Royal Gold and Franco-Nevada are streaming companies, not pure miners like the others, I would say they are specialized financial companies. These are good alternatives to get exposure to gold with much less risk than miners and more growth than gold prices. Thank you very much for sharing, excellent video as usual!
Love ❤️ it Chuck!! Your expertise is amazing 👍🏼🙌🏼😎💵thank you for mentioning me!!! This was an amazing evaluation on ⛏ miners. Thank you !!! Faithful and devoted follower❤️ Here.
That's why we don't mine any of these stocks. Great overview of the sector! Still waiting on the newest version of fastgraphs and to make my entry and support of this awesome tool and give some of my opinions on finding great opportunities for the long run! Will also read everything you have there on the tool, such as articles, how to use the tool and become a member of the FAST Graphs cult (society) xD
Gold doesn’t care if you’re a fan or not but for 20 years from 2000 -2019 gold beat the S&P and that’s after a terrible decade for gold and a great decade for stocks. Which do you want for the next decade. Let me guess, stocks. Heard the same in the year 2000. If gold gold can make it to 2700 it will beat the S&P the next decade. I’m not opposed to stocks but you need the right ones. Facebook is a 3000 stock masquerading as 300 stock. They haven’t even scratched the surface of their potential with marketplace. They should relocate here to Asia.
Quite a camera improvement there, very welcome. It has some aliasing, but it's just all those stripes in the shirt. Thank you, very useful info! I own a couple of very cheap, undervalued miners, Turquoise Hill (TRQ) and Teck Resources (TECK), which I think they have plenty of room to grow. Also, copper is more demanded every year!
You're right, Chuck! The gold mining sector is a horrible sector to be in...that being said, I'm heavily invested in the gold miners right now. You talked about the cyclical nature of the miners and that's where you can make money, in my opinion. I'm taking a macro view that inflation is not transitory and that gold prices will go up meaning the miners will go up even more. Hopefully I can play the cycle fairly well and eventually take the profits and put them into some good dividend paying value stocks that I can hold forever (hopefully forever). I started buying some of the gold stocks in 2018... God bless, Chuck!
I bought BTG about 3 hours before I watched this. I bought it for the very reasons you explain. However.... I wish I had Heard Chuck on the subject first.
@@dakotacavin5210 I picked that one specifically because they have low debt, high dividend, and the price has been falling for over a year. Figured it has to be near the bottom..... And the dividend will pay me to wait. That was my thinking.
@Franklin definitely did not get in at a good time. Tax loss and move on. I still hold physical silver and gold personally. I like it as a collection and it is in my opinion good to have for a hyperinflation event we all hope never happens.
I think gold streamers/royalties like WPM/FNV/SAND are better investments than miners. Also, they are good to hold small amounts of them in your portfolio (not as investment income) but due to their uncorrelated returns. Since they do have an operating business they are better than holding cash and work well for dry powder. They typically will not do poorly when there is fear.
Thank you so much for this. Long VALE. Based upon my recent experience, viewing it as more of a speculative play, rather than a long-term buy and hold would have been a better decision, so far.
Spot on Chuck. I have mining stock, and I have to check in EVERY day or hold for a long ride. I was not able to look at one stock for two days, and missed a profit sell from the cycle of price. Thank you for the video.
Mining is a highly specialised sector. When generalist start coming in (no offence to Chuck), thats a sign that things are heating up and that the cycle is halfway over!
Some people use gold and gold miners with equities and bonds for diversification (dalio portfolio, desert portfolio, etc.). If gold isn't the answer do you have other thoughts to minimize volitility and preserve capital other than your common theme of buying at the right price?
Thanks Chuck! Miners should probably be treated as speculative investments offering leverage on commodity prices. Bought some RIO during the pandemic crash, very very small position that is now spitting out crazy dividends. Was is Buffet who said going long gold = going long fear
its so crazy to see, that "my stocks" are getting wiped out on a Tuesday like this and AAPL makes ATH and NFLX and other tech stocks which are "overvalued"...
I am in KL which has no debt and close to 1billion in cash. I was thinking more of a hedge against cash inflation which is starting. The gold stocks however don’t seem to know thus far they are supposed to give some protection.
Does your investing timeline make you more averse to cyclicality? Would you recommend a younger investor with longer investing horizon be less averse to cyclicality?
VALE is very interesting if you dig deeper (sorry for the pun). The reason that you’re showing a drop in earnings from 2011 is they had a major environmental mishap in Brazil. The litigation is mostly behind them. They produce some of the highest quality iron in the world and the CEO has said point blank that he’s had discussions with Musk. I suspect this is due to their nickel mining. I’m not betting the farm, but I’ve got my eye on this one for value, growth, and income. Just my two cents.
