The Equedia Weekly Letter
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The Quake's Ripple Effect on Global Markets

 

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Before we get started this week, we want to ask you a simple question.  

 

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Dear Readers,    

 

A lot of profits have been made in the market since last September. 

 

Does it surprise me that the markets took a major step back on Thursday, when practically all of the gains made since late January were wiped out in a single day?
 
Are you surprised?
 
The classic "play-it-safe" mentality would tell you that anytime an investor doubles his money, he should sell half of it, and let the rest of it ride. Both the S & P and Dow have practically doubled since the crash. If you're not already defensive, then you may want to reconsider. 
 
In one of our early January issues of Equedia Weekly, "Beyond Comprehension," we predicted the markets would pull back:
 
"The markets closed very strong last year and as such, we would not be surprised to see a slight pullback between now and Q1 earnings. However, if a pullback happens, we believe the rebound could send stocks a lot higher this year."
 
Even though the week closed relatively stable despite Thursday's pullback and Japan's quake (which the market has thus far overlooked, but will take notice next week), we should brace ourselves for another round of ups and downs.
 
I expect more selling pressure and sideways trading as we enter next week's quadruple witching options expiration, which combined with global uncertainty, is likely to keep the market on a bumpy path.   

 

Be cautious.  
 
(Quadruple witching happens only four times a year and refers to the third Friday of every March, June, September and December. It is a day on which contracts for stock index futures, stock index options, stock options and single stock futures all expire. This usually results in increased volatility, as investors attempt to unwind their futures and options positions before the contracts expire. This activity frequently includes repurchasing contracts and closing out position market capitalizations.)
 
However, if the markets climb next week, we could likely see a very strong bull market for the rest of the year shortly after Q1 earnings are announced.    
 
I don't mean to tell you not to buy stocks, or to sell your current holdings, but having some cash set aside to buy on major pullbacks would be smart.  
 
While it's nearly impossible to find the exact bottom, a big enough dip in a stock you already heavily favour could prove to be very rewarding later this year. I've already begun to, or I am trying to, accumulate shares of companies I really like - especially those in the resource sectors such as the precious metals juniors and the bigger gold producers.  
 
"To make money in the market, I never buy at the bottom and I always sell too soon." - Baron Rothchild
 
If we are to see a continued pullback over the next few weeks as I predict, it may be the natural correction that we have been looking for what I feel is a short term bull market for 2011. That means, absent of any major oil shock, investors may want to start thinking now about their wish list for this year.   
 
I continue to like precious metals investments such as the gold and silver juniors. Like other successful newsletter writers, I've been favouring gold and gold stocks. But I have been even more bullish on silver, as can be seen in our past newsletters and the investments we have made in the last few years - with all silver investments climbing significantly in value since our initial reports. (see Enron Lives On
 
Silver broke through a new high of $36 recently and despite the easy double since our letter The Silver Conspiracy, I think there's still room for improvement.  
 
While many of the silver producers, both small and large, have climbed along with the rise of silver, there are still many of them that have yet to catch up with the new price of the human metal. With the recent pullback in stocks, I am heavily favouring this sector and will continue to pursue my investments in these stocks.
 
Minco Silver (TSX: MSV)(OTCQX: MISVF), a company featured in the Equedia Report last year at $2.56 (see The Brink of Milestone), just got its target price raised to $7.50 by BMO.
 
Of course, gold is still high on my priority list.
 
Again, same principles apply for gold as they do for silver in terms of trading. I am expecting many of the big producers such as Barrick, Goldcorp, and Anglogold Ashanti (even with the rise in oil prices) to move forward in share price for 2011. I like Goldcorp's prospects for growth and as the lowest cost producer, but compared to Barrick, it is much more volatile, so I am cautious. These stocks are trading close to the same range as they were before the crash of 2008, when gold was less than $700/oz. Gold is now double that.  
 
As for the gold juniors, there are a lot of them that I like - but they all have a few things in common. They all have a great management team, great property prospects, and they all have MONEY - which is particularly important in a volatile market. Junior golds with great prospects and management have no problem raising cash right now. As a matter of fact, they are having a harder time turning it down.
 
Kiska Metals (TSX.V: KSK), the latest gold junior featured in our Equedia Report Edition (see The Next Big Alaskan Play) just raised $15 million. Of course, the pullback in the markets along with the recent financing has pulled the stock down. If Kiska trends down further, I am considering picking up more shares to average down. I own shares all the way up to $1.37 and have a hefty position of my junior portfolio weighted in Kiska and I am perfectly comfortable holding it right now. They haven't even scratched the surface of their drill program yet. Charles Oliver of Sprott Asset Management also had a few words to say about Kiska in his latest interview with the Gold Report. Here's the interview: Charles Oliver: Out of Africa, into Americas 

 
Next week will be volatile - there's no question.  
 
