Jun 1, 2014 by Vladimir ZernovWhat's Next for Cliffs Natural Resources Inc?Cliffs Natural Resources continues to battle pricing headwinds with capital spending cuts.
May 31, 2014 by Vladimir ZernovWill the Auto Story Continue to Drive Alcoa's Shares Higher?Auto sheet revenue will continue to be a small part of Alcoa's total revenue in the coming years.
May 31, 2014 by Vladimir ZernovHow Low Can Yamana Gold Inc Go?Yamana Gold is an interesting but risky bet on gold-price upside.
May 30, 2014 by Vladimir ZernovVale SA's Latest Move Won't Help Coal ProducersVale closes its cost-inefficient coal operations, but this decision will not help coal prices.
May 30, 2014 by Vladimir ZernovIs the Market Too Pessimistic Over Chesapeake Energy's Spinoff?The spinoff of the oilfield services business looks like the right move for Chesapeake Energy -- but the market seems to disagree.
May 29, 2014 by Vladimir ZernovThere's No Immediate Risk for Seadrill Ltd's DividendWhile long-term risks continue to be present for Seadrill, there's little near-term pressure on the company.
May 29, 2014 by Vladimir ZernovCoeur d'Alene Mines Shares Will Soon Find SupportHigh costs are pressuring Coeur d'Alene Mines, but its shares have been overpunished.
May 26, 2014 by Vladimir ZernovWill Barrick Gold Corporation Restart This Stalled Project?There are first signs that Barrick Gold is ready to restart Pascua-Lama, but there is a lot of work ahead.
May 22, 2014 by Vladimir ZernovNucor Corporation Lacks Upside CatalystsNucor's upside is limited without improvements on the steel price front.
May 21, 2014 by Vladimir ZernovCan AngloGold Ashanti Ltd. Manage to Hold on to This Year's Gains?AngloGold Ashanti needs further improvements on the cost front if more upside is in store.
May 21, 2014 by Vladimir ZernovHow Much Upside Is There for Endeavour Silver Corp?Solid operating cash flow and growth prospects could mean upside for Endeavour Silver.
May 21, 2014 by Vladimir ZernovApache Corporation Is on the Right Track With Increased BuybacksIncreased share buybacks and a continued focus on U.S. onshore plays promise more upside for Apache shares.
May 19, 2014 by Vladimir ZernovHigh First Quarter Costs Don't Change the Outlook for First Majestic Silver CorpFirst Majestic Silver's second quarter costs will likely be lower, which will help to offset the decline in silver prices.
May 18, 2014 by Vladimir ZernovWhy Pan American Silver Corp Is Still a Strong Dividend PlayA strong balance sheet and solid growth prospects make Pan American Silver attractive for income-oriented investors.
May 17, 2014 by Vladimir ZernovShares of Mosaic Company Need More Catalysts for Further UpsideStalled fertilizer prices and the end of a buyback program mean that Mosaic shares could stall at current levels.
May 17, 2014 by Vladimir ZernovKinross Gold Corp Is Positioned for UpsideImproved costs and the Tasiast expansion project could mean upside for Kinross Gold.
May 17, 2014 by Vladimir ZernovNo Fast Results From Marigold for Silver Standard Resources IncMarigold mine could be a drag on Silver Standard Resources results this year as costs at the mine remain high.
May 16, 2014 by Vladimir ZernovGrowth Could Be Hard to Come by for Coeur d'Alene MinesWith a flat production growth outlook for this year and reluctance to spend on growth projects, Coeur d'Alene Mines' upside remains under question.
May 16, 2014 by Vladimir ZernovExpect More Deals From Silver Wheaton Corp This YearLow gold and silver prices offer new deal opportunities for Silver Wheaton.
May 15, 2014 by Vladimir ZernovHecla Mining Company Remains Vulnerable to Gold Price DownsideHigh costs at Casa Berardi gold mine make Hecla sensitive to the gold price downside.