The KE Report

Dave Erfle - Metals Stocks: Stick To The Winners


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

The KE ReportBy KE Report

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

12 ratings


More shows like The KE Report

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,062 Listeners

Sprott Money News by Sprott Money

Sprott Money News

150 Listeners

Mining Stock Education by Bill Powers

Mining Stock Education

147 Listeners

Mining Stock Daily by Trevor Hall

Mining Stock Daily

99 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

356 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

262 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

93 Listeners

ITM Trading Podcast by The Daniela Cambone Show and Taylor Made Economics

ITM Trading Podcast

74 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

371 Listeners

The Jay Martin Show by Jay Martin

The Jay Martin Show

72 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

418 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

77 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

44 Listeners

Commodity Culture by Jesse Day

Commodity Culture

22 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

156 Listeners