10Sep3:05 pmEST

Building the Case for Value

It is not just those boring, dividend-paying, defensive names which offer value here according to historically low multiples and lack of investor enthusiasm. Indeed, the same can be said for many materials miners housed in the XME ETF--Both non and precious alike This includes the likes of FCX, steels, aluminum plays, coals, etc.. 

While near-term market choppiness could keep a lid on them, the strength in XME today is impressive and worth watching into next week. 

On the XME multi-year chart, below, see my notes for more color. 

Next Train to Somewhere Weekend Overview and Analysi...


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