The Gurus Dig Deep For Resource Plays

In his latest article for, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now. 

“With the world population continuing to rise, global economies running for the most part on non-renewable resources, and central banks injecting huge sums of money into the financial system in recent years, some of the world’s most successful investors have been bullish on natural resource-related stocks recently,” writes Reese, listing Jeremy Grantham, Mark Mobius, and Carl Icahn as examples. “With inflation creeping higher this year … it may indeed be a good time to check out natural resource-related stocks.”

Reese says that if you are high on resource stocks, you don’t want to load up on them indiscriminately. He uses his “Guru Strategies”, each of which is based on the approach of a different Wall Street great, to look for the most fundamentally sound resource stocks in the market. Among those he highlights: Cleveland-based mining firm Cliffs Natural Resources.

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