Core Insights - Equinox Gold Corp. has achieved its first gold pour at the Valentine Gold Mine earlier than expected, marking a significant milestone for the company [1][3] - The Valentine mine is projected to become Equinox Gold's second-largest mine and the largest gold mine in Atlantic Canada, with an expected annual production of 175,000 to 200,000 ounces of gold for the first 12 years [3] Group 1 - The Valentine process plant's commissioning is progressing well, with mill throughput averaging 47% of nameplate capacity during the initial 15 days of operation [2] - Equinox Gold anticipates ramping up the Valentine mine to its full capacity of 2.5 million tonnes per year by Q2 2026 [2] - With the ramp-up of both the Valentine and Greenstone mines, Equinox Gold is positioned to become the second-largest producer of gold in Canada [2] Group 2 - Equinox Gold Corp. is involved in the acquisition, exploration, development, and operation of mineral properties in the Americas, primarily focusing on gold and silver deposits [4]

Core Insights - Nutrien Ltd. is currently viewed as one of the best Canadian stocks to buy, with a recent price target adjustment by Jefferies to $60 from $61 while maintaining a Hold rating [1] - The company announced the sale of its 50% stake in Argentine nitrogen producer Profertil for approximately $600 million, which is expected to be a joint acquisition by Adecoagro S.A. and Asociacion de Cooperativas Argentinas Coop Ltda [2][3] - The sale aligns with Nutrien's strategy to focus on core assets and geographies, with proceeds intended for growth investments, share repurchases, and debt reduction [3] Financial Performance - Nutrien's proportionate share of Profertil earnings recorded in its Nitrogen operating segment totaled around $60 million over the previous four quarters [3] Business Segments - Nutrien operates through four segments: Nutrien Ag Solutions, Potash, Nitrogen, and Phosphate, providing a range of crop inputs and services [4]

Group 1 - Canadian National Railway Company (CNI) and CSX Corp. have signed a Memorandum of Understanding to create a new intermodal rail service into Nashville, Tennessee [1][3] - The new service aims to provide a seamless all-rail alternative for international containers from Canada's West Coast, enhancing supply chain efficiency [2][3] - The collaboration builds on a successful history of interline agreements between CNI and CSX, particularly their partnership on the East Coast since 2019 [3] Group 2 - The new route will travel through Memphis and continue directly into Nashville, replacing the current trucking segment with an all-rail solution [2] - This initiative is expected to deliver faster and more sustainable supply chain solutions for customers [2] - Canadian National Railway operates in rail, intermodal, trucking, and related transportation businesses in both Canada and the US [3]

Lululemon Athletica Inc. (NASDAQ:LULU) is one of the best Canadian stocks to buy now. On September 12, BofA analyst Lorraine Hutchinson lowered the firm’s price target on Lululemon to $185 from $210, while keeping a Neutral rating on the shares to reflect slower China growth and better tariff mitigation. While BofA is raising its FY2026 EPS estimate by 1% to $13.15, it is reducing its price target to reflect a lower sales growth rate. This sentiment was posted after the company announced its FQ2 2026 fina ...

Core Viewpoint - Ambev S.A. is recognized as one of the most profitable penny stocks to consider, with upcoming earnings expectations indicating potential growth despite recent challenges in revenue and volume [1]. Financial Performance - In Q2 FY2025, Ambev reported revenue of $3.59 billion, which was $250.95 million below consensus estimates, but represented a year-over-year increase of 2.65% [2]. - The adjusted earnings per share for Q2 FY2025 were $0.03, aligning with market expectations [2]. - The company experienced a 4.5% decline in total organic volumes compared to the previous year, attributed to industry softness [2]. - Despite the volume decline, Ambev achieved a 15% increase in net income, and EBITDA grew by high single digits, with a margin expansion of 110 basis points [2]. Market Expectations - Ambev is set to report its Q3 2025 earnings on October 30, 2025, with Wall Street anticipating adjusted earnings per share of $0.04 and revenue around $4.24 billion [1]. - Following the Q2 results, UBS maintained a Hold rating on Ambev, lowering the price target from $2.5 to $2.2, while Evercore ISI assigned a Buy rating with a price target of $4 [3]. - As of September 16, the average price target for Ambev was $2.81, suggesting an upside potential of approximately 19.03% from current levels [3]. Company Overview - Ambev S.A. is a Brazil-based brewer involved in the production, distribution, and sale of various beverages, including beer, draft beer, carbonated soft drinks, and other alcoholic and non-alcoholic drinks [4].

