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.