George Putnam
The Turnaround Letter
John Reese
Validea
Elliott Gue
Personal Finance
Nicholas Vardy
Bull Market Alert

Adrian Day


Bookmark and Share

Adrian Day is considered a pioneer in promoting the benefits of global investing in the United States. An honors graduate of the London School of Economics, Adrian is widely recognized for his global investment commentaries and his published research.

As Editor of Adrian Day’s Investment Analyst, he gained one of North America’s largest subscription audiences for his skill in identifying unusual and profitable investment opportunities around the world.

Adrian DayToday, Adrian publishes Adrian Day’s Global Analyst from his offices in Annapolis, Maryland, where he also operates as a global money manager. Adrian Day’s Global Analyst is distributed to subscribers exclusively by facsimile and electronic mail.

Adrian has authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders.

He is the founder and President of Adrian Day Asset Management, a global money management firm that has been serving private investors and small institutions successfully since 1991. Adrian’s affiliations, among others, include the International Tax Planning Association in London, the International Association for Financial Planning and the Offshore Institute.

Advertisement
Banner

Adrian takes a global approach, looking for value in all sectors and all corners of the world. His contacts in the world of investing cross many borders, and he puts his money where his ideas are, whether they’re in North America, South America, China, Korea or Japan. Adrian is a valued advisor and a popular speaker at financial conferences and seminars.  His specialties include natural resources. For a list of Adrian Day’s upcoming public appearances, please click here.

Adrian is justifiably famous for discovering many big investment winners, companies in which he invested--and urged his readers to invest--when they were unknown or out of favor...and, just as importantly, holding them patiently often for several years.

He was an early investor in Franco Nevada, arguably the greatest gold stock investment of the last several decades. The company eventually merged with Newmont Mining to become the largest gold-mining company in the world. Adrian's return? A stunning 11,557%.

He was attracted to Mexico after the peso devaluation in 1982, when the economy was flat on its face and hardly anyone wanted to invest in the country. He found Telefonos de Mexico, selling at an incredible 3 times earnings and at only one quarter of book value, and with a yield of 33%.

In the course of studying the company, he learned that Jaohn Templeton had taken a significant position, and Adrian urged his readers to follow Templeton's lead. Return? 9,033% before selling the stock after it had listed in New York and the country had recovered.

Adrian likes dividends--"earnings, book value, they can be distorted," he notes, "but dividends don't lie."  One of his current favorites is American Capital Strategies. It was, in fact, the very first recommendation in his Global Analyst advisory service.

Subscribers who took his advice are now receiving 17.6% per year on their purchase price...and the stock has more than doubled during that time. Not bad for a conservative income stock!

And there are more, several more, some of which Adrian is still holding, or even recommending new purchases. That's what Adrian likes best--finding a few really good companies and holding for a long period (over two decades in the case of Franco-Nevada/Newmont; that's "buy-and-hold" investing!).


News Flash

Taseko Mines: Copper gains
by Brien Lundin, editor Gold Newsletter

Taseko Mines Limited (TGB) began January by announcing its fourth quarter and year-end production results for 2011 at its 75%-owned Gibraltar Mine in British Columbia.


Read more...

 

Select Dividend for equity income
by Benjamin Shepherd, editor Wall Street

For just the second time since 1947, the dividend yield on the S&P 500 exceeds the yield on 10-year US Treasury notes. The S&P 500 currently yields 2.2 percent, while 10-year Treasuries yield just 1.85 percent.


Read more...


   

Goldcorp: 'My favorite major'
by Curtis Hesler, editor Professional Timing Service

The secular bull in gold and the commodity sector is not over. However, it is not at the ground floor any longer either; as such, stock selection must be more carefully considered.


Read more...

 

Money manager's small cap buys
by Jim Oberweis Jr., editor The Oberweis Report

Small-cap growth stock valuations are cheap, and like most things in life, economies are cyclical, even if this is a long and painful one. For the rare, brave contrarian with a reasonably long time horizon, that spells opportunity.


Read more...

 

Opportunities in homebuilding?
by Bernie Schaeffer, editor Schaeffer's Investment Research

Based on our "expectational analysis" strategy -- which  combines fundamental, sentiment and technical metrics -- I initiated long positions in two homebuilding stocks: Lennar Corporation (LEN) and Toll Brothers (TOL).


Read more...

 

Cliffs Natural: A DRIP favorite
by Vita Nelson, editor MoneyPaper

Our latest featured dividend reinvestment stock is Cliffs Natural Resources (CLF). Founded in 1847, the former Cleveland-Cliffs is the largest producer of iron ore pellets in North America.


Read more...

 

S&P's trio of info tech ETFS
by Dylan Cathers, S&P Capital IQ Equity Analyst, S&P The Outlook

Information technology is one of four sectors that S&P Capital IQ’s Sector Strategy Group currently recommends investors overweight in their portfolios.


Read more...

 

Crescent Point: Bakken bet
by Brian Hicks, editor Wealth Advisory

Master Limited Partnerships (MLPs) are unique investments that combine the tax benefits of a limited partnership (LP) with the liquidity of common stock.


Read more...

 

Natural gas: A bottom?
by Jason Cimpl, editor Daily Profit

Natural gas has collapsed for the past four years and has been on a gradual decline for almost a decade. Prices topped near $16 in 2005 and then declined to $2. So did natural gas just bottom?


Read more...

 

FBR Focus bests 99% of peers
by Walter Frank, editor MoneyLetter

Funds that invest in a relatively few stocks or sectors are less diversified than broadly invested funds and their volatility can be much higher. But the team at FBR Focus (FBRVX) seems to be getting it right.


Read more...