increased its holdings in SPDR Gold Trust (NYSE: GLD) (the world's biggest bullion-backed ETF and the second-largest ETF overall) by 152 percent.
According to Bloomberg data, as of Dec. 31, 2009, the firm is now the
fourth-largest holder of this ETF.
Still, that's
nothing compared with John Paulson's ETF bet: Paulson & Co. holds
31.5 million shares of GLD (nearly 96 tons' worth) - which, at today's
prices, is worth just under $3.45 billion.
We are not gold bugs. But we do see opportunity where it arises.
The important thing to remember is that there are many ways to play this gold run and our current efforts are focused on juniors that have the
ability to leverage gold and silver prices - not just physical gold itself.
Gold prices should
remain strong enough where discovery is going to get rewarded, and that is an
important factor to consider. Even if gold dips below $1000, or even $900 per
ounce, many of the assets held by the junior miners are still favorable as
average operating cost per ounce are often less than $600/ounce on the high
side.
So far for 2010, we currently have three featured companies. One is a gold
company that could be on the verge of a new discovery. Another one is a silver
company that could be on the verge of becoming a near-term producer. And our most recent feature is a unique situation diamond shot drill play that could prove significant with their
spring drill program.
Now we are looking for a junior with ounces in
the ground and the possibility of a near-term takeover target. We're not there
yet, but we're expecting the PDAC (Prospectors and Developers Association of Canada) to help narrow down our search as we meet with the management teams of numerous precious metal juniors.
It's going to be an exciting week for the mining sector at the PDAC and we will return to Equedia Weekly next week with a more in-depth look into the topic of gold and its outlook.
Stay tuned.
Until next week,
Questions?
Call Us Toll Free: 1-888-EQUEDIA (378-3342)
|
What's More Important: Price Per Ounce or Ounces Owned?
 Jeff Clark, Senior Editor, Casey's Gold & Resource Report
In a recent conversation with a fellow gold
analyst, he was emphatic that the price one pays for physical gold
should be ignored. "What's far more important," he insisted, "is how
many ounces I own in relation to the total value of my assets."
Building a core position in gold bullion is a
smart goal, to be sure, and a strategy Casey Research has been advising
for years. However, ignoring the price you pay for gold could be seen
as foolhardy; sure, it's insurance, but isn't price part of the
consideration when you shop for insurance?
So, who's right?
The World Gold Council just released their 2009
annual report on gold trends. From the densely populated pages of
interesting data, there's one compelling tidbit I gleaned that may shed
some light on the buying behavior of gold investors.
Overall investment in gold was 7% higher in 2009
than 2008. This is significant when you consider that demand in the
fourth quarter of 2008 - during one of the worst financial meltdowns in
history - was so great that shortages of physical metal abounded
everywhere. And yet investors bought more gold in 2009 when investor
fear about global financial uncertainty was subdued.
Further, 2009 total funds invested in all forms of
gold exceeded 2008 by 20%, and the average price was 11.6% higher. In
other words, investors were buying gold even though the price wasn't
necessarily "low." To be sure, that's a broad statement. But the fact
remains that year-on-year, more gold was purchased at higher prices
when the markets were less scary, than when the price was lower and
Hank Paulson was on CNBC every 15 minutes pontificating on how to save
America's financial system.
This isn't to suggest one shouldn't pay attention
to price. And the data doesn't identify how many of those who purchased
gold last year were first-time buyers, as certainly there were
newcomers to the sector that contributed to higher demand. But it begs
the question, who would continue to buy gold when the price is higher?
Click Here to Continue Reading
More Casey Research Articles
> Colombia: A New Gold Rush?
> Paul Ryan -- the Man Who Could Save America
> Snow-cialism
> Gold, the IMF, and Dirty Jokes
|
Zacks Investment Research: March Market: Lion or Lamb?
 After a slightly better February than January, is the market ready to
go higher? Our panel of investment experts share their views.
Our experts
weigh in with their views in this video segment of Zacks roundtable
review.
Click the video to play.
More Zacks videos:
> Momentum Stock Picks Video - March 4, 2010
> Growth & Income Stock Picks Video - March 3, 2010
> Value Stock Picks Video - March 2, 2010
> Aggressive Growth Stock Picks - March 1, 2010
|
Morningstar - Top Five Biotech Takeout Picks
 Health-care analyst Lauren Migliore looks at what makes a biotech firm
a likely takeout candidate and reveals our top five biotech M&A
picks for 2010.
