About Taylor Dart
Taylor Dart has over 10 years of experience in active & passive investing specializing in mid-cap growth stocks, as well as the precious metals sector. He has been writing on Seeking Alpha for four years, and managing his own portfolios since 2008. His main focus is on growth stocks outperforming the market and their peers. In addition to looking at the fundamentals, he uses different timing models for industry groups, and scans upwards of 2000 stocks daily to identify the best fundamental opportunities with the timeliest technical setups. Taylor is a huge proponent of Trend Following and the “Turtles” who enjoyed compound annual growth rates of over 50 percent per year.
Recent Articles By Taylor Dart
Silver Fundamentals Keep Improving
It's been another volatile week for the precious metals sector, with the price of silver (SLV) plunging more than 5% from last week's close to a low of $24.00/oz. However, while the volatility may be unnerving some investors, the long-term outlook remains strong, supported by an improving technical picture, negative real rates, and increased demand for silver globally. Hence, I would expect sharp pullbacks in the metal to continue to provide buying opportunities. Let's take a closer look below:
3 Gold Miners to Buy With Raging Inflation, Geopolitical Tensions
Osisko Gold Royalties (OR), Nomad Royalty (NSR), and Alamos Gold (AGI) don't have a ton in common, with the former being a mid-cap royalty company, the second one being a small-cap royalty company, and the latter being a diversified gold producer. However, these three companies do all share one key trait: growth. In fact, the average compound annual production/attributable production growth rate for these three companies is more than quadruple that of the industry average, and they're led by strong management teams, suggesting a high probability of executing their plans successfully.
2 Tech Stocks to Buy During the Tech Stock Correction
Pure Storage (PSTG) and DocuSign (DOCU) have little in common from a technical standpoint, with one name recently making new multi-year lows and the other racing towards new all-time highs. However, both companies boast strong sales growth and steady earnings growth from a fundamental standpoint, and are leaders in their industry. In DOCU's case, the company doesn't expect to see much earnings growth in 2023 but will see nearly 50% earnings growth over the next two years. In PSTG's case, the company just came off a year of 290% earnings growth and expects to follow this up with double-digit growth in FY2023.
Key Ratios Point To Higher Prices Ahead for Silver
It's been a volatile month for precious metals, with the price of silver (SLV) briefly spiking above the $27.00/oz level before retreating below $25.00/oz this week. However, while this has put a minor dent in short-term momentum, key ratios continue to point to higher prices ahead for the metal. If we combine this with the silver's bullish posture on its long-term chart and the position of real rates, I see several reasons to be bullish over the next year. Let's take a closer look below:
Here's Why Silver is a Buy Even With Rising Rates
After an impressive rally to start the month, gold (GLD) and silver (SLV) have backed off due to short-term profit-taking, with sentiment swinging a little too far in one direction. The good news is that given the bullish long-term picture for both metals, further weakness should provide a buying opportunity. Read more to find out why the bullish trend won't be affected by a hawkish Fed.
3 Precious Metals Miners To Buy With Raging Inflation, Geopolitical Tensions
Skeena Resources (SKE), SilverCrest Metals (SILV), and Barrick Gold (GOLD) have little in common, but they do share two key traits - industry-leading reserve grades and exceptional margins or projected margins. WIth gold prices rising due to inflation and slowing growth, it's time to consider scooping them up.
2 Tech Stocks to Scoop Up During this Market Correction
It's been a turbulent start to the year for the Nasdaq 100 Index (QQQ), with the ETF finding itself down 18% year-to-date. This is one of the worst starts for the index in history, with geopolitical tensions, elevated valuations, and rising rates putting a dent in several Nasdaq constituents. While this has certainly been painful, it's creating an opportunity for investors that have been patient and have maintained cash positions to take advantage especially with the weakness in technology stocks. 2 tech stocks that investors should buy on the dip are Microsoft (MSFT) and Qualcomm (QCOM)
Silver: Keep Buying The Dips
It's been an impressive start to the year for the precious metals space, with gold (GLD) surpassing the 2,000/oz level, and silver (SLV) up more than 12% year-to-date. These solid performances are even more impressive given the turbulent global market environment. This is because double-digit corrections in the S&P-500 (SPY) often lead to short-term weakness in gold/silver, like Q1 2020. However, investors should be cautious with sentiment becoming a little frothy for silver. Let's take a closer look below.
Silver: Higher Prices Ahead
It's been a solid start to the year for the precious metals space, with the price of gold (GLD) up more than 5% year-to-date and silver (SLV) stealing the show, up 8.2%. This incredible performance from these two assets is despite a volatile overall market, with geopolitical tensions in Ukraine keeping a lid on the major market averages. Given the relative strength of the two metals, it could be a very solid year for gold and silver, which favors buying dips and maintaining exposure to gold and silver miners. Let's take a closer look below.