Group 1 - Cenovus Energy Inc. is considering divesting its conventional oil and gas assets in Alberta to reduce debt after its C$8.5 billion acquisition of MEG Energy [3][4] - The potential sale of these assets is expected to generate approximately C$3 billion ($2.17 billion) [3] - The company aims to strengthen its balance sheet, targeting a reduction of net debt from around C$10.7 billion to C$4 billion over time [4] Group 2 - Cenovus Energy's share price increased by 7.47% from January 22 to January 29, 2026, making it one of the top-performing energy stocks during that week [1] - The company plans to invest C$3.6 billion in its oil sands business in 2026, an increase from C$2.8 billion in the previous budget [4] - Cenovus Energy was recently listed among the 10 Best Natural Gas Stocks to Buy [5]

Core Viewpoint - Frontline plc (NYSE:FRO) experienced a significant share price increase of 11.85% from January 22 to January 29, 2026, making it one of the top-performing energy stocks during that week [1]. Company Developments - Frontline plc is a global shipping company specializing in the ownership and operation of oil and product tankers [2]. - On January 26, 2026, Frontline announced the signing of 1-year time charter-out agreements for seven of its Very Large Crude Carriers (VLCCs), starting from late January to April 2026, at a daily rate of $76,900 per vessel. The counterparty for this deal is reportedly South Korea's Sinokor Maritime [3]. - CEO Lars H. Barstad highlighted that the current charter rates are unprecedented and not seen for decades, indicating that Frontline remains largely exposed to spot market fluctuations after these contracts take effect, which positions the company to benefit from a volatile market [3]. Market Analysis - Analyst Kristoffer Barth Skeie from Arctic Securities noted that the charter rate is 7% above recent broker quotes, marking a new high in the time-charter market. This development has significantly reduced Frontline's risk exposure, with time-charter coverage for the VLCC fleet projected to increase to 8% in Q1 2026, 24% in Q2 and Q3, 23% in Q4, and 15% in Q1 2027, compared to only one vessel on long-term charter prior to these agreements [4]. Performance Overview - Over the past year, Frontline plc's share price has surged by more than 63%, indicating strong performance in the market [5].

Company Overview - DraftKings Inc. (NASDAQ:DKNG) is a digital sports entertainment and gaming company that offers online sports betting, daily fantasy sports, and iGaming products such as blackjack, roulette, and slots [2]. Market Sentiment - Jim Cramer expressed a cautious view on DraftKings, highlighting the importance of expanding into states like Texas, California, and Florida for the stock's growth potential. He noted that without these markets, the stock may remain stagnant [1][2]. - Cramer mentioned that the stock is not expensive but suggested that consolidation in the industry might be necessary for better performance [1]. Investment Considerations - While DraftKings shows potential as an investment, there are other AI stocks that may offer greater upside potential and carry less downside risk, indicating a competitive landscape for investment opportunities [3].

Core Viewpoint - AbbVie Inc. is recognized as one of the 12 best long-term stocks to buy, despite facing some challenges in clinical trials [1]. Group 1: Market Analysis - Citi has adjusted its price target for AbbVie to $230 from $235 while maintaining a Neutral rating, indicating a more supportive backdrop for the biopharma sector in 2026 due to manageable earnings expectations and reduced policy-related risks [2]. - The overall sentiment in the biopharma space suggests that earnings may exceed previous fears, contributing to a more favorable investment environment [2]. Group 2: Clinical Developments - AbbVie and Genmab's blood cancer drug, epcoritamab, did not demonstrate a statistically significant survival benefit in a late-stage study involving 483 patients with relapsed or refractory diffuse large B-cell lymphoma [3]. - Despite the lack of clear survival benefits, the study revealed positive outcomes, such as a higher number of patients achieving undetectable cancer levels, longer response durations, and improved time before requiring further treatment [4]. - Epcoritamab is already approved in several countries for other lymphoma indications, marketed as Epkinly in the U.S. and Japan, and as Tepkinly in the European Union [5].

Core Viewpoint - GoldMining Inc. (NYSE:GLDG) is recognized as one of the best gold stocks to invest in for 2026, with positive recommendations from analysts and promising project developments [1]. Group 1: Analyst Recommendations - Roth Capital has reaffirmed its Buy recommendation for GoldMining Inc. and raised its price target to $2.80 from $2.60, citing potential resource growth at the Sao Jorge project and improved valuation of the company's interests [2]. Group 2: Management Changes - A management change was announced, effective January 1, 2026, with Paulo Pereira transitioning from President to Country Manager for Brazil, while Alastair Still, the CEO, assumed the additional role of President [3]. Group 3: Project Developments - The company released 2025 drilling results from the São Jorge Project, reporting 19 meters at 1.00 g/t gold from a depth of 425 meters, marking one of the deepest intercepts to date. Further drilling is planned for 2026 following induced polarization measurements that indicated a significant chargeability anomaly at William South [4]. Group 4: Company Overview - GoldMining Inc. operates as a mineral exploration company focused on acquiring, exploring, and developing mining properties [4].

