Yet arguably the best thing about this wonderful and helpful book is that the ideas making up this book didn’t come directly ...
Joining me to share five tips for being a savvy investor next year despite the uncertainty is Christine Benz. Christine is ...
But betting on interest-rate movements is tough and not a durable investment method. A better practice than trying to ...
We maintain our fair value estimate at GBX 5,700 per share. Higher iron ore and aluminum prices are offset by a stronger British pound/Australian dollar exchange rate.
With strong demand from AI driving solid Q3 financial results and better-than-expected company forecasts, here’s what we ...
In a strong year for the broader market, dividend stocks are posting solid gains but lagging the largely growth-stock-driven ...
Mining generates roughly 75% of forecast midcycle group EBITDA from 2028. Glencore mines and produces a broad suite of commodities, led by coal. Other major commodity exposures are copper and zinc, ...
Vale is dominated by its exposure to iron ore which accounts for the vast majority of forecast midcycle group EBIT in 2028. Vale’s iron ore business is mainly located in Brazil and produces ore with ...
Fortescue increased production rapidly thanks to favorable iron ore prices, aggressive expansion, and historically low interest rates. Expansion from 55 million metric tons of capacity in fiscal 2012 ...
BHP is the world’s largest miner by market capitalization. Its main operations span iron ore and copper, with smaller contributions from metallurgical coal, thermal coal, and nickel. The company is ...
The company averaged ROIC in the 10 years ended Dec. 31, 2023, of about 4.5%. ROIC averaged around 6.5% in the five years ended Dec. 31, 2023, and we estimate that Agnico Eagle will generate a ROIC in ...
Mineral Resources has diversified its earnings streams and improved financial disclosure. In fiscal 2010, the company was a mining service provider and minerals producer as now. But disclosure ...