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Readers' Mailbox: Part One Covering GDX, SLV, CQP, APOL, EDMC, DECK, MSFT And BAC

 May 29, 2012 03:20 PM
 

The information in this article is iStock Analyst take on different stocks. It is not intended to be advice, recommendations or endorsements of any investment or investment vehicles. Investing involves risk and you should consult with a financial professional before investing any money.

What's your take on GDX?

Thanks,
Bonnie

Market Vectors Gold Miners ETF's (GDX) chart doesn't look so good, not unexpected as gold has fallen from the stratosphere. The good news is that $40ish should provide solid support. It's been about as low the exchange traded fund has been since 2009.

While GDX has rallied recently, iStock wouldn't get too excited about jumping back in right now. The price could have a cap on it at the 50-day average around $46. The key for gold and other metals will be what the European Central Bank, Brazilian Central Bank, Chinese Government and the Fed do to combat economic weakness.

The battle is on between growth, or more commonly known as government spending, and austerity. That's the turf the elections in France and Greece were fought on, and the people chose the "promise" of growth. Almost the entire EU are begging the Germans to forego their prohibition on backing Eurobonds to stimulate this "growth."

Whether it is Eurobonds or "project" bonds, more debt and spending are likely coming, and with it inflation, which bodes well for GDX. Additionally, if this Friday's manufacturing news and unemployment numbers miss the target, rumors of a June QE3 (or some other form of digital money) are likely to hit a fever pitch. On the other hand, strong results will quell any thought of free fed money and kill any easing until possibly after the November election.

Finally, keep an eye on the dollar. If the Euro continues to slide, then the exchange to dollars will gain momentum. A rising dollar is not gold's friend at the moment.

For now, we would wait for Friday's economic numbers. We think there is a strong possibility to get back at $42.50 or lower. A close below $39, and we might run like hell away from it.

 

I am not a trader but i like to read and retired person just watching his savings which has been decimated in 2008 but since then has recovered some. I would like your opinion on iShares Silver Trust (SLV) if you can; it is going down, down, down. Please comment when you can.

Vinod

iShares Silver Trust's (SLV) story is essentially the same path GDX is on except the prices are different. In SLV's case, there are multiple points of resistance at $28. If the price can close above $28, then it's likely headed to $29, maybe a little ahead of its 50-day average of $29.76.

On the downside, we'd be real cautious if SLV closed much below $26. For the rest of the story, see above. Although, a continuing global economic slowdown could hit SLV harder than GDX as silver is used more in manufacturing.

 

Would be interested in your take on Cheniere Energy Partners LP.


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