Archive for Lorimer Wilson
Commodity Companies Index (CCI) Up 214% YTD!
Up until now investors, analysts and newsletter writers have relied on the price performance of the commodities themselves (such as gold, silver, crude oil, etc.), the Reuters CRB Commodity Index or the HUI, XAU, GDM or CDNX indices to determine the health, performance and trends in commodities.
Fortunately, for all concerned, a new index has been introduced that provides a much more all-encompassing mix of companies associated with a wide variety of commodity-related products. It is called the Commodity Companies Index (CCI).
Unlike the large-cap centric HUI, XAU and GDM indices and the nano-cap centric and less commodity-oriented CDNX index, the CCI…
12Nov2009 | Lorimer Wilson | 0 comments | ContinuedCurrent Gold:Silver Ratio Screams: Buy All Things Silver!
This article suggests that silver is undervalued compared to gold by anywhere from 10% to 50% based on historical gold to silver price relationships.
With primary secular bull or bear trends easily running from 10 to 20 years of the average investor’s 40 year investing lifespan it is crucial to identify optimal accumulation points within these primary trends to avoid prolonged periods of under-performance and potentially negative returns and to avoid dramatically reducing the number of productive years in which to build one’s fortune.
Within these trends are zigs and zags, up and down, and we can ride these medium term and…
5Nov2009 | Lorimer Wilson | 0 comments | ContinuedIntroducing the New Gold and Silver Companies Index (GSCI)
By: Lorimer Wilson
www.PreciousMetalsWarrants.com and www.InsidersInsights.com
To meet the growing needs of investors interested in investing in the broader, yet small-, micro- and nano-cap skewed, precious metals mining sector (i.e. the ‘juniors’) 4 new indices have come on the scene lately to wide acclaim. They are the Gold and Silver Companies Index (GSCI) and the Precious Metals Warrants Index (PMWI) and 2 all encompassing commodity-related company indices (i.e. also including commodities other than just gold and silver) the Commodity Companies Index (CCI) and the Commodity Warrants Index (CWI).
These new indexes are ideal supplements or even replacements for the HUI and the XAU which only track the…
28Oct2009 | Lorimer Wilson | 0 comments | ContinuedDoes the Adens’ $5,800 Gold Projection Suggests +5,000% Gains in Junior Equities?
By: Lorimer Wilson
www.PreciousMetalsWarrants.com and www.InsidersInsights.com
The only bull market we can compare the current eight year rise in the price of gold to is the ten year rise in the 1970s. The Aden sisters, Mary Anne and Pamela, have extrapolated the future price of gold using the same growth rate as in the ‘70s and applied it to the current bull market and reported their findings in their latest Aden Forecast. They determined that if one were to compare the bull market’s second rise from 1976 to 1980 to the current bull market we could see gold eventually reach $4,100 during the next…
20Oct2009 | Lorimer Wilson | 0 comments | ContinuedCan Gold and Silver Equities Expect +5,000% Returns Again?
With what has happened in the world of late and what will be unfolding in the next 5 years or so those few investors who fully understand the impact the current economic situation is going to have on future inflation, the USD, interest rates, the stock market, physical gold and silver and gold and silver stocks and warrants in particular are going to be in the unique position of being the benefactors of currently unimaginable returns and wealth. All they need do, as I like to say, is “Just prepare and prosper!”
Back in the mid- to late 1970’s, as gold…
6Oct2009 | Lorimer Wilson | 0 comments | ContinuedGold Continues to Underperform Against Related Assets
By: Lorimer Wilson
www.PreciousMetalsWarrants.com & www.InsidersInsights.com
In spite of the excessive, in-your-face, rhetoric in the hundreds, if not thousands, of newspaper and on-line articles this past week on gold bullion it does not warrant the hype – at least not yet. All one has to do is examine the performance of gold relative to the broad stock market indices and the various commodity-related indices to see that its rise above $1000/oz. is not really that impressive. Don’t get me wrong, I think gold has a very bright future but what has happened over the past week, other than the fact that it is closing…
14Sep2009 | Lorimer Wilson | 0 comments | ContinuedNikkei Comparison Suggests SP 500 of 1400 by End of 2010 – and 400 by 2014
By: Lorimer Wilson
www.PreciousMetalsWarrants.com and www.InsidersInsights.com
Merrill Lynch Asia (Bank of America) strategists Sadiq Currimbhoy, Arik Reiss, and Jacky Tang suggest that the S&P 500 could soar another 40% by December 2010 before it collapses completely based on a unique comparison with the Nikkei 225. (Before you reject this possibility out of hand please read the entire article.)
Were the S&P 500 to indeed rise by 40% then, by extension, precious metals stocks (as represented by the HUI and GDM indices) and their associated warrants (as represented by our proprietary PreciousMetalsWarrants Index) would top out at record highs as would gold and silver.
Uncanny Relationship…
1Sep2009 | Lorimer Wilson | 0 comments | ContinuedSome Commodity Related Securities Outpacing Gold 15:1 YTD
By: Lorimer Wilson
www.PreciousMetalsWarrants.com and www.InsidersInsights.com
Where should we be investing what is left of our hard earned money these days? As the table below reveals having bought a basket of commodity related warrants with a minimum duration of at least 24 months at the beginning of 2009 would have been the right choice. Such warrants are up 111.9% YTD, up 12.8% in the past month and up 11.7% in just the last week. That is 14.7 times greater than the 7.6% YTD increase in gold, 13.3 times greater than the 8.4% increase in the S&P 500, 5.8 times greater than the 19.4% increase in the HUI and…
30Jul2009 | Lorimer Wilson | 0 comments | ContinuedWorried about Future Inflation? Don’t Be. Just Prepare and Prosper
By: Lorimer Wilson
www.PreciousMetalsWarrants.com and www.InsidersInsights.com
As the table below depicts, commodity related stocks and their associated warrants are wasting little time recouping the major losses they incurred in 2008 and are already up 30% and 74%, respectively, YTD, even though they are currently suffering from the summer doldrums.
What is most impressive is that all this is being accomplished without inflation (we are presently experiencing marginal deflation), without a major increase in the price of gold (it is only up 3% YTD and down 4% over the past month) or other commodities and without a declining U.S. dollar In fact, the USD is actually up 5.3% YTD vis-à-vis the Canadian…
17Jul2009 | Lorimer Wilson | 0 comments | ContinuedCommodity Based Companies With Warrants Weekly Wrap-up: Silver Wheaton (SLW), Agnico-Eagle Mines (AEM), Kinross Gold (KGC)
By: Lorimer Wilson of www.InsidersInsights.com
Silver Wheaton buys Silverstone Resources; Kinross Gold buys into Millrock Resources and buys more of Underworld Resources; Agnico-Eagle buys Jennings property from North American Tungsten Corp; RBC Markets adds Kinross Gold and Pacific Rubiales to “20 Best Ideas” portfolio and deletes Thompson Creek; Pacific Rubiales to double production; Franco-Nevada and Agnico-Eagle obtain new financing; Blackmont Capital, UBS Securities, BMO Capital Markets, Cannacord Capital and Scotia Capital comment.
The database of www.PreciousMetalsWarrants.comreveals that the universe of commodity-related stocks with warrants of at least 24 months duration is limited to only 38 companies out of a total of 113. A description and week-ending July 3rd performance and news update of the 6 large cap…
9Jul2009 | Lorimer Wilson | 0 comments | Continued
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