Three Stocks With Portfolio Potential

John Robertson


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)


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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