On the Bigcharts charting pages, you can select the “industry” for a given ticker. Then choose ‘show all’. For some industries, this gives a short workable list. For others it can be thousands of names and needs a bit of pruning. Here is the very short list for Platinum & Precious Metals. (There is a separate list for Gold – go figure…)
All Stocks in this Industry Listed Alphabetically 1-33 Symbol Company Name AGPPY Anglo Platinum Ltd ASWRF Anglo Swiss Resources Inc. ANO Anooraq Resources Corporation ASGMF Avino Silver & Gold Mines Ltd. CALVF Caledonia Mining Corporation CDGF Consolidated Goldfields Corp EXK Endeavour Silver Corp. FRWTB First Majestic Silver Corp. GPGI Global Platinum And Gold Inc AUMN Golden Minerals Company GPM Guyana Precious Metals Inc. HL Hecla Mining Co HLPRB Hecla Mining Co HLPRC Hecla Mining Co IMPUY Impala Platinum Holdings Ltd KXM Kobex Minerals Inc. MVG MAG Silver Corp. MTX Metalex Ventures Ltd. MNEAF Minera Andes Inc. MGN Mines Management, Inc. PAL North American Palladium Ltd. PAWEF Pacific North West Capital Corp. PAAS Pan American Silver Corp. PLG Platinum Group Metals Ltd. RDIAF Rockwell Diamonds Inc. SSRI Silver Standard Resources Inc. SLW Silver Wheaton Corp. SWC Stillwater Mining Co
Next, what I tend to do is look at the 5 year performance. This tends to surface the long term growers and the guys who run the best shop for investors. It will also show you the ones that may be good trades short term, being volatile on the shorter charts, but are not good long term growers.
So here is the 5 year list (selected from a dropdown on the ‘industry start’ page)
Best Performing Stocks Symbol Company Name Percent Change MVG MAG Silver Corp. 953.52% SLW Silver Wheaton Corp. 535.49% MNEAF Minera Andes Inc. 164.06% EXK Endeavour Silver Corp. 112.26% PLG Platinum Group Metals Ltd. 82.47% IMPUY Impala Platinum Holdings L... 81.04% SWC Stillwater Mining Co 70.61% AGPPY Anglo Platinum Ltd 68.12% HL Hecla Mining Co 60.67% PAAS Pan American Silver Corp. 58.62% Worst Performing Stocks Symbol Company Name Percent Change MTX Metalex Ventures Ltd. -88.93% KXM Kobex Minerals Inc. -86.11% MGN Mines Management, Inc. -66.47% CALVF Caledonia Mining Corporati... -36.84% GPM Guyana Precious Metals Inc... -36.36% PAL North American Palladium L... -34.31% ASGMF Avino Silver & Gold Mines... -23.01% ANO Anooraq Resources Corporat... 19.48% SSRI Silver Standard Resources... 51.68% PAAS Pan American Silver Corp. 58.62%
Right off the bat, notice that the bottom of the ‘worst performing’ was PAAS with a 58% growth? Some of the “worst” can often be quite good if the industry is doing well and there are not a lot of companies. With 33 companies, and 10 each in ‘best’ and ‘worst’ you can easily get some ‘pretty good’ down in the bottom group. After all, a company that lost 89% of it’s value is unlikely to stay around for the next 5 years, so there is some survivor bias in this approach. Those that survived are probably not doing too horridly…
But I notice with some sadness PAL – North American Palladium at down 34%. They are a nice trade vehicle and one of the few North American sources of catalyst metals. One can only surmise that the last 5 years of auto demand have been a bit, er, slack, and the demand for Palladium is way off as a result.
On the top of the chart we have SLW Silver Wheaton, one of the best metals merchants in the business. I’m not familiar with MVG (but I will be ;-) and HL is also well known. Some of the others will get a bit of a ‘brush up” by me since it’s been a while since I looked at them.
Then I’ll drop into a 1 year view. What have you done over the last year? Is the order much different?