Energy pipelines and gold miners hedge inflation
The guest argued that energy pipeline companies and gold mining equities serve as strong, profitable holdings in an inflationary environment.
The argument
He noted that pipeline companies benefit from regular fee-based cash flows and have risen significantly, while gold miners like Kinross Gold are poised to benefit as the underlying commodity moves upward.
The thesis, stress-tested
✓ What validates it
- ✓Gold spot prices continuing to trend upward
- ✓Strong quarterly earnings and dividend maintenance from pipeline operators
▸ Risks discussed
- ▸A drop in commodity prices would negatively impact gold miners
- ▸Regulatory changes could impact pipeline fee structures
Hear it yourself
"And one of the reasons was because I had a triple for the first time in King Ross Gold, a mining company, which I still recommend, KGC as a symbol, whose gold is starting to move back up."
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