The Monetary Digest
The Resource Investor



Featured Articles Inside This Issue:

Bet on Infrastructure Stocks – There is a lot of potential for traditional infrastructure stocks, as well as for green-energy stocks and other alternative plays that will benefit from Biden’s infrastructure proposal. Here are investments that should benefit from a potential spending surge from Washington.

Why You Should Consider Commodities – Commodities are good diversifiers in a portfolio because they are only about 30% correlated with stocks. All investors should have some exposure to commodities. That doesn’t mean buying them directly in the futures market. You can own exchange-traded securities that track broad portfolios of commodity contracts.

Bull & Bear’s Digest of Investment Newsletters – Buy/Sell advice from the world’s top-performing market timers, investment analysts, professional traders and money managers give their Top Stock Picks, Trading Strategies, Stock Market Trends and Precious Metals. Companies mentioned: Johnson & Johnson, Crocs, Winnebago, Skyworks Solutions, McDonalds, KonaTel, Royal Bank of Canada, JP Morgan Chase, Basel 3 Accords and more.

Gold: The Next Crisis, The Great Inflation – Both the dollar and gold are telling us that a perilous adjustment lies ahead – gold as an inflation hedge will protect us against the Great Inflation. Gold’s valuation is undervalued in an overvalued world. Buy/Hold/Sell advice for Barrick Gold, B2Gold, Centerra Gold, Eldorado Gold, IAMGold, Kirkland Lake Gold, Lundin Gold, Newmont and Yamana Gold by John Ing, CEO, Maison Placements Canada.

Microsoft Can Grow Earnings 14% Per Year – Analysts are projecting Microsoft can grow earnings 16% per year. Investor Advisory Service projects a more conservative 14%. Five years of this growth and an average high P/E of 33 could generate a stock price as high as $466.

2 Global Bank Stocks to Buy – Portfolio manager Margaret Samuel looks at a US bank and a competing major Canadian bank as potential investments against the backdrop of rising rates.

Bull & Bear's Newsletter Digest, Top Stock Picks, Market Insights

P&G Holds Appeal for Conservative-Minded Investors

Procter & Gamble’s stellar balance sheet ought to appeal to conservative-minded investors. It holds Value Line’s top marks for Earnings Predictability and Price Growth Persistence, and the dividend yield (recently 2.6%) is above the Value Line median.
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Will Basel 3 Boost Gold and Silver Prices?

The goal of the forthcoming Basel 3 Accords regulations is to limit the levels of risk that banks take on in the pursuit of profits, which would hopefully prevent a major worldwide financial crisis if markets turn negative. Part of the Basel 3 regulations that could be especially disruptive are those involving bank trading of precious metals.
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  ‘Gain of Function’
“I've now read quotes from Dr. Fauci years ago about his funding of 'gain of function' research. And apparently this was performed thru an intermediary (Peter Daszak) who helped set that up in Wuhan in 2017.” – Gene Inger, The Inger Letter
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  30 Top Stock Picks
That Billionaires Love

Here are 30 of the most recent top stock picks from the billionaire class. In each case, at least one billionaire – be it a person, hedge fund or advisory – has a substantial stake and/or added to its holdings. In most cases, these stocks are owned by multiple billionaire investors and billionaire investor firms. And while several of these investments are popular blue chips, others keep a much lower profile.
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  Investment Newsletter Profile: Investment Models, Inc.
Investment Models, Inc. specializes in Stock Market Timing. The email newsletter has a very impressive 40+ year track record and is consistently ranked a “Top Ten Timer” by Timer Digest. Business Week calls Rohrbach “The Zen of Market Timing.” The RIX Index alerts you to exactly when to get in and when to get out of the stock market. No guessing!
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  The Race for Copper, the Metal of the Future
The IEA sounds the warning bell on the global supply of key minerals – particularly copper. According to the IEA, copper will remain the most widely used metal in renewable energy technologies, notes Frank Holmes, U.S. Global Investors. Holmes updates progress at Ivanhoe’s Kamoa-Kakula in the DRC.
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  Stocks Continue to Push Higher
Stocks continue to push higher, towards the all-time highs at 4238. The pace of the advance has slowed, but there has been some improvement in the internal indicators that paints a more bullish picture in that regard than Lawrence McMillan has seen in some time.
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  Gold Rose to New Highs, Silver Strong Above $27
Gold rose to a 20 week high on May 26th, reaching its January highs, while gold shares are holding near their highs for the year posted last week. Silver is strong above $27 – Pamela and Mary Anne Aden’s Weekly Update.
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  Algonquin Power Provides Nice Defensive Hedge
While Generating an Income Stream