Hi Chuck...new to your info, but Im learning a lot, thx. Im guessing you dont talk about ETFs because there is not a good way to measure performance and earning when they have a large stock portfolio. I have both ETFs and individual stocks, but, am I missing out on income with ETFs like VYM and XLV?
Polymetal to me is one of the best gold stocks in the world - very consistent growth, great pipeline, strong reinvestment in assets and good leadership. They have something like 30% return on equity. Then you look at the 8x PE and the 6+% dividend yield! I agree though, the majority of gold mining stocks are badly run, and have underperformed the very asset they intend to mine!
Companies that are cyclical are hard to predict? To me it looks like all these graphs look the same. The comp are a hedge in times of crysis. When the rich are finished with the energy industry they move to gold
Disappointed in the video. Of course when you start off with talking about a coal miner you frame the miner sector in a negative light. You should have just focused on the gold stocks. But of course as a dividend guy you probably hate gold as it has no yield. Why would you recommend BABA, it does not yield anything either?
if you actually watched the video you would know that this is a subscriber request as was BABA. all the stocks I covered were requested by subscribers, including the coal miner. So to answer your question I covered BABA because a subscriber asked me to. Any more questions? Regards, Chuck
![Lp. Сердце Вселенной #60 РОЖДЕНИЕ ЛОЛОЛОШКИ [Финал] • Майнкрафт](http://i.ytimg.com/vi/YoR0pAV9FVQ/mqdefault.jpg)
Suggestion for future video topic: What are value traps and how to avoid them. Thanks, for all the great videos, Chuck!
Thanks Chuck. Great video.
Epic breakdown Chuck! Thanks again.
Thank you for the wonderful content and information
Chuck! Thanks for everything, you have helped me more than you will know! Great tool (Fast Graphs)!!
Glad to hear it!
Royal Gold and Franco-Nevada are streaming companies, not pure miners like the others, I would say they are specialized financial companies. These are good alternatives to get exposure to gold with much less risk than miners and more growth than gold prices. Thank you very much for sharing, excellent video as usual!
Love ❤️ it Chuck!! Your expertise is amazing 👍🏼🙌🏼😎💵thank you for mentioning me!!! This was an amazing evaluation on ⛏ miners. Thank you !!! Faithful and devoted follower❤️ Here.
Great sector analysis Chuck! Would love to see a similar video on Trucking stocks such as Old Dominion, Knight-Swift, TFI, Schneider National, etc.
That's why we don't mine any of these stocks. Great overview of the sector! Still waiting on the newest version of fastgraphs and to make my entry and support of this awesome tool and give some of my opinions on finding great opportunities for the long run! Will also read everything you have there on the tool, such as articles, how to use the tool and become a member of the FAST Graphs cult (society) xD
This was a good analysis... I'd like to see a similar type video on railroads (I looked through your videos and maybe I missed, but didn't see one)
I am a fan as well. One of my favorite stocks is RAIL. A rebound play for sure. But talk about having a moat..... This is the moat industry.
Not a fan of gold or mining stocks but a huge fan of Chuck and FastGraphs! Thanks
Gold doesn’t care if you’re a fan or not but for 20 years from 2000 -2019 gold beat the S&P and that’s after a terrible decade for gold and a great decade for stocks. Which do you want for the next decade. Let me guess, stocks. Heard the same in the year 2000. If gold gold can make it to 2700 it will beat the S&P the next decade.
I’m not opposed to stocks but you need the right ones. Facebook is a 3000 stock masquerading as 300 stock. They haven’t even scratched the surface of their potential with marketplace. They should relocate here to Asia.
@@somchai9033 thanks for your input
No one that l know is fond of gold like l am and has going against the crowd hurt me by being involved with silver and gold stocks? You Bet!!
Quite a camera improvement there, very welcome. It has some aliasing, but it's just all those stripes in the shirt. Thank you, very useful info! I own a couple of very cheap, undervalued miners, Turquoise Hill (TRQ) and Teck Resources (TECK), which I think they have plenty of room to grow. Also, copper is more demanded every year!
You're right, Chuck! The gold mining sector is a horrible sector to be in...that being said, I'm heavily invested in the gold miners right now. You talked about the cyclical nature of the miners and that's where you can make money, in my opinion. I'm taking a macro view that inflation is not transitory and that gold prices will go up meaning the miners will go up even more. Hopefully I can play the cycle fairly well and eventually take the profits and put them into some good dividend paying value stocks that I can hold forever (hopefully forever). I started buying some of the gold stocks in 2018... God bless, Chuck!
I bought BTG about 3 hours before I watched this. I bought it for the very reasons you explain. However.... I wish I had Heard Chuck on the subject first.
I am pretty heavy on mining stocks as well. Waiting for them to wake back up.
