Our Picks Beat the Market Again — Discover Our Best Ideas

*Disseminated on behalf of Millennial Potash Corp., DLP Resources Inc., Delivra Health Brands, Fortune Minerals Limited, Builders Capital Mortgage, Enterprise Group Inc., Aton Resources Inc., Klondike Gold Corp., Star Copper Corp., Gensource Potash Corporation, BluSky AI Inc., Monument Mining Limited, and TNR Gold Corp.

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

Equity markets moved lower last week as higher U.S. treasury yields, and a stronger US$, weighed on investor sentiment. Basic materials was among the best-performing sectors, supported by higher precious and base metal prices. Next week, we expect investor focus to remain on Q2 earnings, the Fed's interest rate decision (we expect no change), and developments in the Middle East.

Last week, our Top Picks portfolio returned 2.3% vs 0.9% for the benchmark (TSXV). Our picks have outperformed the benchmark across all seven tracked periods.

Last week, our Fair Value Model portfolio returned 0.7% vs 0.3% for the benchmark (NYSE Equal Sector Weight/EQL). Our picks have outperformed the benchmark in three of the four tracked time periods.

This edition features Altius Minerals increasing its strategic stake in TNR Gold, encouraging drilling updates from Star Copper and Klondike Gold, Aton Resources advancing its low-CAPEX gold project towards production in Egypt, and Enterprise Group expanding its power generation business into larger industrial and AI data center applications. Read on for our take on why these developments matter.

*Past performance is not indicative of future performance.

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