Letters by company
Agnico Eagle Mines LTD
5 letters discussing AEM. Everything written about it on this site is on its ticker page.
- First Eagle Investments Global Equity ETF Commentary Global Equity ETF commentary argues that easy financial conditions, AI infrastructure spending and household dissaving support earnings but leave markets vulnerable, while gold retains strategic hedging value amid fiscal strain. It attributes gains to Samsung, Alphabet and health-care holdings, and maintains conviction in Noble, Charter, HCA, Exxon and Agnico despite sector pressures. second quarter 2026 0R1M $888BAEM $93BCHTR $13B
- First Eagle Investments Overseas Equity ETF Commentary Overseas Equity ETF repositioned into international stocks viewed as attractively valued while warning that AI infrastructure spending and US asset prices may be difficult to sustain. It favored Samsung, Merck, Richemont, TSMC and FANUC on earnings and durable franchises, while retaining Shell, Imperial Oil, Agnico Eagle, Jardine Matheson and Wheaton through commodity-price pressure. second quarter 2026 AEM $93BCFRHF $122BFANUF $36B
- First Eagle Investments Gold Fund Commentary Gold’s second-quarter selloff reflected tighter-policy expectations after the Iran war, even as central-bank reserve buying persisted. The fund retained gold as a strategic hedge against geopolitical turmoil and fiscal strain, while backing Agnico Eagle and Wheaton for balance-sheet strength, operating quality and long-term growth. second quarter 2026 AEM $93BBTG $9.6BPAAS $19B
- First Eagle Investments Gold Fund Commentary Gold rallied amid monetary-policy uncertainty, pressure on Federal Reserve independence, unstable trade policy, sovereign debt and geopolitical tensions. The fund cited strong operating delivery at Newmont and Agnico Eagle, while retaining exposure to Orla Mining and Pan American Silver as their mine portfolios and reopening prospects develop. third quarter 2025 AEM $93BNEM $120BPAAS $19B
- Jemekk Capital Management Q2 2026 Commentary Jemekk Hedge Fund kept a high net-long stance and an overweight precious-metals allocation, expecting softer labour data and eventual rate cuts to revive its HALO trade. The fund reduced index hedges after their drag and added Extendicare, citing its diversified care platform, demographic demand and home-health expansion. Q2 2026 EXETF $1.8B
