SAN FRANCISCO, CA--(Marketwired - October 19, 2015) - Even in the worst resource market in history, companies with good management teams can increase in value. In this interview with The Gold Report, U.S. Global Investors CEO Frank Holmes talks about whether this is the right time to get back into gold, and Portfolio Manager Ralph Aldis reports on the performance of companies in the portfolio and shares some of the names in Australia.
The Gold Report: A number of thought leaders in the larger investing community have come out lately in favor of gold. How do you know it is time to move into the resource?
Frank Holmes: You have to consider the source. If it is a Goldman Sachs or a J.P. Morgan, ask whether they are talking their book. Do some homework and find out if they are long or short. The secret is to find people who are delivering great outcomes and ask what their processes are and what is their passion.
TGR: What is the process for finding the best time to move in the resource sector?
FH: We look at the two pillars of demand, the love trade and the fear trade. This is the beginning of the wedding and holiday season in Asia so the love trade is just ramping up right now. The fear trade is based on…
Continue reading this interview: U.S. Global Investors' Frank Holmes and Ralph Aldis: Gold Companies That Create Extra Value Will Always Reward Investors
About Streetwise Reports/ The Gold Report
Investors rely on The Gold Report to share investment ideas for the precious, base and critical metals sector. Our exclusive interviews with leading industry experts and analysts provide a clear picture of the causes of macro-economic shifts and the strategies that help you capitalize on developing trends.
Klondex Mines Ltd., Rye Patch Gold Corp. and Tahoe Resources Inc. are sponsors of Streetwise Reports. Frank Holmes and Ralph Aldis had final approval of the content of the interview and are wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Holmes and Mr. Aldis and not of The Gold Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.