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It’s Time For Gold Miners & Other Value Stocks

Summary:
Lyn Alden, Dr. Quinton Hennigh and Michael Oliver return as guests on this week’s program. Gold and Silver miners are the only non-financial sector in the S&P 500 that has been generating real positive free cash flows. Yet the value orientated gold shares are not performing anything like growth stock sectors, including IT. Lyn believes the tables may now be turning in favor of value stocks over growth stocks, in which case gold and silver miners should be nearing the time for their next major breakout. Lyn explains the drivers for value stocks as well as those for growth stocks. It will also be interesting to get her latest views on Bitcoin and crypto currency in general, and how she views those “growth” stocks relative to precious metals and energy stocks in general. The major gold and

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Lyn Alden, Dr. Quinton Hennigh and Michael Oliver return as guests on this week’s program.

Gold and Silver miners are the only non-financial sector in the S&P 500 that has been generating real positive free cash flows. Yet the value orientated gold shares are not performing anything like growth stock sectors, including IT. Lyn believes the tables may now be turning in favor of value stocks over growth stocks, in which case gold and silver miners should be nearing the time for their next major breakout. Lyn explains the drivers for value stocks as well as those for growth stocks. It will also be interesting to get her latest views on Bitcoin and crypto currency in general, and how she views those “growth” stocks relative to precious metals and energy stocks in general.

The major gold and silver miners that are producing strong profits are however running out of ore so they will need to find new large-scale deposits. One company that is showing early signs of a major gold and silver discovery is Eskay Mining. Dr. Hennigh provides an update on that company’s exploration progress, hopefully with some of the latest drill results. Michael provides his usual insights into stock and bonds markets with a focus on the precious metals markets.

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It’s Time For Gold Miners & Other Value StocksLyn Alden’s background lies in the intersection of engineering and finance. Ms. Alden has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility and has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Forbes, Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Street, CNBC, US News and World Report, Kiplinger, Huffington Post, and elsewhere. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.

Her website (https://www.lynalden.com/) provides investment research and strategy, covering stocks, options, precious metals, international equities, and alternative investments, with a specialization in asset allocation. 

It’s Time For Gold Miners & Other Value StocksDr. Quinton Hennigh is an economic geologist with 25 years of exploration experience, mainly gold related.  Early in his career, he explored for major mining firms including Homestake Mining Company, Newcrest Mining Ltd and Newmont Mining Corporation.  Dr. Hennigh joined the junior mining sector in 2007 and has been involved with a number of Canadian-listed gold companies including Gold Canyon Resources where he led exploration at the Springpole alkaline gold project near Red Lake Ontario, a 5-million ounce gold asset that was sold to First Mining Gold.  In 2010, Dr. Hennigh helped start Novo Resources, now a gold producer, by assembling its Australian exploration portfolio. He is Geologic and Technical Advisor to Crescat Capital. Dr. Hennigh obtained a Ph.D. in Geology/Geochemistry from the Colorado School of Mines.

It’s Time For Gold Miners & Other Value StocksMichael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, NYC. He studied under David Johnson, head of Hutton’s Commodity Division and Chairman of the COMEX.

In the 1980’s Oliver began to develop his own momentum-based method of technical analysis. In 1987 Oliver, along with his futures client accounts (Oliver had trading POA) technically anticipated and captured the Crash. Oliver began to realize that his emergent momentum-structural-based tools should be further developed into a full analytic methodology.

In 1992 he was asked by the Financial VP and head of Wachovia Bank’s Trust Department to provide soft dollar research to Wachovia. Within a year Oliver shifted from brokerage to full-time technical research. MSA has provided its proprietary technical research services to financial and asset management clients continually since 1992. Oliver is the author of The New Libertarianism: Anarcho-Capitalism. 

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