Jackson Aldridge discusses that there had been a pause in the resources rally over Chinese New Year says this has given investors time to look at individual stocks. He says coal stocks like Whitehaven (WHC), New Hope (NHC) and Stanmore (SMR) are doing very well and are generating huge amounts of cash. Jackson says lithium producers like Pilbara Minerals (PLS) and Allkem (AKE) are also great options.
He then discusses that it is time to start buying counter-cyclical stocks like James Hardie (JHX) and Reliance (RWC).
