Core Insights - Equinox Gold Corp. is recognized as one of the best gold stocks to buy according to hedge funds, highlighting its strong market position [1] - The Valentine Gold Mine has commenced gold production ahead of schedule, with significant operational progress reported [1][2] - The company aims to ramp up production significantly, targeting 15,000 to 30,000 ounces of gold in Q4 and achieving a consistent capacity of 2.5 million tonnes per year by Q2 2026 [1] Company Developments - Equinox Gold acquired 100% ownership of the Valentine Gold Mine through the acquisition of Calibre Mining Corp. on June 17, 2025, enhancing its asset portfolio [2] - The acquisition also included full ownership of the Greenstone Mine in Ontario, positioning Equinox as the second-largest gold producer in Canada [2] - The company operates gold mines across Canada, the United States, Mexico, and Brazil, focusing on growth and aiming for over one million ounces of annual gold production from expansion projects [3]

Newmont Corporation (NYSE:NEM) is one of the 11 Best Gold Stocks to Buy According to Hedge Funds. On October 10, Raymond James analyst Brian MacArthur increased the firm’s price target on Newmont Corporation (NYSE:NEM) from $84 to $96 while maintaining an Outperform rating. This decision to raise the price target on Newmont Corporation (NYSE:NEM) reflects an increase in gold and silver price forecasts, both for the short term and the long term. The firm has based this on the solid year-to-date performance ...

We recently published 10 Most Popular Analyst Calls to Watch This Week. Toll Brothers, Inc. (NYSE:TOL) is one of the trending stocks. Courtney Garcia from Payne Capital Management recently recommended TOL in a latest program on CNBC. Here is what the analyst said: “You saw the home builders downgraded and everything was down. I don’t think you want to throw out the baby with the bath water. I think Toll Brothers Inc (NYSE:TOL) is one to look at, which has the wealthier consumer. They’re more likely to bu ...

Core Insights - The RAM Smid Composite reported a 10.70% increase in Q3 2025, outperforming the Russell 2500 Value Total Return Index which gained 8.17% [1] - Year-to-date, the composite returned 9.29%, matching the benchmark's performance [1] - Smaller market cap indices in the Russell family outperformed larger counterparts in Q3 2025 [1] Company Analysis: Varex Imaging Corporation (NASDAQ:VREX) - Varex Imaging Corporation was the top performer in the RAM Smid Composite for Q3 2025, achieving a return of 43.02% [3] - The stock price recovery followed a sell-off, as investors reassessed the impact of tariffs, which were not as severe as initially feared [3] - Varex's business in China has shown improvement, and the company has flexibility in production to mitigate tariff impacts [3] - Despite a one-month return of -3.27% and a 52-week loss of 1.06%, Varex's revenue for Q3 2025 was $203 million, exceeding guidance [2][4] - Varex is not among the 30 most popular stocks among hedge funds, with 22 hedge fund portfolios holding the stock at the end of Q2 2025, down from 25 in the previous quarter [4] - The company is considered undervalued, with potential in the healthcare CT market recovery and growing security screening offerings [3]

We recently published Jim Cramer Discussed These 11 Stocks & The Market’s 3rd Bull Run Anniversary. The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently discussed. The Walt Disney Company (NYSE:DIS), the well-known media and theme park firm, generated headlines last week when it announced that it would raise its theme park ticket prices. The firm revealed that from November 2026, the price of its highest-tier ticket to Disney World would increase from $199 to $209, while for the upc ...

