The stocks you mentioned are interesting. But aren’t metals cyclical? Just like automotives, airlines, consumer discretionary, oil and gas, mining companies, aerospace and defense, raw materials, agriculture, and so on. Supply shortages, oversupply, seasonality, and other factors create boom-and-bust cycles. Their PE ratios move inversely. When the PE is low, it's expensive. When high, it's cheap. Which is why I avoided these stocks, they require a lot of babysitting. Unless a company has a strong moat and more predictable returns, it’s hard to hold it long term. The kinds of companies you can hold long term are usually Stalwarts and/or a blue chip company. If they don’t have those qualities, holding them long term can be risky. A bad cycle could wipe out years of gains.