*Disseminated on behalf of Monument Mining, Olympia Financial, Atrium Mortgage Investment Corporation, Brookside Energy, Namib Minerals, Gensource Potash Corporation, Arizona Gold & Silver, Sonoro Gold, Fairchild Gold, Nine Mile Metals, Millennial Potash, Evolution PowerX, Lake Resources, and Trident Resources.
* All figures are in C$ unless otherwise noted, except for commodity prices, which are in US$.
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Markets initially rallied after the U.S. midterm elections, as investors welcomed the prospect of a divided government, and greater policy certainty, but ultimately ended broadly flat WoW. Oil prices declined amid hopes for progress toward ending the war with Iran, while gold and silver advanced, supporting a rebound in mining stocks. Basic materials led sector gains, while consumer cyclicals, energy, and technology underperformed. This week, we believe investors will focus on U.S. inflation data, AI-related earnings, and Anthropic’s reportedly planned IPO, with valuation concerns potentially weighing on investor sentiment.
Last week, our Top Picks portfolio returned 1.0% vs. 3.6% for the benchmark (TSXV). While underperforming over shorter periods (one year and less), our picks have outperformed over longer horizons, demonstrating the strength of our stock selection methodology over the long term.
Last week, our Fair Value Model portfolio returned 0.2% vs. 0.4% for the benchmark (NYSE Equal Sector Weight/EQL). Despite outperforming in five sectors, declines in consumer cyclical, energy, and technology weighed on overall performance.
*Past performance is not indicative of future performance.
Six weeks into FRC’s inaugural Stock Pickers University Challenge, teams are competing for top honours, with a team from Mount Royal University maintaining its lead for the fourth consecutive week. View the live leaderboard to see the latest rankings, and portfolio performance.
Watch the leading team's video, where participants explain their investment strategies and stock picks.
The following graphic highlights FRC-covered stocks selected by participating teams for their portfolios. Monument Mining, Olympia Financial, and Atrium Mortgage Investment Corporation currently rank as the top three most popular picks.
Namib Minerals (NASDAQ: NAMM) – From One Mine to Three: An Emerging Gold Producer: Namib operates the How gold mine in Zimbabwe, and is advancing restarts at the Redwing and Mazowe mines. We believe higher production at How, the anticipated first gold pour at Redwing this month, and progress at Mazowe could unlock value not yet reflected in the share price. NAMM has also been added to our list of Top Picks.
Brookside Energy (ASX: BRK) – Batting 100%; Poised for Q4 Rebound on Two New Wells: Q3 production fell 11% QoQ, but two new wells are expected to drive a Q4 rebound. With a 100% drilling success rate, 17 additional locations, and A$41M in liquidity, BRK trades at a 71% discount to peers.
Here’s our latest short-form CEO interview featuring Star Copper, which is exploring for copper and gold in the Golden Triangle region of B.C. The company recently completed its largest-ever exploration program, with a maiden resource estimate targeted for Q1-2027. We believe the project has the potential to host multi-billion pounds of copper, making resource definition a key catalyst to watch.
https://x.com/FRCorp/status/2116272196566003909
Following what others are reading can help you stay ahead of emerging trends, themes, and opportunities.
Last week’s most-read FRC reports featured opportunities in potash and gold, alongside insights from our latest Market Intel Weekly, which explored fresh stock picks, AI-related market concerns, and where investors are finding opportunities.
| Report Type | Publication Date | Report Name |
|---|---|---|
| Gensource Potash Corporation | Jul 10, 2026 | Redefining Potash Mining: A Game-Changing Partnership in the Making |
| Arizona Gold & Silver Inc. | Oct 22, 2026 | The Hidden Value the Market Has Yet to Discover |
| Namib Minerals | Nov 4, 2026 | From One Mine to Three: An Emerging Gold Producer |
| Market Intel Weekly | Nov 2, 2026 | Fresh Picks, AI Jitters & Where the Smart Money Is Moving |
| Monument Mining Limited | Oct 5, 2026 | Record FY2026: Debt-Free, Cash-Rich & Deeply Undervalued |
This edition highlights exploration upside, resource growth potential, regulatory clarity, and new power generation opportunities.
Read on for more insights into where we see opportunities across our coverage.
Create a free FRC account to keep reading — and follow the companies you care about so you don’t miss next week’s edition.
Discussion
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