This article is part of our Rising Stars Portfolio series.
The phrase "crossing the Rubicon" refers to Julius Caesar's decision to cross the Italian river of that name, and thereby provoke a civil war. Ever since, that idiom means to pass a point of no return.
Rising Star analyst Andrew Sullivan crossed his own personal Rubicon back in December when he decided to put all of his cash into gold. And he forded the river yet again this week with an aptly named pick, which is summarized below, along with two other buy recommendations from our analysts.
Rising Star Buy: Rubicon Minerals
Andrew bought shares of Rubicon Minerals
Andrew feels that it's just the beginning for this attractive company. As the "size of its large deposits is further delineated, the market will take notice," he believes. In addition, the company may be an attractive acquisition candidate, which could lead to a substantial buyout premium, as a result of the rising gold market. Andrew concludes, "All those strengths make Rubicon a wonderful way to gain exposure and leverage to gold."
To hear more of his thinking, read the article.
Rising Star Buy: Double-Down on Western Digital
Rising Star Jim Mueller added to his position in hard drive maker Western Digital
Jim takes us through a compelling valuation model that suggests the shares could be worth 31% above last Friday's close. To have a closer look at his model, read the piece.
Rising Star Buy: Red Robin Gourmet Burgers
This week Rising Star Jim Royal got back in line for another helping of Red Robin Gourmet Burgers
First, he thinks shares of the fast-food turnaround story are cheap relative to those of top operators like McDonald's
To read more about Jim's compelling investment idea, read the article.
The die has been cast
In the coming months, it will be interesting to see how Andrew's big bet on the future of gold plays out. Will he emerge, like Caesar, victorious among his fellow Rising Star analysts? Or will he become our version of Pompey, Caesar's rival, who was ultimately defeated?
You can follow me on Twitter to keep up-to-date with all of the latest activities of our Rising Stars. And you can click the links below to hear more on each of the companies mentioned above.
This article is part of our Rising Star Portfolios series, where we give some of our most promising stock analysts cold, hard cash to manage on the Fool's behalf. We'd like you to track our performance and benefit from these real-money, real-time free stock picks. See all of our Rising Star analysts (and their portfolios).
John Reeves owns shares of Chipotle. The Fool owns shares of all of the companies mentioned above except McDonald's. Chipotle is a Motley Fool Rule Breakers recommendation and a Motley Fool Hidden Gems choice. Motley Fool Options has recommended writing a covered strangle position on Red Robin Gourmet Burgers. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.