Copper Stocks To Play The Housing Recovery

As the main culprit responsible for the credit crisis and resulting Great Recession, the U.S. housing market has spent much of the last few years in the doldrums. The combination of shaky mortgage loans, falling home values, and rising foreclosure rates really took a toll on the overall sector. Over the last few years, housing-related stocks have seen their share prices dwindle as a lack of available credit, and general deleveraging has prevented many from home ownership. However, recent data may support a turnaround is in the works for the all-important sector.

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3 Commodities For A Housing Recovery

Homebuilders and other housing industry stocks have been strong performers in 2012 as low interest rates offset higher underwriting standards for home loans. The SPDR S&P Homebuilders ETF (XHB) rose more than 54% since the beginning of this year, while the iShares Dow Jones U.S. Home Construction ETF (ITB) is up more than 74% over the same period [for more housing news and analysis subscribe to our free newsletter].

Posted in Agriculture, Commodity ETF Analysis, Commodity ETFs, Commodity Producers, Copper, Industrial Metals, Lumber, Timber | Tagged , , , , , , , , | 4 Comments

Inside A Slaughter: Why Freeport McMoRan (FCX) Lost 16%

Trading in the overall market was relatively normal yesterday; your average worry about the fiscal cliff and Europe snuck their way in, but there was nothing out of the ordinary. That is, until you looked at Freeport-McMoRan’s (FCX) stock for the day. This major copper and gold producer was absolutely slaughtered, as investors participated in one of the nastiest sell-offs we have seen in recent weeks. But the  massive drop had nothing to do with the commodities they produce, but rather a questionable business move that left many scratching their heads [for more copper and gold news subscribe to our free newsletter].

Posted in Commodity Futures, Commodity Producers, Copper, Gold, Industrial Metals, Precious Metals | Tagged , , | 2 Comments

A Deeper Look At China’s Commodity Industry

Although the geographical size of China is perhaps not that difficult for North Americans to appreciate, their population is another matter. As China has become the second-largest economy in the world, it is without question transformed into an enormous force in the world’s commodity markets; so much so, in fact, that the recent commodity supercycle is now generally seen as a byproduct of China’s emergence [for more commodity news and analysis subscribe to our free newsletter].

Posted in Academic Research, Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Commodity Producers, Energy, Industrial Metals, Precious Metals | Tagged , , , , , , , , , , | 3 Comments

Top 3 Copper Miner Stocks by Market Cap

Copper has been known to mankind for thousands of years, and its multiple industrial and speculative uses has solidified its place in the global economy. We have grown to depend on this reddish-brown metal in our day to day lives as it can be found in our wiring systems, plumbing, circuit boards, automobiles, as well as in telecommunications equipment  [for more copper news and analysis subscribe to our free newsletter]. Copper’s numerous applications make the commodity a potentially lucrative play on both the manufacturing and industrial goods sectors. And for those who have a bullish outlook on copper prices and the mining industry, we outline three of the biggest gold mining and exploration companies by market cap.

Posted in Actionable Ideas, Asset Allocation, Commodity Producers, Copper, Industrial Metals | Tagged , , | 1 Comment

Three Commodities to Bet With Buffett

Warren Buffett, the Oracle of Omaha, is one of the most famous investors in the world. So when he makes a big bet, there are plenty of individuals who are willing to follow or are at least curious as to whether or not they should do the same. Buffett’s latest bet was placed in the U.S. housing industry, a market segment that has been rattled since 2007 and is still struggling to find a foothold. The famed businessman justified his bet by stating that he has watched every asset class besides housing for the last two years and now that markets have flattened, he sees housing with room to run [see also Why Buffett is Dead Wrong on Gold].

Posted in Agriculture, Commodity ETFs, Commodity Futures, Copper, Industrial Metals, Steel, Timber | Tagged , , , , , , | 5 Comments

Earnings Spotlight: Freeport McMoRan Copper & Gold (FCX)

Equity markets have been on a bullish streak all week as positive economic data on the home front coupled with encouraging developments overseas have helped to restore investors’ confidence. Positive momentum on Wall Street has translated into weakness for the U.S. dollar, helping commodities to inch higher across the board. With earnings season well underway, the spotlight shifts to mining giant Freeport McMoRan Copper & Gold and firm’s 2011 year-end results [see also 12 High Yielding Commodities For 2012].

Posted in Copper, Earnings Reports, Gold, Spotlight | Tagged | 3 Comments

The Guide To The Biggest Companies In Every Major Commodity Sector

Trading commodities has been popular for many years, as investors can use a number of different resources to gain access to their favorite commodity investments. But it was only a more recent development that commodities earned their keep in a long-term portfolio. Now, a small, but important, allocation to commodities is a necessity of any well diversified portfolio, as these investments offer a number of advantages such as hedging against inflation and maintaining low correlation levels to traditional asset classes [see also Commodity Investing: Physical vs. Futures].

Posted in Agriculture, Aluminum, Commodity Producers, Copper, Energy, Exclusive, Gold, Lumber, Silver, Steel, Timber, WTI | Tagged , , , , , , , , , , , , , , , , | 28 Comments
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