I am bullish on (NYSE: UNH ), driven by the company’s diversified model seen in an impressive FY2024 growth outlook of between $450 billion and $455 billion for FY2025. Despite projected federal Medicaid budget cutsFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover ...

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Core Viewpoint - Newmont Corporation's shares have increased by 22% over the past three months, driven by rising gold prices amid trade tensions and geopolitical uncertainties, particularly due to the Israel-Iran conflict [1][7]. Performance Comparison - NEM stock has outperformed the Zacks Mining – Gold industry's 17% rise and the S&P 500's increase of 5.7% [2]. - Among peers, Barrick Mining Corporation, Agnico Eagle Mines Limited, and Kinross Gold Corporation have gained 9.6%, 16.4%, and 26% respectively during the same period [2]. Technical Indicators - Technical indicators show bullish momentum for NEM, with the stock trading above its 50-day and 200-day simple moving averages (SMA), indicating a long-term uptrend [5]. Financial Strength - Newmont generated a record $1.2 billion in free cash flow in Q1 2025, showcasing solid financial strength [7]. - The company has a liquidity position of $8.8 billion, including cash and cash equivalents of approximately $4.7 billion [13]. - Operating cash flow from continuing operations increased by roughly 162% year-over-year to around $2 billion in Q1 2025 [13]. Growth Projects and Acquisitions - Newmont is pursuing several growth projects, including the Tanami Expansion 2 in Australia and the Ahafo North expansion in Ghana, aimed at expanding production capacity and extending mine life [10]. - The acquisition of Newcrest Mining Limited has created a leading portfolio with a multi-decade production profile, expected to deliver significant shareholder value and synergies of $500 million annually [11]. Divestitures - Newmont has divested non-core assets, generating total after-tax cash proceeds of approximately $2.55 billion from various sales [12]. Gold Price Dynamics - Gold prices have increased by roughly 29% this year, reaching a record high of $3,500 per ounce on April 22, 2025, driven by global trade tensions and central bank purchases [14][16]. - Currently, gold prices are hovering near $3,400 per ounce, supported by safe-haven demand due to geopolitical uncertainties [16]. Dividend and Earnings Estimates - NEM offers a dividend yield of 1.7% with a payout ratio of 24%, indicating a sustainable dividend [17]. - Earnings estimates for 2025 have been revised higher, with a Zacks Consensus Estimate suggesting a year-over-year growth of 20.1% [18]. Valuation - NEM stock is trading at a forward price/earnings ratio of 13.21X, which is about 7% lower than the industry average of 14.21X [20]. Investment Outlook - Newmont presents an attractive investment case backed by a robust portfolio of growth projects, strong performance of Tier 1 assets, and solid financial health, making it a prudent choice for investors [23].

Core Insights - Aeva Technologies has successfully entered the Intelligent Transportation Systems (ITS) market with its 4D LiDAR sensors being utilized by Sensys Gatso Australia for mobile speed enforcement, addressing a significant factor in traffic fatalities in Australia [1][9] - The partnership with Sensys Gatso highlights the readiness of Aeva's Frequency Modulated Continuous Wave (FMCW) LiDAR for real-world applications, potentially leading to further opportunities in other regions due to Sensys Gatso's extensive global presence [2][9] - Aeva is also developing custom software aimed at enhancing broader traffic system functionalities, which could reduce the number of required sensors and infrastructure costs, aligning with the growing trend of smart-city initiatives [3][9] Company Performance - Aeva Technologies' stock has seen a remarkable increase of over 480% this year, indicating strong market interest and confidence in its technology [8][9] - The company currently trades at a forward price-to-sales ratio exceeding 50, significantly higher than the industry average, and holds a Value Score of F [10] - The Zacks Consensus Estimate for Aeva's 2025 EPS suggests a year-over-year improvement of 21%, reflecting positive growth expectations [12] Competitive Landscape - Innoviz Technologies is also active in the smart solutions space with its InnovizSMART Long-Range LiDAR, which offers precise 3D detection capabilities and is designed for intelligent traffic and security systems [4] - Ouster is transforming civil infrastructure with its BlueCity platform, utilizing AI-powered LiDAR to enhance traffic flow and road safety, supporting broader smart-city objectives [5]

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2][3] - It emphasizes the importance of conducting personal research before making investment decisions [2]

I gave a buy rating to Fiserv (NYSE: FI ) in February this year, with my key thesis being that the business should have no issues growing earnings by mid-teens percentage over time, drivenI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intri ...

The National Transportation Safety Board (NTSB) issued an urgent safety recommendation Wednesday to modify jet engines on Boeing’s 737 Max airplanes to prevent smoke from entering the cockpit or cabin in certain scenarios. The warning comes after two incidents involving Southwest Airlines planes equipped with CFM International LEAP-1B engines that experienced bird strikes in 2023.The NTSB said that these CFM engines have a safety feature, called a load reduction device, that can inadvertently damage the oil ...

Key Takeaways Nucor expects Q2 EPS between $2.55 and $2.65, up sharply from 67 cents in Q1. The steel mills segment is projected to see the largest growth owing to higher average selling prices. NUE repurchased 1.8M shares in Q2 and returned $755M to shareholders YTD through buybacks and dividends.Nucor Corporation (NUE) announced guidance for the second quarter of 2025 ending July 5. The company expects that earnings will increase across all three of its segments. The steel mills segment is projected to ...

Key Takeaways AEM boosted proven and probable gold reserves by 0.9% to 54.3M oz and inferred resources by 9% in 2024. Exploration at East Gouldie, Hope Bay, and Marban targets further reserve and resource expansion by 2025. Agnico Eagle shares surged 56.8% YTD, as drilling momentum supports long-term growth prospects.Agnico Eagle Mines Limited (AEM) made substantial efforts in the first quarter for the continuation of its mineral reserve replacement, a critical metric reflecting growth potential. At the e ...

Key Takeaways Philip Morris expects 2025 volume growth, with smoke-free products projected to rise 12 to 14%. Coca-Cola delivered its ninth straight earnings beat, fueled by innovation and brand momentum. Mondelez posted 3.1% organic revenue growth in Q1, led by pricing gains and chocolate strength.U.S. stock markets witnessed severe volatility in the first half of 2025 unlike a smooth rally seen in the last two years. Volatility was triggered by several factors. Prominent among them were the imposition o ...