E Maid Marion

*Spdr Gold, GLD, and the yellow metal are back in the black, over $190/sh and over $1900 per ounce. In an interview with Barron's, an ETF specialist from Aberdeen Standard, whose stock we own, talked up gold as a play for 2021.


*BofA-Merrill says the big winners in 2021 will be Mexico and Brazil viewed as high yield countries, and not growth ones. I am not so sure after I got rectifications in Portuguese and English from CCJCosan CZZ, that its ex-dividend date was wrong. We sold, but I am still on the press list. It fell 2.2%. today before recovering.

*Mexican Cemex is looking better, up 1.9% after it took its stake in CX LatAm to 93% of shares out, up from 73% earlier, according to Sentidocomun.com.mx with which we trade news.

*Canada's uranium Cameco splits analysts. Bank of Montreal raised its target price to C$18.5 from 16.5. RBC cut it to under-perform as too pricey. CCJ fell 3.71% to $12.99 so the bears win.

*Energy Fuels, UUUU, is up another 9.6% after it added rare earths to the uranium it already mines. It is our top win today.

*Chinese electric vehicle maker NIO rose to $45.3/sh after an options alert, a call expiring Friday. Now it is $44.77. The stock is periodically treated as a clone of Tesla with insufficient examination of the differences. It is Chinese and appeals to the country's car buyers. It offers a system for quick recharging of batteries which are leased rather than sold to them, using electricity surpluses at night. We sold 2/3 of our shares but I am hanging in there with the remainder.

*Pilot trainer CAE of Canada is up on news that Boeing will fund training to boost its sales. BofA upgraded its shares 2 notches to buy today. It is up 3.5% to $25.95. Patti the Biotech Maven found this one for us.

*Veoneer, the electronic offshoot of Autoliv, lost is chief tech officer today and the share dropped. We are out of both the Swedish firm whose primary listing is in the US.

*Kinder Morgan (KMI) was chopped to hold from buy by Crédit Suisse after its dividend cut because it is too dependent on carbon dioxide business using oil. Its EBITDA earnings before interest, taxes, depreciation, and amortization fell 8% but the stock fell 4x as much, wrote Jonathan Weber yesterday.

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William K. 2 months ago Member's comment

Interesting and educational today.