Calandra Discusses Gold, Bitcoin, and Shipping Investments

Investment Insights: Thom Calandra weighs in on gold and Bitcoin's volatility while highlighting the promise of shipping stocks. Both sectors respond to market changes, influencing investor strategies.

Date: 31-12-2024

AI Rating: 7

Market Volatility and Investor Sentiment
In this analysis, Thom Calandra discusses the contrasting appeal of gold versus Bitcoin amidst rising prices and volatility. While traditional gold investors may remain skeptical of cryptocurrency, Calandra acknowledges Bitcoin's validity as an asset, emphasizing its backing by blockchain technology adopted by many Fortune 1000 companies.

Furthermore, Calandra expresses optimism regarding the shipping sector, particularly small shippers that distribute a significant portion of their profits as dividends. He mentions DHT Holdings (NYSE:DHT) as an example, indicating potential yield for dividend-seeking investors.

The commentary reflects a strategic approach to investing in sectors that are sensitive to broader geopolitical factors, as evidenced by both gold and shipping's responsiveness to global events. While not directly addressing specific metrics like Earnings Per Share (EPS), Revenue Growth, or Free Cash Flow, the emphasis on dividend returns highlights a focus on profitability within the shipping industry.
Calandra's noted positions heading into 2025 include Ivanhoe Mines, Alamos Gold, Xtra Gold Resources, and EMX Royalty, pointing toward a diversified investment strategy across mining and shipping.

In summary, the potential for gold and shipping stocks to maintain or increase investor interest stems from their cash flow reliability and geopolitical sensitivity, which could positively influence stock prices in the market.

Stocks: DHT IVN AGI XTG EMX