Rick Rule, President & CEO, Rule Investment Media
Focus: Natural Resource Stocks
Top Picks: Franco Nevada, Wheaton Precious, Agnico Eagle
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TOP PICKS:
Franco Nevada (FNV TSX)
Superb assets, superb asset allocator. Over $4 billion in available liquidity, coming into the best deployment period in their history.
Wheaton Precious (WPM TSX)
Wonderful free cash flows, reasonably priced. Like Franco, coming into the best deployment period they have ever experienced, as a consequence of buying by product precious metals streams in support of copper build outs.
Agnico Eagle (AEM TSX)
Softer quarter masks built in, funded production pipeline. A true precious metals power house.
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| FNV TSX | N | Y | N |
| WPM TSX | N | Y | N |
| WPM TSX | N | Y | N |
PAST PICKS: JAN. 5, 2026
B2Gold (BTO TSX)
Then: $6.28
Now: $6.71
Return: 7%
Total Return: 8%
Amerigo Resources (ARG TSX)
Then: $4.79
Now: $7.62
Return: 59%
Total Return: 73%
Slb NV (SLB NYSE)
Then: US$43.80
Now: US$53.46
Return: 22%
Total Return: 24%
Total Return Average: 35%
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| BTO TSX | N | Y | N |
| ARG TSX | N | Y | N |
| SLB NYSE | N | Y | N |
