On this week's Stansberry Investor Hour, Dan and Corey are joined by Rick Rule. Rick is the
president and CEO of Rule Investment Media. With nearly 50 years of experience managing
investments, primarily in the natural resources sector, Rick is an authority. And he joins the
podcast to share his thoughts on valuation models, uranium, and four commodities that
could be worth investing in.

Rick kicks the show off by going into depth on models, such as the discounted cash flow
model. He talks about the flaws with models, why models are only useful for apples-to-
apples comparisons, and how a model can be used on exploration companies or similar
companies that don't have revenues. (0:29)

After, Rick goes into detail on the uranium market. He describes why uranium companies
have mothballed production, what makes uranium so unique in the natural resources world,
the differences between the spot and term markets, and how to interpret uranium
companies' financials. (9:14)

Lastly, Rick calls out several commodities that present good investing opportunities today.
He describes one of them as "stupidly cheap"... another he says is hated by investors and its
market is in disarray... and the final two, he explains, are being sold off because of an
incorrect belief that we don't need internal-combustion engines anymore. Rick even goes
one step further and name drops specific companies that could be worth looking into to take
advantage of these price discounts. (25:11)

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