Liudmila Chernetska/iStock via Getty Images Investment Thesis Following the release of its Q4 2025 quarterly results, Newmont Corporation ( NEM ) confirmed its plans to implement a strategy designed to create long-term potential for scaling and growing the company's financial performance. In spite of the projected 0.6 million ounce decline in gold production in 2026, company management is focusing...
Liudmila Chernetska/iStock via Getty Images Investment Thesis Following the release of its Q4 2025 quarterly results, Newmont Corporation ( NEM ) confirmed its plans to implement a strategy designed to create long-term potential for scaling and growing the company's financial performance. In spite of the projected 0.6 million ounce decline in gold production in 2026, company management is focusing on quality and financial optimization, leading to an expected 18.38% increase in revenue. Moreover, NEM is completing its transformation phase following the acquisition of Newcrest Mining's assets, enabling it to embark on a path of organic growth while reducing the company's debt. In a scenario where gold prices could rise to $6,000 per ounce by mid-2026, I expect Newmont's market value to continue its rapid growth. My recommendation for NEM shares is "Strong Buy" based on a combination of effective strategy, improved financial results, a discount on key multiples, and production scaling. Newmont's Strategy and Growth Drivers By 2026, Newmont Corporation will be one of the world's largest gold producers, after successfully transforming its business portfolio following the acquisition of Newcrest Mining's assets. The company is now moving from a phase of aggressive growth, consisting of expanding production through M&A activity, towards a phase of organic growth, in which it is implementing its own projects with partial financing from its own cash flow. NEM's management has shown its willingness to reduce and sell unnecessary assets, enabling it to raise approximately $4.5 billion by 2026, with the proceeds to be used to implement more important projects. When analyzing the company's strategy, one can describe it as focusing on quality, although the management sought to scale up the business. That allowed it to expand its asset portfolio to 13 managed enterprises and two new large projects. This includes gold mines with long-term ore production potential (more than 10 year...
Opendoor Technologies (NASDAQ: OPEN) released a fourth-quarter earnings report that largely impressed investors last week. Although there's still a steep climb higher, you can see the light at the end of the tunnel. There were several positive updates about how the business is recovering , but there was one that stood out. Image source: Getty Images. Continue reading
Opendoor Technologies (NASDAQ: OPEN) released a fourth-quarter earnings report that largely impressed investors last week. Although there's still a steep climb higher, you can see the light at the end of the tunnel. There were several positive updates about how the business is recovering , but there was one that stood out. Image source: Getty Images. Continue reading
What The FBI Is Investigating In Criminal Probe Of 2020 Election Authored by Petr Svab via The Epoch Times (emphasis ours), After the election offices of Georgia’s most populous county were raided last month, the FBI has disclosed information indicating where its investigation is heading. FBI agents are seen at the facility in Union City, Ga., on Jan. 28, 2026. Federal laws may have been broken du...
What The FBI Is Investigating In Criminal Probe Of 2020 Election Authored by Petr Svab via The Epoch Times (emphasis ours), After the election offices of Georgia’s most populous county were raided last month, the FBI has disclosed information indicating where its investigation is heading. FBI agents are seen at the facility in Union City, Ga., on Jan. 28, 2026. Federal laws may have been broken during the 2020 election according to the affidavit supporting the court-approved raid. Yet the breadth of the materials seized shows the FBI may be able to check the integrity of the ballots more broadly, uncovering further issues or putting speculation to bed. President Donald Trump’s campaign challenged the Georgia election most vigorously, as he lost the state to President Joe Biden by fewer than 12,000 votes according to the official tally. The legal challenges failed. Instead, Trump was indicted based on rationale that his efforts to challenge the election results were allegedly executed with corrupt intent. The case was dismissed after he became president again in 2025. The renewed investigation now targeting Fulton County, which covers the broader Atlanta area, uses a rationale analogous to the case against Trump. The affidavit states that if known irregularities in the election were intentional, such acts would be criminal. On Jan. 28, agents seized some 700 boxes of election records, including physical ballots from the 2020 election. County officials have since filed a lawsuit seeking to have the materials returned. The issues detailed in the affidavit were largely discovered years ago by concerned citizens using data obtained through freedom of information requests or litigation. Georgia Secretary of State Brad Raffensperger, who was responsible for overseeing the election and is running for governor of the state, has dismissed the issues as administrative and human errors too small to affect the election’s result. The FBI, however, has a different perspective. “If...
Alexander Tamargo/Getty Images Entertainment JPMorgan Chase ( JPM ) Chairman and CEO Jamie Dimon said the bank can grow organically rather than have to turn to acquisitions, he said Monday during the bank's 2026 investor update event. "We can deploy $40B-$50B" of its excess capital over the coming years into organic growth, he said. The bank is willing to acquire businesses when it makes sense, he...
