Adrian Day Asset Management
Adrian Day, London born and a graduate of the London School of Economics, is the editor of Adrian Day's Global Analyst. His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."
Today, expert Adrian Day sends a revised Current Positions table, updating dividends paid and current recommendations. Prices are as of early afternoon yesterday.
Expert Adrian Day reviews quarterly financials from several resource companies. Most are doing well, though costs are rising. But given recent rallies in stock prices, Day suggests, for the most part, holding rather than buying more.
Several companies on expert Adrian Day's list have either reported quarterly earnings or had other news. In the case of the larger companies, most have already pre-announced production or sales.
Expert Adrian Day believes the gold sector is picking up again and reviews two companies attempting to outbid Gold Fields in its proposed takeover of Yamana Gold.
Today expert Adrian Day discusses results from two core holdings, both doing well, according to him, despite cost inflation. Day believes you can use current weakness to accumulate a portfolio of blue chips.
Several resource companies on expert Adrian Day's list have reported their production numbers for the third quarter, with some positive surprises, though costs are rising.
Today, expert Adrian Day reviews the latest acquisition by Agnico Eagle Mines Ltd. and shares his thoughts on some of the resource companies on his list.
Expert Adrian Day looks at recent comments from central bankers and comments on the little news this week from Osisko Gold Royalties Ltd.
Expert Adrian Day takes a look at Federal Reserve policy after Jackson Hole and what it might mean for the markets, plus updates developments at some companies on his list.
Expert Adrian Day reviews the quarterly earnings reports from the remaining precious metals companies on his list, including Wheaton Precious Metals and Franco Nevada, among others.
More resource companies released quarterly earnings, but since in all cases production and other items had been pre-released, there were few surprises for expert Adrian Day.
Expert Adrian Day reviews recent quarterlies and other developments at some more of his favorite gold and silver companies.
Expert Adrian Day reviews results and developments from some of his favorite non-resource companies. He believes all three are solid dividend payers, and for investors seeking income attractive buys.
Expert Adrian Day discusses recent purchases from two royalty companies, as well as preliminary quarterly reports from several gold companies that he considers top buys right now.
Expert Adrian Day reviews updates at some of his favorite companies, including most recently the news between Altius Minerals Corp. and Lara Exploration Ltd.'s relationship.
Expert Adrian Day looks at the state of the market after this year’s 23% decline and discusses the risk of more possible downturn. Find out which companies he thinks are a buy — and which ones need to fly off your radar.
With Bitcoin going bonkers and the market in turmoil, Adrian Day says gold is a safe haven. Here are a few of his favorite companies that have throttled through the turbulence to top his list as Buys.
Today expert Adrian Day runs over the latest updates in deals and exploration from Midland Exploration, Orogen Royalties, and Fortuna Silver to tell you which ones he believes are a Buy.
Expert Adrian Day looks at likely outcomes for the Federal Reserve’s new, possibly hawkish, policy and reviews one of his favorite income investments. He also takes a moment to wish Her Majesty the Queen a happy Jubilee.
Altius Minerals appears to have numerous growth opportunities under its belt. Expert Adrian Day goes over the latest updates and some news in other promising resource companies.
Adrian Day recaps the recent news at some of his favorite resource companies, noting several good buys that emerged after the recent sector pullback.
In today’s Bulletin, analyst Adrian Day reviews the recent results from the big three royalty companies, all strong, with rock-solid balance sheets, but with a shortage of large projects in which to invest.
Gold rush or gold bust? Editor of Adrian Day’s Global Analyst, Adrian Day reviews rising opportunities and developments in gold stock.
Editor of Adrian Day’s Global Analyst, Adrian Day takes a look at the first quarter results of three gold companies they think are worth watching.
Editor of Adrian Day’s Global Analyst, Adrian Day shares his recommendation to sell this stock that is up nearly 60% this year.
Editor of Adrian Day’s Global Analyst, Adrian Day explains what he sees in the future for two gold companies and reveals his pick that had an $11.8m market value increase.
Adrian Day sees a significant lack of new discoveries in the mining business and says it's "good to see some majors making investments in exploration companies."
Adrian Day's Global Analyst discusses recent developments at some companies on their list, including a new agreement Barrick has reached with the government of Pakistan to allow it to proceed with a giant mine in that country. Also, there's a growing trend for brokerage firms to decide what you can and cannot buy.
Adrian Day discusses financials from three resource companies that released earnings last week; all reported record years.
Adrian Day discusses recent results and developments at several of his favorite resource companies, with some still good buys despite the recent rallies.
Adrian Day has been promising a few sells among the stocks on his list for some months now, to offset recent new buys and make room for new buys. Today, we have the first of those.
Adrian Day reviews two of his global investments, "one with a rock-solid dividend the other with an attractive if less certain yield."
A miner reports better earnings than expected and meets its guidance for the third year in a row, Adrian Day of Global Analyst reports.
Adrian Day reviews two of the high-yielding stocks on his list; he notes that both are boosting distributions and are good long-term holdings for income-oriented investors.
