Precious metal stocks have been clear winners in H1, as expected given macro tailwinds for silver and gold plus still-attractive valuations in micro and small cap miners.

My ranking's top has been populated with outstanding value and momentum plays in this space. APM is up 234% since my March deep-dive. Two others from my May deep-dive are up 41% and 37%. Most recently, Golconda Gold hit #2 in my ranking in July—I added it to my personal portfolio July 28th and it's already up 61%.

There are still gems in this space.