Author Archives: Elliott Gue
POSCO: Poised to Pop
This South Korean-based steelmaker is well placed to benefit from the cyclical turn in the steel industry in the second half of the year, as well as continued growth in emerging economies coupled with operational efficiencies.
Steel Stocks Steal The Show
The recent gains of steel producing stocks could be a prelude to a rally in this sector. Now’s the time to consider the stocks of well-positioned steel producers, as demand for this crucial alloy picks up. We look at one Korean-based maker of high-quality steel whose prospects are particularly strong. Read More
Putting Food on the Table
Emerging market demand will put pressure on the global food supply for decades to come. These two companies dominate the markets for two of the world’s three key fertilizers.
Growth Catalyst
The global supply of palladium, a crucial autocatalyst, is expected to drop in 2012 for the first time in four years, while the automotive industry enjoys a third consecutive year of record global sales. This palladium pure-play stands to benefit from that imblance in supply and demand.
11/30/11: Gold Miner on the Make
This gold miner boasts rising production at its operating mines and several promising future projects.
The Next New Thing (in Gold)
This gold miner is on the make, with rising production at its operating mines and several promising future projects. Read More
May All Your Days Be Gold
Whether to invest in gold bullion or gold miners has been a debate among gold bugs for decades. In truth, investors need both. But history suggests that gold mining stocks will shine in the current market. Read More
Macroeconomics Move Metals
Metals and mining stocks have been hit hard by global economic uncertainty. But the selloff has been overdone and our Portfolio holdings are more enticing than ever. Read More
Rare Find
A recent pullback in prices doesn’t change long-term demand for rare earth elements.
7/27/2011: Lithium Play
This miner benefits from increased global demand for lithium. But its other mining operations are just as solid. Read More