The S&P 500 traded below its 50-day moving average last week. Be extremely cautious, but also available to take action on strong pullbacks. Japan's worst quake in history has just begun to infiltrate the markets. There was only one trading day for the market to react. The weekend will give the world audience enough time to fill the market with fear.  
 
More than 6 million people have lost their power, which is 10% of Japan's population. Damage numbers and deaths are still climbing. No one knows yet what the final death toll will be in Japan. Already hundreds of bodies have been found. Fires have raged up and down the Japanese coast. The video images of monstrous tsunamis tearing across the coastal countryside suggest damage and loss of life on a large scale. But no one knows yet exactly what the numbers are. Basic materials may see a boost based on rebuilding efforts.  
 
While Japan can recover quickly from this and global impact is more than likely minimal, the market may see things differently.
 
Perception is reality. There is conformity amongst fear.
 
My heart goes out to Japan and the family and friends who have loved ones there. Organizations are accepting donations for relief efforts. I will be donating. I hope you will too.  

 


 
Until next week,
 
Ivan Lo
Equedia Weekly  

 

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Questions?


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We are biased towards Kiska Metals because we own shares of Kiska Metals. We are also biased because they are a client of ours and we own options in the Company. Minco Silver was also a past client. Our reputation is built upon on the companies we feature. That is why we invest in every company we feature in our Special Report Editions, including Kiska Metals.     

 

Featured News:

Minera Alumbrera Shareholders Enter Agreement For A Four-Year Option In The Agua Rica Copper Gold Project In Argentina - Click to Read

Casey Research

The Driver for Gold You're Not Watching

 

By Jeff Clark, Big Gold

  

Jeff Clark

You already know the basic reasons for owning gold - currency protection, inflation hedge, store of value, calamity insurance - many of which are becoming clich�s even in mainstream articles. Throw in the supply and demand imbalance, and you've got the basic arguments for why one should hold gold for the foreseeable future.

 

All of these factors remain very bullish, in spite of gold's 450% rise over the past 10 years. No, it's not too late to buy, especially if you don't own a meaningful amount; and yes, I'm convinced the price is headed much higher, regardless of the corrections we'll inevitably see. Each of the aforementioned catalysts will force gold's price higher and higher in the years ahead, especially the currency issues.

 

But there's another driver of the price that escapes many gold watchers and certainly the mainstream media. And I'm convinced that once this sleeping giant wakes, it could ignite the gold market like nothing we've ever seen.

 

The fund management industry handles the bulk of the world's wealth. These institutions include insurance companies, hedge funds, mutual funds, sovereign wealth funds, etc. But the elephant in the room is pension funds. These are institutions that provide retirement income, both public and private.

 

Global pension assets are estimated to be - drum roll, please - $31.1 trillion. No, that is not a misprint. It is more than twice the size of last year's GDP in the U.S. ($14.7 trillion).

 

We know a few hedge fund managers have invested in gold, like John Paulson, David Einhorn, Jean-Marie Eveillard. There are close to twenty mutual funds devoted to gold and precious metals. Lots of gold and silver bugs have been buying.

 

So, what about pension funds?

 percentage of gold holdings 

According to estimates by Shayne McGuire in his new book, Hard Money; Taking Gold to a Higher Investment Level, the typical pension fund holds about 0.15% of its assets in gold. He estimates another 0.15% is devoted to gold mining stocks, giving us a total of 0.30% - that is, less than one third of one percent of assets committed to the gold sector.

 

Shayne is head of global research at the Teacher Retirement System of Texas. He bases his estimate on the fact that commodities represent about 3% of the total assets in the average pension fund. And of that 3%, about 5% is devoted to gold. It is, by any account, a negligible portion of a fund's asset allocation.

 

Now here's the fun part. Let's say...

 

Click Here to Continue Reading

 
More Casey Research Articles

 

> Video: Richard Russell: Gold is the Safest Currency  

> Video: Bob Quartermain on the Constraints on Silver Supply 

> A Comeback for Gold-Backed Money? 

> Making the Chicken Run 

> Doug Casey on Labor Unions 

> How Safe is Your Physical Gold? 

> The Libyan Crisis Where Are Oil Prices Going? 

Featured News:

Talisman Energy Deepens Its Strategic Partnership With Sasol in the Montney Shale Play - Click to Read

How Earnings Estimates are Created

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You constantly hear about the importance of earnings estimates in driving stock prices and how it affects the markets.

But have you ever been confused by the jargon analysts use? Or wonder how earnings estimates are created?

Watch the video as Steve Reitmeister covers these topics to further your understanding of how to apply earnings estimates to beat the market.