Group 1: Kingdom Capital Advisors Performance - Kingdom Capital Advisors reported a portfolio recovery in Q3 2025, achieving a composite return of 20.78% (net of fees), outperforming the Russell 2000 TR (12.39%), S&P 500 TR (8.12%), and NASDAQ 100 TR (9.01%) [1] - Since inception, the portfolio compounded at 21.06% (net of fees), significantly higher than the Russell 2000 TR (4.60%), S&P 500 TR (11.46%), and NASDAQ 100 TR (13.48%) [1] Group 2: Apartment Investment and Management Company (AIV) Overview - Apartment Investment and Management Company (NYSE:AIV) is a diversified real estate company with a one-month return of -1.91% and a 52-week loss of 10.98%, closing at $7.70 per share on October 13, 2025, with a market capitalization of $1.096 billion [2] - Kingdom Capital Advisors initiated a position in AIV during Q3 2025, viewing the sale of Boston multi-family apartment assets as a signal for the company to liquidate remaining properties [3] Group 3: Future Expectations for AIV - Kingdom Capital Advisors expects to recover most invested cash within a few months due to incoming dividends from the Boston sale, proceeds from the Brickell sale, and the anticipated sale of remaining apartment complexes [3] - AIV still owns multi-family units generating approximately $90 million in operating income and has development sites estimated to be worth an additional $6-7 per share [3] Group 4: Hedge Fund Interest in AIV - AIV is not among the 30 most popular stocks among hedge funds, with 26 hedge fund portfolios holding AIV at the end of Q2 2025, an increase from 25 in the previous quarter [4] - While AIV has potential as an investment, certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Group 1: Kingdom Capital Advisors' Performance - Kingdom Capital Advisors' portfolio recovered significantly in Q3 2025, achieving a return of 20.78% (net of fees), outperforming the Russell 2000 TR (12.39%), S&P 500 TR (8.12%), and NASDAQ 100 TR (9.01%) [1] - Since inception, the portfolio has compounded at 21.06% (net of fees), compared to 4.60% for the Russell 2000 TR, 11.46% for the S&P 500 TR, and 13.48% for the NASDAQ 100 TR [1] Group 2: Magnera Corporation Overview - Magnera Corporation (NYSE:MAGN) has faced challenges, with a one-month return of -7.35% and a 52-week loss of 55.38%, closing at $10.21 per share on October 13, 2025, with a market capitalization of $363.476 million [2] - The company’s business remains stable in the U.S. and Europe, but tariffs have negatively impacted its South American operations [3] Group 3: Management and Future Outlook for Magnera Corporation - Management has been proactive in cost reductions and capacity adjustments, including closing one of their five South American plants, with further rationalization expected [3] - Magnera Corporation's debt is structured until 2029, and there are expectations for signs of business recovery in the upcoming year's results [3] Group 4: Hedge Fund Interest in Magnera Corporation - Magnera Corporation is not among the 30 most popular stocks among hedge funds, with 25 hedge fund portfolios holding the stock at the end of Q2 2025, down from 41 in the previous quarter [4] - While acknowledging the potential of Magnera Corporation, the company believes that certain AI stocks present greater upside potential and lower downside risk [4]

Core Insights - Target Corporation (NYSE:TGT) is recognized as one of the Top 15 Growth Stocks for long-term investors [1] - The company operates a large retail chain with a focus on a refined shopping experience, but this positioning may not align with the current consumer trend towards budget-friendly options [2] - Target's partnerships with celebrities and brands have created a profitable niche, contributing to a 68% increase in dividend payments over the past five years [3] Dividend Performance - In June, Target announced its 54th consecutive dividend increase, raising the annual payout by 2% to $4.56 per share [4] - The current dividend yield stands at approximately 5.33%, significantly higher than the S&P 500 average of around 1.2% [4] - The quarterly dividend is set at $1.14 per share, appealing to income-focused investors [4]

Core Insights - The Clorox Company (NYSE:CLX) is recognized as one of the Top 15 Growth Stocks for Long-Term Investors [1] Company Overview - Clorox has a history of over a century, with its first product, liquid bleach, introduced in 1913, and has since become a global producer of consumer and professional products [2] - The company offers a diverse range of brands that cater to various markets, providing significant scale and a strong presence across multiple product categories [2] Marketing and Brand Investment - Clorox maintains its leadership position through substantial advertising efforts, planning to spend approximately 11% of its net sales on advertising and promotions in fiscal 2026 [3] - This investment underscores the company's commitment to supporting its brands and sustaining market strength [3] Product Demand and Market Resilience - A key advantage of Clorox's business model is the everyday nature of its products, which are used by millions of consumers regardless of economic conditions [4] - The company estimates that its products are found in about nine out of ten U.S. households [4] - Demand for cleaning supplies and food products remains steady even during economic downturns, allowing Clorox to maintain profitability through various cycles [5] Dividend Growth - Clorox has a strong track record of increasing its dividend, with a growth streak spanning 22 years [5] - The company currently offers a quarterly dividend of $1.24 per share, resulting in a dividend yield of 4.13% as of October 12 [5]

Core Insights - AI stocks experienced a significant decline due to renewed fears of a U.S.-China trade war, triggered by President Trump's announcement of potential severe tariffs on China [1] Market Reaction - The market reaction occurred at 11 a.m. ET, indicating a swift response to geopolitical tensions [1] Implications for Investors - The announcement may lead to increased volatility in AI stocks and broader market conditions, as trade relations between the U.S. and China are critical for many sectors [1]