Sector
Everything our editor has picked under this sector, best first.
178 stories
$AMRZ been a dud since mid-2025 spin-off Granted, lots of building-related stocks also underperforming Still doesn’t feel all that cheap to me, but admittedly a decent business Wondering if they’ll eventually separate the 2 divisions (cement vs. building supplies) https://t.co/cVOmWzmaRZ
EGO · long Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
CNR · long Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…
AEM · long 
GPK · long Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…
The empire building at the Honeywell spinoff Solstice $SOLS came to an abrupt stop even before it started. In a highly unusual move, Solstice and Element Solutions $ESI decided to call off their merger. What makes this move particularly unusual is that neither party will have to pay a termination fee. In the words of Solstice Chairman Rajeev Gautam: "Following conversations with our shareholders and discussions between the parties, both Boards unanimously believe that it is in the best interests of our respective shareholders, employees and customers to terminate the merger agreement" The spread on this deal was as high as 9.13% at the end of last month. Solstice was up after hours yesterday on this news and is likely to post gains during the regular trading session today not just because shareholders are relieved this merger is over. Considering this was a cash plus stock deal with a majority of the payout in stock of Solstice, any arbs that want to unwind this trade will now have to buy shares of Solstice to close out the short leg of their merger arbitrage trade. This is one of the reasons I avoid "all stock" or "cash plus stock deals". You could end up getting hit on both sides of the trade when the stock of the target drops and the stock of the acquiring company spikes on deal termination. In this case, the premium paid for $ESI was about 15% and instead of the stock going up when the deal was announced, it actually fell due to the big drop in Solstice's stock. So we might not see a large drop in Element Solutions and it is possible it might even go up.
HWKN · short Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
MT 2026-08-27 ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…
Capital Connoisseur 1 click KGC 2026-08-27 Kinross Gold’s Great Bear and Lobo-Marte projects target 850,000 ounces annually at $800–$1,000 per ounce, underpinning margin expansion,…
The Bullionaire 
RGLD · long Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
CC · long Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
CDTi Advanced Materials has $804,000 of cash, roughly 12 months of runway, and unproven maritime methane technology despite ExxonMobil and…
UBS on $CENX generating nearly $1 bn in 2026 FCF (v ~$800m consensus) Post this week, that Midwest premium looks solid for 2026… so that volume ramp should translate into higher numbers in Q3 and Q4 https://t.co/dhrEiBFWFf
US-Canada tariffs impose 50% duties on $20 billion of Canadian goods, lifting US steel makers while pressuring Canadian exporters and…
CDTi has doubled revenue since 2020 to $10 million and is moving catalyst programs for data centers, methane abatement and carbon capture…
HMY 2026-08-24 Harmony Gold targets copper at roughly 40% of future production, diversifying gold exposure while increasing sensitivity to commodity…
Prakhar Agarwal, CFA 4 clicks
Warrior Met Coal’s lower-cost longwall mines and Blue Creek expansion protect cash flow, while new high-vol supply depresses Alpha…
TMCR · short Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
SOLS · long TFPM 2026-08-22 Triple Flag Precious Metals' Ravenswood acquisition adds long-term, low-cost gold stream revenue, diversifies cash flows and extends growth…
Capital Connoisseur 2 clicks UUUU 2026-08-22 Energy Fuels produces uranium and separated rare earth elements at its White Mesa Mill, with NdPr output since April 2024 and a domestic…
Joseph L. Shaefer 1 click@tclaugus2 Interesting to see $FF in your portfolio. A friend was long and I looked at it around the time of their special dividend in 2024 before the appointment of the new CEO. The CEO's insider purchases last November and this June were timed well. https://t.co/b0d756MWkc
BHP 2026-08-20 BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…
On the Pulse 1 click SA 2026-08-20 Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
Redfern Research 
