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 ... more

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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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S 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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Latest Comments
Buy When Others Are Selling, And Be Patient
6 years ago

That will be a future article. I did post the other day to buy Osisko. Will have others ahead.

In this article: GLD
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STOCKS I FOLLOW

ARCC Ares Capital Corporation
FCX Freeport-McMoRan Inc.
GAIN Gladstone Investment Corporation
GLAD Gladstone Capital Corporation
ITUB Itau Unibanco Holding S.A.
L Loews Corporation
LAND Gladstone Land Corporation
NDVLY NEW WORLD DEV CO LTD

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Work Experience

Education

The London School of Economics and Political Science (LSE)
BA
1968 / 1971
British History

Publications

Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks
Adrian Day
Wiley
10/05/2010

How to analyze and understand investment opportunities in the resources market

Investing in resource markets is quite different from other sectors–extreme cyclicality; very long cycles; huge corrections; continual mergers and acquisitions; and, huge capital needs. Written by industry pioneer Adrian Day, Investing in Resources: How to Profit from the Outsized Potential and Avoid the Outsized Risks details the factors that affect investing in resource markets, and how, if an investor understands those factors, the resource market can be a great place to realize very strong gains.