10 July 2017
Where are we in the Cycle?
The latest U.S. labour market data throw up additional doubts about
whether policymakers understand the nature of the growth-inflation link upon
which their decisions are based.
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Market Directions
A modest boost for industrial metal prices has come from a declining US
dollar as a result of changing views about the policy outlook in financial
markets but the same changes have pushed gold bullion prices lower.
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Portfolio Performance and Positioning
The number of stocks with declining share prices exceeded the number
with rising prices in all three company categories in the past week.
Gains came primarily from the very largest stocks in the sector and those stocks whose prices had been unusually depressed
in the latter part of June. No portfolio changes have been initiated. Cash retention remains high.
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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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