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PlusLive

Why It's Still Early for Energy and Gold Miners -- Live with Sean Fieler

Featuring Sean Fieler and Max Wiethe

June 14 at 5:00PM • 58 minutes

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Live

Why It's Still Early for Energy and Gold Miners -- Live with Sean Fieler

Many investors look at stocks and get a feeling that they have missed the boat Sean Fieler discusses this dynamic and opportunities that it provides.

Featuring Sean Fieler and Max Wiethe

June 14 at 5:00PM • 58 minutes

Many investors look at stocks, up multiples from their lows, and get a feeling that they have missed the boat. This is certainly the case in energy stocks, which have performed well alongside oil's rally. Sean Fieler, CIO of Equinox Partners, returns to Real Vision to discuss this dynamic and opportunities that it provides in gold miners and Canadian E&P companies. Fieler cites the newfound capital discipline affecting these sectors, conservative commodity price estimates, and the fact that the market seems less than interested in both sectors as reasons why we are still very early in the cycle with many companies trading far below fair value and providing strong income in the form of dividends rather than reinvestment. Fieler will also touch on some of the unique opportunities they are finding in emerging markets. Show More

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

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