HGMCF - Materials: The Sector We're Most Overweight Right Now

• There's no sector with a clear breaking-up as the Materials sector these days. Commodity prices are soaring no matter when, or where, or who.
• Energy, agriculture, metals, construction, chemicals - you name it. If you don't feel the rising costs in your pocket as of yet, it's only a matter of time.
• This sector is now running so hot that basically you can throw a stone and likely end up hitting a winning stock. Yet, metals shine above most everything else.
• Industrial metals are great, but we actually prefer precious metals. The reason is simple: They're off a very low base, and they have a huge catch-up to do.
• Specifically, gold and silver miners are representing a segment that is going through a complete transformation - from a serial cash-burning into a cash-cow machine.

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