With Molycorp (NASDAQOTH:MCPIQ) crushing analysts' estimates for the last quarter, you must consider whether the once-beloved stocks of the rare-earth industry are ready to run again. Over the last few weeks, Molycorp has outperformed its peers in the precious metals markets, including both the SPDR Gold Trust (NYSEMKT:GLD) and the iShares Silver Trust (NYSEMKT:SLV). Even Silver Wheaton (NYSE:SLW) has lagged the rare-earth metal standard-bearer.

MCP Chart

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In the video below, Fool.com contributor Doug Ehrman discusses Molycorp's recent operating results and why the company thinks that the rest of the year may be more favorable than the Street does.