<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>

多倫多證券交易所正在向實物資產轉變，黃金價格超過 5000 美元。儘管整體情緒消極，但材料和能源行業展現出希望。Rosenberg Research 強調在市場波動中，需要關注那些擁有強大資產負債表和盈利能力的公司。關鍵股票包括帝國石油有限公司（Imperial Oil Limited）、恩德弗礦業公司（Endeavour Mining PLC）、SSR Mining Inc.、Trican Well Service Ltd. 和 Meren Energy Inc.，這些公司在資源主導的價值輪換中都展現出穩健的基本面和增長潛力

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

marketscreener

SSR Mining

山東黃金

Kinross Gold

中金黃金

紐蒙特礦業

阿尼科伊格爾礦業

金礦小盤股 ETF - VanEck Vectors

黃金和貴金屬礦商 ETF - U.S. Global

初級黃金礦股 ETF

德銀貴金屬基金 - PowerShares

黃金 ETF - iShares

SPDR金-R

SPDR金

易方達黃金礦-R

華夏黃金ETF

黃金礦 ETF - Sprott

華夏中證滬深港黃金產業股票ETF

Sprott Active Gold & Silver Miners ETF

Roundhill Gold Miners Weeklypay ETF

實物黃金股 ETF - ETFS

易方達黃金礦業ETF

黃金勘探商 ETF - GlobalX

全球黃金礦業股 MSCI ETF - iShares

金礦股 ETF - VanEck Vectors

SPDR 金 ETF

SPDR金-U

易方達黃金礦-U

YieldMax Gold Miners Opt Inc Strgy ETF

彈性資源：在多倫多證券交易所復甦過程中識別高質量價值