Mining Sector Ideas

[bigworld]

gfp: There is the possibility of using your equity percentage on hard asset plays. Something like Enbridge (ENB) Pays > 7% dividend. RIO Tinto (RIO), another high dividend play with diversified mining. Newmont (NEM) 2.46% dividend yield while you wait for gold and silver to explode to the upside. The precious metal royalty companies are a good risk/reward play. I own Franco-Nevada (FNV), Wheaton (WPM) and Sandstorm (SAND) and some funds i have own Royal Gold (RGLD) and Osinko (OR). You could make up your entire equity investments in hard asset plays, some with decent dividend yields. That's the way to play this marker at this time. We've entered an era of Stagflation for sure. Job opening are down. Layoff are up. Inflation is trending back up. The FED will resume buying Treasuries to keep interest rates low....which is monetizing the debt, which will add gasoline to the inflation fire. Look for guidance to the previous stagflation era. What worked then will probably work now.