Three Stocks With Portfolio Potential

John Robertson

PortfolioDirect

This week’s PortfolioDirect investment report includes ratings for three companies with a rare attribute in common, namely, the potential for their operations to extend over several decades. The three companies are South Boulder Mines, Sheffield Resources and Medusa Mining. Long life assets are worth more partly because of the anticipated cash flows but also because their ability to operate across multiple economic cycles is valued by investors. Being able to transcend cycles provides a safety net for longer term investors and opens opportunities for such companies to be selected in a wider range of portfolios. Medusa Mining is already operating but South Boulder Mines and Sheffield Resources are classified as being in Phase I of the development cycle. They retain the risks that commonly go with companies in that stage of development. The PortfolioDirect weekly investment report is available here: (VIEW LINK)


MORE ON



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...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.