Core Insights - AngloGold Ashanti is recognized as one of the best performing large-cap stocks to consider for investment [1] - The company plans to initiate drilling at the Organullo Gold Project in Salta Province, Argentina, through its subsidiary AngloGold Argentina Exploraciones S.A. [1][3] Company Overview - AngloGold Ashanti operates as a gold mining company with a presence in Africa, Australia, and the Americas, focusing primarily on gold exploration along with by-products like silver and sulphuric acid [4] Project Details - AngloGold Ashanti holds an option to earn up to an 80% interest in Latin Metals' Organullo, Ana Maria, and Trigal Gold projects [2] - The initial Phase I drilling program will include 10 drill holes and approximately 6,000 meters of drilling, with first results expected in Q1 2026 [2] - The drilling aims to target a multi-million-ounce, Tier 1 discovery, using the Salares Norte gold deposit as a technical reference [2] Exploration Focus - The drilling program will concentrate on three previously unexplored advanced argillic alteration zones along a 6 km-long strike length [3] - Supporting data for potential gold mineralization includes district-scale geophysical anomalies, structural interpretation, surface geochemical data, and hyperspectral data [3] - Latin Metals has also secured rights to the Malena VII mining property in Salta Province [3]

Group 1 - The Buckle, Inc. (NYSE:BKE) is recognized as one of the Best High Yield Stocks to Buy in October, indicating strong investment potential [1] - The company specializes in denim products for men and women, offering a mix of popular brand labels and private label merchandise, including jeans, footwear, and accessories [2] - In fiscal 2024, denim accounts for 42.5% of The Buckle's net sales, highlighting its primary product focus [3] Group 2 - The Buckle has a solid dividend history, having paid dividends for the last 20 years, with a current quarterly dividend of $0.35 and a dividend yield of 2.34% as of September 27 [4] - The company is pursuing growth through the expansion of its private label product range, enhancing the shopping experience, and maintaining high customer service standards [3]

Group 1 - The Clorox Company (NYSE:CLX) is recognized as one of the Best High Yield Stocks to Buy in October, highlighting its attractiveness for investors seeking dividend income [1] - Clorox derives approximately 80% of its sales from brands that are leaders in their respective categories, providing a strong competitive advantage [2] - The company's product portfolio includes well-known brands such as Kingsford, Burt's Bees, Hidden Valley Ranch, Fresh Step, Pine-Sol, Brita, Glad, and Liquid-Plumr, indicating its resilience in challenging market conditions [3] Group 2 - Clorox currently pays a quarterly dividend of $1.24 per share, reflecting a 1.6% increase in July, marking the 22nd consecutive year of dividend increases [4] - The stock offers a dividend yield of 3.99% as of September 27, making it an appealing option for dividend capture strategies [4]

Core Insights - Costco's stock experienced a significant decline of over $27 due to membership growth not meeting market expectations, despite better-than-expected sales and earnings [1] - The company successfully increased membership fees without losing members, and there is a notable influx of younger members, alleviating concerns about an aging customer base [1] - Costco has managed to mitigate price increases on tariff-affected goods, which is a positive indicator for its operational resilience [1] Company Overview - Costco operates membership-based warehouses that offer a wide range of branded and private-label products, including groceries, appliances, apparel, and home essentials [2]

Core Insights - Insmed Incorporated (NASDAQ: INSM) is recognized as one of the best performing healthcare stocks, focusing on rare diseases with significant unmet medical needs [1] - The recent FDA approval of Brinsupri for non-CF bronchiectasis has significantly boosted investor interest and stock performance, with shares rising nearly 9% [2] - Analysts have raised price targets for INSM, with estimates ranging from $135 to $240, reflecting the potential for Brinsupri to generate $7 billion in revenue by 2033 [2] Financial Performance - For Q2 2025, Insmed reported revenues of $107.4 million for ARIKAYCE, representing a 19% year-over-year increase, with a gross margin of 75.7% [3] - Despite the revenue growth, the company reported a net loss of $321.7 million [3] - Insmed completed a public offering, raising approximately $823 million to support pipeline development and commercialization efforts [3] Pipeline Developments - Insmed's pipeline includes several promising late-stage assets, with Brensocatib receiving FDA approval on August 12, 2025 [4] - The Treprostinil Palmitil Inhalation Powder (TPIP) program is advancing towards Phase 3 studies for pulmonary hypertension, expected to commence in late 2025 to early 2026 [4] - These developments position Insmed for continued growth and expansion in the rare disease market [4]

