Here are the key points from this week's PortfolioDirect investment report with a link below

John Robertson

PortfolioDirect

Here are the key points from this week's PortfolioDirect investment report with a link below. There has been no improvement in the historically weak cyclical position - but no deterioration either. Rising corporate bond yields suggest no easing in capital availability for the sector. Market conditions have stabilised with some signals of further near term strength. Gold sector momentum remains weak. Sector gains have again been led by the larger stocks. The exploration end of the market has been the least buoyant. There were no changes to portfolio recommendations. (VIEW LINK)


John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

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