Gold, Precious Metals and Mining

December 02, 2021

Buy ($175)

Companies covered: Grupo Mexico S.A.B. de C.V. (OTCMKTS:GMBXF), Southern Copper Corporation (NYSE:SCCO), Gerdau S.A. (NYSE:GGB), Ternium S.A. (NYSE:TX), VALE S.A. (NYSE:VALE), Sprott Physical Uranium Trust (TSE:U.U), Yellow Cake PLC (OTCMKTS:YLLXF), Cameco Corporation (NYSE:CCJ), Ur-Energy Inc. (NYSEAMERICAN:URG), Freeport-McMoran, Inc. (NYSE:FCX), First Quantum Minerals Limited (OTCMKTS:FQVLF), BHP Group Ltd. (NYSE:BHP), Trilogy Metals (NYSEAMERICAN:TMQ), South32 Ltd. (ADR) (OTCMKTS:SOUHY), Millennial Lithium Corp. (OTCMKTS:MLNLF), Contemporary Amperex Technology Co. Ltd. (SHE:300750), Lithium Americas Corp. (NYSE:LAC), Noront Resources Ltd. (OTCMKTS:NOSOF), Golden Minerals Company (NYSEAMERICAN:AUMN), McEwen Mining Inc. (NYSE:MUX), Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG)

Oil & Gas: Downstream & Midstream

February 24, 2021

Buy ($175)

Companies covered: Saudi Arabian Oil Co. (TADAWUL:2222), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), EOG Resources, Inc. (NYSE:EOG), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Hess Corporation (NYSE:HES), Devon Energy Corporation (NYSE:DVN), Occidental Petroleum Corporation (NYSE:OXY), Kinder Morgan, Inc. (NYSE:KMI), Enterprise Products Partners L.P. (NYSE:EPD), Nustar Energy L.P. (NYSE:NS), Diamondback Energy, Inc. (NASDAQ:FANG), Pioneer Natural Resources Company (NYSE:PXD), Williams Companies, Inc. (The) (NYSE:WMB), Plains All American Pipeline, L.P. (NYSE:PAA), Magellan Midstream Partners L.P. (NYSE:MMP), Targa Resources Corp. (NYSE:TRGP), ONEOK, Inc. (NYSE:OKE), ENSERVCO Corporation (NYSEAMERICAN:ENSV), Martin Midstream Partners L.P. (NASDAQ:MMLP), CrossAmerica Partners LP (NYSE:CAPL)

Oil & Gas: Independent, Major Integrated, Exploration & Production

February 05, 2021

Buy ($175)

Companies covered: BP p.l.c. (NYSE:BP), Exxon Mobil Corporation (NYSE:XOM), Total SE (NYSE:TOT), Royal Dutch Shell PLC (NYSE:RDS/A), Chevron Corporation (NYSE:CVX), Diamondback Energy, Inc. (NASDAQ:FANG), Occidental Petroleum Corporation (NYSE:OXY), ConocoPhillips (NYSE:COP), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), Bristow Group Inc. (NYSE:VTOL), Helix Energy Solutions Group, Inc. (NYSE:HLX), Chart Industries, Inc. (NASDAQ:GTLS), TechnipFMC plc (NYSE:FTI), National Energy Services Reunited Corp. (NASDAQ:NESR), ChampionX Corp. (NASDAQ:CHX), Exterran Corp. (NYSE:EXTN), Transocean Ltd. (NYSE:RIG), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Noble Holding Corporation PLC (OTCMKTS:NEBLQ), Valaris PLC (OTCMKTS:VALPQ), Pioneer Natural Resources Company (NYSE:PXD), Hess Corporation (NYSE:HES), Apache Corporation (NASDAQ:APA), SilverBow Resources Inc. (NYSE:SBOW), QEP Resources, Inc. (NYSE:QEP), Ring Energy, Inc. (NYSEAMERICAN:REI), EOG Resources, Inc. (NYSE:EOG), Devon Energy Corporation (NYSE:DVN), Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), Obsidian Energy Ltd. (OTCMKTS:OBELF), W&T Offshore, Inc. (NYSE:WTI), Vaalco Energy Inc (NYSE:EGY)

