Korelin Economics Report

Dave Erfle – Metals Stocks: Stick To The Winners

Dave Erfle, Editor of the Junior Miner Junky joins us to discuss how the market is doing the work for investors by isolating the high quality companies from the low quality companies. 

 

We begin by discussing the recent corrections in the U.S. equity markets and shift our focus to the distinct performance of higher-quality juniors, mid-tiers, and majors in the resource stock arena. These companies are outperforming many others, illustrating that savvy investors are gravitating towards better stories and opportunities. 

 

Dave shares his recent stock picks, explaining how he identified companies showing strong upward trends from bombed-out lows or solid bottoms with rising volume. For instance, one of his chosen stocks attracted strategic partners and experienced a rise in volume, signaling a positive shift. Another company, an up-and-coming silver stock, released a strong PEA and sparked interest from strategic partners, showcasing the criteria he uses to build his investment portfolio. Dave emphasizes the importance of analyzing the internals of these companies, such as ensuring they have access to capital, a tight share structure, and enough cash flow to last at least 12 months. 

 

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.

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