Category: General

A Tasty Dividend For The Hungry Investor

Posted on by The INO.com Team

Don’t let your mother or your wife see this latest stock tip. They might get jealous!

They might be great cooks, but seriously, you should take a good look at what’s cooking in the food industry. Especially if you’re a hungry investor.

Fatten Up On This

When it comes to my feature stock of the day, there’s more to it than a tasty dividend. But the dividend does provide a very healthy yield of 3.59%!

We’re also looking at a larder full of products and profits. Even if you think you don’t care for Chef Boyardee, Orville Redenbacher, Peter Pan, Marie Callender’s or Slim Jim, you have to like what ConAgra Foods is doing with its brands.

The company’s CEO, Gary Rodkin says ConAgra labels now appear in 97% of all American households. That’s an astonishing number!

But Rodkin isn’t done – far from it.
In the past, ConAgra’s strategy was to make giant acquisitions. Now he is still aiming at more acquisitions but he says he’s hunting for smaller targets that generate profits which appear almost immediately on the bottom line. Continue reading "A Tasty Dividend For The Hungry Investor" →

Are You a High-Stakes Speculator?

Posted on by The INO.com Team

I attended this year's New Orleans Investment Conference along with Doug Casey, Marin Katusa, and Casey Research's CEO, Olivier Garret. It was fun to see many old friends among the attendees and other speakers, but the most interesting thing was an experiment I conducted as part of my speech.

You see, there had been a talk earlier in the conference on picking "ten-baggers" (stocks that go up 1,000%). Now, there's nothing wrong with shooting for ten times your investment in a highly volatile stock. It's neither a crazy nor a hyped-up claim – we've had many ten-baggers in our portfolios, including Silver Wheaton (SLW) and First Majestic (AG). But it's not easy, and many of the nano-cap stocks that offer that sort of potential do the opposite and drop 90% – if not all the way to zero.

So I asked the audience to raise their hands if they wanted ten-baggers in their portfolios. About three-fourths of the audience put their hands up. I didn't take time to count the hands, but it was a lot of people – several hundred.

I then explained the realities involved: Continue reading "Are You a High-Stakes Speculator?" →

Weekly Futures Recap With Mike Seery

Posted on by The INO.com Team

We’ve asked Michael Seery of SEERYFUTURES.COM to give our INO readers a weekly recap of the Futures market. He has been Senior Analyst for close to 15 years and has extensive knowledge of all of the commodity and option markets.

Michael frequently appears on multiple business networks including Bloomberg news, Fox Business, CNBC Worldwide, CNN Business, and Bloomberg TV. He is also a guest on First Business, which is a national and internationally syndicated business show.

Precious Metal Futures--- The precious metals this week had extreme volatility across the board with gold higher 4 out of the last 5 trading sessions trading up another $5 coming off of session highs on profit taking currently trading at 1,732 an ounce rallying nearly $60 dollars in 5 days as a flight to quality has happened with the stock market falling out of bed this week as investors are flocking into gold as well as the United States treasuries. Gold futures for the December contract are higher than their 20 and 100 day moving average at this point right at a two-week high just after hitting a two month low last Friday as traders pour into the precious metal once again continuing its long-term bull market and short term choppiness while silver futures were also up 4 of the last 5 trading days and at a two-week high today after nearly hitting a two month low last Friday afternoon finishing down about $.95 and is now trading above the 20 day moving average which was 32.11 currently up $.40 today at 32.60 an ounce in a sideways to choppy market and in my opinion I thought silver futures were headed lower due to the fact of slower demand but gold prices continue to push up silver prices at this point in time so I have no recommendation for silver or gold. Copper futures which I have been very bearish in all my previous blogs and still remain very bearish with copper down another 300 points at 344.30 a pound right at two-month lows hitting major support while still trading far below its 20 and 100 day moving average on economic worries overseas curbing demand which is pushing copper prices near support at this point in time. Platinum futures for the January contract are near a two-month low trading at 1, 544 an ounce up around $10 an ounce this morning basically unchanged for the trading week still trading below its 20 day moving average of 1,580 but above its 100 day moving average still stuck in a sideways trend in my opinion I don’t like trading markets that go sideways so wait for a break out occurs before I enter this market on the short or long side. Continue reading "Weekly Futures Recap With Mike Seery" →

Perched on the Knife's Edge with Jay Taylor

Posted on by admin

The Gold Report: Jay, what investment themes are you focusing on in your newsletter?

Jay Taylor: I focus a lot on the huge credit deflation that the markets are demanding. Debt has become so large that it cannot be serviced with the amount of income available. The so-called solution requires the creation of more debt money. In a fiat currency system, money is debt.

At some point, total debt levels have to be wound down to levels akin to the normal levels of the past when total debt to GDP in the U.S. ranged between 175% and 225%. Following Lehman Brothers it grew to over 360%! These debt levels simply cannot be repaid from current income steams even with zero interest rates. Those debt levels are leading to tension in the banking system that bodes very well for gold because people are starting to lose confidence in the banking system and in the fiat monetary system itself. As long as credit deflation remains intact, it will be a very bullish environment for gold and gold mining stocks. Continue reading "Perched on the Knife's Edge with Jay Taylor" →

Updating the HUI-SPX Ratio

Posted on by The INO.com Team

There were reasons for the mind numbing gold stock correction out of the hysterical events of the 2011 Euro-led meltdown and its aftermath.  Take your pick…

  • Too many lousy gold mining operations not keeping on top of costs and/or execution projections.
  • Too many scammy smaller operations doing little more than issuing stock and telling stories needed to be weeded out.
  • Over bullish sentiment was that this time the gold bug true believers really were going to take Hamburger Hill as Europe’s implosion would be taking down the rest of the civilized world.
  • Highly strategic yet indirect manipulation of the gold miners’ product – a barbarous relic not welcome in an economic discussion by today’s monetary policy setting intellectuals – by a very overt (publicized) manipulation of the Treasury yield curve in Operation Twist.  I will spare you another chart of gold’s correlation to the curve.

There are more reasons, but now is a time for planning for what comes next.  Not crying over spilled nuggets. Continue reading "Updating the HUI-SPX Ratio" →