The silver mining sector remains compelling. I continue to accumulate silver stocks through this quiet period of temporary weakness. One of my favorites is Coeur Mining Inc. (CDE), notes Peter Krauth, editor of Silver Stock Investor.
In recent letters, I indicated the reasons why I thought inflation would show up in a big way in the second half of this year. Well, we didn’t even have to wait that long. The US consumer price index came in a hot 3.8% in April, the highest since May 2023. That has caused longer term bonds to sell off in many developed countries.
Meanwhile, higher metals prices mean miners are the most profitable of all groups in the S&P 500 Index (^SPX), according to this excellent chart by my friend Tavi Costa.
As for Coeur, it is nearly 100 years old. Although it has made legacy payouts in the past, it is launching a regular dividend for the first time. The company announced a semi-annual dividend of 2 cents per share for the first half of 2026, reinforcing its updated financial policy introduced on March 23.
Importantly, the dividend reflects the company’s continued commitment to returning value directly to shareholders through a clear and consistent payout strategy.
As a significant silver and gold producer with seven wholly-owned operations in Canada, Mexico, and the US, Coeur is a core holding for the length of this silver bull market. I own shares because I expect organic growth from exploration and expanding production.
Recommended Action: Buy CDE.
