*Disseminated on behalf of Fortune Minerals, Silver X Mining, Zepp Health Corporation, Noram Lithium, Nimy Resources, Chilean Cobalt, Focus Graphite, Evolution PowerX, DLP Resources Inc., Denarius Metals, Monument Mining, Panoro Minerals, and Fortune Minerals.
* All figures are in C$ unless otherwise noted, except for commodity prices, which are in US$.
Basic materials led sector gains last week as rising metal prices, lower treasury yields, and a weaker US$ boosted resource stocks. This week, we anticipate investors will focus on U.S. inflation data, Q2 GDP, and the Fed Chair’s Jackson Hole speech for clues on the Fed’s next moves.
Last week, our Fair Value Model portfolio returned +2.1% vs +0.1% for the benchmark (NYSE Equal Sector Weight/EQL). Our picks have outperformed the benchmark in four of five periods tracked.
Last week, our Top Picks portfolio returned +2.1% vs +2.3% for the benchmark (TSXV). Despite the short-term underperformance, our picks have outperformed the benchmark across all six other time periods tracked, with 73% of holdings up since their addition to the portfolio.
This edition highlights Noram Lithium, which we believe is one of the most undervalued lithium stocks, Nimy Resources’ expanding gold and base-metal potential, Chilean Cobalt’s progress toward first rare earth production in 2027, Focus Graphite’s government-backed infrastructure support and potential power-cost savings, and Evolution PowerX’s expansion into higher-capacity power generation, opening up new markets.
*Past performance is not indicative of future performance.
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Report Type |
Publication Date |
Report Name |
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Market Intel Weekly |
Aug 17, 2026 |
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Fortune Minerals Limited |
May 10, 2026 |
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Silver X Mining Corp. |
Aug 13, 2026 |
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Zepp Health Corporation |
Jul 20, 2026 |
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Market Intel Weekly |
Aug 10, 2026 |
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