@@patricksapp8034 Can you give me some reasons why you bought BTG? Thanks in advance
@@dakotacavin5210 I picked that one specifically because they have low debt, high dividend, and the price has been falling for over a year. Figured it has to be near the bottom..... And the dividend will pay me to wait. That was my thinking.
@Franklin definitely did not get in at a good time. Tax loss and move on. I still hold physical silver and gold personally. I like it as a collection and it is in my opinion good to have for a hyperinflation event we all hope never happens.
brilliant video sir, it really takes a ton of nerves and patience to invest in these kind of businesses, definitively not for me haha
I think gold streamers/royalties like WPM/FNV/SAND are better investments than miners. Also, they are good to hold small amounts of them in your portfolio (not as investment income) but due to their uncorrelated returns. Since they do have an operating business they are better than holding cash and work well for dry powder. They typically will not do poorly when there is fear.
Thank you so much for this. Long VALE. Based upon my recent experience, viewing it as more of a speculative play, rather than a long-term buy and hold would have been a better decision, so far.
So this is why I am so stressed out having money in miners! Lol
Hey Chuck - I personally think you should incorporate fun graphs into some of your videos more often. Thanks as always
Spot on Chuck. I have mining stock, and I have to check in EVERY day or hold for a long ride. I was not able to look at one stock for two days, and missed a profit sell from the cycle of price. Thank you for the video.
Mining is a highly specialised sector. When generalist start coming in (no offence to Chuck), thats a sign that things are heating up and that the cycle is halfway over!
no offense taken, but I only did this video because I was asked. Regards, Chuck
Some people use gold and gold miners with equities and bonds for diversification (dalio portfolio, desert portfolio, etc.). If gold isn't the answer do you have other thoughts to minimize volitility and preserve capital other than your common theme of buying at the right price?
ua-cam.com/video/y7rLrVyo7I0/v-deo.html
Thanks Chuck! Miners should probably be treated as speculative investments offering leverage on commodity prices.
Bought some RIO during the pandemic crash, very very small position that is now spitting out crazy dividends.
Was is Buffet who said going long gold = going long fear
its so crazy to see, that "my stocks" are getting wiped out on a Tuesday like this and AAPL makes ATH and NFLX and other tech stocks which are "overvalued"...
I am in KL which has no debt and close to 1billion in cash. I was thinking more of a hedge against cash inflation which is starting. The gold stocks however don’t seem to know thus far they are supposed to give some protection.
thnx
FSM, KGC, RGLD, OR - get your gold bug on.
Does your investing timeline make you more averse to cyclicality? Would you recommend a younger investor with longer investing horizon be less averse to cyclicality?
VALE is very interesting if you dig deeper (sorry for the pun). The reason that you’re showing a drop in earnings from 2011 is they had a major environmental mishap in Brazil. The litigation is mostly behind them. They produce some of the highest quality iron in the world and the CEO has said point blank that he’s had discussions with Musk. I suspect this is due to their nickel mining. I’m not betting the farm, but I’ve got my eye on this one for value, growth, and income. Just my two cents.
NEM?
Hi Chuck...new to your info, but Im learning a lot, thx. Im guessing you dont talk about ETFs because there is not a good way to measure performance and earning when they have a large stock portfolio. I have both ETFs and individual stocks, but, am I missing out on income with ETFs like VYM and XLV?
Hi Chuck - I am holding DRDGOLD which pays 5.5% div and is profitable but yes cyclical
Polymetal to me is one of the best gold stocks in the world - very consistent growth, great pipeline, strong reinvestment in assets and good leadership. They have something like 30% return on equity. Then you look at the 8x PE and the 6+% dividend yield! I agree though, the majority of gold mining stocks are badly run, and have underperformed the very asset they intend to mine!
I am really concerned about inflation so I do own some mining stocks not a lot but some.
Vale 🤤
Companies that are cyclical are hard to predict? To me it looks like all these graphs look the same. The comp are a hedge in times of crysis. When the rich are finished with the energy industry they move to gold
Thanks for the useful content, I now don't like mining stocks either because they're not a good fit for my portfolio
Nobody likes them at all.
Vale is not pronounced vail. Try vah-lay
Apologies if I came off as a snob. I mispronounced this for 20 years myself.
Disappointed in the video. Of course when you start off with talking about a coal miner you frame the miner sector in a negative light. You should have just focused on the gold stocks. But of course as a dividend guy you probably hate gold as it has no yield. Why would you recommend BABA, it does not yield anything either?
if you actually watched the video you would know that this is a subscriber request as was BABA. all the stocks I covered were requested by subscribers, including the coal miner. So to answer your question I covered BABA because a subscriber asked me to. Any more questions? Regards, Chuck
@@FASTgraphs thank you for sharing your perspective among your subscribers.
@@FASTgraphs I bet you smartly never owned a gold/silver stock in your life.