Speaking with the Investing News Network at this year’s Sprott Natural Resource Symposium, John Kaiser of Kaiser Research shared his thoughts on the resource sector and the companies he is following right now.
“I think gold is on a gradual uptrend. I don’t see it doing anything particularly special on the upside,” he said, adding that North Korea and the Middle East are major geopolitical factors to watch in 2017.
Kaiser believes that metals that are in high concentration in China, like zinc and rare earths, have potential upside due to China’s environmental awakening.
He also talked about the current resource space and how exploration companies are rethinking existing processes and walking away from the “tyranny of the prices.”
- 0.25 Geopolitical factors to watch
- 1.30 Trump and mining companies
- 3.30 The Fed rate increases
- 4.43 His take on gold
- 6.23 His thoughts on silver, copper and nickel
- 8.50 What investors should know about the current resource space
- 12.30 Top stock picks
Don’t forget to follow us @INN_Resource for real-time news updates!
Securities Disclosure: I, Priscila Barrera, hold no direct investment interest in any company mentioned in this article.
The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.