Tag Archives: stock

Nutrien: A Diversified And Strong Leader In The Fertilizer Industry

Posted on March 31, 2020 by Mal Spooner

Summary: Nutrien (NTR) is a diversified global supplier of fertilizer. An amalgam of two major companies – Potash Corp. of Saskatchewan and Agrium – the company will provide more stable earnings than its peers and the decline in valuations caused … Continue reading →

Posted in Random Thoughts, stocks | Tagged buy, coronavirus, fertilizer, maverickinvestors, spooner, stock, stock market, stocks, trend | Leave a comment

Nuclear is best solution to lower carbon emissions – and Cameco is dirt cheap!

Posted on March 27, 2020 by Mal Spooner

I was inspired to have a look at Cameco, one of the world’s largest miners of uranium, when I saw this news from the Energy Information Administration (EIA): Nuclear power plants play an important role in U.S. electricity generation, consistently … Continue reading →

Posted in Random Thoughts, stocks | Tagged buy, energy, environment, generation, maverickinvestors, spooner, stock, stock market | Leave a comment

Lessons Learned from the Great Recession!

Posted on February 11, 2020 by Mal Spooner

The following is a quote from the book I wrote as I rode my Harley across the heartland of America, contemplating the lessons I learned over 30 years as a money manager: “I picked two headlines published on June 30, … Continue reading →

Posted in markets, Random Thoughts | Tagged DJIA, economic, financial crisis, great recession stocks markets stock markets contrarian buy signal sell economy financial Spooner maverick maverickinvestors, Harley, lessons, markets, NASDAQ, recovery, stock | Leave a comment

Since when is the weather an economic barometer? Absurd!

Posted on March 27, 2014 by Mal Spooner

Most of the economic data we’ve been seeing (don’t forget it’s historical data) belies the common thinking that the weather has been dampening economic growth. The just reported U.S. GDP revision for the 4th quarter (up from 2.4% to 2.6%) … Continue reading →

Posted in markets, Random Thoughts | Tagged confidence, consumer, contrarian, economy, GDP, housing, indicator, industrial, investors, jobless, malvin, market, markets, maverick, maverickinvestors.com, monetary, mortgage, overvalued, production, rates, slump, spooner, stimulus, stock, tapering, unemployment, weakness, weather | Leave a comment

Are markets in denial? Recent history in one chart!

Posted on March 12, 2014 by Mal Spooner

Are we and the stock market in denial? Talk of a ‘double-dip’ recession seemed to grow quieter once the correction I predicted back in January ran its course and the market headed to new highs. I still adhere to my … Continue reading →

Posted in Random Thoughts | Tagged assets, bernanke, bonds, bullish, china, consumers, corporate, crisis, curve, curves, debt, deflation, earnings, economies, economy, equities, europe, European, expectations, fed, federal, inflation, interest, investor, liquidity, long, mal, malvin, margin, market, markets, maturity, maverick, maverickinvestors.com, profitability, QE, quantitative, rates, reserve, risky, s&p, short, sloping, spooner, stock, tapering, treasuries, treasury, yellen, yield | 1 Comment

TESLA will bring us World Peace? At this price it better!

Posted on March 2, 2014 by Mal Spooner

Based on the stock price performance, we should expect Tesla to bring about world peace. Exciting growth situations, and I’ve seen many of them in various industries over my long career, seem to defy gravity for extended periods of time. … Continue reading →

Posted in Random Thoughts, stocks | Tagged aapl, analysis, android, apple, automotive, battery, bloomberg, car, com, earnings, electric, estimates, expected, finance, financial, growth, industry, investors, lynch, malvin, maverick, maverickinvestors, model s, motors, peter, research, share, spooner, stock, tech, tesla, yahoo | Leave a comment

Canadian Stock Market earning a gold medal also?

Posted on February 24, 2014 by Mal Spooner

One rule of thumb that works is ‘follow the smart money.’ Based on the most recent data I’ve seen: In the three months to November, $20.4 bln flowed into equities, the fifth largest 3-month total on record, lifting year-to-date total … Continue reading →

Posted in Random Thoughts, stocks | Tagged analysts, Australia, buying, canadian, capital, china, coffee, commodities, economy, equities, europe, European, foreign, funds, G20, global economic growth, gold, inflation, inflationary, investment, iron, loonie, mal, malvinspooner, market, markets, materials, maverick, maverickinvestors.com, medal, mining, monetary, olympics, ore, raw, returns, Rio Tinto, soybeans, spooner, stock, stocks, U.S.$, weather | 1 Comment

First a correction; and then another banner year for stock markets!

Posted on January 8, 2014 by Mal Spooner

It shouldn’t be surprising that the current ‘mood’ just oozes caution. The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing in ‘his‘ creek) – at one moment the bear seems content and … Continue reading →

Posted in Random Thoughts | Tagged 500, adams, assets, bond, bonds, bubble, china, commodity, discount, earnings, economic, estimate, expectations, fair, gina, gold, Index, inflation, interest rates, investors, ISM, mal, malvinspooner, market, martin, maverick, maverickinvestors.com, momentum, optimism, overvalued, P/E, premium, price to value ratio, Price/Earnings, prices, ratio, revisions, risky, s&p, S&P500, spooner, stock, tapering, undervalued, value, yield | 8 Comments

Earnings surprises impotent; Earnings shocks potent!

Posted on July 30, 2013 by Mal Spooner

Evidence supports the notion that strategies targeting ‘earnings surprises’ are relatively impotent these days. I remember twenty years ago (long before these stats were tracked with near precision using quantitative techniques) it became abundantly clear to me that accurately predicting … Continue reading →