The Great Bear acquisition creates upside leverage to resource growth for Kinross, the fifth largest gold producer in the world.
Rio Tinto is an asymmetric global growth opportunity
Rio Tinto is an asymmetric global growth opportunity for the coming energy transition and infrastructure boom.
BorgWarner is a top choice for EV growth
BorgWarner offers an exceptional secular and cyclical growth opportunity while trading at a deeply discounted valuation.
Schlumberger is a top choice for cyclical growth through 2023
Schlumberger offers a rare, high-quality, asymmetric growth opportunity with a high confidence expected return profile.
BWXT is leading the nuclear technology renaissance
BWXT operates behind a wide competitive moat, is a mission critical nuclear technology supplier, and is leading the nuclear technology renaissance.
Twitter is still trying to stick a landing
Twitter has yet to demonstrate an ability to leverage the most dynamic social platform for non-advertising revenue growth.
Agnico Eagle is the premier investment for gold growth
Agnico Eagle’s merger with Kirkland Lake creates an elite blue-chip gold miner with an asymmetric risk reward potential.
CrowdStrike is all risk, no reward
CrowdStrike trades at an extreme valuation while experiencing decelerating sales growth, intensifying competition and pricing pressure.
Disney battles to retain the content king crown
Disney is battling lower profitability, intensifying competition, slowing subscribers, and an elevated valuation.
IBM dons Red Hat for a new era of growth
IBM now offers a growth-focused business portfolio with key segments growing in the mid-teens.