Sequester - A general cut in government spending.

$FB - Up 2.4% from last Friday.   LinkedIn Replaces Facebook as Top Social Tool for Companies.

$ABX -  New 52-week low 29.33. Gold Will Play A Key Role In Emerging Global Monetary Order Seeking Alpha

$NEM - New 52-week low 39.56.  Goldberg promoted to CEO of Colorado-based Newmont Mining Corp. Denver Post  Harbinger news Buenaventura Profit Misses Estimates on Lower Output Bloomberg

$FCX -   Fitch rates Freeport-McMoran Copper & Gold Rueters

$RIOM - Rio Alto to Produce 190,000-210,000 Ounces of Gold in 2013 Marketwire

$CAT - Caterpillar Inc. (CAT) Is Still Not a Buy Motley Fool

Markets:

30-Year US Treasury Bond - 3.065 down from 3.155 last week. U.S. 10-Year Yields Fall Most in 6 Months on Bernanke Assurances Bloomberg
US Dollar Index - 82.28 up from 81.46 last week. Euro Falls Below $1.30 as Economic Weakness May Spur ECB Moves Bloomberg
Gold - 1,576.8 up from 1,574.3 last week. Western Investors Eyeing Economic Recovery, Weighing on Gold: WGC Kitco News

Copper - 3.4815 down from 3.533 last week. DJ Comex Copper at Three-Month Low as China Factory Growth Slows Trading Charts
Oil - 91.02 down from 93.36 last week. Ruble Drops to Lowest This Year as Crude Oil Slides on China Bloomberg

 

Northern Peru Projects and Exploration:

Sulliden Gold -  C$0.84 down from C$0.86 last week.

Tartisan Resources -  C$0.10 down from C$0.13 last week.

Candente Gold -  C$0.10 down from C$0.12 last week.

New Demensions Resources...Cenpa project on Equador border. See map
Sienna Gold -  C$0.265 up from C$0.255 last week.
Lupaka Gold C$0.35 same as last week.
Igor Project and the Callanquitas Discovery

Privately held companies:

Comarsa... FACEBOOK/COMARSA $FB

Disclosure: I intend to focus on selected gold mines in Northern Peru. This week I have positions in Barrick and Facebook. I prepared this article myself, and linked it to third-party articles and information published on the internet. I am not receiving compensation for this article other than from Google Adsense, my website www.leansupplier.com and the sale of my book The Lean Supplier and Google maps. I have no business relationship with any company whose stock is mentioned in this article.

US Dollar Rally Enters Fifth Week and Impacts Miners and Caterpillar

$FB - Down 4.4% from last Friday! Facebook Inc (FB) CEO Can’t Wait For Google Glass Value Walk

$ABX - Down 3.4% this week. Less than Facebook. Less than other miners and Caterpillar. 52-week low of 30.14 set 2/22/2013.  Ex-Div Reminder for Barrick Gold Corp Tuesday 2/26/2013 Forbes

$NEM - Down 6.6% this week. 52-week low of 40.44 set 2/21/2013.   Newmont Mining Beats Estimates; Raises Dividend (NEM) Dividend.com   "We return more cash per share and offer more leverage in our dividend policy than any company in the gold industry." Investor Relations Newmont

$FCX - Down 8.6% this week.  A Perfect Storm Brewing For Copper Mining Stocks Seeking Alpha

$RIOM - Down 7.2% this week. Rio Alto Mining (RIOM) Shares Enter Oversold Territory Forbes

$CAT  - Down 4.4% this week   Caterpillar Sales Down 4% in 3 Months to End of January 4-Traders.com

Markets:

30-Year US Treasury Bond - 3.155 down from 3.179 last week. 2 Million Homeowners No Longer Underwater on Mortgage: Zillow
US Dollar Index - 81.46 up from last week. US Dollar Rally Enters Fifth Week - What Could Derail It? DailyFX
Gold - 1,581.5 down from 1,610 last week. METALS OUTLOOK: Gold Market To Eye Italian Elections, Bernanke, Data, Sequestration Kitco

Copper - 3.533 down from 3.73 last week.  Focus: Copper open interest falling away. Kitco.
Oil - 93.36 down from 96.08 last week. Crude Oil Deluge to Hit U.S. Gulf Coast Motley Fool

Northern Peru Projects and Exploration:

Sulliden Gold C$0.86 down from C$0.88 last week.

Tartisan Resources C$0.13 same as last week.

Candente Gold   C$0.12 up from C$0.10 last week. 