Core Insights - TimesSquare Capital Management's "U.S. Mid Cap Growth Strategy" reported a gross return of 13.13% and a net return of 12.91% for Q2 2025, underperforming the Russell Midcap® Growth Index which returned 18.20% [1] - The fund's performance was influenced by double-digit returns in equities due to improved global economic activity [1] Company Overview: Evercore Inc. (NYSE:EVR) - Evercore Inc. is an independent investment banking and research provider based in New York [3] - The stock of Evercore Inc. experienced a one-month return of 7.23% and a 52-week gain of 35.71%, closing at $340.64 per share with a market capitalization of $13.216 billion on September 29, 2025 [2] - Adjusted net revenues for Evercore in Q2 2025 were reported at $839 million, marking a 21% increase from Q2 2024 [4] Investment Thesis - TimesSquare Capital began acquiring shares in Evercore due to a recovery in M&A activity, which is expected to positively impact the company's performance [3] - Evercore's advisory business is noted for being less dependent on performance fees, providing better visibility for future earnings [3] - Despite the potential of Evercore, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]

Group 1 - National CineMedia, Inc. (NASDAQ:NCMI) is recognized as a hidden penny stock with an average recommendation of "Moderate Buy" from six analysts, with three advising to hold and three issuing a buy rating [1] - CEO F. Lesinski praised the management's resilience and highlighted strategic initiatives, including plans to triple the programmatic footprint by year-end, with programmatic advertiser volume growing over 50% quarter-over-quarter and approximately 70% of second quarter programmatic advertisers being new to NCM [2] - The company is expected to maintain box office momentum with a strong film slate for the remainder of 2025, featuring titles like Wicked for Good, Avatar: Fire & Ash, and Zootopia [3] Group 2 - National CineMedia, Inc. operates cinema advertising networks in North America and was incorporated in 2006, focusing on connecting brands with movie audiences through cinema advertising [4]

Core Insights - Enterprise Products Partners L.P. (NYSE:EPD) is recognized as one of the 10 Best Recession Proof Dividend Stocks to Buy [1] - The company has demonstrated resilience in generating steady cash flow during economic downturns, including the 2007–2009 financial crisis, the 2015–2017 oil price slump, and the COVID-19 downturn from 2020 to 2022 [2] Company Overview - Founded in 1968, Enterprise Products Partners L.P. has become one of the largest midstream operators in the US, with assets across major shale basins and the Gulf Coast [3] - The company has maintained its dividend payouts through past recessions and even outperformed during the 2008 crisis [3] Operational Strengths - EPD operates an extensive network of pipelines, storage facilities, and infrastructure that transports fossil fuels from the wellhead to end users, earning fees at multiple stages of the supply chain [4] - The company has a strong track record of increasing its dividend for 27 consecutive years, currently offering a quarterly dividend of $0.545 per share and a dividend yield of 6.89% as of September 26 [4]

Core Viewpoint - Black Hills Corporation (NYSE:BKH) is recognized as a strong value-oriented dividend stock, appealing to long-term investors due to its consistent dividend growth and robust customer base expansion [1][3][4]. Company Overview - Black Hills Corporation is a diversified energy company providing electric and gas utility services across multiple states including South Dakota, Montana, Wyoming, Colorado, Arkansas, Kansas, Nebraska, and Iowa, while also selling power throughout the western states [2]. Dividend Performance - The company is classified as a Dividend King, boasting 55 years of consecutive dividend growth. It currently offers a quarterly dividend of $0.676 per share, resulting in a dividend yield of 4.44% as of September 26 [3]. Growth Potential - Black Hills Corporation has been expanding its customer base at nearly three times the rate of overall U.S. population growth, which enhances its position for regulatory approvals on future investments and rate adjustments. The company aims for long-term annual earnings growth of 4% to 6%, with dividend increases expected to align with this growth trajectory [4].

Core Insights - Artisan Partners' "Artisan Select Equity Fund" reported returns of 6.77%, 6.76%, and 6.80% for its Investor Class, Advisor Class, and Institutional Class respectively in Q2 2025, underperforming the S&P 500 Index which returned 10.94% [1] - Aramark (NYSE:ARMK) was highlighted as a key stock, with a one-month return of -1.76% and a 52-week loss of 0.80%, closing at $38.42 per share with a market capitalization of $10.099 billion as of September 26, 2025 [2] - Aramark's shares rose 22% in Q2 2025, driven by strong quarterly results and a favorable business outlook, with a year-to-date revenue growth of 9% and strong client retention [3] Company Performance - Aramark's revenue for the fiscal third quarter of 2025 reached $4.6 billion, reflecting a 6% growth, aided by favorable foreign exchange effects [4] - The company is one of the three largest contract caterers globally, benefiting from the trend of institutions outsourcing food service functions to scale operators [3] - Despite significant stock appreciation since purchase, the valuation is considered less compelling, although growth in value per share is expected to continue at an attractive rate [3] Investment Sentiment - Aramark was held by 30 hedge fund portfolios at the end of Q2 2025, an increase from 28 in the previous quarter, indicating growing interest among institutional investors [4] - While Aramark shows potential as an investment, there is a belief that certain AI stocks may offer greater upside potential with less downside risk [4]