Good morning!

Watch for the new Capital Ideas Digest later today when we revisit a tech company that supplies some of the largest semiconductor equipment companies in the world. The order backlog is bulging, record earnings are on the way, and the research says the stock could gain another 65%. 

See the Daily Update at the end of this note for more details on the new Capital Ideas Digest and the latest episode of Capital Ideas TV.

Good morning!

Nolan Watson is one of the sharpest minds in the mining business, and he’s still not even 40.
Watson has steadily built Sandstorm Gold (SSL-T; SAND-N) into one of the premier gold streaming and royalty companies in the world over the last 10 years.

In our Best of PDAC episode of Capital Ideas TV, find out how Watson and his team plan to double production by 2022, and why the stock is a bargain compared to its peers.

See the Daily Update at the end of this note for more details on the new Capital Ideas Digest and the latest episode of Capital Ideas TV.

Good morning!

The morning note has a picture of me with Gene Simmons, the rock legend, entrepreneur, investor and businessman. This guy is worth an estimated $300 million. Do you want to know how he did it, and why he’s got a $10 million stake in Invictus MD Strategies (GENE-V)? Watch this space.

Also, watch your inbox because later today we’ll be posting our Best of PDAC episode, featuring three gold explorers with fascinating possibilities, two of which own past producing mines. 

See the Daily Update at the end of this note for more details on the new Capital Ideas Digest and the latest episode of Capital Ideas TV.

A rare blend of organic growth, strong cash flow and a sizeable dividend.

Also inside: New coverage of an oil company under strategic review with more than 60% upside.

Plus: This pharma could gain nearly 80%; And the stock of a premium company is breaking out.

Also, inside: This payments solutions company has had a good run since we talked to the CEO. It’s enjoying accelerated growth and has more than 50% upside.

Plus, why this silver company is undervalued on all metrics and could gain 80%.

Also inside: New analyst coverage of a leading edge medical company with nearly 170% upside.

Plus, fresh coverage on why this lithium company will be a low-cost leader and has 90% upside.

Also inside: New analyst research says this gold miner could gain 60%.

Plus: Why this Quebec-based cannabis player has 50% upside.

Also inside: New CEO means a new era for this purest of pure plays whose shares could gain 55%.

Plus: How this unique company is growing in the pre-owned luxury sector and why the stock could advance 60%.