Resource Sector Strategy – Weekly Investment Report

John Robertson

PortfolioDirect

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...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.