Opinions

It’s still earnings season and countless businesses are reporting their financial results.  Echoing the strength in the auto manufacturing sector, American Axle & Manufacturing Holdings, Inc. (AXL) announced double-digit growth in its sales and bottom line.  As a leader in driveline and drivetrain systems for light trucks, sport utility vehicles

The rare earth elements sector is smaller than it was a few years ago, and Chris Ecclestone, mining strategist with Hallgarten & Co., thinks it needs to get smaller still. The only way to succeed, he tells The Gold Report, is by finding the right-sized project with the right REEs. He also

With the stock market at its high, it’s more difficult to be a buyer. But when certain stocks break down because they got ahead of themselves, they can be worth a second look if the underlying businesses are still growing.  FARO Technologies, Inc. (FARO) out of Lake Mary, Florida is

I keep hearing about the economy improving, but I keep asking, where? I ask because the facts continue to say otherwise.  The U.S. Bureau of Economic Analysis reports gross domestic product (GDP) came in at just 0.1% in the first quarter of 2014. To remind my readers, in the fourth

I just went to fill up my gas-guzzling SUV, and what I paid was one of the highest bills ever. With oil prices managing to hold around $100.00 a barrel for West Texas Intermediate (WTI), the price of gasoline at the pumps continues to be absolutely insane—not as expensive as

It’s frustrating each morning to hear the anchors on the financial news channels say key stock indices are poised to open higher when you know the fundamentals are tormented…but it goes on day after day, week after week, month after month.  Dear reader, if there is one old adage I’d

The reckoning that’s going on in high-valued, former momentum stocks is continuing and if the trend continues, there should be some very good trades to be had.  One sector of the stock market that’s been consistently hot until recently has been the 3D printing area. It’s recent cooling off is

When I’m looking at the screens each day, I notice there’s some selling capitulation occurring that makes me think back to 2000, when the technology stocks imploded.  Now, while I doubt we are seeing a repeat of 14 years ago, you have to wonder about the mad dash to the

The current stock market risk continues to be high for technology and small-cap stocks. Yet with the selling, we are beginning to see some decent opportunities coming to the surface.  The small-cap Russell 2000 is down just over seven percent after previously being down by more than 10% in the

It’s just the same old story with stocks. One day they’re up; the next day they’re not.  If 2013 was a breakout year from the previous long-run recovery cycle, 2014 is a year of choppiness.  Stocks just can’t seem to latch onto any particular trend. A convolution of influences from

The most compelling argument for owning gold bullion I have ever heard…  A 63-year-old businessman went to a doctor complaining he had swallowed a bottle cap in anger after he had a fight with his wife. After a three-hour surgery, the doctors found 14 ounces of gold bullion in the

With gold hovering around $1,300 an ounce, there’s not much room for error, says Duncan Hughes of RFC Ambrian. In this interview with The Gold Report, Hughes counsels that investors should seek high-grade, low-cost projects with exploration upside in stable jurisdictions. He suggests three such companies in West Africa and another with

The housing market that lured institutional investors in during 2012 and 2013 is showing signs of cracking.  Before I go into more detail, you have to keep in mind that affordability is the key to the housing market and affordability for housing only increases once home buyers’ wages increase. Right

The spot price of oil has pulled back to the $100.00-per-barrel mark, but oil stocks are holding up extremely well and the price strength is almost across the board, from related services to the big integrated producers.  Earnings expectations for many within the oil group have been going up for

Metals prices have been trading sideways for some time. How can you make gains in your portfolio when commodity prices are in a stalemate? In this interview with The Gold Report, Thibaut Lepouttre, editor of Caesars Report, talks about ways to play metals from gold to copper and tungsten in

An economy is said to be technically in a recession when it experiences two consecutive quarters of negative gross domestic product (GDP) growth.  The biggest portion of the U.S. GDP calculation is consumer spending; then comes investments, government spending, and, finally, net of exports. By far, consumer spending is the

While I continue to favor the stock market as the top investment vehicle long-term, I am concerned about the pending rise in interest rates and bond yields; of course, higher bond yields translate into a viable option for investors to stash their capital aside from the stock market.  The Federal

First-quarter earnings results for Harley-Davidson Inc. (HOG) were good. The motorcycle manufacturer did a solid job boosting its bottom line on what was a decent gain in sales, particularly internationally. First-quarter earnings per share grew 22% to $1.21.  U.S. dealers sold 35,730 new motorcycles in the quarter for a three-percent

The restaurant sector is a fiercely competitive battleground for operators, especially at times when the consumers are careful about their spending habits, as my stock analysis suggests.  One of the top performers in the quick service market, based on my stock analysis, is Chipotle Mexican Grill, Inc. (NYSE/CMG)—the operator of

Despite the ongoing attack of the short-sellers, the fundamentals of gold and silver production are increasingly robust. ROTH Capital’s Joe Reagor tells The Gold Report why he believes the price of gold is steaming toward $1,500/oz, with silver prices following in the wake. Reagor highlights several junior precious metals miners