I have been very bullish on Barrick for quite some time. Barrick's sudden CEO exit raises fresh concerns. I share my updated view on the stock.
Northern Star Resources is trading below fair value despite strong financials, high-quality assets, and a robust growth pipeline. NESRF boasts a net cash position, low all-in sustaining costs, and significant organic growth potential from KCGM and Hemi projects, with the potential to get production up to 2.5M oz. The recent acquisition of De Grey Mining adds the Hemi project, enhancing long-term production growth and making NESRF an attractive acquisition target for larger miners.
The ETF market is more crowded than ever. With well over 4,000 U.S.-listed ETFs — more funds than U.S. stocks — differentiation has become its own strategy.
With AI upending how people consume information, news outlets are willing to pay top dollar for unique voices.
SGU's Q3 revenues drop 7.8% y/y and net loss widens as lower sales volumes offset gains from acquisitions and improved margins.
Star Group, L.P. Common Units (NYSE:SGU ) Q3 2025 Earnings Conference Call August 7, 2025 11:00 AM ET Company Participants Chris Witty - Corporate Participant Investor Relations Contact - Corporate Participant Jeffrey M.
Hulu will replace Star as a tile on the international Disney+ service. This marks the first major international expansion for Hulu and closely follows Disney buying Comcast out of the U.S. streamer last month.
Brightstar Lottery has reduced debt, secured a major Italian license, and issued a $3 special dividend, unlocking significant shareholder value. Despite mixed Q2 results due to fewer U.S. jackpots, global instant product sales and strong free cash flow highlight resilient core operations. The company's $500 million buyback program and high dividend yield drive an impressive projected shareholder yield of 11.7%-13.3% for FY25.
Headwater expects to increase its production to 26,000 boe/d in 2027, representing a 30.48% increase compared to 2024. For this year, the company expects to pay a dividend yield of 6.35% to its shareholders. In Q1 2025, Headwater reported a liabilities-to-assets ratio of 25.22%, indicating its low debt levels.
Northern Star's FY2025 production missed guidance because of temporary delays accessing GPN ore and lower productivity, but long-term growth remains intact with KCGM and Hemi. In fact, Northern Star plans to take KCGM to 0.90 Moz/year by FY2029, making it a top-10 gold mine by scale, with Hemi also expected to add 0.55+ Moz/year. Assuming the stock was still trading above A$23.00/share, there wouldn't be much of an opportunity here, but at barely 1.0x P/NAV (6%) and ~$5,500/oz on EV/reserves, the stock is cheap.
Star Bulk Carriers Corp. management is committed to closing the NAV discount through share buybacks funded by vessel sales, creating a compelling arbitrage opportunity. A solid dividend policy and low operating costs support shareholder returns, with potential for the stock to regain its premium valuation. Dry Bulk market fundamentals remain favorable, with limited order books and strong demand, providing a tailwind for rates and asset values.
The Undercovered Dozen series highlights 12 lesser-covered stocks weekly, providing investment ideas and sparking community discussion on their potential. Featured stocks include Nike, Star Bulk Carriers and Qualcomm. Take a look and share your thoughts: Are any of these ideas worth a deeper review?