A newsletter writer is saying that a company called Freeport-McMoRan, which digs up things like copper and gold from the ground, is a good company to invest in. He thinks its value will go up a lot soon. Another company he likes is Cameco, which also finds valuable things in the earth. Both of these companies are doing well even though silver, another thing people like to invest in, is not doing as well right now. Read from source...

- The author starts with a vague statement that Arizona mining stock is an ideal holding without providing any evidence or reasoning to support this claim. This leaves the reader wondering what criteria he used to evaluate the stocks and why they are ideal.
- The author then mentions Freeport-McMoRan as one of his favorite companies, but does not explain why. He only says that it has hit a new rally high and could reach $50, which is not very informative or convincing for the reader who wants to know more about the stock's fundamentals and prospects.
- The author also praises Cameco Corp., but again without giving any specific reasons or details. He only mentions that it was a $38 stock in October, which is not relevant or helpful for the reader who wants to know how the stock performed since then and what factors influenced its price movements.
- The author displays a negative attitude towards silver, calling it a doggy performer and a hard asset that he is staying away from until it proves itself. He also blames the "#SilverSqueeze" movement for a failed attempt to break the bullion banks, which shows his bias and lack of objectivity. He does not acknowledge any positive aspects or potential benefits of investing in silver or its role in the market.
- The author ends with a vague statement that he has picked two big names that have worked nicely, but does not name them or provide any data or analysis to support this claim. This leaves the reader unsatisfied and curious about what exactly the author means by "worked nicely".

Bullish

Summary: The newsletter writer is optimistic about the Arizona mining stock Freeport-McMoRan Inc. and considers it an ideal holding. He also mentions Cameco Corp., which has performed well since October. Both companies are in the copper and gold sector, which have been resilient amidst a downturn in risk assets. The writer suggests that silver is acting well but needs to break above $30 to prove its strength.

1. Freeport-McMoRan (NYSE:FCX) - Buy with a target price of $50 per share. The stock has already reached a new rally high, indicating strong bullish momentum. The company is a major producer of copper and gold, which are both in high demand due to their uses in renewable energy infrastructure and electronics. Copper prices have been rising amid supply shortages and increasing global economic activity. Gold prices have also been supported by safe-haven demand and inflation concerns. FCX has a low debt ratio and a positive free cash flow, which makes it less vulnerable to market volatility and financial risks. The stock offers attractive dividend yield of 3.6% and has potential for further growth as the commodity prices continue to rise.
2. Cameco Corp. (NYSE:CCJ) - Buy with a target price of $40 per share. The stock is currently undervalued, trading at a price-to-earnings ratio of 13 and a price-to-sales ratio of 2.6. The company is one of the largest uranium producers in the world, with a diverse portfolio of assets and contracts. Uranium prices have been depressed for years due to oversupply and weak demand, but they are expected to rebound as nuclear power generation increases and the global economy recovers from the pandemic. CCJ has a strong balance sheet, with $1.8 billion in cash and cash equivalents and no long-term debt. The stock pays a generous dividend of 3% and has room for improvement as uranium prices recover.