Adrian Day

Adrian Day Asset Management
http://adrianday.com

Image: Adrian Day

Adrian Day, London born and a graduate of the London School of Economics, is the editor of Adrian Day's Global Analyst. His latest book is "Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks."

Recent Articles

Diversification Pays off for Franco Once Again 11/21/2022

Expert Adrian Day reviews quarterly financials from several resource companies. Most are doing well, though costs are rising. But given recent rallies in stock prices, Day suggests, for the most part, holding rather than buying more.

Eight Resource Companies You Need To Pay Attention to 11/08/2022

Several companies on expert Adrian Day's list have either reported quarterly earnings or had other news. In the case of the larger companies, most have already pre-announced production or sales.

Pan American and Agnico Team Up for Yamana 11/07/2022

Expert Adrian Day believes the gold sector is picking up again and reviews two companies attempting to outbid Gold Fields in its proposed takeover of Yamana Gold.

Nestle Continues To Execute as Profits Grow 10/31/2022

Today expert Adrian Day discusses results from two core holdings, both doing well, according to him, despite cost inflation. Day believes you can use current weakness to accumulate a portfolio of blue chips.

Six Resource Companies You Should Pay Attention To 10/24/2022

Several resource companies on expert Adrian Day's list have reported their production numbers for the third quarter, with some positive surprises, though costs are rising.

Mining Co. Makes an Unexpected but Attractive Acquisition 10/03/2022

Today, expert Adrian Day reviews the latest acquisition by Agnico Eagle Mines Ltd. and shares his thoughts on some of the resource companies on his list.

Powell Says Money Not Important for Inflation 09/12/2022

Expert Adrian Day looks at recent comments from central bankers and comments on the little news this week from Osisko Gold Royalties Ltd.

How Long Will the Fed Keep Going? 09/07/2022

Expert Adrian Day takes a look at Federal Reserve policy after Jackson Hole and what it might mean for the markets, plus updates developments at some companies on his list.

Mixed Results From Major Gold Companies 08/23/2022

Expert Adrian Day reviews the quarterly earnings reports from the remaining precious metals companies on his list, including Wheaton Precious Metals and Franco Nevada, among others.

Expert Says, 'Royalties Have Advantage During Price Inflation' 08/11/2022

More resource companies released quarterly earnings, but since in all cases production and other items had been pre-released, there were few surprises for expert Adrian Day.

Agnico Has Strong Quarter: Production Up, Costs Down 08/08/2022

Expert Adrian Day reviews recent quarterlies and other developments at some more of his favorite gold and silver companies.

Global Equities Offer Yields up to 8% 08/05/2022

Expert Adrian Day reviews results and developments from some of his favorite non-resource companies. He believes all three are solid dividend payers, and for investors seeking income attractive buys.

Franco and Royal Make Major Investments 07/25/2022

Expert Adrian Day discusses recent purchases from two royalty companies, as well as preliminary quarterly reports from several gold companies that he considers top buys right now.

Altius Invests in Lara Exploration 07/11/2022

Expert Adrian Day reviews updates at some of his favorite companies, including most recently the news between Altius Minerals Corp. and Lara Exploration Ltd.'s relationship.

What Is the Risk of More Downturn? 07/05/2022

Expert Adrian Day looks at the state of the market after this year’s 23% decline and discusses the risk of more possible downturn. Find out which companies he thinks are a buy — and which ones need to fly off your radar.

Adrian Day's Top Four Gold Buys 06/21/2022

With Bitcoin going bonkers and the market in turmoil, Adrian Day says gold is a safe haven. Here are a few of his favorite companies that have throttled through the turbulence to top his list as Buys.

Exploration Deals and Results at Top Resource Companies 06/13/2022

Today expert Adrian Day runs over the latest updates in deals and exploration from Midland Exploration, Orogen Royalties, and Fortuna Silver to tell you which ones he believes are a Buy.

Is the Fed's Newest Policy Hawkish? 06/06/2022

Expert Adrian Day looks at likely outcomes for the Federal Reserve’s new, possibly hawkish, policy and reviews one of his favorite income investments. He also takes a moment to wish Her Majesty the Queen a happy Jubilee.

