COMMODITIES, GLOBAL, MONEY MANAGEMENT, STOCKS, STRATEGIES
Adrian Day
Chairman and CEO,
Adrian Day Asset Management
- Recognized Authority in Global & Resource Investing
- Pioneer in Promoting Benefits of Global Investing
- Manages Accounts in Global & Resource Stocks
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About Adrian
Adrian Day, a London School of Economics graduate, heads Adrian Day Asset Management, specializing in global diversification and resource equities. Mr. Day is the sub-adviser to the EuroPacific Gold Fund. His latest book is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks.
Adrian's Articles
Higher oil prices can affect gold-company margins, which have been remarkably strong and rising the last few years. But while these stocks may slip a little more, if you are not invested, you should at least start a position now in stocks like Agnico Eagle Mines Ltd. (AEM), says Adrian Day, editor of Global Analyst.
It has been a bumpy few months for Business Development Companies (BDCs), companies that lend money to small private businesses which are passed on to investors as high dividend yields. But I like one of the strongest, as well as one of the oldest and largest, Ares Capital Corp. (ARCC), says Adrian Day, editor of Global Analyst.
I am repeating my growth pick from last year, Lara Exploration (LRA.CA). The small exploration company focuses on Latin America and is advancing its main copper project, Planalto in northern Brazil, towards a sale, highlights Adrian Day, editor of Global Analyst.
Barrick Gold Corp. (GOLD) just agreed to sell its 50% stake in the Donlin project in Alaska for $1 billion. On the one hand, the project has not been advancing for years and is only 1% of Barrick’s NAV. But the project has large potential and today’s higher gold price justifies moving it forward, writes Adrian Day, editor of Global Analyst.
Adrian's Videos
Gold stocks are now trading at close to the lowest valuations in 40 years. Despite the high price of bullion, gold stocks are trading at lower multiples with higher yields than the S&P.
In this presentation, Adrian Day looks at why gold dropped from its late April highs and looks at the fundamental factors that will see it end the year at new highs. How to invest: bullion or equities? Major miners or juniors?
In this presentation, Adrian Day will look at the factors that have made gold move historically and explain why everything is lining up for a great year (and more) for gold.
Adrian's Books
Adrian Day
Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks- Audiobook
Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks details how history and fortunes will be made in another extraordinarily rare investment opportunity that's happening right now.
Newsletter Contributions
Global Analyst
Adrian Day's Global Analyst, a premium advisory service distributed exclusively by e-mail.
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