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)
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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 strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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John Robertson
PortfolioDirect
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
John Robertson
PortfolioDirect
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
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