New Demensions Resources...Cenpa project on Equador border. See map
Sienna Gold C$0.255 down from C$0.295 last week.
Lupaka Gold C$0.35
Igor Project and the Callanquitas Discovery

Privately held companies:

Comarsa... FACEBOOK/COMARSA $FB

Disclosure: I intend to focus on selected gold mines in Northern Peru. This week I have positions in Barrick and Facebook.  I prepared this article myself, and linked it to third-party articles and information published on the internet. I am not receiving compensation for this article other than from Google Adsense, my website www.leansupplier.com and the sale of my book The Lean Supplier and Google maps. I have no business relationship with any company whose stock is mentioned in this article.

Facebook winning over commodity shareholders?

$FB - This Week’s 5 Smartest Stock Moves: Facebook Inc (FB) and More. The Motley Fool

$ABX - Pascua Lama Construction Progress Photos — January, 2013  "...the company has been working with Fluor to carry out a more comprehensive top-to-bottom review. This review will be complete by our 2012 year-end results release; however, work to date suggests capital costs will be closer to $8.0-$8.5 billion, with first production in the second half of 2014."

$NEM - Newmont Appoints Dr. Elaine Dorward-King as Executive Vice President of Sustainability & External Relations 4-Traders

$FCX - Is Freeport-McMoRan Copper & Gold Inc. (FCX) Destined for Greatness? The Motley Fool

$RIOM - Rio Alto Mining and Emerging Stocks Drop as Apple Sales Hit Asian Suppliers Bloomberg

Markets:

30-Year US Treasury Bond - 3.179 up slightly from 3.167 last week.
US Dollar Index - 80.48 up from 80.21 last week.
Gold - 1,610 big drop from 1,667.2 last week. METALS OUTLOOK: Sentiment In Gold Changes; Watch Asian Activity" Debbie Carlson Kitco News

Copper - 3.73 down from 3.75 last week. Market Nuggets: Societe Generale: Copper Rises In Recent Weeks But So Do LME Inventories Allen Sykora of Kitco News

Oil - 96.08 up slightly from 95.76 last week. Report On Industrial Production: Crude Oil Output Reached A 20-Year High In January Mark J Perry Seeking Alpha

 

Northern Peru Projects and Exploration:

Sulliden Gold C$0.88 down from C$0.92 last week.

Tartisan Resources C$0.13 same as last week. Tartisan Resources Announces Completion of the Terms of "La Victoria" Option Earning 100% Unencumbered Interest Stockhouse

Candente Gold  C$0.10 down from C$0.14. 

New Demensions Resources...Cenpa project on Equador border. See map
Sienna Gold C$0.295 Igor is the company’s main exploration project and lies within the Northern Peru Cu-Au Porphyry Belt    Location
Igor Project and the Callanquitas Discovery

Privately held companies:

Comarsa... FACEBOOK/COMARSA $FB

Disclosure: I intend to focus on selected gold mines in Northern Peru. I have one position in Apple. I prepared this article myself, and linked it to third-party articles and information published on the internet. I am not receiving compensation for this article other than from Google Adsense, my website www.leansupplier.com and the sale of my book The Lean Supplier and Google maps. I have no business relationship with any company whose stock is mentioned in this article.

Be my Valentine

$ABX "Einhorn's other big bet is on gold" The Motly Fool. Yes, Barrick Gold. Mr. Einhorn did wonders for Apple $AAPL stock price last week. Mr. Einhorn, can you do your magic on Barrick as well? Pascua Lama Construction Progress Photos — December 2012  "...the company has been working with Fluor to carry out a more comprehensive top-to-bottom review. This review will be complete by our 2012 year-end results release; however, work to date suggests capital costs will be closer to $8.0-$8.5 billion, with first production in the second half of 2014." Barrick's 2012 year-end results release is Thursday, February 14, 2013, Valentine's Day.

