>>23937895he has taken some profits apparently and is pointing out that the precious metals markets are not piss cheap anymore.
>>23937983The oil and gas royalties like TPZ and VNOM are good low risk places to be in the sector, they pay a nice yield too. Otherwise you're better off steering clear from the shitcos and looking at the best positioned companies. I'm talking about the supermajors (XOM/CVX), the best Permian E&Ps names (FANG/OXY), the best gas names (EQT or CRK if you're feeling really bullish on Henry Hub), or the best NOCs (PBR/YPF). On the Canadian side you'll do well with just WCP and some of the oil sands giants (CNQ/CVE/SU, IMO is a part of XOM)
I have a bunch of oil and gas stocks but those are some of the core ideas that have the best likelihood of working out in oil and gas. Whatever you do avoid all shitcos in the sector they're not worth it
Nickel stocks are cheap too, check out stuff like NEXM, LZM or
CTM.AX. Also
SVM.AX is going to be a major winner and is really cheap for now, that's a unique tier 1 rutile/graphite/REE play
