NEM – Smarter Investing

Time to be bullish on metals and energy stocks

Precious metals and mining stocks look strong as 2015 unfolds.

Strategies

Time to be bullish on metals and energy stocks

Mining stocks may be poised for a rebound

Outside of mining stocks, I'm staying cautious.

Strategies

Mining stocks may be poised for a rebound

Mining stocks are rising even as earnings stall.

Strategies

Why I’m keeping the pedal to the metal

M&A activity could provide a boost to the beaten-down sector.

Outlook

Will consolidation help bring gold miners back from the dead?

In 2014, I’m dumping Microsoft and more upbeat on gold

I expect gold to rebound off the current depressed levels.

Outlook Strategies

In 2014, I’m dumping Microsoft and more upbeat on gold

Will gold miner stocks finally find redemption in 2014?

Recent rebound triggers latest turnaround calls.

Outlook

Will gold miner stocks finally find redemption in 2014?

Corporate earnings are what really matters now

Shutdown diminishes chance Bernanke or successor will tighten policy soon.

Strategies

Corporate earnings are what really matters now

James Hofmann September Monthly Investment Report (NEM, CCNE, FTR)

is is my August investment letter regarding my dividend value model (J:HDGB). As you know the models goal is to seek and attain above average dividend yield with some capital appreciation while minimizing market risk. I must admit that beating the index was not the intended goal of this model. However I am proud to point out that the model is still beating the S&P 500 as of September 3, 2010, which remains remarkably encouraging.

Strategies