Iron Ore Company Has Many Opportunities for Growth 05/31/2022

Altius Minerals appears to have numerous growth opportunities under its belt. Expert Adrian Day goes over the latest updates and some news in other promising resource companies.

Gold Pullback Creates an 'Opportunity to Buy' 05/24/2022

Adrian Day recaps the recent news at some of his favorite resource companies, noting several good buys that emerged after the recent sector pullback.

Analyst's Big Three Royalty Companies Have Strong Reports 05/10/2022

In today’s Bulletin, analyst Adrian Day reviews the recent results from the big three royalty companies, all strong, with rock-solid balance sheets, but with a shortage of large projects in which to invest. 

Gold Holds Steady, Analyst Says You Should Too 04/26/2022

Gold rush or gold bust? Editor of Adrian Day’s Global Analyst, Adrian Day reviews rising opportunities and developments in gold stock.

Good Full-Year Outlooks on These 3 Gold Cos. 04/20/2022

Editor of Adrian Day’s Global Analyst, Adrian Day takes a look at the first quarter results of three gold companies they think are worth watching.

Sell This Gold Stock 'While the Going Is Good' 04/15/2022

Editor of Adrian Day’s Global Analyst, Adrian Day shares his recommendation to sell this stock that is up nearly 60% this year.

Analyst Sees 'Growth Ahead' for These 2 Gold Firms 04/11/2022

Editor of Adrian Day’s Global Analyst, Adrian Day explains what he sees in the future for two gold companies and reveals his pick that had an $11.8m market value increase.

Analyst: Good to See Majors Investing in Exploration Firms 04/04/2022

Adrian Day sees a significant lack of new discoveries in the mining business and says it's "good to see some majors making investments in exploration companies."

Gold Co. Agreement Reached With Pakistan 03/29/2022

Adrian Day's Global Analyst discusses recent developments at some companies on their list, including a new agreement Barrick has reached with the government of Pakistan to allow it to proceed with a giant mine in that country. Also, there's a growing trend for brokerage firms to decide what you can and cannot buy.

Three Top Resource Companies Report Stellar Results 03/15/2022

Adrian Day discusses financials from three resource companies that released earnings last week; all reported record years.

The Potential for High Growth Is Real at These Companies 03/09/2022

Adrian Day discusses recent results and developments at several of his favorite resource companies, with some still good buys despite the recent rallies.

Sell Newmont Mining, Limit of 70.20, Analyst Says 03/04/2022

Adrian Day has been promising a few sells among the stocks on his list for some months now, to offset recent new buys and make room for new buys. Today, we have the first of those.

Two Defensive Investments With Solid Yields 02/27/2022

Adrian Day reviews two of his global investments, "one with a rock-solid dividend the other with an attractive if less certain yield."

Co. Scores Wins With Growth, Dividend, and Buyback 02/22/2022

A miner reports better earnings than expected and meets its guidance for the third year in a row, Adrian Day of Global Analyst reports.

Reliable Yields Well Over 7% Are Available With These Two Companies 02/17/2022

Adrian Day reviews two of the high-yielding stocks on his list; he notes that both are boosting distributions and are good long-term holdings for income-oriented investors.

Feasibility Report on Australia Gold Project Increases Reserves and Value 02/15/2022

Adrian Day of Global Analyst looks at Vista Gold's long-awaited feasibility study on its Australian gold project, and provides updates on a couple of other companies on his list.

Miner Whipsawed by Farcical Permitting Decision 02/11/2022

Adrian Day of Global Analyst looks at the mostly favorable developments at some of the companies on his list, but also at the farce playing out in Mexico.

Asset Acquisitions Continue at Gold Companies 02/01/2022

Adrian Day looks at companies that have made recent acquisitions and whether you should add them to your portfolio.

Should You Add to Resource Stock Positions Now? 01/24/2022

Adrian Day reviews updates from several resource companies and discusses whether this is the time to load up.