Click the video to play.
More Morningstar videos:
> How One Fund Stayed Positive in 2008
> The Latest Thinking on Four Portfolio Puzzlers
> A Rider on Economic Recovery
> Wipro: A Good Company at the Wrong Price
| |
Technical Trading with Harry Boxer
 Harry Boxer has more than 40 years of Wall Street investment and
technical analysis experience, including eight years on Wall Street as
chief technical analyst with three brokerage firms.
Watch the video as he walks you through his technical analysis on China Wind Systems, Dendreon, Halozyme Therapeutics, Orckit Communications, Pharmacyclics, and a whole bunch of other stocks. To see more videos, Click Here.
 Like his analysis?
Click Here to receive a Free
15-Day Trial to Harry Boxer's Real-Time Technical Trading Diary for Equedia
members.
|
|
Equedia's Newest Feature - Embed Videos
Is there a video on Youtube or another website that you want to post without uploading it through our technology?
With our new Embed feature enabled, you can now upload and embed any object or video into your blog post. Many of our users are already embedding videos from Fox, Youtube, and CNBC and sharing them with our users.
Embedding is simple. Just copy and paste the embed codes from another website ino the main blog section of your post (not the exceprt).
Where do you find these embed codes?
Embed codes for videos are usually right beside a video.
Here is an example of where the code is on Youtube, highlighted in yellow:
So share what you find with everyone! To learn more, feel free to email or call us at 1-888-EQUEDIA
|
|
Equedia Tips - The Markets Tab
Using the search function at the top right corner of the website, search for any company. Let's use Research in Motion as an example. Once you reach their profile page, click on the MARKETS TAB. You should now see 12 seperate tabs underneath their logo. Try clicking on them and you will find in-depth information such as:
Detailed Quotes - Depth/Level II - Options - Java Charts - News - Profile - Financials - Insiders trades - Filings - Analyst Consensus - Earnings - Historical Data (Highs/Lows, Volumes, Closing/Opening Prices) |
|
Build You Network and Invite Your Email Contacts
You can invite your friends to automatically join your network using your email contacts from:
Hotmail, Live, Yahoo! Mail, AOL mail, Gmail, msn, and many more!
or
You can manually add your friends' email addresses by typing them in (or copy and pasting from any text documents)
Just log in with your username and password and click here:
So whether you are a media user or investor, invite your friends now and build your network of investment traders and professionals. Here are some obvious benefits to having a large network:
- Improved credibility to your work and news feeds - the more friends and people you have in your investment network, the more likely you will attract new friends and followers
- Media users with a large network will gain more exposure for their services and attract more potential investors or corporations to their services
- Access more knowledge and information through your feeds
- See your friend's buy, sell, and hold ratings and the companies they have an interest in
Of course, there are many more benefits to inviting your friends but should you give it a try yourself.
|
|
Additional Features (you may not know)
Equedia has many features (you may have overlooked) that will help you manage your investment life and ensure a more enjoyable and useful experience.
Here are just a few of them:
Calendar subscriptions: Keep track of your business events, subscribe to other events, and have access to your online calendar from anywhere in the world. In the near future, we will be working with public companies to add their events to the calendar so that shareholders will never miss an important event again. So call your companies and get them to participate!
Tagging companies to videos and images: Did you know that all of your videos and images can be tagged to public companies? Do you have a video about Google? How about a blog with an image? How about just a blog? Tag it to Google in your blog post, so that anyone searching for Google's quotes and finances can find your coverage!
Buy, Sell, and Hold Ratings: Once you log in, you can submit your buy, sell and hold ratings on the ratings tab so that other shareholders can see what YOU think. You may also access your associates' ratings and see what they think of the shares you hold.
Blog feed subscriptions: Once you add someone as an associate, you will have access to all of their blog posts through your blog feeds. Simply go to your "blog feeds" tab once you log in!
Search function: By far one of the most overlooked but important functions on Equedia. Using the top right hand corner search function, you can find and add any corporations, media users, or investors to your network.
