Resource Sector Strategy – Weekly Investment Report

John Robertson


This week’s PortfolioDirect investment report highlights the strong share price leverage near the bottom of a commodity price cycle. The bottom of the cycle is usually also characterised by many anticipated cyclical recoveries for the one that eventually occurs. One of the dilemmas posed for investors by these conditions is that some of the best performing stocks will come from the lower end of the quality spectrum because of their sometimes extreme leverage to improved conditions. The report is available here (VIEW LINK)

John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...


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