Gold Stocks To Play QE3

With QE3 now an announced fact, gold has come back into the spotlight. While the actual historical performance of gold as an inflation hedge is more mixed than some goldbugs realize, the reality is that gold has done pretty well during most prior periods of monetary stimulus. Moreover, with the ongoing uncertainty regarding the economic health and future of Europe, the United States, Japan and China, gold’s demonstrated value as a hedge against uncertainty may also come into play [for more gold news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Asset Allocation, Commodity ETFs, Commodity Futures, Commodity Producers, Gold, Precious Metals | Tagged , , , , , , , , , | 4 Comments

2012 Commodity ETF Launches: Winners and Losers

The ETF world cracked commodity investing wide open. It used to be that commodity exposure was left for active traders and hedgers who had the know-how and time to play the futures market, leaving the little guys out to dry. Now, investors have the ability to invest in anything from physical gold, to leveraged copper all through an ETF ticker. As 2012 has progressed we have seen a fair amount of new commodity products hit the market. Below, we list the commodity products that have emerged from the pack, and those who are still struggling to stay afloat [for more commodity ETF news and analysis subscribe to our free newsletter].

Posted in Actionable Ideas, Agriculture, Asset Allocation, Commodity ETFs, Commodity Futures, Energy, Industrial Metals, Precious Metals | Tagged , , , , , , , , , , , | 1 Comment

Which Gold Miner ETF Is Right For You? GDX vs. GDXJ vs. RING

In recent years, gold miner ETFs have become some of the most popular investment tools, offering “indirect” exposure to gold prices without the headache of futures trading or physically holding the precious metal. Considering today’s rocky environment, gold mining stocks can be a more appealing option than investing in physical bullion since these securities tend to generate meaningful cash flows. But like every other company, the profitability of gold miners depends on the price of the products they are selling, meaning that spot gold prices are a major factor in the cash flows of the underlying company. And with the evolution of the ETF industry, there are now a number of products that allow investors to add gold miner exposure to their portfolio with ease. Below, we outline the three most popular gold miner ETFs and which one will fit your investment objectives [see also Jim Rogers Says: Buy Commodities Now, Or … See the full story here

Posted in Commodity ETF Analysis, Commodity ETFs, Commodity Producers, Gold, Precious Metals | Tagged , , | 8 Comments

Thoughts On The New Gold Miners ETF

Interest in gold as a holding within long-term, buy-and-hold portfolios has skyrocketed in recent years, thanks to both the rapid price appreciation of the yellow metal as well as developments in the ETF industry that have made this asset class more accessible than ever before. In addition to physically-backed gold ETFs such as IAU and GLD–which have about $80 billion in assets between them–investors have embraced “indirect” exposure to gold miners through stocks of companies that discover, extract, and sell the precious metal. Because the profitability of these companies depends on the prevailing market price for the assets they sell, these stocks should tend to move in unison with spot gold prices–at least over the long run.

Posted in Commodity ETF Analysis, Gold | Tagged , , , | 3 Comments
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