CENX trades at 5x forward earnings, controls 60% of US primary aluminum, guided for $215-$235M Q1 EBITDA, and just became the direct beneficiary of Iran’s Gulf supply shock. Full bull/bear analysis.
Dividend investing is the simplest income strategy in the stock market — you buy shares, companies pay you cash, you reinvest that cash to buy more shares. That’s the whole loop. In 2026, with value stocks leading the market and the S&P 500 yielding just 1.3%, this approach is more compelling than it’s been in …
Marex Group (Nasdaq: MRX) just guided Q1 2026 revenue to $667–$697M — a 43–49% jump from Q1 2025 — and the stock is still trading at 11x trailing earnings. TD Cowen raised its target to $66 on March 27. At $43.50, that’s 52% upside from current levels. The business has grown profit for 11 consecutive …
Lithium carbonate prices nearly doubled since mid-2025. Here is how Lithium Argentina (LAR), Lithium Americas (LAC), and Standard Lithium (SLI) are positioned.
Brent crude crossed $107 a barrel on Sunday after Tehran warned against a U.S. ground invasion of Iran. By Monday, Brent had surged past $116 after Trump suggested the U.S. wanted to “take the oil.” WTI hit $100 for the first time since 2022. The Strait of Hormuz — which carries roughly a fifth of …
Ring Energy built its 2026 business plan around $60 WTI. Brent is now at $115. For a $330M market-cap Permian E&P with locked-in costs and 25 consecutive quarters of free cash flow, that gap is the entire investment thesis.
Iran’s strikes on Qatar’s Ras Laffan hub cut off a third of global helium supply. Here’s how to play PSRHF and DMEHF — the two small-cap North American helium names moving on the disruption.
Catalyst Pharmaceuticals posted a 61% EPS beat in Q4 2025, guided $615–645M for 2026, and trades at 10.8x forward earnings. The market is mostly ignoring it — here’s why and whether that’s an opportunity.
Argan Inc. (AGX) posted record Q4 FY2026 results: $944.6M revenue, $137.8M net income, $2.9B backlog. The picks-and-shovels AI power play you haven’t heard of.
The AI buildout is hitting a wall — and it’s not made of silicon. It’s made of copper wire, transformer coils, and overloaded utility substations. Power, not chips, has become the binding constraint on how fast the world can deploy AI infrastructure. NextNRG, Inc. (NASDAQ: NXXT) is a small-cap company betting that microgrids and captive, …