1 May 2017
Where are we in the Cycle?
US GDP growth estimates reinforce the perception of a generally low
growth economy with periodic shifts above and below a particularly weak
trend. Meanwhile, higher gold prices rely more on a buoyant economy
than on market anxiety.
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Market Directions
Commodity market weakness comes despite a fall in the U.S. dollar
exchange rate as stocks offering technology applications drive indexes
higher.
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Portfolio Performance and Positioning
Large losses in previously strongly performing Phase I companies have
dominated returns in portfolio stocks as overall sector momentum has slowed.
No portfolio changes have been initiated as large cash positions are
retained through this period of relative weakness awaiting some
strengthening in market conditions.
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Stock Reviews and Rating Analysis
PortfolioDirect rating reports analyse the quality and risk
attributes of proposed mineral developments. Rating criteria apply to mining and oil and gas stocks at any stage of
development. PortfolioDirect uses a five point rating
scale to measure the risk adjusted quality of proposed mineral developments
or companies.
For company reports
& ratings...
The 'Steak or Sizzle' blog provides summary judgements on
the top performing ASX-listed resources stocks.
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Exploration Watch. Which exploration results are the most
exciting, the most disappointing and the most anticipated?
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