SmallCap Informer’s coverage of Algonquin Power & Utilities is a rare foray into utilities in the defensive super-sector. But in markets with very high valuations and resultingly few bargains to be found, it can be a good move to capture some dividends and slot a more defensive play into a portfolio.
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  Cashing In on the Final Frontier
You don’t have to be a Trekkie to appreciate the growing investment opportunities in space. The space economy, measured by revenues generated by space-related endeavors, could triple in size to top $1 trillion over the next 10 years. Here are three exchange-traded funds that focus on the space industry, although their approaches differ.
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  China Looks to Take the Lead in Digital Currencies
The global shift to government-issued digital currencies “is like the space race of the 1960s,” says Stanford GSB’s Darrell Duffie. Thanks to the volatility in Bitcoin prices, cryptocurrencies are mesmerizing the world.
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  Value Stocks, Bitcoin, Copper, Tesla and Lumber
Brent Wilsey, President, Wilsey Asset Management, comments on Value Stocks, IRS ruling on Bitcoin, Copper Boom, Tesla competition and Lumber prices.
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  Get Dividends Every Month
One way for income-hungry investors to keep cash flowing is to assemble a portfolio that shells out dividends every month. The idea is to assemble 12 stocks or funds with alternating distribution dates so that you never wait long for cash.
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  Platinum Set for Third Year
of Deficit as Industry Demand Surges

The World Platinum Investment Council said the global platinum market will be more undersupplied this year than it previously thought as economic recovery fuels a surge in demand from industry.
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The Next Crisis, The Great Inflation

Special Report: Gold is a unique asset. It is not represented by someone else’s liability. Unlike paper or even crypto currency, it cannot be created by a “click”. It can only be found by expensive mining methods. It is fungible like currency, and real, like property. It is a traditional store of value, particularly when everything else is so risky, states John R. Ing, President & CEO, Maison Placements Canada. Both the dollar and gold are telling us that a perilous adjustment lies ahead – gold as an inflation hedge will protect us against the Great Inflation. Gold’s valuation is undervalued in an overvalued world. Gold stocks continue to be attractive, says John Ing. Here are his Buy/Hold/Sell recommendations for Barrick Gold Corp, B2Gold, Centerra Gold, Eldorado Gold, IAMGold, Kirkland Lake Gold, Lundin Gold, Newmont Corp and Yamana Gold.
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  Resurgence of Uranium Exploration
in Saskatchewan, Canada

Numerous companies are currently on the hunt for uranium targeting near-surface, basement-hosted, high-grade uranium orebodies outside of the Athabasca Basin. Claims Available: 6 undrilled claims off eastern edge of Athabasca Basin.
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  Lithium Producers Grow Bullish as
EV Revolution Turbocharges Demand

Rising demand for lithium is stoking prices for the electric vehicle battery metal, fueling long-delayed expansions that still may not produce adequate supplies that automakers need to meet aggressive production plans.
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  Shortages, Low Stocks Risk Copper Spiking to New Records
Shortages of copper and dwindling inventories are likely to propel prices of the industrial metal to levels beyond current record highs, unless scrap supplies rise significantly. There is a risk that prices of the red metal spike to $13,000.
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  Berkshire Hathaway Earnings Jump in Q1 2021
Berkshire Hathaway reported the company’s net worth during the first quarter of 2021 increased 1%, or $4.8 billion, to $448 billion with book value equal to $293,627 per Class A share as of 3/31/21. Berkshire earned $11.7 billion in the first quarter, including $7.0 billion of operating earnings and $4.7 billion of investment and derivate gains.
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  Goldman Sees Commodities Rallying
Over Next Six Months on Strong Demand

