Investing in Precious Metals

[UWone77]

My REIT stock is down in share price, but the dividend is holding up. The gold mining is up about 30% since I bought 6 mos. ago.

I don’t think the magnitude of the inflation crises is recognized by the general public or the market yet. When the fear really hits home I expect a lot of cash will be jumping onto the metals train.

Phil,

Which REIT are you invested in? Seems like a lot of REIT have hit bottom on stock price, but their dividends are holding steady. Is it paying quarterly?

[Former11B]

I halted my IRA contribution for the time being; I was basically burning the $ up as soon as it went in

Transitioned the bi-monthly deposit elsewhere.

[Uffdaphil]

NLY. I’ve had it for 13 years. Shares have cycled up and down several times between ~ 12 and 5. Div was .30-35/qtr for years. Still good at .22 , but with our uncertain future I don’t trust it to stay high. I sold half and kept 6K. Might sell another 2K.

[gatordev]

I Bonds just went up to 9% interest and will be there until November (when they adjust the interest rate). I decided to dump some cash into that via the Treasury website. Annual limit is $10K. The money isn't really available for 12-15 months, but if you don't need something liquid for that amount of time, it's a nice option.

[UWone77]

NLY. I’ve had it for 13 years. Shares have cycled up and down several times between ~ 12 and 5. Div was .30-35/qtr for years. Still good at .22 , but with our uncertain future I don’t trust it to stay high. I sold half and kept 6K. Might sell another 2K.

I've thought about getting in on some NLY as I don't think the price will go too much lower.... but everytime I say that lately, it does Higher interest rates don't help their business model.

I've been keeping 100-120k in cash to put down on a rental, but I don't see that happening anytime soon. I'm thinking about putting it in more dividend funds or ETF's, but also considering bonds like gator mentioned.

[Stone]

Another bloodbath in the general markets today, been sitting in cash for a few now and I'm putting together a crash buy list. There are some great companies out there who's stock price is waaaay under valued. Starting to build a position in MARA, cant believe I have the opportunity to buy it under $12 a share. Its down around $10 today... I still think we have some more downside coming overall but would like to see the S&P find a bottom around 3800-3600 but its a hard call to know for sure.

[UWone77]

Another bloodbath in the general markets today, been sitting in cash for a few now and I'm putting together a crash buy list. There are some great companies out there who's stock price is waaaay under valued. Starting to build a position in MARA, cant believe I have the opportunity to buy it under $12 a share. Its down around $10 today... I still think we have some more downside coming overall but would like to see the S&P find a bottom around 3800-3600 but its a hard call to know for sure.

Another great day on the market! LOL

Stone, you got any hot tips on stocks you feel are way undervalued during this slump?

[Stone]

Right now I am jumping in and out on UUUU and UEC, grabbing 10-15% gains to pay the bills. They are holding a strong support line at $5.85 and $3.30. NU-SCALE just IPO'd as SMR but that's a long term play if your interested. Small Modular Reactors will definitely be the wave of the future. URA under $19 a share is a great buy. I don't think it will be much longer until uranium stocks decouple from the main markets and head north. Hedge funds and institutions are sitting on a boatload of cash and are waiting for their algorithms to trigger initial buy in's in the general market. Sitting on a chunk of cash right now is not a bad thing but watch out for the dead cat bounces so you don't get suckered in. Here's a few great company's on my bottom turnaround list.

SMED
OESX
TGA
CPG
GOGL
GRIN
USAK
DOCS

[Stone]

Looks like a major Helium shortage is here and the underlying fundamentals in this relatively unknown sector look amazing... My top three are:

TTLHF
ARGYF
DMEHF

I'm currently holding TTLHF and ARGYF... Total helium has LINDE (LIN) (massive company) in their back pocket and has some great deals going with them. They just started selling their product and as first to market within the current explorers I believe they should print some great numbers in Q2/Q3 The recent market selloff has dragged these 3 down 50% and looks like a great entry point...

When the cannabis stocks start to turn and volume finally comes in keep an eye on:
TLRY
HYFM
CURLF
GRWG
TCNNF

I did some serious research on over 20 cannabis stocks/company's and those five are the best of the best...