The iShares MSCI Global Silver and Metals Miners ETF (NYSEMKT:SLVP) and the Sprott Gold Miners ETF (NYSEMKT:SGDM) both offer targeted exposure to precious metals miners, but they take distinct approaches. SLVP tracks global companies heavily involved in silver and metals mining, while SGDM zeroes in on U.S. and Canadian gold producers. This comparison looks at cost, performance, risk, sector tilts, and liquidity to help investors assess which fund may better match their portfolio needs. Snapshot (cost & ...

Core Insights - The article discusses the potential of Canadian growth stocks as an attractive investment alternative amid signs of fatigue in U.S. equity dominance, with a focus on companies that have shown significant earnings growth and hedge fund interest [1][2][4]. Group 1: Market Context - U.S. equities have led global markets for over a decade, but this leadership is showing signs of fatigue as of 2025, with valuation gaps narrowing between U.S. stocks and global peers [1]. - Major institutions suggest that developed international markets, including Canada, may offer stronger long-term returns than the U.S. due to valuation normalization and changing earnings dynamics [1]. Group 2: Canadian Equities - Canadian equities provide differentiated exposure to sectors that may behave differently from U.S. mega-cap technology and consumer companies, offering diversification benefits [2]. - Investing in Canadian stocks can reduce concentration risk and potentially benefit from currency tailwinds if the U.S. dollar weakens [2]. Group 3: Growth Metrics - Companies that have achieved an average EPS growth of over 20% in the past three years are highlighted as demonstrating expanding profitability and competitive strength, which are key drivers of long-term share price appreciation [3]. - Sustained earnings growth is often associated with higher valuations and increased investor demand [3]. Group 4: Hedge Fund Interest - Hedge fund ownership indicates a high level of conviction, as these funds invest significant resources in fundamental research and analysis [4]. - Focusing on Canadian growth stocks that attract hedge fund interest allows investors to align with sophisticated capital and gain exposure to businesses poised for continued earnings expansion [4]. Group 5: Methodology - The selection of Canadian stocks was based on their track record of delivering earnings growth, specifically those with at least 20% EPS growth over the past three years [7]. - The final selection included companies that have reported noteworthy developments likely to impact investor sentiment, ranked by the number of hedge funds holding stakes as of Q3 2025 [7]. Group 6: Featured Companies - **Integra Resources Corp. (NYSE:ITRG)**: - Number of Hedge Fund Holders: 10 - 3-year EPS growth: 59.14% - Recent financing of approximately $61.6 million to advance the DeLamar Project, reducing execution risk and supporting a strong growth narrative [9][10][11]. - **Americas Gold and Silver Corporation (NYSE:USAS)**: - Number of Hedge Fund Holders: 11 - 3-year EPS growth: 46.56% - Initiated coverage with a Buy rating and a C$13 price target, focusing on ramping silver production and a joint venture to enhance shareholder returns [12][13][14].

Core Viewpoint - The article discusses the potential of international markets, particularly highlighting the attractiveness of foreign stocks, with a focus on the Chinese market and specific investment opportunities in the technology sector [2][3]. Group 1: Market Analysis - Tim Seymour from Seymour Asset Management suggests that the weakness of the dollar indicates that international markets may continue to outperform the US stock market in 2026 [2]. - Many Asian currencies that previously underperformed against the dollar are expected to perform better in 2026, contributing to the ongoing market rally [2]. - US investors are increasingly confident in international markets, realizing they are underweight in international equities compared to US-based companies [3]. Group 2: Investment Methodology - The list of the 10 Best Performing Foreign Stocks was curated using the Finviz Stock Screener, CNN, and Insider Monkey's Q3 2025 database, focusing on stocks that gained over 50% in the past six months and have more than 10% upside potential [6]. - The performance and upside potential were cross-checked with CNN, and stocks were ranked based on the number of hedge fund holders sourced from Insider Monkey's database [6][7]. Group 3: Company Spotlight - Pan American Silver Corp. - Pan American Silver Corp. (NYSE:PAAS) is highlighted as a top-performing foreign stock, with 38 hedge fund holders and positive sentiment ahead of its fiscal Q4 2025 earnings [8]. - The company is expected to report record quarterly production of 7.3 million ounces of silver and annual production of 22.8 million ounces, exceeding guidance [9]. - Analysts expect the company to post revenue of $1.12 billion and a GAAP EPS of $0.91, with upward revisions in price targets driven by higher forecasts for gold and copper prices [10].

Company Overview - Osisko Development Corp. (NYSE:ODV) was founded in 2006 and is headquartered in Montreal, focusing on the acquisition, exploration, and development of precious metals properties across North America [4] Recent Developments - On January 27, Osisko announced a bought deal financing with National Bank Capital Markets, RBC Capital Markets, and Cantor, issuing 35.31 million common shares at $3.54 per share for gross proceeds of approximately $125 million. The net proceeds will be used for infill conversion drilling, deeper exploration at the Cariboo Gold Project, and general working capital [3] - Stifel raised its price target on Osisko Development Corp. to C$10 from C$8 while maintaining a Buy rating, indicating confidence in the company's development progress and the advancing fundamentals of its core assets [2] Project Highlights - The Cariboo Gold Project is highlighted as Osisko's flagship project, moving toward a value-creation inflection point, supported by improving project visibility and strengthening gold market dynamics [2]

We recently published an article titled 10 Best Low Volatility Canadian Stocks to Buy. On February 10, Stifel raised its price target on Triple Flag Precious Metals Corp. (NYSE:TFPM) to C$65 from C$58 while maintaining a Buy rating, signaling confidence in the company’s growth trajectory and portfolio strength. The company continues to reinforce its position as a leading gold and silver streaming company through disciplined capital deployment and long-term asset expansion. The same day, Triple Flag anno ...

