Sentences with phrase «mining equities»

In addition, our management style of seeking value and growth in precious metals mining equities offers the opportunity for competitive total rates of return in stable gold market environments.

Andrew Kaip, managing director of mining equity research at BMO Capital Markets, says the stark reality is that the precious metals sector is only part way through a down cycle and that structural issues will result in a fresh phase of consolidation.

In our opinion, the most dynamic way for investors to position for these changes is through a diversified holding of well selected gold mining equities, which stand to benefit in a dramatic way from a better gold price environment and improved investor sentiment.

«We have seen the geopolitical risk overall ease,» says Jeff Largey, head of EMEA metals and mining equity research at Macquarie Capital.

The total value of mining equity sales in Canada declined in 2012 and fell more sharply in the first part of this year, particularly among the small and midsize explorers and developers.

Brien Lundin, founder of Jefferson Financial, producer of the New Orleans Investment Conference and Gold Newsletter, believes at least a small amount of the massive liquidity produced by loose monetary policy in Western economies will find its way into mining equities following a summer pullback in equity prices — but don't wait long.

We currently see two highly anomalous value gaps related to gold: 1) gold relative to other financial assets; and 2) small cap gold mining equities...

To us this illustrates an improved perception of mining equities.»

But O'Leary's fondness for the physical metal does not translate to mining equities, noting that investors are better off holding physical gold than the mining stocks.

Notwithstanding the value destruction that has resulted from the carpet - bombing of investors by equity issuance to finance ill - conceived capital programs, we find many reasons to consider investing selectively in gold - mining equities.

Gold - mining equities, which have been severely depressed by the four - year decline in the gold price, should also participate.

Every Metal & Mining equity, in fact, pays an annual cash dividend, and the yields on the big four are comfortably above the current median of 2.3 % for dividend - paying stocks in the Value Line universe.

This was a welcome development for Metals & Mining equities, as metal prices have been under pressure for most of 2011 and 2012, largely, we suspect, due to concerns about a recession in Europe, slowing growth in key emerging markets, especially China, and the sluggish pace of economic recovery at home.

Alternatively, should they hold gold mining equities?