Q2 Earnings Scorecard: Commodity Stock Hits And Misses

2013′s second quarter earnings season was perhaps not what many analysts had expected, as companies across all sectors reported both hits and misses. In the commodity space, Alcoa had set the tone for the start of the season, beating estimates despite falling aluminum prices. And while other commodity stocks also managed to post better-than-expected results, some showed signs of weakness from this year’s commodity slump [for more commodity news and analysis subscribe to our free newsletter].

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Major Commodity Earnings This Week: Big Oil On Tap

As earnings season draws to a close, the commodity world will see, arguably, its most publicized week. The next five days will feature earnings from some of the biggest oil firms in the world, with a few other companies sprinkled in. Investors will be especially keen to see how the recent spike in oil prices has impacted these major producers. Below, we outline some of the most prominent commodity firms slated to report earnings this week [for more commodity news and analysis subscribe to our free newsletter].

Posted in Agriculture, Brent Oil, Data Releases, Earnings, Energy, MLPs, Natural Gas, Timber, WTI | Tagged , , , , , , | Leave a comment

13 High-Yielding Commodities For 2013

As many individual investors have taken a cue from professional and institutional money managers, alternative investments have gone mainstream – and commodities lead the trend. Interest in this asset class has exploded as individual retail investors have discovered commodities’ vast benefits, like low correlation to equities and bonds, inflation-fighting capabilities and their ability to profit from some of the world’s fastest-growing emerging markets. These benefits have made funds like the  PowerShares DB Commodity Index Tracking Fund (DBC) popular holdings in many portfolios [for more commodity news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Asset Allocation, Coal, Commodity ETFs, Commodity Futures, Commodity Producers, Dividends, Energy, Gold, Hard Assets, Industrial Metals, Lumber, MLPs, Natural Gas, Precious Metals, Steel | Tagged , , , , , , , , , , , , | 4 Comments

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

High Yielding Commodities: Beyond Energy

In a low rate and relatively uncertain economic environment, dividend yields have been the saving grace of many portfolios. A steady stream of income goes a long way, especially when markets are rocky, as they have been for the latter part of this year. But one problem that many commodity investors face is combining crucial exposure to the hard assets segment while still finding palpable yields [for more commodity dividend news and analysis subscribe to our free newsletter].

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The Largest Private Landowners in the U.S.

Buying and owning hard assets like farmland and timberland has been a popular investing method for many years. Unfortunately, it is too costly and difficult for the average retail investor, so it is often left to those who have access to a significant capital base. For those who can invest in land, it can often be one of the best investments you will ever make, as the potential for profit is quite large [for more commodity news and analysis subscribe to our free newsletter].

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13 Commodity Earnings You Can’t Afford to Miss

As we enter the latter half of earnings season, it is time for a number of the world’s biggest and most significant commodity-based firms to report their results from their most recent fiscal quarter. The figures they post as well as the guidance they provide will have not only a big impact on their stock, but some of the bellwethers will actually have an impact on the commodity itself. Below, we have compiled a list of some of the biggest and most important commodity firms to report earnings this week, all of which you should keep a watchful eye on [for more commodity news and analysis subscribe to our free newsletter].

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Timber Set to Soar Says Jeremy Grantham

Jeremy Grantham, famous for co-founding the Grantham Mayo Van Otterloo (GMO), has made a series of forecasts that investors may want to pay attention to. Grantham has become a household investing name with his uncanny predictions of numerous asset bubbles as well as his general knowledge of the financial world. According to Mr. Grantham, the next seven years will see timber outperform all other asset classes. The prediction laid out a 6.5% annualized return for this commodity, while other asset classes lagged behind [for more timber news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Timber | Tagged , , , | 3 Comments

Stocks to Buy For Hyperinflation

With the Federal Reserve firing up the presses for a third round of quantitative easing, it’s only a matter of time before more talk of imminent hyperinflation pops up. While calm discussions on the prospects of hyperinflation are rare (and there’s often a tinge of hysteria or paranoia around the topic), the reality is that the U.S. does have some disturbing trends working against it in terms of demographics, debt/deficits, and a policy of easy money that debases the fiat currency [for more inflation news and analysis subscribe to our free newsletter].

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Top 3 Timber Stocks by Market Cap

Timber/lumber has long been a staple commodity of the world, providing wood products for everything from the houses we live in to the paper we write on. As an investment, however, timber does not exactly scale the ranks of popularity. When most people think of commodities, assets like gold, natural gas, and crude oil are undoubtedly the first that come to mind. But timber has a compelling investment thesis that has roped in a number of individuals and institutions over the years [for more timber news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity Producers, Timber | Tagged , , | 1 Comment