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October 17, 2022
Barrick Gold currently trades at its most attractive valuation since 2018, but GOLD stock is in much stronger shape than it was four years ago. Read more here.
October 11, 2022
Portillo's is down 44% year-to-date, making it one of the worst-performing restaurant stocks this year. Click here to read more of my analysis of PTLO stock.
September 5, 2022
Denny's released its Q2 results, reporting revenue of $115.0 million, an 8% increase from last year. See why I don't see margin of safety with DENN stock.
August 31, 2022
Karora has industry-leading growth, margins (post-2022) and continued exploration success. Read why I see this pullback in the stock below US$2.20 as a gift.
August 15, 2022
Shake Shack's margin outlook leaves a lot to be desired. Read more to learn why I see zero margin of safety on SHAK stock at current levels.
May 21, 2022
B2Gold released its Q1 results this month, reporting quarterly production of ~209,400 ounces, with all-in sustaining costs of $1,036/oz, well below my estimates of $1,200/oz. Read more.
May 10, 2022
SSR Mining released its Q1 results, reporting quarterly production of ~173,700 gold-equivalent ounces. See what investors should know about SSRM stock.
April 22, 2022
I see limited short-term upside for Newmont. Read more to find out why I would view sharp pullbacks in NEM as buying opportunities.
April 21, 2022
Orla Mining released its preliminary Q1 results, reporting quarterly production of ~23,000 ounces. Click here to learn more about ORLA stock.
April 13, 2022
Nomad Royalty (NSR) released preliminary Q1 results this week. Read more to see why I expect any pullbacks in NSR stock to provide buying opportunities.