A funny thing happened on the way to disaster… nothing. In fact, nothing has happened on the way to disaster twice now — once in the middle of 2011, and then again in early 2012.  The so-called disaster I’m talking about was the demise of the transportation industry. When things… Read More

One clear theme that has been in place throughout the second quarter: The broader market should make you cautious, while individual stock bargains abound. I’ve been hammering home these seemingly contradicting themes, highlighting the need to keep seeking out entry and exit points for… Read More

It’s no secret the Chinese economy is slowing. A multi-decade boom has perhaps given way to a new phase of more moderate growth. Still, we’re talking about what is likely to be the fastest-growing major economy in the world. Here in the United States,… Read More

There is no question in my mind that the housing market bottom either already in or is very close.  I realize this is a bold statement given the dire condition of the U.S. housing market, however I firmly think this is the case. Savvy… Read More

I have a deal for you. I am willing to lend you funds at around a quarter of a percent for a short term, say a month. I will not raise the rate each time you come back to take out a new loan and I will not interfere with… Read More

Across the globe, there are now dozens of fund managers that can put billions of dollars into play. These folks made their fortunes and reputations when their asset base was much smaller. They often targeted small, unknown companies and were able to double or… Read More

Right now, you can buy one of my favorite royalty trusts at an incredible price. In fact, I think the opportunity is so good, I’ve decided to include this security as one of my Top 10 Stocks for July 2012. If you’re unfamiliar with royalty trusts, then you can read… Read More

Contrary to popular opinion, emotions and sentiment do not move stocks or commodities prices. The only thing that moves prices is buying/selling pressure resulting from capital flowing in and out of the particular security. In other words, that which controls the most capital in a security controls the price of… Read More

I’d like to issue a mea culpa. Back in January, I thought the stars were aligned for a big upward move in the price of uranium and all of the uranium-related stocks. The radioactive metal had slumped badly in 2011, but after a solid start to 2012, it looked as… Read More