There’s more to come from the miners in 2017

Follow this link if this email is not displaying correctly DAILY BULLETIN Thursday 05 December 2017 There's more to come from the miners in 2017 by John Cornford | Commodities | 8 mins. to read The recovery in mining stocks took many by surprise in 2016. However, despite the renaissance, there is still a heavy weight of opinion against the mining sector. With this in mind, the contrarian in me is optimistic for continued outperformance in 2017. I know my writing here is too intermittent to update readers on investment timing (I warned as much in one of my blogs) so I missed suggesting taking profits when my various recommendations reached their peaks throughout 2016. Not that I'm claiming to call the tops. Except for the highest conviction stocks I hold, I usually take at least partial profits when I see a spike...   Click here to read the full story LATEST STORIES FROM OUR BLOG Kodal Minerals: Gap higher towards 0.35p by Zak Mir | Trading | 1 mins. to read One of the perennial issues facing small caps is to effectively garner the positive attention of private investors. As far as Kodal Minerals (LON:KOD) has been concerned, this looks like it is finally coming to pass.   Click here to read the full story Why 2017 could be BP's year by Robert Stephens | Commodities | 5 mins. to read BP is entering a new phase in its history, with it having drawn a line under the costly oil spill of 2010. Its valuation and yield have appeal in my view within a sector that remains generally undervalued.   Click here to read the full story Pantheon Resources: Sustained price action above 100p required by Zak Mir | Trading | 1 mins. to read A previous technical call on Pantheon Resources (LON:PANR) suggesting that below 100p the stock could fall to 50p was not exactly popular. However, the late 2016 dive towards 60p meant that this view was not too wide of the mark.   Click here to read the full story Star fund manager 'more excited' than ever about equities by Nick Sudbury | Funds | 5 mins. to read Most investment trusts normally trade at a discount to their underlying Net Asset Value (NAV), but there are one or two where the manager is so highly regarded that the shares generally change hands at a premium.   Click here to read the full story How I'm trading India's mini depression by Filipe R Costa | Economics | 1 mins. to read We are at a juncture where the full extent of India's massive demonetisation mess will be revealed as banks prepare for an assault at their physical currency holdings.   Click here to read the full story QUOTE OF THE DAY "Living at risk is jumping off the cliff and building your wings on the way down."                                                 Ray Bradbury MASTER INVESTOR VIDEO EXCLUSIVE LATEST EDITION OUT NOW The end of globalisation - we reveal the winners and losers Good morning Vietnam - Wake up to the next emerging markets star Small companies, big deals - the small caps punching above their weights Neil Woodford - The secrets of Britain's best-known fund manager Trumpanomics - What does it mean for your portfolio? Click here to download as PDF   Click here to read in ISSUU format Master Investor Ltd. Suite 88, 22 Notting Hill Gate London, W11 3JE T: +44 7515 542707 E: swen@masterinvestor.co.uk Share the newsletter: Follow us: Copyright © 2017 Master Investor Ltd, All rights reserved. Master Investor is a trading name of Master Investor Ltd. Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd. does not accept any liability for any losses suffered by any user as a result or any such descision. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news. Want to change how you receive these emails? Why did I get this | Unsubscribe from this list | Update subscription preferences