FQVLF
Selling First Quantum Minerals today in bear market rally
I still like my long-term thesis for copper miner First Quantum Minerals (FQVLF)--that copper prices will rise with a pick up in global economic growth and that when growth resumes the world will be looking at a shortage of copper. First Quantum has a lot of new...
First Quantum Minerals jumps 15% on speculation that “someone” is interested in an acquisition
Shares of First Quantum Minerals (FQVLF) are finally cheap enough to be drawing the interest of a possible acquirer. At least current management of the company thinks so. The copper miner, owner of Africa's biggest copper mine and the huge Cobre Panana mine that has...
Updating First Quantum Minerals in my Volatility Portfolio and making it #3 in my bottom fishing Special Report
First Quantum Minerals (FQVLF) is tricky for bottom fishers. If the challenge with Illumina (ILM), my #2 pick for my 5 Bottom Fishing Picks Special Report, Â is figuring out when the bad news will all be in the stock--hence making it a good buy for bottom fishers, the...
Materials stocks up today even as U.S.-China trade fears linger
I think the strong move in commodities stocks today has more to do with continued weakness in the U.S. dollar than it does with any renewed faith in growth in the global economy. After all the U.S.-China trade war doesn't look any more settled today than it did last...
Copper meeting bullish on projected supply deficit
The big Cesco copper conference in Santiago, Chile, has been remarkably bullish considering worries about global economic growth and the Chinese economy. That's because there looks like a significant gap in the development of new supplies in 2019 and 2020 that could...
Adding First Quantum Minerals to my Special Report: 10 Best Buy Stocks for after the bear–and to my Jubak Picks Portfolio
Tuesday January 22, I will be adding First Quantum Minerals (FQVLF) to both my Special Report: 10 Bust Buy Stocks for after the bear--and to my Jubak Picks Portfolio. The shares are already a member of my Volatility Portfolio. Although this Canadian copper miner...Good news and bad news on risk today after Trump-Xi “success”
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Trick or Trend: Will pain of the U.S.-China trade war stay focused on specific victims or spread to fear in the general market?
Our regular (or occasional or perhaps occasionally regular) Friday series ( actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Today,...
Adding shares of First Quantum to my Volatility Portfolio as a long-dated option on copper
When, way back on August 17, I started recommending going long copper on the increasing adoption of electric cars, I noted that the big uncertainty in this play was how fast demand for electric vehicles and charging stations would grow. Electric cars use more copper...Download Jim’s eBook for Free
