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There’s so much fear out there in the Market now—but fear, like euphoria, only lasts for awhile.  The Market gives and takes—it’s just hard to figure out how much time each swing will be. I’ve made a lot of money over the last 15 years following Nathan Weiss of Unit Economics, out...
A few weeks back I laid out the case for copper.Yes, we are probably going into recession.  Yes, that means at least a bit more weakness for copper and copper stocks (most copper stocks fell 50% in three months this summer). But on the other side, as electrification and EV adoption take...
Renewable stocks have been on a tear.The run started when the Biden Administration introduced the Inflation Reduction Act, which included $369 billion tagged to renewables and clean energy.I am not sure what this act is going to do for inflation, but it certainly is working to inflate stocks in the renewable...
One of the top emerging gold plays in Canada is almost fully consolidated now—and the strategy behind this play is a big lesson for investors looking for 10-20 bagger investments.On Tuesday last week, Northern Superior (SUP-TSXv) bought out Royal Fox Gold (FOXG-TSXv) in the Chibougamau gold play in south-central Quebec for CAD$17 million—a...
I love cheap stocks.  I love them even more if there is a good runway for growth.Nothing is more exciting than finding a high-growth gem with a single-digit multiple. But the truth is, those are rare.  If you want to own growth, you are going to have to pay up.This...
The Green Trade got up off the floor in the last two weeks.  After a very hyped 2020 through early 2021, this has been a dead zone for investors.  But from hydrogen to RNG--Renewable Natural Gas--alternative energy stocks came to life in a big way.High oil and gas prices--especially...
US natgas prices have been trading near or above $9/mcf for a week now, while Canadian natgas prices actually hit ZERO for a short time recently—and on the main AECO benchmark no less!ZERO, as in $0.00.  How can that happen you say, in a North American market where natgas...
Copper has had a tough go of it.  The stocks of copper producers have been even worse.The biggest – Freeport McMoRan (FCX – NASDAQ), is down 40% since April.  Small copper producers like Capstone Mining (CS – TSX), Copper Mountain Mining (CMMC – TSX) and Taseko Mines (TKO – TSX) are all...