Group 1: Silver Market Dynamics - Silver is extensively used in industrial applications, absorbing almost half of its annual supply, unlike gold which is primarily a precious metal [1][5] - In 2025, silver prices surged by 144% due to increased investment in precious metals amid political and economic uncertainty, alongside fears of a supply shortage following China's export restrictions [1][6] - Silver recently peaked at around $120 per ounce, marking a historic milestone, but has since declined by 36% to $77, raising questions about potential future price increases [2] Group 2: Supply and Demand Factors - Silver is significantly more abundant than gold, with approximately eight times more silver mined each year, leading to a reliable supply chain for industrial use [5] - China, as the world's second-largest silver exporter, announced restrictions on silver exports to protect its domestic supply chains, which has heightened concerns about potential supply shortages [6][7] - The restrictions are expected to remain in effect until the end of 2027, giving China leverage in trade negotiations with major economies [6][7]

Precious Metals Market Overview - Precious metals, particularly silver, have seen significant price increases due to geopolitical tensions and industrial demand, with the iShares Silver Trust rising 160% in the past year [1] - There is a multi-year shortage of silver, with demand consistently outpacing supply, a trend expected to continue into 2026 [1] Silver Mining Companies First Majestic Silver - First Majestic Silver is a traditional mining company operating in Mexico and the U.S., involved in all aspects from exploratory drilling to excavation [5] - The company acquired Gatos Silver, gaining a 70% interest in the high-grade Los Gatos mine, with 57% of its revenue derived from silver as of the third quarter last year [5] - First Majestic is a leveraged play on silver prices, benefiting from fixed operational costs, but faces risks if silver prices drop or mining costs rise [6] Wheaton Precious Metals - Wheaton Precious Metals operates under a streaming model, financing mining companies without owning physical mines [7] - The company provides upfront payments to mining firms in exchange for the right to purchase a percentage of the produced precious metals at a predetermined price [8] - In the third quarter, Wheaton's average cash cost of silver was $6.35 per ounce, offering cost predictability and protection against inflationary pressures [8]

Core Viewpoint - Hecla Mining Company is set to report its fourth-quarter 2025 results on February 17, with earnings expected to increase by 250% year-over-year, driven by higher silver production and favorable market conditions [1][5][17]. Financial Performance - The Zacks Consensus Estimate for earnings is 14 cents per share, with revenues projected at $358.5 million, reflecting a year-over-year increase of 43.6% [1]. - Fourth-quarter earnings estimates have risen by 1 cent over the past 60 days, indicating positive momentum [1]. - Hecla Mining has a trailing four-quarter earnings surprise average of 25.6%, having beaten estimates in each of the last four quarters [2]. Production and Operations - In 2025, Hecla Mining produced 17.0 million ounces of silver, a 5% increase from the previous year, primarily from the Greens Creek and Lucky Friday mines [5][6]. - The Greens Creek mine produced 8.7 million ounces of silver, up 3% compared to 2024, while the Lucky Friday project produced 5.3 million ounces, benefiting from higher milled grades [7][8]. - The Keno Hill project also saw a 9% increase in silver production, totaling 3.02 million ounces, supported by improved power reliability and higher milling rates [9]. Cost and Margin Pressures - Hecla Mining is facing increased all-in sustaining costs (AISC) per ounce due to higher labor costs and capital spending, which may impact margins in the fourth quarter [10]. - Despite cost pressures, the company is focused on disciplined capital deployment and improving mine performance to support revenue growth [17]. Market Performance - Hecla Mining's shares have surged 172.8% over the past six months, outperforming both the industry and the S&P 500 [11]. - The company's trailing price-to-earnings ratio stands at 33.17X, higher than the industry average of 19.77X, indicating a premium valuation compared to peers [14]. Investment Outlook - The company is well-positioned for sustained growth due to strong performance at key mines and favorable silver prices, which are expected to drive revenue growth [17][18]. - Positive analyst sentiment and robust growth prospects suggest that Hecla Mining is a strong candidate for investment [18].

i-80 Gold Announces Details for Q4 and Full Year 2025 Results Release and Conference Call [Accessibility Statement] Skip NavigationTORONTO, Feb. 13, 2026 /PRNewswire/ - i-80 GOLD CORP. (TSX: IAU) (NYSE American: IAUX) ("i-80 Gold" or the "Company") is scheduled to release its financial and operating results for the three and twelve months ended December 31, 2025, including development highlights, on Thursday, February 19, 2026, after market close. Management will host a conference call and audio webcast the ...

LONDON, Feb 13 (Reuters) - Sibanye-Stillwater's call for U.S. tariff on Russian palladium imports has received preliminary support from the U.S. Commerce Department, ‌although a final decision is not expected until mid-2026, the miner ‌said on Friday. Sibanye-Stillwater, which has production assets in South Africa and the U.S., asked Washington ​in July to impose a tariff on Russian palladium imports to support the long-term viability of U.S. supplies. Trade data indicates that global flows have alread ...