As markets Detach from Reality, Focus on Stocks Producing Real Things

An Introduction…

Over the next two weeks, I’ll be doing something a little different…

Putting together several interviews with our value-focused investment specialist, Greg Canavan.

I think this is especially timely, given that there’s a lot of overlap between resource markets and investors focused on long-term value opportunities, like Greg.

Over the coming days, we’ll be sharing our unique insights and expertise; Greg will focus on the fundamental-value aspect, and I will focus on the industry perspective.

I think you’ll find this valuable and insightful.

We’ll discuss markets, why a focus on commodities makes sense for long-term investors, plus specific strategies for targeting resource companies.

But to kick off this special series, I’ve decided to share a presentation I recently gave at the Noosa Mining Conference.

Outlining why I think there’s a strong case to focus on relatively cheap resource companies producing REAL things in a market that’s increasingly detached from reality.

Please, click below to watch my recent presentation.