Alexander Tamargo/Getty Images Entertainment JPMorgan Chase ( JPM ) Chairman and CEO Jamie Dimon said the bank can grow organically rather than have to turn to acquisitions, he said Monday during the bank's 2026 investor update event. "We can deploy $40B-$50B" of its excess capital over the coming years into organic growth, he said. The bank is willing to acquire businesses when it makes sense, he said. The company has looked at payments and has acquired some. Not all have worked out, he said. But JPMorgan may be willing to try again. Overall, "growing ourselves organically would be better," he said. Concerning the AI scare trade, Dimon said JPMorgan will be a winner in AI. However, it may not succeed in every use of AI. "Tech is what changes everything," he added. "We're going to deploy AI as best we can to help our customers." "There's always a surprise in a credit cycle," he said. "When it turns, that's when people will be surprised more," especially in terms of the sectors affected. Dimon said he's seeing similar conditions now in terms of high asset values as what he saw leading up to the 2008 financial crisis. However, the company's discipline will keep it from doing “dumb” things. "We stick to our own rules," he said. "We won't do stuff the wrong way for the wrong reasons." JPMorgan ( JPM ) stock edged up 0.2% in after-hours trading. Developing… check back for updates. More on JPMorgan Chase JPMorgan Chase: Common And Preferred Shares Diverge In 2026 JPMorgan Chase & Co. (JPM) Presents at UBS Financial Services Conference 2026 Transcript JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains JPMorgan Chase sees markets revenue rising in mid-teens JPMorgan Chase remains 'cautiously optimistic' on 2026 prospects, management says
Images By Tang Ming Tung/DigitalVision via Getty Images PayPal Holdings, Inc. ( PYPL ) has been a rather disappointing holding. The company has been in the headlines as of late due to volatility in its C-suite as well as apparently being the subject of takeover rumors. The new CEO has withdrawn prior ambitious targets, and 2026 is shaping up to be a sort of reset year. The low valuation is underpi...
Images By Tang Ming Tung/DigitalVision via Getty Images PayPal Holdings, Inc. ( PYPL ) has been a rather disappointing holding. The company has been in the headlines as of late due to volatility in its C-suite as well as apparently being the subject of takeover rumors. The new CEO has withdrawn prior ambitious targets, and 2026 is shaping up to be a sort of reset year. The low valuation is underpinned by the net cash balance sheet, robust GAAP margins, and aggressive share repurchases. The growth story has broken down, but this is no time to give up. PYPL Stock Price I last covered PYPL in November , where I stuck by my "S trong Buy" rating due to the “agentic commerce rebirth.” I have kept a "S trong Buy" rating on PYPL for quite some time, dating back to March 2025 . The stock has greatly underperformed the broader market for the entirety of the holding period. Data by YCharts While this is technically a “thesis breaking” quarter, there are enough reasons to stick around. PYPL Stock Key Metrics PYPL is a fintech company that is known for being one of the first enablers of e-commerce. E-commerce is a mature trend with many competitors at this point, which has been a key detracting point of the growth story. PYPL has worked to be a payment provider with AI platforms such as Perplexity, Google, and OpenAI. 2025 Q4 Presentation Up until this point, the stock had traded cheaply mainly on fear (in my opinion), as the numbers still showed solid (and arguably improving) growth numbers. That has all changed. In the most recent quarter, PYPL generated 3% YoY transaction margin growth to $4.034 billion, coming in at the low end of guidance of between $4.02 billion and $4.12 billion. There was no reprieve on the bottom line, with non-GAAP EPS growing only 3% even inclusive of an active share repurchase program. 2025 Q4 Presentation The company saw great weakness in its branded transaction volume (you can think of this as PayPal checkout), which, as mentioned, has been the key...
A worker unloads packages from a FedEx truck on Cyber Monday in New York, US, on Monday, Dec. 1, 2025. Bess Adler | Bloomberg | Getty Images Federal Express on Monday sued the U.S. government, seeking a "full refund " of the money the shipping giant paid for tariffs unilaterally imposed by President Donald Trump , which the Supreme Court last week ruled are illegal. FedEx's suit appears to be the ...
A worker unloads packages from a FedEx truck on Cyber Monday in New York, US, on Monday, Dec. 1, 2025. Bess Adler | Bloomberg | Getty Images Federal Express on Monday sued the U.S. government, seeking a "full refund " of the money the shipping giant paid for tariffs unilaterally imposed by President Donald Trump , which the Supreme Court last week ruled are illegal. FedEx's suit appears to be the first one filed by a major American company after the Supreme Court decision seeking a refund of the tariffs it has paid. Other companies previously filed lawsuits seeking refunds, before the high court ruled that the tariffs Trump imposed under the International Emergency Economic Powers Act are illegal. Read more CNBC politics coverage Democrats seek to force refunds after Supreme Court blocks Trump tariffs Trump demands Netflix fire Susan Rice as DOJ probes Warner deal Armed man killed by authorities trying to enter Trump Mar-a-Lago club This is breaking news. Please refresh for updates.