In this interview, Frank Holmes and Brian Hicks of U.S. Global Investors discuss their criteria for their investment decisions, the factors they think will affect the gold sector and how ETFs are distorting the gold equities market.
This year's somewhat longer winter shored up the overall inventory picture, which is more or less back to normal. If we have typical summer weather, we could enter the heating season with inventories slightly below average.
Smart companies are beginning to ignore analysts' insistence that production growth is always good, and to focus instead on growing their margins by lowering capital expenses. This is good news to US Global Investors Inc.'s Brian Hicks and Ralph Aldis.