/biz/ - Business & Finance

Been a while since I looked at /cmmg/, probably like 4-6 months? How's everybody been doing? I've sold my West African holdings aside from B2Gold for now until the geopolitical climate clears over there, and been sitting happily on uranium and oil/gas majors. Kazatomprom, Cameco, CNRL, Tourmaline, Exxon, Freehold Royalties. Also holding onto Artemis Gold as my sole junior gold exposure. Been looking to get into ARC Resources but the market hasn't been keen on giving me any good entry points.

I've also been contemplating buying Nutrien, or some iron ore or copper giant like Vale, Rio Tinto or BHP, or the like. I still want to see potash bottom before starting to accumulate NTR, unsure about iron ore and copper. Refinery stocks interest me but I should acquaint myself with the sector better first. Also thinking about buying gold majors again, maybe Agnico Eagle.

Anyways just came to dip my toes into the discussion here and share my experiences with getting away from juniors and into majors. So far so good, dividends are nice and I'm im the green right now.