<div id="readability-page-1" class="page"><div>We are seeing a definitive rotation toward &#34;hard assets.&#34; Gold has reclaimed the US$5,000 mark, and even as spot prices fluctuate, the structural narrative for commodities is strengthening. Rosenberg Research highlights that while the TSX broadly faces &#34;dismal&#34; sentiment scores due to macroeconomic headwinds, the Materials and Energy sectors are the sole high-conviction outliers. The market is no longer rewarding speculative growth; it is rewarding tangible value, depressed positioning, and companies that can generate cash despite the &#34;risk-off&#34; signal dominating the North American landscape. To navigate this, we must look past the daily noise of &#34;steady&#34; futures and focus on the fundamental quality of the resource players leading this rebound. The goal is to isolate companies within these dominant sectors that possess the balance sheet strength to weather volatility and the profitability to capitalize on the commodity &#34;overweight&#34; cycle. How do we identify stocks that offer fundamental exposure to this resource-led value rotation? Using our Stock Screener and the following filters: Filter,Direction / Threshold:<ul><li>Market Cap (Size): &gt; $500 M</li><li> 1 months change: &gt; 0%</li><li> Fundamentals Rating: ≥ 7</li><li> Leverage (Debt/Ebitda) (Y-1): &lt; 2.0x</li><li> Global Valuation Rating: ≥ 7</li><li> Energy and Basic Materials sectors</li></ul><img height="383" src="https://imageproxy.pbkrs.com/https://img.zonebourse.com/stock/2026-02-10_15-33-28.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="892" original-src="https://imageproxy.pbkrs.com/https://img.zonebourse.com/stock/2026-02-10_15-33-28.png"/>The Results:Imperial Oil Limited: Dominates the screen with a strong 23% monthly gain and an exceptionally low leverage of 0.37x.Endeavour Mining PLC: A clear beneficiary of the gold rally, maintaining a strong fundamental profile and manageable debt while outperforming the broader index.SSR Mining Inc.: Highlights the &#34;value&#34; angle of our screen, showing a negative net debt position and strong price momentum as gold prices push toward new records.Trican Well Service Ltd.: Represents the high-torque small-cap energy segment, passing our quality test with no debt hurdles and significant double-digit monthly growth.Meren Energy Inc.: Successfully captures the rotation into mid-tier energy plays that offer both financial health and attractive valuation deciles.</div></div>

多伦多证券交易所正在向实物资产转变，黄金价格超过 5000 美元。尽管整体情绪消极，但材料和能源行业展现出希望。Rosenberg Research 强调在市场波动中，需要关注那些拥有强大资产负债表和盈利能力的公司。关键股票包括帝国石油有限公司（Imperial Oil Limited）、恩德弗矿业公司（Endeavour Mining PLC）、SSR Mining Inc.、Trican Well Service Ltd. 和 Meren Energy Inc.，这些公司在资源主导的价值轮换中都展现出稳健的基本面和增长潜力

Resilient Resources: Identifying High-Quality Value in the TSX Recovery

marketscreener

SSR Mining

山东黄金

Kinross Gold

中金黄金

纽蒙特矿业

阿尼科伊格尔矿业

金矿小盘股 ETF - VanEck Vectors

黄金和贵金属矿商 ETF - U.S. Global

初级黄金矿股 ETF

德银贵金属基金 - PowerShares

黄金 ETF - iShares

SPDR金-R

SPDR金

易方达黄金矿-R

华夏黄金ETF

黄金矿 ETF - Sprott

华夏中证沪深港黄金产业股票ETF

Sprott Active Gold & Silver Miners ETF

Roundhill Gold Miners Weeklypay ETF

实物黄金股 ETF - ETFS

易方达黄金矿业ETF

黄金勘探商 ETF - GlobalX

全球黄金矿业股 MSCI ETF - iShares

金矿股 ETF - VanEck Vectors

黄金 ETF - SPDR

SPDR金-U

易方达黄金矿-U

YieldMax Gold Miners Opt Inc Strgy ETF

弹性资源：在多伦多证券交易所复苏过程中识别高质量价值