SBWorldphotography/iStock via Getty Images Introduction As I mentioned in my recent article about Amerigo Resources (OTCQX:ARREF) (ARG:CA), the largest position in my stock portfolio is French cabling specialist Nexans (OTCPK:NXPRF) (OTCPK:NEXNY). One major theme that I’ve seen time and time again while researching Nexans over the past several months has been a global shortage of…
asbe By Jon Forrest Little The quote and chart below is from Crescat Capital’s Tavi Costa. Mexico’s silver production is now declining double digits annually for the first time in almost a decade. Historical trends indicate that substantial contractions in new supply have presented excellent opportunities to invest in the metal. More importantly: Consider that…
halbergman Company Presentation Founded in 1998 and based in Dallas, Texas, Builders FirstSource (NYSE:BLDR) is a leading supplier of building materials and construction services in the United States. BLDR operates a network of distribution centers and manufacturing facilities across the country, serving customers in the residential construction, remodeling, and commercial construction markets. The firm operates…