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Lufthansa, Silver Viper, TUI - does diversification and patience pay off?

After 6 months of Covid-19 restrictions the world we knew no longer exists. We have had to accept many sacrifices, but did we also feel a loss every time? No more vacation trips abroad and business had to be concluded online without personal contact. Suddenly things started to...

Capitalizing on copper: Silvercorp’s strategic diversification through Adventus acquisition

By Francois Kalos In recent weeks, global markets have experienced significant volatility, with some indices correcting more than 10%, largely driven by growing concerns of a potential recession in the US. For long-term investors, these fluctuations often present o...

Buzz on the Bullboards: New Coronavirus-Related King? DataMetrex Tops Charts

If the ongoing coronavirus pandemic has taught investors anything, it’s to take everything week by week in a volatile market. Last week, the markets were trending up and the effects of the pandemic seemed to have been overestimated. Fast forward to the big...

ConocoPhillips (COP): Playing the crack spread

There’s a lot of talk about diversification and asset allocation on this website, and rightly so. While diversification can limit large short-term gains, it also protects against large short-term losses. Since the markets tend to be unpredictable, it&CloseC...

It’s Time We Talked About Modern Monetary Theory (MMT)

Fans of the improvisational comedy program Whose Line Is It Anyway? may recall host Drew Carey describing it as “the show where everything’s made up and the points don’t matter.” Interestingly, if we replace “sho...

Uber's Green Competitor Is Riding A $30 Trillion Mega-Trend

If it's not green, it's not millennial--and that's a big problem for a company like Uber, or Lyft. Millennials love ride-sharing, but they don't appreciate the CO2 footprint that comes with it. The immediate problem for Uber is this: The next-generation of ride-sharing is ...

The Reign of the Royalty

Perhaps the most significant development in the mining industry over the past twenty years has been the rise of the royalty business model. For those unfamiliar, a royalty is the right to receive a percentage of production from a given mining operation—most often in the f...

Thinking North: Diversification and Trends

On June 20, 2019, I had the pleasure of being the keynote speaker for the eighth time at the Thinking North event. It was sponsored by Stockhouse, First Republic Capital, Ensign Capital Inc., Bantr Inc., DealMaker, FTMIG, CSE and Small Cap Power. The event held in Toronto...

Announcement of Binding Agreement on Salar de Arizaro, Argentina & Company

Lithium Chile: Announcement of Binding Agreement on Salar de Arizaro, Argentina & Company On Monday, Lithium Chile announced a very exciting addition to its Lithium Portfolio. This new property gives the company location diversification and an expedited timetable to fe...

A.I.S. Resources: A New Gold Prospect + Manganese Trading + Li Extraction Technology

In the midst of tax loss selling across many sectors—not just battery metals (lithium, cobalt, manganese, vanadium, etc.) but cannabis/hemp segments as well (and most other metals/mining/mineral sectors) — A.I.S. Resources Ltd. (AIS:TSX.V; AISSF:OTSQB) recently announ...
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