NuScale Power: Finally a Quality Way to Invest in the SMR Revolution
- Jul 5, 2022
Alexco Resources: A Problematic Asset (Purchased at a Discount) is Still a Problematic Asset
- Jun 26, 2022
Given Multiple Compression, Is More Mining M&A on the Horizon ? Thoughts on UEX & KGC
- Jun 20, 2022
Following the Record Q1, Steel Fundamentals Remain Strong, Buybacks Continuing, Backlog High
- Jun 16, 2022
A Look at Gold, Rates, Equities and Currencies:
- Jun 13, 2022
Despite the Current Macro Headwinds, Enterprise Spend Remains High
- Jun 8, 2022
Momentum in Uranium Continues Given a Proposed $4.3B in DOE Purchasing
- Jun 6, 2022
If Stabilizing Yields and Peak Inflation ...Post Q1 Earnings, Semiconductors are Worth a Look
- May 30, 2022
In-Situ Copper from Arizona: Taseko Mines & Arizona Sonoran Copper
- May 26, 2022
Calian Group: Stability Through Diversity
- May 22, 2022
Palo Alto Networks: Now's The Time To Look At Defensive Tech
- May 18, 2022
Energy Fuels: Is It Still A Uranium Miner, Or Is It Now A REE Refiner ?
- May 12, 2022
We Said Spasibo, Nyet - Now We Say No Mas! For Kinross Gold
- May 8, 2022
MasTec: Clarity Finally Provided – Results Good, Outlook Great, Timing/Financial Overhangs Gone
- May 8, 2022
With Profitability and Recent M&A Back in Focus, Time to Revisit Lithium Americas
- May 8, 2022
EOG Resources: Finally Joining the Party With Enhanced Capital Returns
- May 1, 2022
Constellation Energy Group: What’s Not to Like - Defensive, ESG & Energy Independence
- Apr 24, 2022
CD Projekt Red: A Turnaround in Financial Results Doesn’t Negate Weak Execution
- Apr 19, 2022
WTI Weakness on China Lockdowns; E&P Corporate Fundamentals Remain Solid
- Apr 14, 2022
Sphere 3D: Post-Mortem on a Pump & Dump.