commodity stocks | Choose Stocks Wisely

Gold Stocks

I’ve had several people ask me lately about gold and gold stocks. It is an interesting topic, for sure. Since my book Choose Stocks Wisely is about stocks, today’s post will speak of the gold commodity (which is an investment itself aside from gold stocks) only as it relates to gold common stocks. Gold closed Friday at $1,324/oz. Many gold stocks are presently trading well below their stock prices sported not all that far back when gold prices per ounce were well below the $1300s. […]

March 10th, 2018|Balance Sheet, commodity stocks, gold stocks|2 Comments

Oil and Gas Companies, and the Balance Sheet

In my book, “Choose Stocks Wisely, I present my balance sheet method for investing which includes tests for balance sheet quality. A balance sheet needs to be amply liquid in terms of working capital and not overly leveraged (indebted), and ideally have assets largely tangible in composition. This week, I want to share some recent news articles concerning bankruptcies in the oil and gas sector. […]

May 20th, 2016|Balance Sheet, commodity stocks, oil and gas|0 Comments

Commodity Concerns Follow-up

I don’t know about you but rarely do I refer back to something I’ve already read like a blog post. Please let me encourage you to read the comments under the most recent post, “Commodity Concerns.” […]

July 27th, 2015|commodity stocks|0 Comments

Commodity Concerns

Let me start this post today by showing a comment received from Hewitt Heiserman following last week’s post on Heiserman’s book, “It’s Earnings That Count.”

“Dear Dr. Allen –

Thank you for the generous review. As you know, I am a big fan of your book, and your investing track record is a testament to the quality of your book’s advice.

If Bill (above) or any other readers want a free copy of a presentation I have given to many groups, “Ben Graham and the Growth Investor,” e-mail me at Hewitt.Heiserman@gmail.com, and I am happy to send you a copy. This presentation has many powerful ideas to improve your analytic skills.

hewitt”

[…]

July 25th, 2015|commodity stocks, value investing|3 Comments

Question Received About Oil Stock Investing

Since oil has been down (bouncing back some recently), there has been keen interest in finding deep value among the oil stocks. Very recently, I received a question from a reader of my book, “Choose Stocks Wisely,” who wondered if my strategy could be tweaked based on the industry sector. […]

May 22nd, 2015|commodity prices, commodity stocks, working capital|0 Comments

Oil and Gas; Gold and Silver

Will we face inflation; will we face deflation? What is going to be the result of the monetary printing press running full speed on and on?

We can find experts in both the deflationary and inflationary camps. Upon reading, they can both “sound” right. Personally, I think we are in uncharted territory. […]

December 12th, 2014|Balance Sheet, commodity stocks|2 Comments