Markets:

30-Year US Treasury Bond - 3.167 down from 3.21 last week. "Have We Entered The Great Rotation?" Charles Schwab
US Dollar Index - 80.21 up from 79.21 last week. "US Dollar Index in highs around 80.31" Nasdac

Gold - 1,667.2 same as 1,667.6 last week. CME Group To Cut Margins For Gold, Silver, Copper, Platinum KitcoNews

Copper - 3.75 slightly down from 3.78 last week. "Shanghai copper price up on positive economic data" Metal Bulletina
Oil - 95.76 down from 97.61 last week. "Oil Exports Trim U.S. Deficit as Fuel Gap Shrinks" Bloomberg

 

Public traded stocks:

Barrick Gold $ABX - 32.72 "A Monumental Score for Silver Wheaton" The Motley Fool

Newmont Mining $NEM - 44.93  "The Difference Between Gold and Gold Stocks" Barrons
Rio Alto Mining $RIOM - 5.30 "Santa Barbara Signs Letter of Intent with Rio Alto Mining for Sancos Property in Peru and Announces Private Placement" Yahoo Finance

Freeport McMoran $FCX - 35.64. "Can Freeport-McMoRan Bounce Back?" The Motley Fool

Projects and Exploration:

Sulliden Gold C$0.92. "Sulliden Gold Corporation Ltd. Announces Executive Changes" Bloomberg Businessweek

Tartisan Resources C$0.13

Candente Gold... C$0.14. Map Alto Dorado... Candente Gold website

Candente Copper... C$0.57

New Demensions Resources...Cenpa project on Equador border. See map

Privately held companies:

Comarsa...  FACEBOOK/COMARSA $FB

Disclosure: I intend to focus on selected gold mines in Northern Peru. I have one position in Apple. I prepared this article myself, and linked it to third-party articles and information published on the internet. I am not receiving compensation for this article other than from Google Adsense, my website www.leansupplier.com and the sale of my book The Lean Supplier and Google maps. I have no business relationship with any company whose stock is mentioned in this article.

$ABX - Barrick 32.20 down from 32.81 last week (-1.86%) - intraday 52-week low of 31 touched on Friday, February 01, then rallied to 32.2 with the upbeat market rally. Expect to revisit this 52-week low on February 15th if market is not receptive to Barrick's earnings report, progress of the Pasqua Lama Project,  or a big write-off to earnings from the Equinox acquisition. Here are the link to write-ups:

1. Analyzing Barrick Gold's Debt And Risk Seeking Alpha
2. Dominican officials call for new deal on gold mine Yahoo Finance

3. "This quarter can be viewed as a culmination of headwinds for Barrick and a final flushing out of major negative news" Motley Fool

Markets:

30-Year US Treasury Bond - 3.21 up from 3.13 last week. - Job Market ‘Making Slow and Steady Progress Every Month’: Jack Ablin Yahoo Finance
US Dollar Index - 79.21 down from 79.74 last week. Gold prices followed the Dollar Index Friday!

Gold - 1,667.6 up from 1,659.30 last week. - METALS OUTLOOK: Gold Likely To Remain Range-Bound Next Week; Watching ECB Kitco News

Copper - 3.78 up from 3.636 last week. - Copper Set for Biggest Weekly Advance in Four on Chinese Revival Bloomberg
Oil - 97.61 up from 96.25 last week. Exxon Mobil Management Discusses Q4 2012 Results - Earnings Call Transcript Yahoo Finance/Seeking Alpha

.

 

Projects and Exploration:

Sulliden Gold - Shahuindo Project - Location Peru. Sulliden website

Tartisan Resources - Engages Ubika Corporation to Promote Investor Exposure... Newsfile

Candente Gold. -  Projects - Map Alto Dorado... Candente Gold website

Candente Copper - Cañariaco Norte Copper Project located in northern Peru

New Demensions Resources...Cenpa project on Equador border. See map

Privately held companies:

Comarsa... FREE PROMOTIONAL CALENDAR on FACEBOOK/COMARSA $FB

Disclosure: I intend to focus on selected gold mines in Northern Peru. I have no positions in the securities mentioned above. I prepared this article myself, and linked it to third-party articles and information published on the internet. I am not receiving compensation for this article other than from Google Adsense, my website www.leansupplier.com and the sale of my book The Lean Supplier and Google maps. I have no business relationship with any company whose stock is mentioned in this article.

Facebook or Barrick Gold earnings report?

$FB - 31.54 up from 29.66 last week (+6.3%)
"Watch Out Facebook, With Google+ at #2 and YouTube at #3, Google, Inc. Could Catch Up" Forbes.   "6 Ways for Businesses to Do More (and Make More) With Facebook, Twitter, and Other Social Media" Minanyville

$FCX - 34.87 up from 33.64 last Friday (3.66%) - "Gold And Silver Are Popular But Do Not Forget About Copper" Seeking Alpha

$ABX - 32.81 down from 34.04 last week (-3.6%) - "Gold, Silver Prices Smashed - Set For Big Meltdown?" Investors.com. "Earnings announcement for ABX: Feb 14, 2013" nasdaq.com

Markets:

30-Year US Treasury Bond 3.13 up from 3.03 last week "...Entering Shift Not Seen Since 1946"Yahoo Finance

US Dollar Index - 79.74 down from 80.04 last week.

