Actionable Ideas for the Week Ahead

* All figures are in C$ unless otherwise noted, except for commodity prices, which are in US$.

Equity markets were mixed last week as higher oil prices boosted energy stocks, while weaker precious metals weighed on the basic materials sector. This week, we believe markets will be driven by U.S. CPI and PPI data, the start of Q2 earnings, and Fed commentary.

Last week, our Top Picks portfolio returned -2.6% vs -3.9% for the benchmark (TSXV). Our picks have outperformed the benchmark across all seven tracked periods.

Last week, our Fair Value Model portfolio returned 0.4% vs 0.2% for the benchmark (NYSE Equal Sector Weight/EQL). Since inception on February 9, 2026, our picks have returned 2.6% on average vs 4.1% for the benchmark.

This edition features a positive regional catalyst for Klondike Gold, strong quarterly production growth at Silver X Mining, and Delivra Health's expansion into the large dermatology market. Read on for our take on why these developments matter.

*Past performance is not indicative of future performance.

Last Week’s Five Most-Read Reports

Report Type	Publication Date	Report Name
Monument Mining Limited	Jun 23, 2026	Executing on All Fronts, While Remaining Deeply Undervalued
Market Intel Weekly	Jul 6, 2026	See the Picks Behind Our Outperformance... Plus a New Opportunity
Market Intel Weekly	Jun 29, 2026	Our Valuation Was Right: Discover This Week's Top Opportunities
Silver X Mining Corp.	Jun 18, 2026	Earnings Inflection and Expanding Resource Pipeline
Olympia Financial Group Inc.	Nov 19, 2025	Mixed Results with Services Strength and Interest Revenue Pressure