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John Feneck – Investing Strategies for Precious Metals and Base Metals Resource Stocks

John Feneck, Portfolio Manager, Consultant, and publisher of the Feneck Commodities Report joins us to share his macro views on the commodities sector and his investing strategy in resource stocks. We start off looking at the big runs in the energy sector and base metals, and then shift over to the precious metals.   One are reviewed was how regardless of the commodity that it seems like the larger producers have gained traction with investors, but the junior developers and explorers have not had near as much investor interest, and John outlines what areas he feels may create more interest from general investors in our sectors.

 

We go on to discuss a wide range of stocks, from ETFs and some larger producers down into the juniors for gold, silver, zinc, nickel, and copper.

 

Here are the stocks mentioned in the interview: *

 

United States Oil Fund (USO), Energy Sector SPDR Fund (XLE), Global X Copper Miners (COPX), B2Gold (BTG), Newmont (NEM), Agnico Eagle (AEM), VanEck Gold Miners ETF (GDX), VanEck Junior Gold Miners ETF (GDXJ),  ETFMG Prime Junior Silver Miners ETF (SILJ), Aftermath Silver (AAG) (AAGFF), Matador Mining (MZZ.AX) (MZZMF), Golden Minerals (AUMN), Vendetta Mining (VTT) (VDTAF),  FPX Nickel (FPX) (FPOCF),  Copper Lake (CPL) (WTCZF), Fabled Copper (FABL) (FBCPF), and Gold Terra (YGTFF).

 

*Guests featured herein may have been compensated for their services in working with some of the companies mentioned. John holds positions in many of the Companies and ETFs mentioned.

 

 

https://www.feneckconsulting.com/about

Discussion
20 Comments
    Apr 13, 2022 13:05 AM

    IPT..ELVT..SCZ..FSM..Bingo!
    The only one of mine that hasn’t moved yet is Kootenay(KTN)

      Apr 13, 2022 13:11 AM

      SCZ and IPT I also own and they are moving north. You might want to re-examine the direction ELVT and FSM are heading my friend.

        Apr 13, 2022 13:54 PM

        I own all 4 of those as well guys, and while IPT and SCZ are the peppiest of small silver producers, I believe FSM and ELVT are more in the turn-around category, where both have been bludgeoned badly over the last 2 years, and I just recently got into FSM and got back into ELVT for the eventual rerating higher. One thing to note in stocks and in life, is that the past does not equal the future.

          Apr 13, 2022 13:27 PM

          IPT is especially strong and never lost its early morning gains.

            Apr 13, 2022 13:29 PM

            Agreed Terry. IPT had some solid trading strength today, as did a lot of silver stocks.

            The majority of the Silver producers had a nice green day:

            Symbol – #Silver Producers – Daily Change %

            EXN Excellon Resources Inc. +12.06%
            AGX.V Silver X Mining Corp. +10.53%
            APM.V Andean Precious Metals Corp. +9.76%
            IPT.V Impact Silver Corp. +9.43%
            GSVR.V Guanajuato Silver Company Ltd. +8.47%
            CDE Coeur Mining, Inc. +8.40%
            GATO Gatos Silver, Inc. +7.77%
            BCM.V Bear Creek Mining Corporation +7.08%
            EXK Endeavour Silver Corp. +6.30%
            HOC.L Hochschild Mining plc +6.28%
            GGD.TO GoGold Resources Inc. +4.68%
            SSRM SSR Mining Inc. +4.26%
            AG First Majestic Silver Corp. +4.17%
            FSM Fortuna Silver Mines Inc. +4.02%
            HL Hecla Mining Company +3.59%
            FRES.L Fresnillo plc +2.88%
            PAAS Pan American Silver Corp. +2.85%
            AXU Alexco Resource Corp. +2.67%
            GPL Great Panther Mining Limited +2.62%
            SVM Silvercorp Metals Inc. +2.40%
            SCZ.V Santacruz Silver Mining Ltd. +2.22%

    Apr 13, 2022 13:09 AM

    HL is at important resistance but looks very good/strong:
    https://stockcharts.com/h-sc/ui?s=HL&p=W&yr=3&mn=11&dy=0&id=p78584619015&a=1125513351

    Apr 13, 2022 13:12 AM

    This is the 4th week in the last 6 in which GDX vs GLD has run into important resistance:
    https://stockcharts.com/h-sc/ui?s=GDX%3AGLD&p=W&yr=3&mn=11&dy=0&id=p54854989469&a=936282921

    Apr 13, 2022 13:23 AM

    SLV/Silver looks great. Let’s if it can finish the day at this level or better…
    https://stockcharts.com/h-sc/ui?s=SLV&p=D&yr=1&mn=0&dy=0&id=p56322924923&a=1132956157

    BDC
    Apr 13, 2022 13:00 PM

    Dollar Index : April : Fibo Resistance Encountered
    https://saturationtiming.blogspot.com/2022/04/dollar-index-april.html

    Apr 13, 2022 13:29 PM

    Feneck sounds pretty smart and I’m glad to know he likes Gold Terra. Maybe I’ll buy more of it.

      Apr 13, 2022 13:54 PM

      John Feneck is very smart and is a very savvy resource investor.