REX Drone ETF (DRNZ) offers exposure to the rapidly growing global drone and unmanned systems market, with significant upside potential. I expect the drone sector to double by 2028, driven by military and commercial demand for advanced UAVs, counter-drones, and autonomous systems. DRNZ's portfolio blends smaller, drone-focused firms with major defense players, balancing growth potential and diversification.
Lexicon Pharmaceuticals currently offers three late-stage assets - Zynquista, Inpefa, and pilavapadin - each with high-reward potential but significant regulatory and commercial risks. Zynquista's renewed FDA engagement for Type 1 diabetes could enable resubmission in early 2026, but commercial execution and reimbursement remain key hurdles. Inpefa's HCM Phase III readout is expected in Q1'27, yet LXRX's solo commercialization strategy is questionable without a partner or capital raise.
Agnico Eagle Mines Limited (AEM) delivers record Q3 2025 results, with strong operational performance and robust financials, amid a bullish gold market. AEM maintains steady production guidance, increased net cash, reduced long-term debt, and continues its long streak of dividend payments, reinforcing shareholder value. Technical indicators suggest recent correction may be over, providing headroom for AEM's rally to resume, though high gold prices could deter new investors.
Mondelez International, an American multinational confectionery, snack food, and beverage company, is now a $77 billion (by market cap) confectionary and snack might. Although risks are rising, the stock's selloff seems to be pricing in more than what's necessary. MDLZ increased its dividend for 13 consecutive years, with a 10-year dividend growth rate of 11.6%.