Gold Fields Limited (ADR)

• Buying the Gold Slump

  By Reuben Brewer - May 2, 2013 | Tickers: ABX, GFI, NEM

  With a precipitous decline, gold fell more than 20% from its recent peak. That marks a gold bear market. Now is the time to start looking at gold miners.

  Losing its Luster

  Always volatile gold prices have been on a slow decline for most of the last six months. However, that descent picked up steam recently on economic news.

  GLD data by YCharts

  Usually, economic concerns drive up the price more »

• Feeling Contrarian? Gloomy Media Says to Avoid Gold Fields Ltd. (GFI)

  By Eben Esterhuizen - April 25, 2013 | Tickers: GFI

  A Contextuall sentiment analysis on financial news headlines shows that the media has turned bearish on Gold Fields Ltd. (GFI), but does this extreme pessimism trigger a contrarian buy signal?
  
  After all, wouldn't you want to buy into a company that only has to exceed the media's lowered expectations?
  
  Herd Behavior: The Significance of Extreme Investor Sentiment
  
  Overwhelming consensus on a company can drive stock prices beyond their more »

• One Investor's Trash is Another Investor's Treasure

  By Jon Quast - April 19, 2013 | Tickers: CAT, GFI, HLF, JBL, QCOR

  Have you ever been dumpster diving?  I have--it is a great past time.  One thing I've learned is that you never know what some people will throw away.  Sometimes there is a reason it is being thrown out, while other times you find something that proves the old adage: one man's trash is another man's treasure.

  This applies to the stock market as well.  Many an investor more »

• One Investor's Trash is Another Investor's Treasure

  By Jon Quast - April 17, 2013 | Tickers: CAT, GFI, HLF, JBL, QCOR

  Have you ever been dumpster diving?  I have.  It is a great past time.  One thing I've learned is that you never know what some people will throw away.  Sometimes there is a reason it is being thrown out.  Other times you find something that proves the old adage: one man's trash is another man's treasure.

  This applies to the stock market as well.  Many an investor more »

• 3 Gold Mining Stocks To Consider

  By Sammy Pollack - April 10, 2013 | Tickers: AEM, GFI, GG

  Over the past few months, despite the stock market's rally to an all-time high, shares of gold mining companies have been under severe selling pressure. However, at this point, in my opinion, it is time to consider buying some of these beaten down names. In particular, Gold Fields Ltd (NYSE: GFI), Goldcorp (NYSE: GG), and Agnico Eagle Mines Ltd (NYSE: AEM) 

  Dividend

  As shown by the chart below, GFI more »

• Battle Over Gold Miner May Set Stage For More Mining M&A

  By Josh Hutcheson - March 10, 2013 | Tickers: AGI, ABX, GFI, HMY, HL, KGC, AUY

  It is widely known that there has been a drop in mining M&A. Specifically, global mining M&A was down by a third last year, and year-to-date has declined by a further third over the same period last year, according to data provider Dealogic. That has quieted the activity and news flow in the sector despite share prices for some of the largest miners at some the cheapest levels more »

• Still Bullish on Gold

  By Bob Chandler - February 27, 2013 | Tickers: AU, ABX, GFI, IAG, GLD

  There has been a lot of bearish sentiment around gold recently. Citigroup analysts reported the metal may have hit its cycle peak and the SPDR Gold Shares ETF (NYSEMKT: GLD) was down around 14% from its 52-week high.

  The pessimism is understandable. After a high of around $1900 an ounce in 2011, the gold price has fallen back and been slammed vigorously each time it’s tried to return. Yet more »

• Dividend Yield Higher Than Bond Yields... Not A Good Omen

  By Reuben Brewer - February 21, 2013 | Tickers: DRI, XOM, GFI, OHI, RDS-B, SPG

  There was a time when investors demanded that equities yield more than bonds. The logic was that bonds were safer and, thus, should return less. Stocks, meanwhile, were riskier and should return more. The notion of capital appreciation killed that logic in the late 1950s.

  However, stock yields are now higher than bond yields for the second time in about five years. Does this mean that stocks are undervalued? Maybe more »

• Should You Be Betting With Paulson On AngloGold's Split?

  By Marshall Hargrave - February 12, 2013 | Tickers: AU, ABX, GFI

  Billionaire John Paulson, in his 2012 investor letter, stated that he believes that a split up of AngloGold (NYSE: AU)'s operations would unlock more value for shareholders, and I believe that's true. Paulson said this about the potential upside:

  Based on our analysis, AngloGold’s shares could increase in value by up to 68 percent if the company was to split its business into South African and non-South more »

• News Flash: Market Near All Time Highs, Watch Out

  By Reuben Brewer - February 1, 2013 | Tickers: ABX, GFI, PRU, RDS-B, TOT

  On Friday January 25th, The New York Times sent out a “Breaking News Alert.” It seems that the S&P 500 “...ended trading Friday above 1,500, just 5 percent shy of the record high of 1565.15 hit in 2007.” The newspaper describes investors as pouring money into stocks because they are “more afraid of missing out than of misreading Wall Street again.” Unless this time is different, investors should be frightened by this kind of breaking news.

