Weekend Show - Rick Rule & Dan Steffens - Investing In Gold and Oil Stocks

Опубликовано: 29 Декабрь 2024
на канале: The KE Report

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Welcome to the KE Report Weekend Show! On this Weekend Show we focus on investing in gold and oil stocks. Featuring two veterans in each sector they share the stocks they think are offering the best value for investors and company specific fundamentals to watch for when doing your due diligence.

We are at a couple resource investing conferences this week in Vancouver so if there are any specific companies you would like us to meet us please email me and I will set that up.

Segment 1 and 2 - Rick Rule, Founder of Rule Investment Media kicks off the show with an honest assessment of the gold stock sector. He shares his thoughts on the valuation of gold stocks compared to the gold price, some of this favorite gold stocks, the current financing environment and his view on the micro-cap juniors.
Rick offered to share his thoughts on the stocks in your portfolio. Click the link to visit the Rule Investment Media site and share the stocks in your portfolio - https://ruleinvestmentmedia.com/

Segment 3 and 4 - Dan Steffens, President of the Energy Prospectus Group wrap sup the show with a focus on the oil and natural gas sectors. We recap the macro drivers behind prices then get into stocks. On the stock front we discuss the sustainability of dividends and 2 stocks he thinks are highly undervalued.
Click the link to visit the Energy Prospectus Group website - http://www.energyprospectus.com/

Timestamps
Rick Rule
0:30 - Value of gold stocks compared to the gold price
9:24 - Factors holding the gold stocks back
13:43 - What are the best gold stocks? - Franco-Nevada, Wheaton, Endeavour Mining
19:31 - Financing environment for gold stocks
22:56 - Does the resource sector and stocks need to change the way companies are run?
27:59 - M&A outlook
Dan Steffens
32:52- Why is the oil price stuck in a range?
35:49 - Supply and demand data for oil
37:23 - Natural Gas volatility
40:23 - LNG facility builds being delayed
41:35 - Oil company dividends, will dividends be cut?
44:07 - Is it simply looking at the income statement to gauge if dividends are sustainable?
44:46 - SM Energy (SM) stock, what Dan likes about this Company
47:58 - Growth outlook for SM Energy
48:48 - Vital Energy (VTLE) stock outlook
52:01 - 2023 acquisitions (2) filtering into this year’s production and hedges

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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.
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Managed by SmallCap Communications: https://smallcapcommunications.com