Go Overweight Uranium and Fertilizer, Underweight Commodities and Base Metals – RBC

FP Trading Desk submits:

Mining analysts at RBC Capital Markets continue to recommend an overweight position in uranium and fertilizer stocks, a market weight position in precious metal stocks, and an underweight of bulk commodities and base metals stocks.

The global team updated its 20 Best Ideas portfolio with seven new names but left the recommended weightings for the third quarter unchanged, saying we remain in the early part of a global economic recovery.

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