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Barrick Mining's $2 Billion Lumwana Super Pit Expansion on Track
B's $2 billion Lumwana expansion aims to double copper output and drive sustainable growth in Zambia.
Is AngloGold Ashanti on Track to Meet 2025 Production Targets?
AU posts its best Q1 gold output since 2020, fueled by Sukari mine boost and broad-based recovery across key sites.
Dino Polska: Mixed Q1 Results, But Long Term Growth Is On Track
I maintain my buy rating on Dino Polska, as the company's accelerated store openings and reinvestment support long-term growth despite short-term margin pressure. Dino's unique rural market focus, high vertical integration, and local monopolies remain key competitive advantages, enabling continued expansion and operational efficiency. Q1's weak like-for-like sales are explained by Easter timing and fewer trading days, while gross margin improvement and cost control are encouraging signs.
Bitcoin on Track to Hit New All-Time High: 3 Stocks in Focus
Crypto momentum returns as Bitcoin tops $110K, boosting outlooks for PYPL, V, and CME heading into 2025.
GARP: Growth ETF With A Solid Track Record
iShares MSCI USA Quality GARP ETF (GARP) holds 135 growth stocks weighted based on value and quality. Although the strategy is multi-factor, growth is preeminent and GARP is overweight in technology. Compared to peers, GARP offers a lower expense ratio and nearly identical Sharpe ratio to top-performing QGRW.
Nebius: AI Scaling Right On Track
Nebius Group N.V.'s Q1 results and ARR surge validate the AI infrastructure growth story, supporting my continued bullish thesis despite recent price appreciation. The company is on track to hit ambitious 2025 targets, with European expansion and new data centers fueling rapid revenue growth and margin leverage. Large current losses are expected as Nebius scales, but a strong balance sheet, no debt, and valuable assets provide ample runway for profitability.
Paycom Software: Everything Progressing Well On Track
I reiterate my buy rating on PAYC as the new sales strategy is driving improved execution, record bookings, and higher client satisfaction. PAYC's international expansion is gaining traction, highlighted by its new Payment Institution license in Ireland, opening doors for European growth. The company boasts a fortress balance sheet with over $500 million in cash and no debt, enabling aggressive investment and strong capital returns.
Bitcoin on Track to Hit New High: 3 Crypto-Centric Stocks in Focus
Stocks like V, NVDA and PYPL are likely to benefit from the ongoing Bitcoin rally.
BitFuFu: On Track For Strong Operating Income Growth In 2026
BitFuFu, a Singapore-based Bitcoin miner, offers cloud mining solutions, allowing users to lease mining equipment, eliminating the need for hardware management. Cloud mining is BitFuFu's primary revenue source, accounting for over half of its annual revenue in the past three years. The company ticks all boxes as a Bitcoin miner with strong potential to grow and is also using a Bitcoin treasury strategy.
Indie Semiconductor: Right On Track
indie Semiconductor, Inc. faces short-term challenges due to global trade wars but remains on track for significant long-term sales growth. The company is cutting $40 million in operating expenses to become profitable and avoid raising additional capital amid lower sales. Despite a market cap below $500 million, indie Semi. has a $7+ billion backlog and expects major sales boosts from radar and vision products.
Corebridge: Capital Return Plan Remains On Track After Q1
Corebridge Financial's solid earnings and robust buyback strategy support a bullish outlook despite recent market volatility and a slight 2% stock decline since my last coverage. The company's shift towards individual retirement products and GICs, along with a strong life insurance segment, highlights strategic growth and diversification. Corebridge's high-quality investment portfolio and solid balance sheet enable ongoing buybacks and secure dividend payouts, ensuring strong capital returns to shareholders.
Bitcoin On Track to Resume Rally: 4 Crypto Stocks in Focus
Stocks like NVDA, V, HIVE and ACN are likely to benefit once Bitcoin resumes its rally.
