Russell Stanley of Jennings Capital, an expert on mergers and acquisitions, knows how to find the margin in the increasingly profitable energy service industry, and explains the rules of this investment game.
There are two things investors pay too much attention to, according to Dan Hrushewsky: Metals prices and grade. Why? Extremes of low and high prices never last, and high grades don't always make for economic deposits.
Investors were shaken by the market's death-defying drop and recovery in a matter of minutes recently. But the "tweet retreat" hasn't changed the reasons why investors need gold companies in their portfolio.
Tungsten and fluorspar may sound like dry subjects, but the Jennings Capital analyst makes them positively magical. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy.
With two major catalysts likely to boost spot prices, M&A activity afoot, new mines coming into production and new companies coming to market, the Mines2Capital analyst says well-positioned investors stand to benefit from what just may be a coming boom.
Even in the face of problems at Japan's Fukushima Dai-Ichi nuclear reactor following a massive earthquake and tsunami, the Jennings Capital Mining analyst takes an upbeat long-term view on uranium prices.
The earthquake, which claimed tens of thousands of lives and left millions homeless, has also led to losses in Chinese metal production. The need for materials to rebuild the ravaged areas should keep the sector strong.