A great way to play copper. It is a diversified way to play it. There is a lot of room to run. A move to electrification will continue to raise demand.

A play on reflation and infrastructure. All metals are great reflationary play. Looking at a 10 year chart, you can see that there is runway. Short term it is over bought, but once there is a bit of market volatility in weakness, jump in. Potential 20-30% upside.

It is wages that ultimately cause inflation. This ETF has utilities and so is very interest rate sensitive. If interest rates creep up, this will lag a little.

He recently put it on a sell list at an extreme peak of a 10 year channel. It has been rolling over and he would wait for a MUCH better time to buy this stock. There is a slim possibility of it rallying back up to the channel and breaking out but this is a slim possibility. The FANG stocks have not been breaking out to new highs recently as the market has been. He sees a shift in the leadership.

It has an interesting problem. It has the solution to COVID-19 and they have orders for billions of doses but the stock has not done anything. The earnings forecast for the company are going sideways. Analysts probably think the demand for COVID vaccines will decline sharply when COVID is over and then there will be all these plants that are idle. So looking longer term, they see the earnings as flat.

The valuation now is at its ten year high. You would need earnings to become stronger. It has had its move for now.