Insider Monkeyยท2025-09-17 16:12Group 1: Market Outlook - US stocks are expected to outperform Canadian stocks over the next 5 to 7 years, driven by the evolution of AI and a shift in investor focus from tech providers to adopters [1] - The Canadian stock market's current strength is largely attributed to a rally in gold prices amid high trade and geopolitical uncertainty [1] - BMO's Chief Investment Strategist suggests that while Canada has been outperforming the US this year, this trend may wane in the latter half of the year, with the US market likely to catch up [2] Group 2: Company Highlights - Equinox Gold Corp. announced its first gold pour at the Valentine Gold Mine on September 14, 2023, earlier than anticipated [8] - The Valentine mine is expected to ramp up to a full capacity of 2.5 million tonnes per year by Q2 2026, producing between 175,000 and 200,000 ounces of gold annually for the first 12 years [10] - Nutrien Ltd. sold its 50% stake in Argentine nitrogen producer Profertil for approximately $600 million, aligning with its strategy to focus on core assets [12][13] - Nutrien plans to use the proceeds from the sale for growth investments, share repurchases, and debt reduction [14]