Market Call

Rick Rule's Top Picks: May 25, 2022

Rick Rule, president and CEO, Rule Investment Media LLC

FOCUS: Natural resource stocks


 

MARKET OUTLOOK:

This bearish macro picture masks an ongoing bull market in both precious metals, and industrial materials.

The precious metals bull market will continue, given quantitative easing, government debt and deficits, and particularly negative real interest rates.

Industrial materials markets will be led by population growth, an increase in frontier markets living standards, negative government policy decisions and decades of underinvestment.

In general, the market declines have made higher-quality companies more attractive than most small-caps, although very soft markets can generate some extraordinary small-cap values.

Canadian investors should continue way overweight in the high-quality Canadian oil and gas sector.

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TOP PICKS:

Rick Rule's Top Picks

Rick Rule, president and CEO of Rule Investment Media LLC, discusses his top picks: Equinox Gold, Sovereign Metals, and Centaurus Metals.

Equinox Gold (EQX TSXEquinox Gold (EQX TSX

Sovereign Metals (SVM ASX)

Centaurus Metals (CTM ASX)

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
 Equinox Gold (EQX TSX Y  Y  Y
 SVM ASX Y  Y  Y
 CTM ASX Y  Y  Y

 

 

PAST PICKS: February 28, 2022

Rick Rule's Past Picks

Rick Rule, president and CEO of Rule Investment Media LLC, discusses his player picks: NAC Kazatomprom JSC, Sandstorm Gold, and Endeavour Mining PLC.

NAC Kazatomprom JSC (KAP LON)

  • Then: $29.40
  • Now: $26.82
  • Return: -9%
  • Total Return: -9%

Sandstorm Gold (SSL TSX)

  • Then: $9.04
  • Now: $8.42
  • Return: -7%
  • Total Return: -7%

Endeavour Mining PLC (EDV TSX)

  • Then: $33.48
  • Now: $29.64
  • Return: -11%
  • Total Return: -11%

Total Return Average: -9%

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
 KAP LON Y  Y Y 
 SSL TSX Y  Y Y 
 EDV TSX  Y   Y Y