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Kinross Gold is an asymmetric opportunity

Kinross Gold is an asymmetric opportunity

Jan 27, 2022

The Great Bear acquisition creates upside leverage to resource growth for Kinross, the fifth largest gold producer in the world.

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Rio Tinto is an asymmetric global growth opportunity

Rio Tinto is an asymmetric global growth opportunity

Jan 18, 2022

Rio Tinto is an asymmetric global growth opportunity for the coming energy transition and infrastructure boom.

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BorgWarner is a top choice for EV growth

BorgWarner is a top choice for EV growth

Jan 5, 2022

BorgWarner offers an exceptional secular and cyclical growth opportunity while trading at a deeply discounted valuation.

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Schlumberger is a top choice for cyclical growth through 2023

Schlumberger is a top choice for cyclical growth through 2023

Dec 21, 2021

Schlumberger offers a rare, high-quality, asymmetric growth opportunity with a high confidence expected return profile.

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BWXT is leading the nuclear technology renaissance

BWXT is leading the nuclear technology renaissance

Dec 12, 2021

BWXT operates behind a wide competitive moat, is a mission critical nuclear technology supplier, and is leading the nuclear technology renaissance.

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Twitter is still trying to stick a landing

Twitter is still trying to stick a landing

Dec 5, 2021

Twitter has yet to demonstrate an ability to leverage the most dynamic social platform for non-advertising revenue growth.

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Agnico Eagle is the premier investment for gold growth

Agnico Eagle is the premier investment for gold growth

Nov 22, 2021

Agnico Eagle’s merger with Kirkland Lake creates an elite blue-chip gold miner with an asymmetric risk reward potential.

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CrowdStrike is all risk, no reward

CrowdStrike is all risk, no reward

Nov 18, 2021

CrowdStrike trades at an extreme valuation while experiencing decelerating sales growth, intensifying competition and pricing pressure.

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Disney battles to retain the content king crown

Disney battles to retain the content king crown

Nov 16, 2021

Disney is battling lower profitability, intensifying competition, slowing subscribers, and an elevated valuation.

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IBM dons Red Hat for a new era of growth

IBM dons Red Hat for a new era of growth

Nov 9, 2021

IBM now offers a growth-focused business portfolio with key segments growing in the mid-teens.

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