Doc Jones, Private Investor, joins us to discuss how his rotation out of some precious metals and oil & gas stocks, a few months back, into lithium and nickel stocks has been progressing, and where he sees the value in the resource and commodities sector. We get to hear what data he reviewed to spot the developing trends, which caused him to rotate out of a number of gold and silver stocks and energy stocks into more of the battery metals, as well as a few thoughts on how he was managing the trades within his portfolio and even real estate.
We dive a little bit further into the catalysts Doc Jones sees in energy sector overall, how he is viewing oil and natural gas plays at present, and his larger focus on the electrification and battery themes for both lithium and nickel. He also unpacks a company he likes in both of those spaces – Sigma Lithium (SGML.V) and Magna Mining (NICU.V), as two positions he holds and sees having strong fundamental growth stories.
.
Cory and I are attending the upcoming New Orleans Investment Conference on October 12-15. We’d love to see you there! It’s a great way to meet company management and spend some time in New Orleans. Click the link below to register and please let us know if you will be there so we can meet up.