UPDATE: Natural Resources Portfolio.

It comes as no surprise to anyone who invests in or trades natural resource stocks that we're in a bull market, with the latest component to join the party being energy stocks. Other sectors, such as nickel and zinc, have yet to join the party as subsets. As you know, in this sector, bull markets are always punctuated by one to three trough periods during which commodity prices can fall by as much as 50%. That's when I'm in heaven buying QUALITY juniors, intermediates, large-cap and royalty stocks, while the amateurs and tourists are shitting their pants and selling quickly. 

For purposes of this post, I will give you an update on all stocks that have led to at least a twenty-percent gain during the first trough, meaning as of last Friday:

Lavras: 790

Abra: 576 - 341

Thor: 479

Edge Copper: 389

Greenhart: 370

Discovery: 315 - 313 - 310

Osisko Metals: 314

Integra: 280

1911: 265

Radisson: 247

Uranium Energy: 236

Troilus: 235

Elemental: 224

Maple: 223

Cavvy: 186

Triple Flag: 169 - 53

Mako: 165

Nexgen: 156

Vox: 153

Atomic Eagle: 143

Equinox: 139

SPC: 139

White Gold: 136

Metalla: 135

Churchill: 131

Silver One: 130

Stillwater: 130

Homeland Nickel: 128

Mundoro: 126

Sprott Physical Uranium: 125

Empress: 125

Guanajuato: 122

Shamaran: 121

Talon: 114

Orogen: 102

Excellon: 99

Coppernico: 96

Euro Sun: 95

Paladin: 90

Eco Atlantic: 87

BTU: 84

Reconnissance Energy Africa: 82

Buffalo Potash: 79

Silver Tiger: 78

Sable: 76

Generation Mining: 73

Minera Alamos: 69

Bannerman: 66

Solgold: 62

Paladin: 61

B2: 61 - 36

Nexgold: 58

Ongold: 57

Galloper: 56

Cartier: 53

Epic: 53

Scottie: 52

Enquest: 49

Metals Creek: 38

New Found: 34

RTG: 33

Galleon: 32

Wallbridge: 32

Royal Gold: 31

Meren: 30

Gran Tierra: 29

Melkior: 27

Source Rock: 26

Pasofino: 26

Cambria: 23

Orecap: 23

Arc Resources: 20