Calls
3
Brent Cook
Founder & Senior Advisor, Exploration Insights
Win Rate
100.0%
return
+27.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 15
$73.86
+32.6%
Gold mining stocks (GDX and GDXJ) have corrected 35% from recent highs and are much cheaper on a price-to-NAV basis (now ~0.7x vs 1.6x). With gold still near historic highs around $4,000 and the long-term gold outlook strong, Brent advises the average investor to buy a basket of major gold mining companies and let it ride.
Thematic ETFs
Long
Jul 15
$77.90
+15.5%
Copper may be frothy near-term but looks cheap on a 2-year horizon due to strong demand from AI/data center build-outs, infrastructure spending, and a coming supply deficit. The long-term outlook for copper is strong.
Commodities
Long
Jul 15
$5.80
+34.7%
Talon Metals (TLO) owns an exceptionally high-grade nickel-copper-platinum group metals deposit in Minnesota, US. It qualifies as critical minerals, has infrastructure and processing plans in place, and permits are mostly secured. The stock has fallen sharply from $9, making it an attractive accumulation candidate with everything going for it.
Critical Minerals
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Brent Cook has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: GDX, COPPER, TLO.TO.