Core Insights - Vista Gold Corp. is recognized as one of the 11 Best Gold Stocks to Buy for 2026 [1] Group 1: Project Development - Vista Gold Corp. plans to initiate thorough engineering and design at its Mt Todd gold project by early 2027, following a feasibility study completed in July 2025 that proposed a smaller initial project targeting higher-grade ore [2] - The company is focusing on project execution planning in 2026 and has begun the permit amendment process, expecting all changes to be authorized by the end of the year [2] Group 2: Financial Performance - In the most recent quarter, Vista Gold Corp. reported a consolidated net loss of $0.7 million, or $0.01 per common share, an improvement from a loss of $1.6 million in the previous quarter [3] - The corporation received approximately $1.3 million in the third quarter of 2025 from recovering taxes related to the 2020 sale of the Los Reyes gold property in Mexico [3] - As of September 30, 2025, the total cash and cash equivalents amounted to $13.7 million, a decrease from $16.9 million on December 31, 2024 [3] Group 3: Market Position - Vista Gold Corp. is involved in evaluating, acquiring, exploring, and advancing gold exploration and potential development projects, although there are opinions suggesting that certain AI stocks may offer greater upside potential with less downside risk [4]

Core Insights - New Found Gold Corp. (NFGC) is recognized as one of the 11 best gold stocks to buy for 2026 [1] - The company has entered into a Phase 1 EPCM contract with WSP Canada Inc. for the Queensway Gold Project, which includes site planning and detailed engineering for an offsite milling plant [2] - The first gold pour from the Queensway project is anticipated in the second half of 2027, pending necessary permissions [2] Project Developments - The Phase 1 EPCM contract aims to modernize the Pine Cove Mill to process feed from both the Queensway and Hammerdown projects [2] - An Environmental Registration submission is expected in late Q1 2026 to initiate the environmental review process, with baseline work nearly complete [2] - A revised mineral resource estimate and an updated Technical Report are scheduled for mid-2026 [2] Drilling Program - The 2026 drill program commenced on January 21, 2026, utilizing four rigs focused on infill and research drilling [3] - Notable infill results from the K2 zone include 5.22 g/t Au over 14.90 m and 8.51 g/t Au over 6.65 m, indicating potential resource expansion [3] - The stock price increased by 10.56% year-to-date as of January 27, 2026 [3] Company Overview - New Found Gold Corp. is a mineral exploration company engaged in acquiring, exploring, and evaluating resource prospects [3]

Group 1 - Caledonia Mining Corporation Plc (CMCL) raised $150 million through a seven-year convertible bond sale to finance the construction of its Bilboes project, which is expected to become Zimbabwe's largest gold mine [2] - The capital raise is notable as it marks Zimbabwe's largest overseas fundraising effort in nearly ten years, with demand from U.S. institutional investors exceeding $600 million [2] - Spot gold prices surged above $4,800 per ounce on the announcement day, indicating a favorable environment for gold miners [2] Group 2 - The Bilboes project is anticipated to begin production in late 2028, with an expected output of 200,000 ounces annually for the first ten years starting in 2029 [3] - The total cost of the Bilboes project is projected to be $584 million, with a peak financing requirement of $484 million [3] - Currently, Caledonia operates the Blanket mine, which produces 80,000 ounces of gold per year [3] Group 3 - As of January 27, 2026, Caledonia's stock was up by 17.66% year-to-date [3] - The company is involved in the exploration, development, and production of gold and other precious metals from its mining holdings [4]

Group 1 - Caledonia Mining Corporation Plc (CMCL) raised $150 million through a seven-year convertible bond sale to finance the construction of its Bilboes project, which is expected to become Zimbabwe's largest gold mine [2] - The capital raise is notable as it marks Zimbabwe's largest overseas fundraising effort in nearly ten years, with demand from U.S. institutional investors exceeding $600 million [2] - Spot gold prices surged above $4,800 per ounce on the announcement day, indicating a favorable environment for gold miners [2] Group 2 - The Bilboes project is anticipated to begin production in late 2028, with an expected output of 200,000 ounces annually for the first ten years starting in 2029 [3] - The total cost of the Bilboes project is projected to be $584 million, with a peak financing requirement of $484 million [3] - Currently, Caledonia Mining operates the Blanket mine, which produces 80,000 ounces of gold per year [3] Group 3 - Caledonia Mining is engaged in the exploration, development, and production of gold and other precious metals from its mining holdings [4] - The stock has shown a year-to-date increase of 17.66% as of January 27, 2026 [3]

Core Insights - Seabridge Gold Inc. is recognized as one of the 11 best gold stocks to buy for 2026 [1] - The company released a comprehensive year-end report for 2025 detailing operational and exploration advancements [2] - Analyst Nick Giles from B. Riley raised the price target for Seabridge Gold from $50 to $65, maintaining a Buy rating [3] Group 1: Operational and Exploration Developments - Seabridge completed advanced power infrastructure and conducted 8,500 meters of geotechnical drilling over 117 holes at the KSM project, preparing for a feasibility assessment [2] - The company is in discussions for collaboration and anticipates improvements in 2026 [2] - Exploration at the Iskut Project identified a porphyry system, with a resource estimate expected in early 2026 [2] Group 2: Financial and Market Position - The price target increase to $65 reflects ongoing joint venture discussions, advancements at the KSM project, and rising gold prices [3] - KSM is noted as the largest undeveloped gold mine globally, with significant copper resources, contributing to the valuation boost [3] Group 3: Corporate Actions - Seabridge plans to distribute shares to shareholders following the spin-out of Courageous Lake into Valor Gold, which holds 3.3 million inferred ounces and 11.0 million measured and indicated ounces of gold [2]