Adrian Day of Global Analyst looks at Vista Gold's long-awaited feasibility study on its Australian gold project, and provides updates on a couple of other companies on his list.
Adrian Day of Global Analyst looks at the mostly favorable developments at some of the companies on his list, but also at the farce playing out in Mexico.
Adrian Day looks at companies that have made recent acquisitions and whether you should add them to your portfolio.
Adrian Day reviews updates from several resource companies and discusses whether this is the time to load up.
Adrian Day of Global Analyst takes a look at the macro picture in light of Fed Chairman Jerome Powell's more hawkish comments last week and also reviews recent developments at some companies on his list.
In this update, Adrian Day discusses some recent developments that occurred over the holidays, or otherwise got lost in the shuffle.
In a year-end bulletin, Adrian Day gives a brief reminder of the fundamental reason for each stock in his portfolio, as well as to note the largest downside or risk for each.
Adrian Day, in the Global Analyst newsletter, updates recent results and developments at several companies, large and small, with some current buys among them.
Adrian Day, in the Global Analyst newsletter, reviews developments at several companies, three of his favorite large miners and one favorite junior, all of which he says are at very compelling levels to buy.
Adrian Day, in the Global Analyst newsletter, discusses Franco-Nevada's diversification of royalty assets, as well as providing updates on other precious metals companies he follows, including one strong buy.
Adrian Day of Global Analyst delves into what the denial of the renewal of a mining permit in Mexico means for Fortuna Silver.
Adrian Day of Global Analyst discusses recent developments at several exploration companies and explains why he believes share prices may be lower before the end of the year.
Adrian Day of Global Analyst takes a look at Wheaton Precious Metals' holdings and also provides updates on several other companies.
In the second part of his quarterly review, Adrian Day, founder of Adrian Day Asset Management, discusses the macroeconomic situation in Europe, China, and emerging markets.
In his review of the past quarter, Adrian Day, founder of Adrian Day Asset Management, discusses recent moves in the resource markets and why he believes gold and gold stocks are positioned to rise.
In this review of the quarter, Adrian Day, founder of Adrian Day Asset Management, discusses the Federal Reserve's asset purchases, its talk of tapering them, and what that could mean for the broader markets.
Adrian Day of Adrian Day's Global Analyst discusses company presentations from recent back-to-back Colorado gold conferences. 15 specific companies are assessed.
The Global Analyst has been focusing on the senior producers more in the last many months, since they are undervalued and more certain to respond to a higher gold price. They remain good buys. However, many of the juniors have seen their stock prices slide and there are excellent buys in that sector. Below are three of our favorite resource juniors, all buys.
In today’s Bulletin, we follow-up with developments at some of the junior companies that we omitted from our last letter — all positive — and we comment on two popular music legends who have passed away.
Adrian Day of Adrian Day's Global Analyst discusses Pan American Silver and Fortuna Silver, two companies he believes, despite their rough patches, offer value to investors.
In Adrian Day's Global Analyst, Adrian Day writes about the major gold companies on his list that have held quarterly earnings calls or have other news to share.
In Adrian Day's Global Analyst, Adrian Day reviews recent developments and earnings reports at several companies, including some with high yields.
Adrian Day provides an update on Vista Gold and discusses companies in his portfolio that he sees as strong buys.
Adrian Day provides a brief recommendation for Pan American Silver, noting the well-known company has a "solid balance sheet and diversified long-life mines," and the time to buy is now.
Money manager Adrian Day looks at two factors that have been moving gold, and provides updates on several resource companies he believes are progressing in this strong market, with some "strong buys" among the group.
Money manager Adrian Day reviews how several companies, mostly resource companies, are making good progress in what he calls a "strong environment."
Money manager Adrian Day looks at recent results for four companies with results he says are, for the most part, positive.
Fortuna Silver made an all-share offer for West African miner Roxgold, and its shares promptly collapsed on the news. Money manager Adrian Day asks whether this is a good transaction for Fortuna, and what it might mean for the shares in the period ahead.
Money manager Adrian Day discusses developments at several companies, resource and otherwise. The selection includes some dividend-paying stocks, and includes several buys, including one strong buy.
Money manager Adrian Day takes a look at three non-resource companies, each with "good management, strong balance sheets and above-average yields." While he is not currently buying, Day believes all "are strong holds for long-term investors."
Money manager Adrian Day provides brief updates for a few of the companies he follows in the aftermath of conference calls with management.
Money manager Adrian Day reviews recent developments at gold and resource companies, noting that "by happenstance, this review includes most of my very favorite long-term resource holdings, all 'buys' at current prices."
Money manager Adrian Day reports on the two largest gold miners, both of which recently reported results, and also comments on how precious metals prices have reacted to other market forces, including Bitcoin, since the first of the year.
Money manager Adrian Day reviews the latest news from several of the gold and silver miners on his list, with several "buy" recommendations.
Money manager Adrian Day provides updates on two of the large royalty companies in his portfolio, both rated as buys.
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