One Observer's Take on the Fed, Tightening and the Markets 01/19/2022

Adrian Day of Global Analyst takes a look at the macro picture in light of Fed Chairman Jerome Powell's more hawkish comments last week and also reviews recent developments at some companies on his list.

Progress at Several Top Resource Companies 01/12/2022

In this update, Adrian Day discusses some recent developments that occurred over the holidays, or otherwise got lost in the shuffle.

Analyst Takes Year-End Stock of His Portfolio 12/28/2021

In a year-end bulletin, Adrian Day gives a brief reminder of the fundamental reason for each stock in his portfolio, as well as to note the largest downside or risk for each.

Osisko Sees Record Revenues With Projects Advancing 12/13/2021

Adrian Day, in the Global Analyst newsletter, updates recent results and developments at several companies, large and small, with some current buys among them.

Top Miners’ Share Prices Compelling as Growth Continues 12/06/2021

Adrian Day, in the Global Analyst newsletter, reviews developments at several companies, three of his favorite large miners and one favorite junior, all of which he says are at very compelling levels to buy.

Large Royalty Company Shifts Talk on Diversification as It Grows 11/23/2021

Adrian Day, in the Global Analyst newsletter, discusses Franco-Nevada's diversification of royalty assets, as well as providing updates on other precious metals companies he follows, including one strong buy.

Market Overreacts to Silver Producer's Setback 11/16/2021

Adrian Day of Global Analyst delves into what the denial of the renewal of a mining permit in Mexico means for Fortuna Silver.

Exploration Companies Investors Should Take a Look At 10/26/2021

Adrian Day of Global Analyst discusses recent developments at several exploration companies and explains why he believes share prices may be lower before the end of the year.

Growth Ahead Seen for Company That Developed the Streaming Model 10/18/2021

Adrian Day of Global Analyst takes a look at Wheaton Precious Metals' holdings and also provides updates on several other companies.

Economic Recovery Is Slowing Globally 10/11/2021

In the second part of his quarterly review, Adrian Day, founder of Adrian Day Asset Management, discusses the macroeconomic situation in Europe, China, and emerging markets.

Resources Are In Correction Mode: What Will It Take for Gold to Move? 10/09/2021

In his review of the past quarter, Adrian Day, founder of Adrian Day Asset Management, discusses recent moves in the resource markets and why he believes gold and gold stocks are positioned to rise.

When Will the Fed Taper? 10/08/2021

In this review of the quarter, Adrian Day, founder of Adrian Day Asset Management, discusses the Federal Reserve's asset purchases, its talk of tapering them, and what that could mean for the broader markets.

CEOs Impress Up Close: Growth and Balance; Street Strength 09/26/2021

Adrian Day of Adrian Day's Global Analyst discusses company presentations from recent back-to-back Colorado gold conferences. 15 specific companies are assessed.

Midland, Vista, Lara All Make Progress on Projects, Are 'Best Buys' 09/08/2021

The Global Analyst has been focusing on the senior producers more in the last many months, since they are undervalued and more certain to respond to a higher gold price. They remain good buys. However, many of the juniors have seen their stock prices slide and there are excellent buys in that sector. Below are three of our favorite resource juniors, all buys.

Orogen Shows Its Flexibility, Moving Ahead on Many Fronts 08/26/2021

In today’s Bulletin, we follow-up with developments at some of the junior companies that we omitted from our last letter — all positive — and we comment on two popular music legends who have passed away.

Undervalued Silver Producers Present Investment Opportunities With These 'Very Strong Buys' 08/25/2021

Adrian Day of Adrian Day's Global Analyst discusses Pan American Silver and Fortuna Silver, two companies he believes, despite their rough patches, offer value to investors.

Royalty Companies Report Record Revenues 08/18/2021

In Adrian Day's Global Analyst, Adrian Day writes about the major gold companies on his list that have held quarterly earnings calls or have other news to share.

Adrian Day: Two Silver Company 'Best Buys' 08/05/2021

In Adrian Day's Global Analyst, Adrian Day reviews recent developments and earnings reports at several companies, including some with high yields.

