Rick Rule, President & CEO, Rule Investment Media
Focus: Natural resource stocks
Top Picks: G Mining Ventures, Dundee Corp, International Petroleum
MARKET OUTLOOK:
Continued strong operating results in large corporates, and reasonable equities markets.
2026 and 2027 contingent on a last peace in gulf. Higher energy prices act as a tax on the economy. Current oil and liquefied natural gas (LNG) pricing reflect anticipated shortages, rather than physical shortages. Prolonged closure of Straits of Hormuz would see more than US$200 oil and and equivalent LNG pricing. Also critical disruption of fertilizer, refined aluminum and helium markets.
A separate concern is deteriorating credit quality in below investment grade corporate, private credit, and third world sovereign debt markets. Legitimate concerns about the possibility of credit market contagion. U.S. fed appears to be losing the ability to manipulate U.S. and hence global rates lower.
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TOP PICKS:
G Miming Ventures (GMIN TSX)
Dundee Corp (DC.A TSX)
International Petroleum (IPCO TSX)
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| GMIN TSX | N | Y | N |
| DC.A TSX | N | Y | N |
| IPC TSX | N | Y | N |
PAST PICKS: JULY 2, 2025
EMX Royalty (EMX TSX)
Then: $3.63
Now: $5.70
Return: 57%
Total Return: 57%
Orogen Royalties (OGN TSX)
Then: $1.51
Now: $3.35
Return: 122%
Total Return: 122%
Sprott (SII TSX)
Then: $92.89
Now: $199.71
Return: 115%
Total Return: 117%
Total Return Average: 95%
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| EMX TSX | N | Y | N |
| OGN TSX | N | Y | N |
| SII TSX | N | Y | N |