Group 1 - Gerdau S.A. is scheduled to release its Q3 2025 earnings on October 30, 2025, with Wall Street projecting adjusted earnings per share of $0.57 and revenue of approximately $3.37 billion [1] - In Q2 2025, Gerdau reported revenue of $3.13 billion, missing estimates by $60.68 million, and adjusted earnings of $0.08 per share, below the expected $0.10 [2] - The Brazilian market faced challenges due to excessive steel imports, with an import penetration rate of 23.4%, impacting Gerdau's domestic operations [2] - Despite challenges in Brazil, Gerdau's North American operations achieved the highest all-time share in results, contributing 61% to EBITDA [3] - Gerdau's Q2 net income was approximately $161.22 million, reflecting a 14% increase from Q1 2025 [3] - The company is concerned about a reduction in production pace in Brazilian operations due to ongoing capital expenditure (CapEx) projects [3] - Gerdau anticipates a reduction in global CapEx disbursement starting in 2026, which may affect future investments in Brazil [3] Group 2 - The majority of analysts rate Gerdau S.A. as a Buy, with an average price target of $4, indicating an upside potential of nearly 27.33% from current levels [4] - Gerdau operates as a steel producer with segments in Brazil, North America, South America, and Special Steel [5]

Group 1 - FedEx Corporation (NYSE:FDX) is facing challenges due to a decline in Chinese package volumes, attributed to the loss of tariff exemptions [1] - The company's services encompass transportation, e-commerce solutions, express shipping, small-package deliveries, and freight services [1] - FedEx's business-to-business service has struggled, remaining stagnant, while the business-to-consumer segment is performing adequately [1] Group 2 - Analysts have been consistently lowering their expectations for FedEx's performance in light of current market conditions [1] - There is a perception that certain AI stocks may present better investment opportunities compared to FedEx, with less downside risk [2]

Group 1 - CVS Health Corporation is recognized as one of the 15 Best Performing Dividend Stocks in 2025 [1] - The company has expanded beyond a pharmacy chain to include in-store clinics offering various health services and owns Aetna, covering approximately 36 million members, making it the fifth-largest insurer in the U.S. [2] - CVS holds a 27% share of the nationwide prescription market, with strong performance reflected in its second-quarter results, where both revenue and earnings exceeded Wall Street expectations [3] Group 2 - Management raised its full-year earnings guidance from $6.00–$6.20 per share to $6.30–$6.40, contributing to an 18% stock price increase in August [3] - CVS has been a consistent dividend payer since 1997, currently offering a quarterly dividend of $0.665 per share, resulting in a dividend yield of 3.64% as of September 15 [4]

Group 1 - Tesla, Inc. is predicted to be among the 15 stocks that could generate significant wealth in the next five years [1] - Board Chair Robyn Denholm has dismissed concerns regarding Elon Musk's political activities affecting Tesla's sales, emphasizing that Musk remains central to the company [2] - Despite concerns about Musk's political distractions and competition from Chinese rivals, the board expresses confidence in his leadership [2] Group 2 - Tesla's board has proposed a $1 trillion compensation plan for Elon Musk, which would be the largest pay package in history, reflecting his significant influence over the company [3] - Following Denholm's interview, Tesla's shares experienced a gain of 7.36% on September 12 [3]

Group 1 - Amazon.com, Inc. is testing GM's BrightDrop electric vans as part of its strategy to reduce carbon emissions and meet climate goals [2] - The company aims to have 100,000 electric delivery vehicles on the road by 2030 and plans to achieve net-zero carbon emissions across operations by 2040 [2] - Currently, about a dozen BrightDrop vans are being tested alongside vehicles from other manufacturers such as Ford, Mercedes, Stellantis, and Rivian [2] Group 2 - Amazon holds a 16% stake in Rivian and has over 25,000 of its vehicles in its fleet, indicating a diversified approach to its electric vehicle strategy [3]