• A Bear Talks Gold

  By Reuben Brewer - December 20, 2012 | Tickers: ABX, GFI, NEM

  I own several Hussman funds and, thus, make sure to read John Hussman's weekly market and fund commentary. Hussman has been a bear for quite some time, going so far as to suggest that we are currently in a recession. When he noted that Hussman Strategic Total Return Fund (HSTRX) had increased its exposure to gold stocks to 15% of assets, it meant he sees value in that segment right now.

• Hard Assets for the End of the World as We Know It

  By Reuben Brewer - December 20, 2012 | Tickers: GFI, RDS-B, TOT

  The bright guys over at PIMCO recently published an economic report that paints a pretty scary picture of the future, outlining the company's view of the so-called new normal. This slow growth, deleveraging world won't be an easy place to survive for any investor, let alone dividend focused stock investors. I took a look at that PIMCO Dividend and Income Builder Fund's (PQIIX) “hard asset” holdings to see where investors might hide from this doom and gloom scenario.

• Buy These Fallen Angels for Outsized Returns

  By Anh HOANG - December 12, 2012 | Tickers: AMD, CRR, GFI, INTC

  I often search the 52-week low list to generate investment ideas, while keeping in mind any stock may find itself no this list for a variety of reasons. It might be due to the deterioration in business fundamentals, or the overreaction of the market given short-term business headwinds. If the latter unfolds, it's certainly a prime opportunity to pick up good businesses at a discount.

  This time I set more »

• What’s the Best Way to Invest in Gold?

  By Meena Krishnamsetty - December 11, 2012 | Tickers: AU, GFI, IAG, NG, GOLD

  Billionaire John Paulson founded Paulson & Co. in 1994 and has become famous for his bets against subprime mortgages. Paulson’s strategy focuses on macro-themed investments rather than picking individual stocks. Paulson’s big themes in the past have been betting against banks during the financial crisis, and then betting on them during their recovery. Paulson’s most recent bet has been on gold, where in 2010 he made upwards of more »

• Lower Gold Crash Risks with Mining

  By Alvin Gonzales - November 14, 2012 | Tickers: AU, ABX, FCX, GFI, HMY

  The price of gold has been on a meteoric rise. Since 2002, the price of gold has risen by approximately 446%. Gold is often seen as an inflation hedge and with the current global economic problems (e.g. Europe mired in a debt crisis and the US fighting a large deficit), there are legitimate reasons to consider buying gold. However, the large past increases in the price of gold cast more »

• 5 Cheap Dividend Stocks Hinged on a Global Recovery

  By Meena Krishnamsetty - October 23, 2012 | Tickers: CLF, VALE, CRH, GFI, DOW

  The materials industry has been beaten down by an overall weak global economy. The materials companies we've chosen here range from commodities stocks to chemicals. We believe these companies are tied to global fundamentals, and although recent negative outlooks for global growth have placed pressure on this industry, we feel these companies are now on sale and pay relatively safe dividends that are much more appealing compared to treasuries more »

• Billionaire John Paulson's Favorite Gold Stocks

  By Meena Krishnamsetty - September 27, 2012 | Tickers: AU, ABX, GFI, IAG, GOLD

  On the back of QE3, commodities are sure to have an illustrious future, with gold having the potential to lead the way. Gold has largely served as an inflation hedge, with investors more recently using it as a way to make money, by betting on Ben Bernanke and the Fed’s attempts to jump-start the economy. As a third round of monetary easing became more of a reality, the CBOE more »

• Shiny Profits Await Investors in Platinum

  By Tony Daltorio - September 17, 2012 | Tickers: AGPPY.PK, PTM, PPLT, GFI, PGM, EZA

  It doesn't happen all the time, but sometimes it's easy for investors to make money just by scanning the international headlines. In South Africa last month, labor unrest in the country's mining sector came to the fore as a strike at a platinum mine became violent, resulting in the death of 44 people. 

  The country's labor unions have become more and more strident in their protests more »

• Gold, Africa and Barrick

  By Tony Daltorio - August 30, 2012 | Tickers: AU, ABX, GFI, GOLD

  In 2010, Barrick Gold (NYSE: ABX) floated its African subsidiary African Barrick (NASDAQPTH: ABGLY.PK) on the London Stock Exchange while retaining a 74% majority interest in the company. African Barrick is Tanzania's biggest gold producer with 17 million ounces in gold reserves. Despite this, African Barrick's stock has performed badly since listing – down about 30%.  

  The poor performance is due to poor production numbers – only about 700 more »

• Billionaire John Paulson’s Latest Stock Picks

  By Meena Krishnamsetty - August 23, 2012 | Tickers: AU, DLPH, GFI, HCA, GLD

  John Paulson is famous for two big calls: shorting the housing market at the peak of the bubble (which is what originally made him a billionaire and drew media attention) and buying gold in 2009 (which netted him a few more billions in 2010). He is a macro investor who goes after broad themes rather than generally trying to pick stocks. Paulson & Co. has had some rocky times since its more »

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