Alternative Energy & Utilities

January 22, 2021

Buy ($175)

Companies covered: Enviva Partners LP (NYSE:EVA), Itron, Inc. (NASDAQ:ITRI), Primo Water Corporation (NASDAQ:PRMW), Energy Recovery, Inc. (NASDAQ:ERII), American Superconductor Corporation (NASDAQ:AMSC), Valmont Industries, Inc. (NYSE:VMI), NextEra Energy, Inc. (NYSE:NEE), NextEra Energy Partners, LP (NYSE:NEP), Brookfield Renewable Partners LP (NYSE:BEP), Eversource Energy (NYSE:ES), Avangrid (NYSE:AGR), Plug Power, Inc. (NASDAQ:PLUG), Ballard Power Systems, Inc. (NASDAQ:BLDP), Tesla Motors, Inc. (NASDAQ:TSLA), Panasonic Corporation (OTCMKTS:PCRFY), Albemarle Corporation (NYSE:ALB), General Electric Company (NYSE:GE), Vestas Wind Systems (OTCMKTS:VWDRY), Siemens AG (OTCMKTS:SIEGY), PNM Resources, Inc. (Holding Co.) (NYSE:PNM), Iberdrola SA (ADR) (OTCMKTS:IBDRY), Hubbell Incorporated (NYSE: HUBB), Brookfield Renewable Corp. (NYSE:BEPC), Livent Corp. (NYSE:LTHM), Eos Energy Enterprises Inc. (NASDAQ:EOSE), LG Chem Ltd. (KRX:051910), Nel ASA (OTCMKTS:NLLSF), Orsted A S Unsponsored ADR (OTCMKTS:DNNGY), Pinnacle West Capital Corporation (NYSE:PNW), SunPower Corporation (NASDAQ:SPWR), Hawaiian Electric Industries, Inc. (NYSE:HE), Entergy Corporation (NYSE:ETR), First Solar, Inc. (NASDAQ:FSLR), Southern Company (The) (NYSE:SO), SusGlobal Energy Corp. (OTCMKTS:SNRG), Orion Energy Systems, Inc. (NASDAQ:OESX), Yield10 Bioscience, Inc. (NASDAQ:YTEN), Renewable Energy Group, Inc. (NASDAQ:REGI), Neste Oyj (OTCMKTS:NTOIF), Exxon Mobil Corporation (NYSE:XOM), Waste Management, Inc. (NYSE:WM), Republic Services, Inc. (NYSE:RSG), Waste Connections, Inc. (NYSE:WCN), Clean Harbors, Inc. (NYSE:CLH), US Ecology, Inc. (NASDAQ:ECOL), Harsco Corporation (NYSE:HSC), GFL Environmental Inc. (TSE:GFL), Casella Waste Systems, Inc. (NASDAQ:CWST), Evoqua Water Technologies Corp. (NYSE:AQUA), Charah Solutions Inc. (NYSE:CHRA)

Gold, Precious Metals and Mining

December 04, 2020

Buy ($175)

Companies covered: VALE S.A. (NYSE:VALE), Southern Copper Corporation (NYSE:SCCO), Gerdau S.A. (NYSE:GGB), Ternium S.A. (NYSE:TX), Grupo Mexico S.A.B. de C.V. (OTCMKTS:GMBXF), KAZ Minerals PLC (OTCMKTS:KZMYF), Champion Iron Ltd. (OTCMKTS:CHPRF), Filo Mining Corp. (OTCMKTS:FLMMF), Marimaca Copper Corp. (OTCMKTS:CROJF), Kodiak Copper Corp. (OTCMKTS:KDKCF), HudBay Minerals Inc (NYSE:HBM), Alamos Gold Inc (NYSE:AGI), Worthington Industries, Inc. (NYSE:WOR), Mundoro Capital Inc. (OTCMKTS:MUNMF), Golden Minerals Company (NYSEAMERICAN:AUMN), Largo Resources Ltd. (OTCMKTS:LGORF), McEwen Mining Inc. (NYSE:MUX)