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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43006)	6/14/2011 12:20:09 PM
From: E_K_S	Read Replies (2) of 78652

7 Commodity Stocks to Consider on Current Weakness by: Alex B. Gray June 12, 2011 seekingalpha.com From the article:"...Terra Nova Royalty (TTT) is coming off a year of tremendous change in 2010. For an explanation of the events that have transformed Terra Nova into the company it is today, please read this previous article by Clemens Scholl. I believe that confusion over what the company really is and where it plans to go have held the stock price back. However, the company is starting to shed light on its current and future direction. After some positive notes from the year-end earnings release and conference call at the end of March, the stock got a nice boost jumping from under $8 per share to $8.88 before settling at $8.61. Since that time the stock drifted lower, falling below its preannouncement share price. The company then announced first quarter results and the stock again popped over $8 per share, but has drifted lower ever since. The company's primary driver of revenues is its commodities trading business, however it also has a royalty interest in an iron ore mine in Canada operated by Cliffs Natural Resources (CLF) as well as other investments. I believe the recent sell-off is not as much related to any specific commodity, but rather concern about the overall demand for commodities in the face of some weak economic reports...." ---------------------------------------------------------------------- Terra Nova Royalty (TTT) might make a good add to my other natural resource commodity stocks. Stocks mentioned in the article that I own: U.S. Energy Corp. (USEG) Anglo American PLC (AAUKY.PK) (This one ranks #5 in my portfolio) Noble Group (NOBGF.PK, NOBGY.PK) EKS

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