Chris Conway One of the challenges of investing in commodities and commodity stocks is that you have to get multiple things right.
First and foremost, you need to get the direction of the commodity right.
If you manage to do that successfully, you then need to pick the right stocks to take advantage of the opportunity. Never miss an update
Get the latest insights from me in your inbox when they’re published.Not all stocks will perform the same way at the same time. When a commodity begins to move, people will want large-cap, highly liquid, producers.Such names are in the lowest risk part of the ‘stack’ and provide some security should the rally in the underlying commodity run out of steam.When the rally really takes hold, that’s when the names further down in the stack – the more speculative developers and explorers, will also start to move.In terms of calling the uranium […]
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