MARKETS,Anybody even yet?

[dinghy]

Buying BGS. I got filled at 3.82, and then a minute later, another fill at 3.735 .

Earnings missed expectations. The bonds are still trading near 90.

[dinghy]

Unpopular opinion: BGS should cut the dividend.

[dinghy]

ATH on a red day.

I'm surprised honestly at how sharply I've reduced my precious metal miners. I'm now just above 15% which is big but down a lot from January.

If the PM miners were to extend their current dip, I would not necessarily be disappointed.

narrator: They DID NOT extend the dip.

[olds442jetaway]

BGS already confirmed their next dividend. I agree the percentage is too high considering the situation the company is in. There could be a method to their madness maybe the employees and insiders have a ton of the stock and like getting the dividends. I must admit I like getting them also but if the stock sinks below $3.50 or so they are going to have to do something. Royal Gold had a good day. They cut a billion dollar streaming deal. Too busy to read all the details for now.

[dinghy]

Royal Gold had a good day.

RGLD has been laggy since the Sandstorm acquisition was announced nearly a month ago.

I'm now green on every share purchased, but most of my miners have been peppier and/or perkier.

[dinghy]

LYB traded down to 49.66 and I missed it .

Late to the party, I'm setting my buy order at 49.94.

[dinghy]

Late to the party, I'm setting my buy order at 49.94.

Fail. I could have just waited.

Here are my chemical stocks against the S&P 500, dividends included:



An unloved industry.

[dinghy]

Three months ago as discussed here, HL Hecla Mining was wrecked for -17% on Q1 earnings -- partly because some of the silver production carried over into Q2 before sale.

I was able to bulk up at prices near 4.50.

Q2 earnings reported today were predictably strong, and now HL is trading up to 6.55 from today's 6.11 closing level.

[olds442jetaway]

Good job! I bought HL early May and sold in early June. Just about the quickest 40 percent I ever made. Percentage wise nothing special for 2025 but at least I did hit a new year to date high today.

[dinghy]

I imagine Apple will promise to build a US factory in the unspecified future, the same way politicians promise to cut spending ten years from now.

August 6, 2025:

“Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program,” said Tim Cook, Apple’s CEO.