U. S. Markets – May 12-18

Data showing that new U. S. housing starts and permits unexpectedly slid to record lows in April — the worst in fact since 1959 — is further proof if anyone needed any that the U. S. economy is far from recovery. The Dow Jones Industrial Average advanced 34.97 points or 0.4% to close at 8,504.08, while the Standard & Poor’s 500 index inched up 1.36 points or 0.2% to 909.71.

By far the best performers in the May 12-18 reporting period weren’t the base or precious metals miners — they were the potash miners — with all three major producers posting the top three biggest gains. Potash Corp. of Saskatchewan was the top gainer in value with an advance of US$16.50 per share to US$111.46.Mosaic Co. rose US$10.43 per share to US$55, while Agrium advanced US$6.72 to US$51.21.

On the gold front, the Amex Gold Bugs index fell 14.43 points or 4.1% to close at 340.45, while the Philadelphia Gold and Silver index dropped 4.48 points or 3.2% to close at 137.27. The New York spot price for gold moved from a close of US$922.90 per oz. on May 12 to US$917.40 at the end of the period.

The only two gold stocks that did well in the May 12-18 reporting period were Agnico-Eagle Mines, which mounted US$4.20 per share to close at US$52.66, and Goldcorp, which climbed US$1.42 per share to close at US$33.52. Agnico-Eagle reported quarterly net income of US$54.3 million, or US35¢ per share in the first quarter, compared with US$28.9 million or US20¢ per share in the first quarter of 2008. Goldcorp reported net earnings of US$290.9 million, or US40¢ per share, up 27% year-on-year, while gold production in the first quarter jumped 18% year on year to 616,500 oz.

By contrast, and despite earnings of US$150 million or US42¢ a share in the first quarter compared with a loss of US$17 million or US5¢ in the previous quarter, Anglo-Gold Ashanti was down US$1.65 per share to US$34.55 during the reporting period. Freeport-McMoRan Copper & Gold dropped US$2.31 per share to US$48.67. Its first-quarter net income tallied US$43 million, or US11¢ per share, compared with net income of US$1.1 billion, or US$2.64 per share, for the first quarter of 2008.

U. S. most active issues
VOLUME WEEK
(000s) HIGH LOW CLOSE CHANGE
Alcoa* AA 163371 9.89 8.33 9.49 -0.10
Freeport McMo*FCX 81265 52.17 44.53 48.67 -2.31
Cliffs Nat Rs* CLF 74360 30.00 20.62 23.22 -5.56
CoeurdAlene*CDE 70321 1.65 1.27 1.37 -0.21
PotashCSask* POT 62547111.46 96.31 111.46 +16.50
Mosaic* MOS 52787 55.00 44.21 55.00 + 10.43
Barrick Gold* ABX 47087 35.93 32.46 33.47 -0.17
Teck B* TCK 45143 14.26 10.98 13.41 -0.30
Goldcorp* GG 40556 34.72 32.35 33.52 + 1.42
Massey Energy* MEE 38115 22.75 17.68 20.50 -0.03
U. S. greatest percentage change
VOLUME WEEK
(000s) HIGH LOW CLOSE CHANGE
Brookmount Ex* BMXI 16 0.03 0.03 0.03 +200.0
El Capitan Pr* ECPN 505 0.08 0.02 0.08 +166.6
Apolo Gold* APLL 221 0.02 0.01 0.02 +100.0
Bullion Monar* BULM 228 0.45 0.25 0.39 + 39.2
Samex Mng* SMXMF 154 0.14 0.10 0.14 + 27.2
Fischer-W Gld* FWGO 68 0.05 0.03 0.05 + 25.0
America West* AWSR 131 0.10 0.08 0.10 + 25.0
Crosshair E&M* CXZ 565 0.32 0.21 0.26 + 23.8
Mosaic* MOS 52787 55.00 44.21 55.00 + 23.4
Foundatn Coal* FCL 31305 31.54 25.41 28.63 + 23.1
Elray Res* ELRA 295 0.45 0.30 0.30 -31.8
Colombia Gldf* CGDF 581 0.11 0.05 0.05 -28.5
PolyMet Mng* PLM 4732 2.10 1.06 1.38 -25.4
Alumina Inc* AWC 2298 4.55 3.38 3.62 -21.3
Cliffs Nat Rs* CLF 74360 30.00 20.62 23.22 -19.3
Strata O&G* SOIGF 867 0.54 0.35 0.42 -17.6
Starfield Res* SRFDF 52 0.17 0.14 0.14 -17.6
Alberta Star * ASXSF 171 0.18 0.16 0.16 -15.7
Mines Managem* MGN 367 1.70 1.45 1.45 -15.2
Coeur d Alene* CDE 70321 1.65 1.27 1.37 -13.2
U. S. greatest value change
WEEK
VOLUME CLOSE CHANGE
Potash C Sask* POT 62547412 111.46 + 16.50
Mosaic* MOS 52786622 55.00 + 10.43
Agrium* AGU 5106400 51.21 + 6.72
Foundatn Coal* FCL 31305279 28.63 + 5.39
Agnico-Eagle* AEM 21094583 52.66 + 4.20
Intrepid Pots* IPI 2740500 30.72 + 4.19
Soc Quim&M Ch*SQM 6319787 35.48 + 2.60
Randgold Res* GOLD 7747815 60.18 + 2.25
AlumCpChina* ACH 2593000 24.66 + 1.76
Goldcorp* GG 40555643 33.52 + 1.42
Rio Tinto* RTP 8052293 168.14 -13.29
Cliffs Nat Rs* CLF 74360281 23.22 -5.56
Freeport McMo* FCX 81265223 48.67 -2.31
Alpha Nat Res* ANR 37866815 27.14 -1.72
AngloGold Ash* AU 12695739 34.55 -1.65
BHP Billi-BHP* BHP 29029846 51.75 -1.30
Peabody Enrgy* BTU 35493578 30.76 -1.04
Alumina Inc* AWC 2297505 3.62 -0.98
BHP Billi-BBL* BBL 6319436 44.94 -0.97
Ivanhoe Mines* IVN 5975340 6.18 -0.89
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