Nov 10 2010
The Bull Market Report, an online investment newsletter focused on long-term growth and income-generating stocks, has provided subscribers with coverage of rare earth metals, titanium, and molybdenum producers, including Molycorp (NYSE: MCP), Rare Element Resources (NYSE Amex: REE), Allegheny Technologies (NYSE: ATI), RTI International (NYSE: RTI), Titanium Metals (NYSE: TIE), Thomson Creek (NYSE: TC), and General Moly (NYSE Amex: GMO).
In addition to its daily newsletter and Recommended List of stocks, BMR publishes six earnings previews each quarter and several special reports each year. Its annual "High Yield" special report comes out before the new year, while its MLP special report comes out mid-year.
As a subscriber, you'll also gain access to our Recommended List of stocks, which was up 40% in 2009 and also outperformed the S&P by 15% in 2008. Through the end of October 2010, the Recommended List was once again beating the S&P, up 15.1% year to date.
In its daily report, BMR wrote: "While it is a true statement that China controls 95% of the market at present, it is different from China controlling 95% of the available supply, which it does not. It is currently the cheapest producer, however, hence its strong position.
Many of the rare-earth metals are actually more abundant than gold or copper. The difficulty with these elements is extracting them in an economical manner. There tends not to be a large deposit of one element over another; instead, many of them appear in the same vein and a mining company has to separate out the element that is in demand from the ones that aren't and then figure out what to do with the other stuff. It is part of what makes producing these elements costly."
BMR looked at the following topics, among others:
-- Why have rare earth metal stocks been so hot lately? Which company looks like it holds more promise, Molycorp or Rare Element Resources?
-- Does it look like a recovery in titanium is coming soon? Which titanium stock does BMR like best and why?
-- Why has molybdenum become another popular commodity? What industry is it tied to? Which molybdenum stock does BMR prefer, Thomson Creek or General Moly?
Source: Indie Research Advisors, LLC