More signs of life in equities. Intel INTC expecting Sales to rise.

Strong Growth in China, strong Growth in Japan. I will not buy this stock - there are more appealing bargains in my commodities sector. But the story is interesting and it is talking about Asian economy health. Intel produces chips which are used mostly in Asian Electronics producing countries. Orders for chips are placed before production cycle and bullish guidance is very important: producers are not expecting End of the world in the next 6 months. Stock itself is like value play with 3.5% dividend. It is more then 10 year treasury bond! Another bullish sign of extreme valuations.

If you ask me what am I looking for: for more value: I do not like to be restricted to consumer even in Growing Developing markets. I like solid production cycle in infrastructure developments like Power plants in China and Electric grids in Russia, China and Brazil. Like pumps in Oil Pipelines. Markets up or down they will be built. What you need is Copper. Now Freeport-McMoRan Copper & Gold Inc FCX is trading at 30 dollars with 6.5% dividend! Yamana Gold AUY is even more leveraged to the price of Copper.

So it is again ends with a Question is it the end of the world or a Buying opportunity of a lifetime?

Future rich and poor people are answering this question these days all over the world.

Lundin Mining LUN.to LMC CEO interview

Prices for commodities will remain strong.

Will the company stay independent?


http://www.thestreet.com/video/index.html?clipId=1373_10380588&channel=Exec+Interviews&cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

Important Market Observation for Lundin Mining LMC LUN.to and Juniors

From Monty Guild:

Posted On: Thursday, September 13, 2007, 8:36:00 PM ESTMonty Guild's Global Market Commentary Author: Monty Guild

"BASE METALS
We have been bullish on gold, oil, base metals, India, China and transportation of energy and minerals for a very long time and that bullishness continues. In a recent email, I stated that we had become more cautious short term about the demand for base metals although continued to be long-term bullish. Our logic was that a U.S. economic slowdown in demand would impact the prices of base metals...and even though it takes many years to bring on new mines, a slowdown in U.S. demand would impact global prices.
Now after a few days of deep research and conversations with a number of economists, we have modified our position. It seems that the ship borne deliveries of many base metals and minerals are almost entirely imported by the fast growing countries like China; ship borne imports of many metals into the U.S. is not a large part of the global market. With the exception of copper and one or two others, most metals are not imported into the U.S. by ship in nearly as large quantities as they are imported into China and similar countries.
Because we continue to believe that a recession in the U.S. would not lead to anything more than a growth slowdown in the developing countries, we are once again short-term bullish on base metals such as iron ore, nickel, cobalt and others where the U.S. is not a huge importer. We will buy the companies that mine these metals on dips.

URANIUM
Also, for those of you who think more long-term take a look at uranium, which has suffered a big price decline. Perhaps not immediately...but over time, uranium prices will once again rise, as demand from nuclear utilities will be growing, due to the fact that more and more nuclear power plants are going to be built worldwide."