Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (43006)	6/14/2011 12:20:09 PM
From: E_K_S	Read Replies (2) \| Respond to of 78655

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

To: Paul Senior who wrote (43006)	6/15/2011 12:42:24 PM
From: Madharry	Respond to of 78655

'I own a ton of it and there there is a dividend while you wait. I will probably be trying to ride out most of my commodity positions here. seems like the speculators have come up with a simple equation dollar strong = commodities weak. it all seems to be about day trading, macro, risk on or off, but meanwhile as far a i know ttt and als.to have a lot of cash to deploy if the oppportunities are there and cmp-un.to continues to sell at a 30%+ discount to NAV. the discount for AAB.to i think is more than that and there is a dividend there too now. I still would rather own hard assets than dollar euros or yen. But I have been very wrong in 2011 so far. I was in and out of SNOFF in about two days. when i read the article and the first rebuttal I thought there was a lot wrong with the short thesis, but the company saying that they had been advised by legal that they could not buy back shares seemed ridiculous to me . especially given all the option repricing that has taken place over the years. After reading more about how the company charged with valuing the timberland had sampled less than 1% of it made me very nervous so i bailed.