Jim Collins is the Founding Partner of Portfolio Guru. Collins researches small stocks in his newsletter, MicroCap Guru, and uses income-investing principles to manage money for individuals on a fee-only, separately-managed account basis.
Previously, Collins spent 10 years as an equity analyst in New York and London covering the automotive sector for Lehman Brothers, Donaldson, Lufkin & Jenrette and UBS. He holds an A.B. in Economics and History from Duke University and has completed the academic requirements for the CFA designation.
Recent Articles By The Author
These small companies stand out in a mega-cap-dominated market.
There's a sense of incredulity the likes of which I have ever seen before. Good news, buy! Bad news, buy! No news, buy!
Prices for oil and natural gas are at levels that are incredibly profitable for any company that is pumping them.
The world is moving to electric cars, and battery materials will need to be sourced from many locations.
Remember, cash flow never lies.
It makes sense to buy things that are undervalued and sell things that are overvalued, but take the temperature of all markets at all times.
But the world - or the Western world, anyway - is hell-bent on decarbonization of its transportation system and energy production.
And that leads me to the natural resources space.