U.S. bank Goldman Sachs expects commodities to rally another 13.5% over the next six months on a worldwide reversal of coronavirus curbs, lower interest rates and a weaker dollar, its commodities research team.
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  Put an Estate Plan in Place
Here’s a statistic that will raise a few eyebrows: The number of adults younger than 35 who have a will increased by nearly 70% over the past year, reports Caring.com in its 2021 Wills and Estate Planning Study.
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  Palladium Shoots to New Records
as Deficit-Fuelled Rally Reignites

Palladium prices have surged to record levels and many analysts expect a further run towards $3,000 per ounce as automakers ramp up purchases of the metal used to neutralise harmful exhaust fumes, worsening a supply shortage.
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Setting Up for a Supercycle?

A “supercycle” in the commodity market is defined as a multi-year and even decades-long period of time where a structural change in demand keeps supply constrained and prices elevated. Evidence is mounting that we are on the cusp of another cyclical boom for commodities. The Mosaic Co. has seen demand and pricing for its nutrients and fertilizers soar.
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  Spotlight on Two ETFs:
One Focuses on Value, the Other on Yield

Two exchange-traded funds for investors seeking value stocks or yield are spotlighted by two editors of Kiplinger’s Personal Finance. DSTL is a value fund with a twist and VWOB is a good choice for yield.
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  Humble Aluminium Can Shows
a Circular Economy Won’t Be Easy

When Coors introduced the first all-aluminium beverage can in 1959, it offered one cent on every can returned. The U.S. brewer knew it could recycle the used cans to make new cans at a fraction of the cost of virgin metal. Recycling uses only 5% of the energy needed to convert alumina into primary aluminium and you can reprocess the stuff almost infinitely.

  Invest in these Great Places to Work
Companies that treat their workers well are increasingly being viewed as good investments. Here are companies that are great places to work and great investments.
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  Silver Rush Creates Silver Scams
The Chinese are blowing up the web selling fake silver dollars. Anti-Counterfeiting Educational Foundation warns of surge in fake “silver” coins offered online.
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  U.S. Coffee Shops Will Only Return to
Pre-Pandemic Sales in 2023 – Report

U.S. branded coffee shops will only return to pre-pandemic sales levels next year after the COVID-19 pandemic wiped out nearly a quarter of their turnover last year, according to Allegra World Coffee Portal, a research and consultancy firm.
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How a Weaker Dollar Affects Your Portfolio

We rarely worry about whether the dollar is strong or weak relative to other foreign currencies, unless we have plans to travel abroad and need euros, yen or pesos. Even so, moves in the dollar can affect your portfolio in surprising ways.
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  Finding Value in Small Cap Stocks
A The argument for smaller companies used to be simple: Their shares are riskier, on average, than shares of larger companies, but they return more to investors. Consider these three small-cap funds with records of successful stock picking.
  Stocks for Green Investors
Here are some companies that are taking up the sustainability challenge and addressing pressing environmental problems – too much trash, scarce resources and increasingly intractable weather woes.
NASA-Astronomy-Picture-of-the-Day   Astronomy Picture of the Day
Discover the Cosmos – Each day a different image or photograph of our fascinating universe is featured, along with a brief explanation written by a professional astronomer. Plus an archive of previous daily APOD pages from the current date through January 1, 2015.
Discover the Cosmos
The Bull & Bear: Market Trends, Trading & Investment Ideas
5 Reasons to Fire Someone & How to do it ‘Right’
Roxi Bahar Hewertson provides decision makers at any supervisory level, exactly what they need to get it right every time they hire, develop, or fire someone. Learning how to navigate the hiring and firing process is a corporate essential.
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Tax Filing Tips
The Tax Treatment of Startup Expenses

With the economy improving, many business owners and entrepreneurs may decide to launch new enterprises. If you’re among them, be aware that the way you handle some of your initial expenses can make a large difference in your tax liability.
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  3 Things to Know After Filing Your Tax Return
Most people have filed their income tax return by now. But with the deadline for filing 2020 individual returns pushed out to May 17, you might not have filed yours quite yet. Or you might be taking advantage of extending your return to Oct. 15. Whenever you file, here are three important things to keep in mind afterwards.
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  Claiming the Home Office Deduction
Many people have found themselves working from home during the COVID-19 pandemic. If you’re one of them, you might wonder, “Can I claim the home office deduction on my 2020 tax return?”
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  Recovery Rebate Can Be Reduced
If You Owe Back Taxes, Child Support

