Adrian Day
Articles by Adrian Day
Globally, the picture is similar to the situation in the United States, with slowing economic recoveries, rising inflation, and for the most part central banks—and governments—without dry powder to fight any slowing. Interest rates are low...
To taper or not to taper, that is the question. So far, the Federal Reserve’s constant talk and threats of an impending taper have performed the job better than actually doing anything. Stocks are flat, gold is down, as are bonds. But...
Recommendation: Buy Pan American Silver Corp. (PAAS:TSX; PAAS:NASDAQ, US$28.63–28.64) with a limit of $28.70. This $6 billion market-cap company is the fourth-largest silver producer in the world, with meaningful production of both gold...
The Business Development Company sector has dropped from its highs, partly on realization as quarterly financials came out that the sector was ahead of itself, and also following dividend cuts at a couple of BDCs. Our holdings have avoided...
Loews Corp. (L:NYSE, 46.09) has finally made a long-awaited new acquisition, spending $1.2 billion of its $5 billion cash hoard to buy Consolidated Container Company, a plastic packaging manufacturer. If not exactly exciting, the company...
