Adrian Day Asset Management
http://adrianday.com
Adrian Day, London born and a graduate of the London School of Economics, is the editor of Adrian Day's Global Analyst. His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."
Global Analyst Adrian Day reviews financials and preliminary reports from some major resource companies as well as developments at others. He also answers a reader's question on Newmont: is it a good buy after the sharp drop after its earnings?
Global Analyst Adrian Day focuses on the eagerly awaited resource estimate for Lara Exploration Ltd.'s (LRA:TSX.V) Planalto copper project, and how it might develop. He also looks at recent announcements from some other companies on his list.
Global Analyst Adrian Day looks at the current state of play for the gold market and explains why gold stocks are just at the beginning of their bull run. He also looks at recent developments from some of the companies on his list.
After extensive travel, including two conferences in the last few weeks, Global Analyst Adrian Day updates us on the news from companies on his list.
Global Analyst Adrian Day reports on a seemingly minor but actually significant development at one of his top holdings, as well as an opportunity to buy a global blue chip on sale.
Global Analyst Adrian Day looks at quarterly results from a couple of gold majors, as well as mostly positive developments at some others.
Global Analyst Adrian Day reviews three of his favorite junior exploration stocks, which he believes are all Buys.
Global Analyst Adrian Day comments on Jerome Powell's latest press comments and looks at recent developments from a few companies on our list of current recommendations.
Several resource companies provided preliminary fourth-quarter results, with mostly misses on guidance (notwithstanding higher production), higher costs, and weak outlooks for 2024. Global Analyst Adrian Day believes market reactions were overdone, however, making for some very good buys.
Global Analyst Adrian Day discusses revenue misses and new CEOs as gold companies turn a leaf on the old year.
Global Analyst Adrian Day reviews more of the recent quarterly results and other developments from more of the gold and resource companies on his list. Some of these (Barrick and Royal) are from the beginning of the month. Day didnt review all the companies last week, focusing on those with more significant news or that were "Buys" at the time. This week, he completes the review of quarterlies as well as companies with other developments.
Global Analyst Adrian Day takes a look at positive news from three of his favorite resource stocks.
Global Analyst Adrian Day reviews quarterly earnings reports from several gold companies, most of which were positive, notwithstanding some difficulties. Several are good buys, according to Day.
Adrian Day discusses the surprising dismissal of the CEO at one of his favorite gold royalty companies.
Adrian Day of Adrian Day Asset Management takes a brief look at the gold market, plus gives an update on recent developments from three resource companies.
Global analyst Adrian Day sells a couple of laggards to make room for new recommendations. He also provides brief updated commentary on several companies on his list.
The first contributor opinion of the year, Adrian Day reviews the year just ended and looks ahead for where to invest in 2023.