The Cambridge House Show
By – Published on February 26, 2022
"A river cuts through rock, not because of its power, but because of its persistence."
- Jim Watkins
A recap of my first three interviews as your new Cambridge House host. Cambridge House is a channel for Junior Investors looking to start or grow their portfolios. This week we talked beaten down tech stocks, inflation and more with some of the best in the business!
Gareth Soloway
CFO and Chief Market Strategist for InTheMoneyStocks.com
What is catching your eye?
“The market is starting to get back to being on the overbought side.”
“I’ll be going bearish on equities again”
“Over the last few weeks I’ve been a buyer on beat down technology names”
Are you currently deploying capital?
“Yes”
“One of the areas I’ve been accumulating for the last couple months has been China stocks”
What does your current portfolio look like?
“I’m currently long PayPal”
“Facebook. FaceBook hit this longterm major trendline and just had a snapback”
“20/30% long 20/30% short, a little gold and some cash because you never know when the next opportunity will rise”
Any tips for junior investors?
“Go into a trade understanding that you may be wrong”
“Trade less to make more”
Where can my listeners find you?
InTheMoneyStocks.com
VerifiedInvestingCrypto.com
@GarethSoloway on Twitter
Nick Barisheff
CEO and President of Bullion Management Group
What is catching your eye?
“Inflation, latest numbers at 7.5% which is the highest in 40 years, a positive for gold”
Are you currently deploying capital?
“We have a fixed investment policy so as money comes in we are buying bullion”
“We are currently in a stagflation, which is great for gold”
What does your current portfolio look like?
“My portfolio has been strictly bullion since 2012”
“Investors are better off waiting for this to bottom and buy then”
Any tips for junior investors?
“An abundance of caution, people have gotten used to having a positive trend as the markets went up, but like I said we are in dangerous waters”
“We have a BMG Group website and a BMG DIY site which are investor portals to give them a lot of assistance”
Where can my listeners find you?
Bmg-group.com
bmgdiyinvestor.com
Brent Cook
Senior Advisor and Founder at Exploration Insights
What is catching your eye on the market?
“The electrification happening around the world and what that’s going to require”
“Copper, nickel, those two commodities in particular”
Are you currently deploying capital?
“Oh yeah”
“I bought into some smaller Australian companies”
Walk me through your portfolio?
“Ero Copper, a fairly large company with about 1B market cap, but they have one of the best copper deposits. Down in Brazil, high grade, well run, low cost”
“Junior side, much smaller market cap in Peru, is Henan Metals, very grass roots projects”
Any tips for Junior Investors?
“Spread your risk around and know what your companies are doing and what it’s going to take to get that share price up”
Where can we find you to learn more?
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