Gold - 1,659.30 down from 1,684.30 last week. - "Gold Survey: Opinions Are Divided On Gold's Price Direction For Next Week" Kitco

Copper - 3.636 same as 3.64 last week. - "Xstrata Keeps Las Bambas Cost at $5.2 Billion, Sees Output 2015 Bloomberg
Oil - 96.25 up from 95.25 last week and also up from 93.70 two weeks ago.

Disclosure: I intend to focus on selected gold mines in Northern Peru. I have no positions in the securites mentioned above. I prepared this article myself, and linked it to third-party articles and information published on the internet. I am not receiving compensation for this article other than from Google Adsense, my website www.leansupplier.com and the sale of my book The Lean Supplier and Google maps.  I have no business relationship with any company whose stock is mentioned in this article.

Inauguration Day

Four years ago I retired as Logistics Manager from Minera Barrick Misquichilca. Over my ten years with Barrick I had participated in the growth fueled by the very low cost Peruvian mines of Pierina and Lagunas Norte. As I watched President Obama being sworn in for his first term, I thought to myself, "when a new manager comes to Barrick for example, things change."

On the bottom of the TV screen was a market flash alert - DOW down 200 points. About 10 months before I had moved my IRA to cash and had subsequently missed the stock market crash of late 2008. Based on the "things change with a new manager" theory, I invested 30% of the IRA back in the same Fidelity Growth America fund I had contributed to monthly for almost ten years. Every two weeks I invested another 30% and by March I was 100% invested in $FDGRX. Only now I had three times as many shares as I had had just one year earlier. The rest is history.

Today it is easy to look back four years ago, and see that it was a different situation back then. President Obama, his administration, and Ben Bernanke have done an incredible job restoring the economy and resolving terrorist threats.  During President Obama's last two years I invested in Apple. Change happened and my IRA/401K has benefited greatly.

Which will be the most profitable investments at the start of President Obama's second term?

$FB - 29.66 "Facebook Unveils a New Search Tool" Bits

$FCX - 33.64 "Soon To Be An Energy Stock, Is Freeport-McMoRan A Good Value?" Seeking Alpha

$ABX - 34.04 "Pueblo Viejo Achieves Commercial Production" Barrick website

Markets:

30-Year US Treasury Bond 3.03 from 3.054 "...Entering Shift Not Seen Since 1946"Yahoo Finance

US Dollar Index - 80.04 up from 79.56 last week.

Gold - 1,684.30 up from 1,662.70 last week. "The Germans Want Their Gold Reserves Back in Germany"  Forbes

Copper - 3.64 compared to 3.65 last week.

Oil - 95.25 up from 93.70 last week.

Public traded stocks:

Barrick Gold $ABX - 34.25 down from 34.60 last week. "...a Canadian resource giant that requires massive capital expenditures for years to exploit a find." Forbes

Newmont Mining $NEM - 45.89 same as 45.76 last week. "Peru State Water Works Seek to Deflect Newmont Protests" Bloomberg

Rio Alto Mining $RIOM - 5.53 up from 5.18. "...Eligible Investment for Peruvian Pension Funds" Marketwire

Freeport McMoran $FCX - 33.64 down from 35. "Bids Too Much in Buyouts, Investors Say in Suit" Bloomberg

Projects and Exploration:

Sulliden Gold C$1.08 up from C$1.03 last week. Shahuindo Project - Location Peru. Sulliden website

Tartisan Resources C$0.13 up from C$0.12 last week. Engages Ubika Corporation to Promote Investor Exposure... Newsfile

Candente Gold... C$0.15 down from C$0.16 last week. Projects - Map Alto Dorado... Candente Gold website

Candente Copper... C$0.445 Cañariaco Norte Copper Project located in northern Peru

New Demensions Resources...Cenpa project on Equador border. See map

Privately held companies:

Comarsa... FREE PROMOTIONAL CALENDAR on FACEBOOK/COMARSA $FB

Disclosure: I intend to focus on selected gold mines in Northern Peru. I have positions in Rio Alto mining and Barrick. I prepared this article myself, and linked it to third-party articles and information published on the internet. I am not receiving compensation for this article other than from Google Adsense, my website www.leansupplier.com and the sale of my book The Lean Supplier and Google maps.  I have no business relationship with any company whose stock is mentioned in this article.