Mining Stocks

While sometimes risky, mining stocks can also be strong performers when commodity prices move up. However, due to the volatility of these stocks, Pat McKeough recommends that they only form a modest part of a well-balanced portfolio.

Canadian penny mining stocks are some of the riskiest stocks you can buy. These companies are trying to find mineral deposits that mine at a profit and such a find are exceedingly rare. Because of this, it’s even more important to look for investment quality in penny mines.

For example, we automatically rule out investing in penny mines that promote themselves too aggressively or do so misleadingly. The mine-finding effort is more likely to succeed if the managers focus on finding a mine rather than hyping their stock.

Junior mining stocks are usually smaller companies that typically take on riskier mining projects. However, if a junior mining stock is successful at finding and mining, it can mean huge returns for investors.

No matter what type of mining stocks, or other stocks you invest in, TSI Network recommends following our three-part Successful Investor strategy:

  1. Invest mainly in well-established, mostly dividend-paying companies;
  2. Spread your money out across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; Consumer; Finance; and Utilities);
  3. Downplay or avoid stocks in the broker/media limelight.

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Mining Stocks Library Archives
We continue to recommend all investors maintain some exposure to the Resources sector—typically about 20% of your total portfolio. That’s mainly because resource stocks act as a hedge against inflation.


To further cut your risk, investors should stick with producers, such as the three we analyze below, with large reserves and low-cost operations....
NEWMONT CORP., $37.27, remains a buy for long-term growth and as a hedge against inflation. The company (New York symbol NEM; Shares outstanding: 794.8 million; Market cap: $29.6 billion; TSINetwork Rating: Average; Dividend yield: 4.3%; www.newmont.com) has now re-opened its Penasquito mine in Mexico after the union representing its workers agreed to a new four-year contract....
TEGNA INC. $14 is still a hold. The company (New York symbol TGNA, Conservative Growth Portfolio, Consumer sector: Shares outstanding: 201.5 million; Market cap: $2.8 billion; Price-to-sales ratio: 1.0; Dividend yield: 3.3%; TSINetwork Rating: Average; www.tegna.com) owns 64 TV stations and two radio stations in 51 U.S....

Barrick Gold aims to keep adding to its gold production—but at the same time, it plans to keep acquiring what it sees as world-class copper assets to expand its output. We see the stock as a Power Buy.


BARRICK GOLD, $22.66, is a buy. The miner (Toronto symbol ABX; TSINetwork Rating: Average) (www.barrick.com; Shares o/s: 1.8 billion; Market cap: $40.8 billion; Dividend yield: 2.7%) is the second-largest gold producer in the world after Newmont Corp....
TECK RESOURCES LTD. $57 remains a buy. The company (Toronto symbol TECK.B; Conservative Growth Portfolio, Resources sector; Shares outstanding: 515.0 million; Market cap: $29.4 billion; Price-to-sales ratio: 2.0; Dividend yield: 0.9%; TSINetwork Rating: Extra Risk; www.teck.com) continues to examine ways to re-organize its operations into two separate firms—one would focus on metallurgical coal (a key ingredient in steelmaking), while the other would hold its copper, zinc and other mines.


The company cancelled a proposal to spin off the coal operations earlier this year due to shareholder opposition....

NEWMONT CORP., $40.66, remains a buy for long-term growth and as a hedge against inflation. The company (New York symbol NEM; Shares o/s: 794.7 million; Market cap: $33.2 billion; TSINetwork Rating: Average; Dividend yield: 3.9%; www.newmont.com) is the world’s largest gold miner, with major mines in North America, South America, Australia, and Africa....
The best way for investors to add gold exposure to their portfolios is with high-quality producers like Newmont, instead of buying gold coins and bullion, which come with extra costs for storage and insurance. As well, Newmont’s upcoming acquisition of Newcrest will add to its gold reserves and will likely reduce its operating costs once integration is completed.


NEWMONT CORP....
TECK RESOURCES LTD. $55 remains a buy. The company (Toronto symbol TECK.B; Conservative Growth Portfolio, Resources sector; Shares outstanding: 515.0 million; Market cap: $28.3 billion; Price-to-sales ratio: 1.8; Dividend yield: 0.9%; TSINetwork Rating: Extra Risk; www.teck.com) sold 6.2 million tonnes of metallurgical coal (a key ingredient in steelmaking) in the second quarter of 2023, down 1.6% from 6.3 million tonnes a year earlier....
ABB LTD. ADRs $37 (www.abb.com) remains a buy. This Swiss-based company is a leading maker of electrical transformers, transmission systems and circuit breakers for electrical utilities....
Demand for Major Drilling’s specialized services, especially from senior gold producers, including Australia’s largest mining companies, is now recovering. Meanwhile, Computer Modelling is benefiting from expanding oil and gas drilling in response to overall higher energy prices....