Precious Metal Stocks with Strong Buys 07/15/2021

Adrian Day provides an update on Vista Gold and discusses companies in his portfolio that he sees as strong buys.

Adrian Day: With Stock Price Down, Silver Miner Is a Buy 06/22/2021

Adrian Day provides a brief recommendation for Pan American Silver, noting the well-known company has a "solid balance sheet and diversified long-life mines," and the time to buy is now.

What Is Driving Gold? 06/10/2021

Money manager Adrian Day looks at two factors that have been moving gold, and provides updates on several resource companies he believes are progressing in this strong market, with some "strong buys" among the group.

Resource Companies Advance in Strong Market 05/20/2021

Money manager Adrian Day reviews how several companies, mostly resource companies, are making good progress in what he calls a "strong environment."

Major Gold Companies Pay Off Debt, Advance Projects 05/12/2021

Money manager Adrian Day looks at recent results for four companies with results he says are, for the most part, positive.

Fortuna Makes Opportunistic Bid for West African Miner 05/06/2021

Fortuna Silver made an all-share offer for West African miner Roxgold, and its shares promptly collapsed on the news. Money manager Adrian Day asks whether this is a good transaction for Fortuna, and what it might mean for the shares in the period ahead.

Money Manager Provides Updates on Companies to Buy, Hold and Watch 04/30/2021

Money manager Adrian Day discusses developments at several companies, resource and otherwise. The selection includes some dividend-paying stocks, and includes several buys, including one strong buy.

Money Manager: Three Non-Resource Companies Warrant Investor Attention 04/07/2021

Money manager Adrian Day takes a look at three non-resource companies, each with "good management, strong balance sheets and above-average yields." While he is not currently buying, Day believes all "are strong holds for long-term investors."

Outlook Improving for Gold and Resource Companies 03/25/2021

Money manager Adrian Day provides brief updates for a few of the companies he follows in the aftermath of conference calls with management.

Royalty Companies and Explorers Are On Sale 03/11/2021

Money manager Adrian Day reviews recent developments at gold and resource companies, noting that "by happenstance, this review includes most of my very favorite long-term resource holdings, all 'buys' at current prices."

Gold And Miners Oversold, with Strong Outlook 02/24/2021

Money manager Adrian Day reports on the two largest gold miners, both of which recently reported results, and also comments on how precious metals prices have reacted to other market forces, including Bitcoin, since the first of the year.

Gold Miners Recovered from COVID but Stocks Undervalued 02/16/2021

Money manager Adrian Day reviews the latest news from several of the gold and silver miners on his list, with several "buy" recommendations.

Adrian Day: Royalty Company's New Game Plan Not Recognized By Market 12/21/2020

Money manager Adrian Day provides updates on two of the large royalty companies in his portfolio, both rated as buys.

Gold: What? Me, Worry? 11/30/2020

Money manager Adrian Day takes a look at several of his favorite gold companies, noting that while they are "quite apart in size," each has "great management, solid balance sheets and deep pipelines."


Recent Quotes

"Well financed, with over two years of expenses in the bank, VGZ is a strong buy."

— Article in The Gold Report by Adrian Day (2/7/18)
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"Wheaton Precious Metals Corp. is the new name for Silver Wheaton, a reflection of the fact that the majority of its revenues no longer come from silver."

The Gold Report Article by Adrian Day (5/23/17)
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"SLW is my favorite way to gain exposure to silver."

The Gold Report Article by Adrian Day (12/5/16)
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"FNV was able to take advantage of other companies' distress and get large, attractive, long-life royalties."

The Gold Report Interview with Adrian Day (11/30/15)
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"G is an example of a company continuing to advance and position for upside."

The Gold Report Interview with Adrian Day (11/30/15)
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"MD has added at least four new partnerships in the last 12 months."

The Gold Report Interview with Adrian Day (11/30/15)
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"PVG is advancing the Valley of the Kings project."

The Gold Report Interview with Adrian Day (11/30/15)
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"SLW is making smart deals right now."

The Gold Report Interview with Adrian Day (11/30/15)
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