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
3 Miners to Pick Up Now With 7% Inflation
While many investors prefer to use the GDX to gain leverage to the gold price, Taylor Dart sees this as an inferior way to play the metal. This is because most gold producers are not that well-run, and about 20% of the sector is un-investable due to inferior operations or steadily declining margins. Instead, I believe the best course of action is hand-selecting the best producers, especially when many producers are returning significant capital to shareholders through both dividends and share buybacks. When it comes to three elite miners that meet this criterion, I believe SSR Mining (SSRM), Newmont (NEM), and Nomad Royalty (NSR) are worthy selections.
2 Tech Stocks Worth Buying on the Dip
It’s been a turbulent start to the year for the major market averages, and tech has been hit the hardest, with the Nasdaq-100 (QQQ) down nearly 3% year-to-date. This can be attributed to some anxiety about rate hikes later this year, making it harder to justify the sky-high valuations in several sectors. However, while many investors are rushing to buy story stocks that had their IPO debuts last year, I believe that two names are sitting in plain sight with superior fundamentals and trading at very reasonable valuations. In this update, we’ll look at two buy-the-dip candidates: Amazon (AMZN) and Qualcomm (QCOM).
Here's Why You Should Bet on a Turnaround in Silver
It’s been a turbulent start to the year for the major market averages, with the Nasdaq-100 (QQQ) down 3% year-to-date and growth stocks getting pummeled, evidenced by the Renaissance IPO ETF (IPO) down 7%. Despite the carnage, precious metals have been giving up ground grudgingly, with silver (SLV) down 2% year-to-date despite recent rate hike chatter.
Gold: No Need to Fear A Rate Hike
Investors in the gold (GLD) space were happy to finally escape 2021, a year to forget with lower highs and lower lows. However, the new year hasn't started off much better, with gold finding itself down 2% in the first week of trading, rejected once again near the $1,830/oz level. In this update, we look at critical levels for the metal and where it might make sense to buy the dip.
Here's Why Silver Should Do Well in 2022
2021 was a year to forget for investors in silver (SLV), with the metal down 12% for the year and the Silver Miners Index (SIL) plunging nearly 20%. However, as we begin the new year, the outlook appears to be much better, with many silver miners improving from frothy valuations since the Q1 2021 silver squeeze and sentiment in the metal itself showing elevated levels of pessimism. In addition, while the metal remains well below its prior highs of $30.00/oz and in a volatile range, the long-term picture has rarely looked better.
3 Gold and Silver Miners With Bright Prospects in 2022
It's been a tough year for investors in the Gold Miners Index (GDX), with the ETF sliding more than 10% year-to-date and massively underperforming the S&P-500 (SPY). The most frustrating thing about this underperformance is that it's despite inflation readings that have hit new multi-decade highs and negative real rates that are sitting near multi-decade lows. The good news is that this massive divergence between where gold (GLD) should be trading and the fundamental backdrop has led to a significant decline in gold miners, leaving them at their most attractive valuations since March 2020. In this update, we'll look at three that look like solid buy-the-dip candidates.
2 Tech Stocks With Promising Prospects in 2022
It's been another outstanding year for the Nasdaq-100 Index (QQQ), with the ETF up more than 28% year-to-date, despite lapping a 47% return in 2020. This solid performance has been helped by a 67% return for Alphabet (GOOG) and a 53% return from Microsoft (MSFT), with both continuing to melt higher in December. However, with several names putting up strong returns, it's becoming harder to find value in the tech space, with some weaker names being value traps. In this update, we'll look at two steady earnings growers trading at attractive valuations that are worthy of consideration.
Promising Outlook for Silver in 2022
It's been a frustrating year for investors in the precious metals space, with the price of gold (GLD) and silver (SLV) being two of the only asset classes that are negative for the year. This is especially frustrating for investors in silver than didn't take profits into the proclaimed silver squeeze earlier this year, which sent silver prices soaring overnight, but those gains were given up almost immediately. Despite the pathetic year-to-date return, past performance is not indicative of future performance. In fact, the metals sector typically bottoms just when the majority have finally thrown in the towel and it's seen its worst performance in years on a trailing-1-year basis. This suggests that the bottom is likely already in for silver at $21.00/oz. Let's take a closer look below:
2022 Should Bring Better Returns for Silver
It’s been a disappointing year thus far for investors in the silver (SLV) space, with the metal down more than year-to-date and the Silver Miners Index (SIL) plunging more than 20%. However, nothing has changed from a fundamental standpoint, evidenced by negative real rates being deeply in negative territory, and industrial demand for silver remains strong. Taylor Dart breaks down why silver remains a buy as we enter a new year.