Wall Street Unplugged
Episode: 527June 23, 2017

Frank Holmes: The “Moneyball” Gold Approach

Frank Holmes
Welcome back to another episode of Wall Street Unplugged.As some of you know, there’s an extremely rare circumstance surrounding one of the most successful financial products ever created…The VanEck Vectors Junior Gold Miners ETF (GDXJ).It’s an opportunity frequent guests like Marin Katusa and Rick Rule have been raving about…In short, because this ETF grew so big, so fast… it became a main influencer of the junior gold miners market — a catalyst completely against the norm.Only days ago, the fund went through a major “rebalancing”… causing share prices of multiple well-managed, profitable junior miners to fall sharply — a pullback that has nothing to do with the companies themselves.This is why industry experts have been pounding the table on junior miners…As my good friend and today’s guest, Frank Holmes, explains… this “fire sale” has left investors the opportunity to purchase companies with incredible growth prospects at a huge discount… in a market that’s already in the midst of a downcycle.Holmes breaks down this developing story, along with the current state of the junior mining sector (and his favorite foreign investment).But it gets better…Holmes announced that his team, U.S. Global Investors, are gearing up for the launch of an entirely new ETF.If you’re familiar with Holmes’s work, you know all about his recent success in the world of ETFs (Exchange Traded Funds). He recently launched JETS – the most popular go-to airliner ETF in the market today.Holmes created the fund in 2015, before anyone was even looking in that direction…Investors that stuck with JETS from the beginning have safely booked gains of over 30% in less than 24 months.And just like JETS, Holmes’s newest venture is being launched in the middle of an out-of-favor down cycle…Leaving listeners with yet another chance to invest in a basket of stock with very limited downside risks.What’s his latest focus? A sector that Holmes knows more about than anything else…Gold.And with the recent blow-up of GDXJ… “the timing couldn’t of been better.”On the show, Holmes explains his newest fund and its unique portfolio concept — something he calls the “moneyball” strategy. And how it could be a game-changing investment tool for anyone interested in the sector going forward.Good Investing,Frank CurzioTo read the entire show transcript (pdf) – Click Here

Links & Resources

Stocks Mentioned

  • Seabridge Gold (SA)
  • AngloGold Ashanti (AU)
  • Rio Tinto (RIO)
  • US Global Jets ETF (JETS)
  • International Business Machines (IBM)

Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.

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