Weekend Show- Dana Lyons & Josef Schachter - Gold, Silver, GDX, GDXJ, Copper, Uranium, Oil & Nat Gas
On this Weekend Show we focus on a range of commodity sectors from a generalist, chart standpoint. We also discuss the underlying commodity stocks and opportunities for investors.
Segment 1 and 2 - Dana Lyons, Fund Manager and Editor of The Lyons Share Pro, kicks off the show by sharing his outlook for gold, silver, GDX, GDXJ, Copper, COPX, Uranium, oil, natural gas and the US markets. We discuss short term price levels as well as some longer term outlooks on the charts.
Click here to visit The Lyons Share Pro website to follow along with Dana - https://lyonssharepro.com/
Segment 3 and 4 - We shift focus exclusively to the energy sector, oil and natural gas, with Josef Schachter, Editor of the Schachter Energy Report. With nat gas breaking above $2 we discuss what is driving this move and the opportunities in the stocks. We then move to the range bound oil price and oil stocks. We discuss how to do due diligence on service companies, dividend opportunities and an overall assessment of investor interest in the energy sector.
Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/subscriptions/
The subscription rate will be increasing on June 1st so be sure to lock in the lower price now!
Timestamps
Dana Lyons
0:30 - Gold chart outlook
3:05 - Gold stock vs gold performance
4:34 - GDXJ short, medium and long term chart outlook
7:29 - Copper price outlook
9:14 - COPX, copper miner ETF, volume considerations
10:54 - Uranium stocks (URNM) outlook
12:39 - Oil chart price outlook
14:08 - Natural Gas move above $2
14:59 - US equity markets chart outlook
17:57 - Small cap stocks outlook
20:04 - Leadership, has it shifted to commodities
21:11 - Bond and interest rate outlook
Josef Schachter
24:05 - Natural Gas over $2, what’s driving this rise in price?
30:59 - Nat gas vs oil moves
32:44 - Stocks outside of the US to consider
35:04 - Nat gas companies hedging strategy
37:51 - Which nat gas stock sectors perform the best in a long term uptrend
39:24 - M&A outlook if the oil price drops
41:33 - Changes on the dividend front
43:37 - Energy services companies
44:51 - How to do due diligence on the service companies
46:46 - Investor sentiment and generalist interest
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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.
