Industrial Metals

Profit taking certainly played a large part in the past month’s sell-off. Another key factor was that rising U.S. interest rates in March prompted a rebound in the U.S. dollar against major currencies.

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We had speculated last month that both metal equities and physical metals were primed for a bounce, but we must admit we were surprised by the size of the bounce, particularly in the metal equities.

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If this is indeed just another technical sell-off, now could be a great time to add to both metals shares and physical metals exposure.

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Steve Leuthold’s commentary on how he would structure a defensive portfolio.

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Given the mostly positive performance in physical metals, profit taking was the likely culprit in pushing metal shares lower in December.

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Metals stocks quickly made back October’s losses, and more, during the November rally.  

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Physical metals experienced a deep sell-off on Wednesday Oct. 13th.  It was one of the largest single day drops ever in the base metals markets, prompting London metals traders to dub the day “Black Wednesday.”

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Metals were a great place to be in the month of September, especially the latter part of the month.

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After all the outrage over Enron and other accounting scandals, Congress is now working to over rule the FASB recommendations and guidelines regarding the accounting for options. They have clearly caved to the Tech lobby and their campaign contributions.

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The strong relative performance in Industrial Metals shares over the past four months provides evidence that investors are beginning to buy into the sustainability of the current uptrend in metals prices.

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The strong relative performance in Industrial Metals shares over the past three months leads us to believe that investors are beginning to buy into the sustainability of the current uptrend in metals prices.

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Terrorist threats, rising oil prices, the war in Iraq, and upcoming presidential election seem to have taken center stage against a backdrop of impressive corporate earnings momentum.

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The Industrial Metals group, our second largest Select Industries portfolio group holding, continued to rally in June.

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Industrial Metals group had nice rally after big decline in April. Early May increase in this portfolio group holding was very timely.

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There is a clear lack of attractive options in fixed income and we are increasingly skeptical about the REIT markets, as premiums and new offerings are at or near peak levels. Industrial Metals still offer outstanding opportunity.

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Even with a clearly improving economy, the deficit estimate for fiscal 2004 as been revised upward to $480 billion. Also, the investment survival value of opinion versus discipline and investing in actual physical industrial metals.

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