Freeport McMoRan offers one of the most levered opportunities to the largest secular growth trend of our time.
Freeport McMoRan, Doctor Copper makes a house call
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BWX Technologies is a perfect recession stock
BWXT’s visibility, discounted valuation, asymmetric return profile, and vast growth opportunities in nuclear technology make it a top choice.
Oracle foresees hypergrowth
Oracle has visibility into cloud hypergrowth and vast healthcare opportunities with increasing competitive strength.
S&P 500: The path forward
With the S&P 500 cementing a head and shoulders top, the bond market is signaling the likely path forward for those who are looking.
Rio Tinto is a perfect portfolio diversifier
Rio Tinto offers something for everyone: growth, income, and diversification.
Palantir has visibility into the upside
Palantir offers one of the largest long-term growth opportunities in the marketplace.
Netflix: Show me the money
Netflix offers above-average growth potential and strong pricing power at a discounted valuation.
Is Aspen Aerogels the next 10 bagger?
With one of the most prolific growth profiles in the marketplace and the backing of a top-tier investment firm, Aspen Aerogels offers a rare tenbagger opportunity.
QQQ: Curb your enthusiasm
The QQQs have extreme concentration and multiple contraction risk within a bearish trend.
Schlumberger is an asymmetric opportunity with supercycle potential
Is Schlumberger an asymmetric opportunity at the early stage of a supercycle?