Markets Tab: Under any corporate profile, you will find this tab. Under this tab, you can find the company's news, level 2 depth (delayed), options, charts, profile, financials, insider trades, filings, analyst overviews, earnings, and historical data (these may not be available for all companies)
There are many more useful features on Equedia.com but we think its better if you experience them for yourself. The more associates you have, the more useful Equedia will become for you. So use the new "invite my contacts" function and get started!
|
|
Forward-Looking Statements
This Newsletter and report contains forward-looking statements. Forward looking statements are statements which relate to future events. In some cases, you can identify forward-looking statements by terminology such as "may", "should", "expects", "plans, "anticipates", believes", "estimates", "predicts", "potential", or "continue or the negative of these terms or other comparable terminology. These statements are only predictions and involve known and unknown risks, uncertainties and other factors that may cause our or our industry's actual results, level of activity, performance or achievements to be materially different from any future results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements.
While these forward-looking statements, and any assumptions upon which they are based, are made in good faith and reflect out current judgment regarding the direction of our business, actual results will almost always vary, sometimes materially, from any estimates, predictions, projections, assumptions or other future performance suggests herein. Except as required by applicable law the companies in this report do not intend to update any forward-looking statements to conform these statements to actual results.
| |
|
|
|
Companies Under Evaluation
|
|
|
|
Disclaimer and Disclosure
Disclaimer and Disclosure
Equedia.com & Equedia Network Corporation bears no liability
for losses and/or damages arising from the use of this newsletter or
any third party content provided herein. Equedia.com is an online
financial newsletter owned by Equedia Network Corporation We are
focused on researching small-cap and large-cap public companies. Our
past performance does not guarantee future results. Information in this
report has been obtained from sources considered to be reliable, but we
do not guarantee that it is accurate or complete. This material is not
an offer to sell or a solicitation of an offer to buy any securities or
commodities.
Equedia.com has been compensated to perform
research on specific companies and therefore information should not be
construed as unbiased. Each contract varies in duration, services
performed and compensation received. Equedia.com is not responsible for
any claims made by any of the mentioned companies or third party
content providers. You should independently investigate and fully
understand all risks before investing. We are not a registered
broker-dealer or financial advisor. Before investing in any securities,
you should consult with your financial advisor and a registered
broker-dealer. The information and data in this report were obtained
from sources considered reliable. Their accuracy or completeness is not
guaranteed and the giving of the same is not to be deemed as an offer
or solicitation on our part with respect to the sale or purchase of any
securities or commodities. Any decision to purchase or sell as a
result of the opinions expressed in this report OR ON Equedia.com will
be the full responsibility of the person authorizing such transaction.
Please
view our privacy policy and disclaimer to view our full disclosure at
http://equedia.com/cms.php/termsr. Our views and opinions regarding the
companies within Equedia.com are our own views and are based on
information that we have received, which we assumed to be reliable. We
do not guarantee that any of the companies will perform as we expect,
and any comparisons we have made to other companies may not be valid or
come into effect. Equedia.com is paid editorial fees for its writing
and the dissemination of material and the companies featured do not
have to meet any specific financial criteria. The companies represented by
Equedia.com are typically development-stage companies that pose a much
higher risk to investors. When investing in speculative stocks of this
nature, it is possible to lose your entire investment over time.
Statements included in this newsletter may contain forward looking
statements, including the Company's intentions, forecasts, plans or
other matters that haven't yet occurred. Such statements involve a
number of risks and uncertainties. Further information on potential
factors that may affect, delay or prevent such forward looking
statements from coming to fruition can be found in their specific
Financial reports. Equedia Network Corporation is a distributor (and
not a publisher) of content supplied by third parties and Subscribers.
Accordingly, Equedia Network Corporation has no more editorial control
over such content than does a public library, bookstore, or newsstand.
Any opinions, advice, statements, services, offers, or other
information or content expressed or made available by third parties,
including information providers, Subscribers or any other user of the
Equedia Network Corporation Network of Sites, are those of the
respective author(s) or distributor(s) and not of Equedia Network
Corporation. Neither Equedia Network Corporation nor any third-party
provider of information guarantees the accuracy, completeness, or
usefulness of any content, nor its merchantability or fitness for any
particular purpose.
| |
|