More Zacks Videos:

 

> Momentum Stock Picks - March 11, 2011 

> Aggressive Growth Stock Picks - March 10, 2011 

> Growth and Income Stock Picks - March 9, 2011 

> Value Stock Picks - March 8, 2011 

> Great Stocks Often Have Great Peers 

 
Featured News:Gold Wheaton and Franco-Nevada Announce Shareholder Approval of Arrangement - Click to Read
Technical Trading with Harry Boxer 
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Harry 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 a whole bunch of stocks he thinks you should be watching from last week. To see more videos, Click Here.


Harry Boxer

Like his analysis?


Click Here to receive a Free 15-Day Trial to Harry Boxer's Real-Time Technical Trading Diary for Equedia members.

Featured BNN Clip:

Gold Mining M&A - The Next Move - Click to Read

Upload Your Own Videos - 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:

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So share what you find with everyone! To learn more, feel free to email or call us at 1-888-EQUEDIA 

Featured Video Blog::
Morningstar: Oil Fears Could Be More Devastating Than Oil Price
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Equedia Tips - The Markets Tab

Research in Motion
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:

 

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Hotmail, Live, Yahoo! Mail, AOL mail, Gmail, msn, and many more!

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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: 

  1. 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
  2. Media users with a large network will gain more exposure for their services and attract more potential investors or corporations to their services
  3. Access more knowledge and information through your feeds
  4. 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

Except for the statements of historical fact, the information contained herein is of a forward-looking nature. Such forward-looking information involves known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievement of the Company to be materially different from any future results, performance or achievements expressed or implied by statements containing forward-looking information.

 

Although the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that statements containing forward looking information will prove to be accurate as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on statements containing forward looking information. Readers should review the risk factors set out in the Company's prospectus and the documents incorporated by reference.

 

Cautionary Note to U.S. Investors Concerning Estimates of Inferred Resources

 

This presentation uses the term "Inferred Resources". U.S. investors are advised that while this term is recognized and required by Canadian regulations, the Securities and Exchange Commission does not recognize it. "Inferred Resources" have a great amount of uncertainty as to their existence, and great uncertainty as to their economic and legal feasibility. It cannot be assumed that all or any part of an Inferred Resource will ever be upgraded to a higher category. Under Canadian rules, estimates of "Inferred Resources" may not form the basis of feasibility or other economic studies. U.S. investors are also cautioned not to assume that all or any part of an "Inferred Mineral Resource" exists, or is economically or legally mineable.


In This Issue
Minera Alumbrera Shareholders Enter Agreement For A Four-Year Option In The Agua Rica Copper Gold Project
The Driver for Gold You're Not Watching
Talisman Energy Deepens Its Strategic Partnership With Sasol in the Montney Shale
How Earnings Estimates are Created
Gold Wheaton and Franco-Nevada Announce Shareholder Approval of Arrangement
Technical Trading with Harry Boxer
Featured BNN Clip: Gold Mining M&A - The Next Move
Upload Your Videos
Morningstar: Oil Fears Could Be More Devastating Than Oil Prices
Equedia Tips- Markets Tab
Build Your Network
Additional Features
Forward-Looking Statements
This Week's Most Wanted
Equedia Watch: Companies Under Evalualtion

Quick Links 

This Week's Most Wanted

 

The Stock Market's Most Interesting Videos and Blogs

  


Equedia Watch   
Companies Under Evaluation This Past Week

 

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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.


Furthermore, to keep our reports and newsletters FREE, from time to time we may publish paid advertisements from third parties and sponsored companies. We are also compensated to perform research on specific companies and often act as consultants to many of the companies mentioned in this letter and on our website at equedia.com.  We also make direct investments into many of these companies and own shares and/or options in them. 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. 

 

Again, this process allows us to continue publishing high-quality investment ideas at no cost to you whatsoever. If you ever have any questions or concerns about our business or publications, we encourage you to contact us at the email or phone number below.

 

Please view our privacy policy and disclaimer to view our full disclosure at http://equedia.com/cms.php/terms. 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., owner of Equedia.com has been paid six thousand three hundred and thirty three Canadian dollars plus gst/hst per month for 6 months which totals thirty eight thousand dollars plus hst of media coverage on Minco Gold Corporation plus 60,000 stock options. Minco Gold Corporation has paid for this service. Equedia.com currently owns shares of Minco Gold Corporation and we may purchase more shares without notice. We intend to sell every share we own for our own profit. We may sell shares in Minco Gold Corporation without notice to our subscribers. Equedia Network Corporation., owner of Equedia.com has been paid $45,000 plus hst for a 19-month consulting agreement and 7 months of media coverage on Kiska Metals Corporation and has been granted 100,000 options at $1.35 vesting over a two year period. Kiska Metals has paid for this service. Equedia.com currently owns shares of Kiska Metals Corporation and we may purchase more shares without notice. We intend to sell every share we own for our own profit. We may sell shares in Kiska Metals Corporation without notice to our subscribers.

 

Equedia Network Corporation is also 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.

 

 

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