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Adrian Day

Owner, Adrian Day Asset Management
Contributor's Links: Adrian Day Asset Management
Adrian Day has been managing portfolios at his eponymous firm since 1991. He manages in global markets with a specialization in gold and resources, always with a focus on long-term global value. He serves as sub-advisor to the EuroPacific Gold Fund (EPGFX). A graduate of the London School of ...more
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1 to 13 of 13 Posts
Ares Capital: A Solid Buy For Income
Sunday, May 15, 2022 4:15 PM EDT
Ares Capital reported quarterly earnings down sharply from 58 cents to 42 cents. But that is misleading. Core earnings of 42 cents a share were less than last year’s by only 1 cent, and it followed a record 4th quarter.
In this article: ARCC Also: NLY
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Agnico Eagle: A New Look After Kirkland Merger
Sunday, March 13, 2022 5:30 PM EDT
Agnico Eagle Mines reported a miss on higher costs, while providing lower guidance than expected. Agnico is known as a conservative company, and it is no surprise that it would be cautious in forecasting production following the merger with Kirkland.
In this article: AEM
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Altius: "Positive Developments All Around"
Sunday, March 21, 2021 4:58 PM EDT
We see positive developments all around for Altius Resources; the company announced fourth-quarter revenues of almost $22 million, up 33% from the previous quarter.
In this article: ATUSF Also: LIFZF
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An Asset Manager's Perspective On Resources | Mining Over Canada
Monday, December 14, 2020 3:15 PM EDT
Discussing time-tested theories on investing in 'resources' and the coming impact on Canada as a result of the regime change in the US.
In this video: GLD
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A Look At Loews: The Sum Of The Parts
Tuesday, September 10, 2019 3:04 PM EDT
Loews Corp., a conglomerate run by CEO James Tisch, has seen mostly positive operating results from its holdings, particularly its largest, CNA Insurance, whose new business lines are developing well.
In this article: CNA, DO, L
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Gold Royalty Companies Are Attractive Despite High Valuations
Sunday, January 14, 2018 4:01 PM EDT
The royalty and streaming companies have a business model that offers far less risk than the mining companies while retaining much of the upside. Despite high valuations, they remain attractive investments.
In this article: FNV, WPM, RGLD, OR
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These High Dividend Stocks Are Attractive Now
Saturday, January 6, 2018 3:47 PM EDT
Business Development Companies traditionally offer high dividends. Right now, two of the best in the sector are offering safe yields of between just over 7% and 9.6%, Others, with yields up to over 10%, can be added to a basket of these companies.
In this article: ARCC, GBDC, GLAD, MRCC
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Central Banks And Their Role In Financial Turmoil
Tuesday, November 29, 2016 3:29 PM EDT
What are the causes and the effects of the policies of central banks and regulation on the economy and markets?
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Two Resource Companies Advancing Toward Goals
Monday, October 10, 2016 10:05 PM EDT
Money manager Adrian Day discusses two companies in his portfolio that he says have had meaningful recent developments, both positive and negative, and that he deems good buys.
In this article: FCX, AAU
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If You Want To Own Only Two Gold Stocks, Buy These
Monday, September 12, 2016 2:30 PM EDT
Franco-Nevada Corp. is the bluest of blue-chip gold companies, an originator of the royalty model for the gold industry. Royalties, and their cousin streams, provide exposure to gold mining without the high costs and risks of mining.
In this article: FNV, MIDLF Also: ABX, AEM, GG, NEM, TCK, GLNCF
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Double-Digit Yield Makes Risk Worthwhile
Tuesday, January 19, 2016 2:14 PM EDT
Largely overblown concerns have driven down the prices of Business Development Companies, so that several are now yielding in the double digits. Here, we recommend one trading at an almost 50% discount and yielding over 16%.
In this article: GLAD Also: ARCC, GBDC, GSBD, PSEC, MRCC
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The Next Royalty Powerhouse Is In The Making
Wednesday, August 12, 2015 3:46 PM EDT
A review and recommendation on a new company, already the third largest gold royalty company and set to become the next powerhouse in thesector.
In this article: FNV, RGLD, OKSKF Also: LIFZF, GG
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Buy When Others Are Selling, And Be Patient
Tuesday, July 28, 2015 2:50 PM EDT
Gold’s recent collapse has triggered some questions as to the cause of the weakness more fundamental that the extraordinary dumping of gold last Sunday night just as Shanghai was opening.
In this article: GLD
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1 to 13 of 13 Posts