Since the beginning of the new year, the industrial metals and mining sector has been on fire — led by names in my portfolio: $HBM, $TECK, $VEDL (60% of my 140% long-only portfolio). For the sake of clarity and brevity, I am going to get straight to the point.
We’re not done going higher — algorithmically and based upon valuation. Let me explain.
Based off seasonal trends, now is the time to get long the sector — through April.
The short term timing oscillator in Exodus is not overbought. As a point in fact, it leans towards oversold.
Valuation wise, the industry is trading cheaper now than in any time the past decade.
Stock to buy.
Biggest by cap: $BBL, $EC, TECK, $VEDL, $TRQ, $CNX
Top rated by fundamentals: $SXCP, $AHGP, $MTRN, $SWC, $GSM, $ATI
Top rated by technicals: $HBM, $EC, $TROX, $SXCP, $VEDL, $TECK
Highest short interest: $ATI, $CNX, $CLD, $SWC, $TROX, $SXC
Naturally, I favor zinc.
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Now it’s going to be lgbtqxyzp.
The fucking pedos will be added soon. Fuck you all you will never be accepted.
Re BBC article
Fly, I have been giving one of my best friends, who is a CPA and busy as crap excuse, my entries on zinc and nuclear plays. He says I’m crazy. Onwards and upwards fellow loons. Thanks fly!
NSU.. is a copper and ZINC play… Trevali mining TV on the Toronto Stock Exchange is a pure zinc play……
Thanks anjiing!
And I read your reply to my last question. Most dope dirty.
NSU is a killah. pristine balance sheet and world class assets.
Fuck your friends.
That was basically my reply.
Should’ve uploaded a pic of Sarah Silverman wearing black face.
Nike just sent out an email featuring “Equality” t-shirts and gear. The email was sickening.
Adding them to the boycott list
Me too. Switching to New Balance. Last I heard they were still “made in USA” – who knows where they source their material from though.
But some Under Armour trainers bros- I’m burried in my position in that shit tard stock
Quit being protestfags. Nike sneakers are for wastrels anyhow.
Chuck Taylor’s and vans bro, keep it simple.
Natty Gas is coming into a seasonal period of strength……..back up the truck chuck
Pretty sure you have seasonal weakness until the beginning of March…
Natty gas is just about the dumbest investment anyone could ever make.
think you said the same about base metals a year ago….now your a fucking raging bull…. LOL.
Prove it.
Anyone know if Fly is still planning to live tweet the Grammy’s tonight?
Nope. I haven’t seen any of the movies and have zero interest in loafing through it.
Sargento just issued a recall on some of their cheeses containing listeria.
Hopefully you guys don’t get poisoned.
I’m busy watching TED physics video and Amazon Rick and Morty episodes to watch butt hurt shit from the Granny Awards! Not to mention playing GTA! LOL!
Senor Fly is right again. Protesting life is for those other people. And Nat gas is for losers. Although once it goes to zero and beyond. Could be a trade.
What the fuck is wrong with natty gas?
Nothing beyond breaking 3 overnight. Like the idea of buying in here somewhere.
Life is too short to protest people/products due to political beliefs. Come one people.
Teck hit 60 dollars a share 7 years ago right? Could HBM get that high? Never been higher than 30 I think.
http://ibankcoin.com/flyblog/2016/02/24/shareholders-of-slca-have-been-placed-on-the-catherine-wheel/
your post marked the bottom for this beauty……
Feb 24th/2016 closing price was 16.23 today the price is 57.69……
energy service stocks will follow the frac sand co’s…… the pressure pumpers and frackers are next in line for margin expansion… the drillers are going to be the last sub-sector to move….they have too many idle rigs at the moment to be able to raise their pricing….. give it time though and that situation will be alleviated as well.
There was nothing in that post that said they were going lower. I observed the carnage.
Sand stocks were my favorite not too long before that post. Try again.
there was nothing in that post that suggested an opportunity to get on board was at hand…..try again