Many people have found themselves working from home during the COVID-19 pandemic. If you’re one of them, you might wonder, “Can I claim the home office deduction on my 2020 tax return?”
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The Bull & Bear NewsWire

Doug Gerlach, editor of the award-winning newsletter, Investor Advisory Service, reports on companies that are reporting their quarterly earnings. The following companies are also tracked by IAS: Alphabet, Apple, CarGurtus, D.R. Horton, Facebook, and O’Reilly Automotive:

Alphabet Bullish on Long-Term Opportunities
The combination of economies reopening, returning advertising demand, and an easy comparison to last year led to great results for Alphabet. Sales for the first quarter increased 34%, 32% in constant currency.
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Apple Produced Blowout Results for Fiscal Q2
But Performance Only Met Expectations

Apple produced blowout results for its fiscal second quarter, but shares didn’t react as the performance only met expectations. Sales were $89.6 billion, up a staggering 54%, led by a 66% advance for the firm’s iPhone 12 family of 5G SmartPhones.
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CarGurus Posts Solid Q1 of Profitability
A solid first quarter of profitability coupled with rapid growth from the recent acquisition of CarOffer for dealer-to-dealer vehicle auctions propelled CarGurus shares up 14%.
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D.R. Horton Expects to Continue to Grow its
Business at a Double-Digit Pace into Fiscal 2022

D.R. Horton reported another string quarter as revenue in fiscal Q2 increased 43% while EPS advanced 95%. It expects to continue to grow its business at a double-digit pace into Fiscal 2022.
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Rebound in Online Advertising a Boon to Facebook
The rebound in online advertising has been a boon to social media, Facebook included. Sales for the first quarter grew 48%, 44% in constant currency.
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O’Reilly Reports Outstanding Record-Breaking Quarter
O’Reilly Automotive reported Q1 results well ahead of expectations, aided by a combination of favorable weather and the latest rounds of government stimulus. Strength was broad-based across both the do-it-yourself and professional categories as comparable store sales advanced nearly 25%.
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Ingrid Hendershot, CFA, founder and president of Hendershot Investments Inc., an investment management firm and editor of Hendershot Investments, newsletter regularly posts earnings estimates on companies held in portfolios. Companies reporting quarterly earnings are Regeneron Pharmaceuticals and Cognizant:

Regeneron Reports Strong First Quarter
Regeneron Pharmaceuticals reported a healthy 38% increase in first quarter revenues to $2.5 billion with net earnings surging 78% to $1.15 billion and EPS soaring 86%, on fewer shares outstanding, to $10.09. Adjusted EPS, which excludes unrealized gains and losses on investments and other items, increased 50% to $9.89.
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Cognizant Reports First Quarter 2021 Results
Cognizant reported first quarter revenues rose 4% to $4.4 billion with net income up 38% to $505 million and EPS up 42% to $.95. Revenue growth was driven by digital revenue growth of 15% which now represents 44% of total revenue up from 39% in the prior year period.
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Argonaut Gold Record Quarterly Production of Gold
Argonaut Gold Announces Record Quarterly Production of 59,704 Gold Equivalent Ounces, Record Quarterly Revenue of $105.3 Million and Earnings per Share of $0.09.
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Fortuna Silver Boosts Operating Income 2,144% in Q1 2021
Fortuna Silver Mines reported record first quarter 2021 net income of $26.4 million, adjusted net income of $27.5 million, and adjusted EBITDA of $60.8 million.
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Torex Gold Reports Strong Operational Start to the Year
Torex Gold Resources Inc. reported Q1 2021 gold production of 129,500 ounces, which is the Company’s highest first quarter of production on record.
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Franco-Nevada Reports Strong Q1 Results Record Revenues and High Margins
Franco-Nevada’s diversified portfolio outperformed in the first quarter generating record revenues and an 85% Adjusted EBITDA Margin. FNV revised their guidance and outlook and now expect 25% growth in revenue over the next five years.
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