REEL Hard Year & Top 10 Newsletter Writers for 2013
I just back from Vegas this weekend, and I am just glad to be alive: and I am not talking about Vegas, although a most memorable experience – except it is one of those shades of grey on how I got home…
On Thursday, December 18th, we hit a REEL* 52-week low of 268 points versus the year high on January 7th at 702 points — down -61.823%. So what was a girl to do? Well, for starters, I grabbed the next flight out of Toronto, just in time to miss a catastrophic ice storm and decided to try losing money the old fashioned way — gambling.
But here’s where it gets interesting… it appears we have hit the bottom of rare-earth hell and closed yesterday at 275 points, up an incremental +3%. Ka-ching?
I wouldn’t start celebrating just yet, but we can certainly begin the holidays on a positive note. All I have left to gift you for the holidays after this year is my sense of humor…and of course, the annual Top 10 Newsletter Writers List of the Year.
Frankly, there seemed to be no rush to get this out because many of these players are unable to counter this downward pressure market with headlines like ‘79% of TSX-V stocks now 10 cents or below.’ Even I, a humble cheerleader for the markets, have lost enough money this year that I am cringing at the lecture I am about to receive from my Father during the holidays on how to grow one’s savings, not deplete them.
So who do I think matters? Get ready…because there are a few very relevant players and I just may surprise you. For all of our clients, we will send them all of the contact information in a PDF for the 10 listed below next week…
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Drum roll please…
#1. Jim Dines. Ah dear, Mr. Dines… while I have yet to see you publicly hanging with women other than models from your agency at events (which I find very ‘80s), you are simply the best. Clearly the rock ‘n’ roll star in our industry, Jim is the closest thing we have to Mick Jagger in the resource sector, and all of my sources hold your intellectual prowess in the highest esteem. For the record, getting to Dines is more difficult than Jagger, and I used to settle for my people telling his people, hoping that the bottle with a message in it thrown in the ocean would make it shore side to one of his home…
#2. Doug Casey. I have listened in disbelief to some of his monologues over the years and yet, admired him for his seemingly irreverent style and refusal to filter his opinions, as Doug’s commitment to Libertarianism and civil liberties is second to none. He has more of a team style when compared to Dines (who is seemingly the one and only), and has a formidable talent for attracting the best in the business. Doug is accessible, but I would recommend approaching Marin Katusa or Louis James as they work 24-7 and make themselves quite available and are eager to know what is happening on the street. If you want to see Casey in his greatest state, the Casey Summits are where to find him.
#3. David Morgan. He is about integrity, hard work and reputation rising, and it was a great coup for us to have him write a bi-monthly column that is only published on InvestorIntel. For all of you dark horse lovers, David may be your favorite as well as he is quite charming. Don’t let his “I am just a humble country boy” mantra fool you. David has the ear of more than one billionaire, and perhaps the most powerful dbase in the industry. ‘If’ he likes you, you may get him to let you use this masterful electronic rolodex and garner his influence on the endless sites, interviews and even guest appearances in film (that seem to be gaining momentum). I have always been surprised at how he makes a company feel like they have his one-on-one attention and he listens, which makes him quite unique. Companies never leave without securing, at the very least, a powerful piece of wisdom. Email him, and he will respond accordingly.
#4. Jeff Berwick. Speaking off the cuff is the style of the most influential catalyst for a following in our industry, and you only have to hear Jeff speak — with his passionate investment style — and see the crowd of people gathering around him to appreciate that he has a magnetic draw from his audience. If you can get this rogue writer to promote your stock, it might very well be worth it as he has the dynamic energy of youth, and the American retail audience loves him. Just remember to throw back a red bull before you meet with him and you will be fine. He can really fire out the questions, so remember; it’s Jeff’s meeting when you’re in front of him, not yours.
#5. John Kaiser. He’s back on my list… and he’s back with a vengeance. I spoke with him when while amassing the notes and materials for InvestorIntel Report’s new client site, but I inadvertently deleted the top 8 or 9 companies that John says stand a chance of survival as this is his list, not ours. John may rise higher on this list again as his charting analysis appeals to many. I still recall how he was the first one in on rare earths in 2008 (before anyone). He’s like the seal of approval from the President — you can’t go wrong getting John onside. Expect to work for it though as he makes a Tennessee prison guard look like a walk in the park when he’s doing his due diligence. It’s impossible not to love him, but he certainly decides who he’s going to love.
#6. Byron King. Byron has a real winner with his new military subscription and plays to his impressive military service and superior understanding of the resource sector. Byron’s intellectual capacity makes him as smart if not smarter than anyone on this list, with a die-hard following that would literally go to battle to protect his honor. I had to assist him in leaving the Technology Metals Summit earlier this year as he had a group of half a dozen professional men who had been drinking chanting his name. Byron has the potential to be #1 depending on what happens with this market and is a true wild card, as he has a way of processing information that sets him apart from the others.
#7. Jack Lifton. I am placing InvestorIntel’s feature columnist in this top 10 list because I see Jack’s readership numbers and they are staggering, backing the old adage that there is no substitute for experience. Jack could easily break the Top 5 here with a regular column. The amount of feedback and shrapnel I get when we publish Jack is second to none. He literally brings in the brigade with his sharp commentary and does not rest until the point is made – and made well. With almost half a century in the business, Jack is one of the top lecturers and consultants in the world on market fundamentals of ‘technology metals,’ the term he coined to describe strategic rare metals whose electronic properties make our technological society possible — these include the rare earths, lithium and most of the rare metals. We will be featuring Jack Lifton in the new InvestorIntel Report we are rolling out in the New Year with a regular video commentary…
#8. Peter Schiff. Peter is one of the few investment advisors (not committed solely to the short side of the market) to have correctly called the current bear market before it began, or so we are told. As a result of his accurate forecasts on the US stock market, economy, real estate, the mortgage meltdown, credit crunch, subprime debacle, commodities, gold, and the dollar, he is becoming increasingly more renowned and influential. An expert on money, economic theory, and international investing, Peter served as an economic advisor to the 2008 Ron Paul presidential campaign…and he has YouTube videos galore to insure that you know his position.
#9. Brent Cook. ‘Turning rocks into money’ is the slogan of this independent exploration analyst with over 30 years of experience in both property economics and geology evaluations. Regarded as one of the best in the business (and one of the most feared and respected analysts), Brent’s a seasoned geologist, whose broad-based knowledge spans all areas of the mining business — from the conceptual stage through to detailed technical and financial modeling related to mine development and production. Brent is quiet and dangerous in that his opinions stick. He has a substantial dbase of the 1-50million dollar investors and I have watched him walk through events — carefully asking questions and listening. Brent understands what we would all prosper from if we did more of this…ask the right question and then listen.
#10. Thom Calandra. With a solid track record for identifying undervalued small and micro-cap companies, Thom was the co-founder and chief columnist of MarketWatch before it was sold to Dow Jones in 2005. After a few years off, he has launched a new newsletter for his substantial network that is impressive enough — he makes this list. An experienced industry leader, Thom is one of the most enterprising financial writers in the resources sector…he is accessible via email, and very approachable — especially if you share his passion for running.
Here’s to wishing everyone a very Happy Holidays and a safe, healthy and prosperous 2014!
(*REEL is the Rare Earth Leaders Index and is calculated daily by FTSE. This is the only industry standard index for the rare earth industry and is owned by REE Stocks Company Ltd.)
An accomplished entrepreneur and corporate finance professional, Tracy Weslosky is the CEO for InvestorIntel Corp. and the VP of Business Development for Bellotti Capital Partners ... <Read more about Tracy Weslosky>