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Latest pick· 2026-07-23

Centrus Energy Corp.

LEU

We reinforced Centrus at $170.00 — we'd held it since June 8 at $167.07, and the thesis has only gotten stronger since. What changed: on July 1, the contract with the Department of Energy went from 'awarded' to firmly SIGNED (~$900 milli…

See the why →

Past picks

2026-07-23	TERTeradyne, Inc.	Rebuy	→
2026-07-23	ALCAlcon Inc.	New	→
2026-07-23	LLYEli Lilly and Company	New	→
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2026-07-16	KOThe Coca-Cola Company	New	→
2026-07-16	ONON Semiconductor	New	→
2026-07-16	AMATApplied Materials	New	→
2026-07-16	NVTnVent Electric	New	→
2026-07-16	MUMicron Technology	New	→
2026-07-16	EWYiShares MSCI South Korea ETF	New	→
2026-07-09	KLACKLA Corporation	New	→
2026-07-09	ITUBItaú Unibanco Holding S.A.	Rebuy	→
2026-07-09	IDCCInterDigital, Inc.	New	→
2026-07-09	IEXIDEX Corporation	Rebuy	→
2026-07-06	IBNICICI Bank Limited	New	→
2026-07-06	TLGPYTelstra Group Limited	New	→
2026-07-06	AIAiShares Asia 50 ETF	New	→
2026-07-06	VALEVale S.A.	New	→
2026-07-06	TERTeradyne, Inc.	New	→
2026-07-01	ESLTElbit Systems Ltd.	New	→
2026-07-01	IBMInternational Business Machines Corporation	New	→
2026-06-30	HWMHowmet Aerospace	Rebuy	→
2026-06-30	HONHoneywell International Inc.	New	→
2026-06-26	HEIHEICO Corporation	New	→
2026-06-26	HDBHDFC Bank Limited	New	→
2026-06-26	COPXGlobal X Copper Miners ETF	New	→
2026-06-26	AMZNAmazon.com, Inc.	New	→
2026-06-26	GOOGLAlphabet Inc.	New	→
2026-06-26	HCAHCA Healthcare, Inc.	Rebuy	→
2026-06-26	WMTWalmart Inc.	New	→
2026-06-26	RIORio Tinto Plc	New	→
2026-06-26	HDThe Home Depot, Inc.	New	→
2026-06-17	GISGeneral Mills, Inc.	New	→
2026-06-16	XLEEnergy Select Sector SPDR Fund	New	→
2026-06-16	VRTVertiv Holdings Co	New	→
2026-06-16	BKHYYBank Hapoalim B.M.	New	→
2026-06-16	EISiShares MSCI Israel ETF	New	→
2026-06-12	EZAiShares MSCI South Africa ETF	New	→
2026-06-11	GILDGilead Sciences, Inc.	New	→
2026-06-10	GFIGold Fields Limited	New	→
2026-06-09	GDGeneral Dynamics Corporation	New	→
2026-06-09	GEGE Aerospace (General Electric Company)	New	→
2026-06-08	FLKRFranklin FTSE South Korea ETF	New	→
2026-06-08	FTNTFortinet, Inc.	New	→
2026-06-08	SBSCompanhia de Saneamento Básico (SABESP)	New	→
2026-06-08	AUAngloGold Ashanti plc	New	→
2026-06-08	BWXTBWX Technologies, Inc.	New	→
2026-06-08	FICOFair Isaac Corporation	New	→
2026-06-08	LEUCentrus Energy Corp.	New	→
2026-06-01	FMXFomento Económico Mexicano (FEMSA)	New	→
2026-06-01	FOXFox Corporation	New	→
2026-05-28	FCXFreeport-McMoRan	Rebuy	→
2026-05-28	AUKNYAuckland International Airport Ltd	New	→
2026-05-27	EQIXEquinix Inc.	New	→
2026-05-27	ITUBItaú Unibanco Holding S.A.	New	→
2026-05-27	TURiShares MSCI Turkey ETF	New	→
2026-05-27	HWMHowmet Aerospace	Rebuy	→
2026-05-27	AEMAgnico Eagle Mines Limited	New	→
2026-05-27	WEGZYWEG S.A.	New	→
2026-05-20	ECLEcolab Inc.	Rebuy	→
2026-05-19	DTEGYDeutsche Telekom AG	New	→
2026-05-19	EADSYAirbus SE	New	→
2026-05-18	TNLTravel + Leisure Co.	New	→
2026-05-18	NTRNutrien Ltd.	New	→
2026-05-18	DOVDover Corporation	New	→
2026-05-18	AXPAmerican Express Company	New	→
2026-05-13	GSKGSK plc	New	→
2026-05-13	ECLEcolab Inc.	New	→
2026-05-13	DLRDigital Realty Trust	New	→
2026-05-13	DIDIYDiDi Global	New	→
2026-05-13	DHRDanaher Corporation	New	→
2026-05-13	DHLGYDHL Group	New	→
2026-05-07	DEODiageo plc	New	→
2026-05-06	NUNu Holdings Ltd	New	→
2026-05-05	RTXRTX Corporation	New	→
2026-05-05	RHHBYRoche Holding AG	New	→
2026-05-04	HEIHEICO Corporation	New	→
2026-05-04	HCAHCA Healthcare, Inc.	New	→
2026-05-04	DEDeere & Company	New	→
2026-05-04	CSXCSX Corporation	New	→
2026-05-04	CRRFYCarrefour SA	Rebuy	→
2026-04-28	CRMSalesforce	New	→
2026-04-28	CPCanadian Pacific Kansas City	New	→
2026-04-27	AMKBYA.P. Møller-Mærsk (ADR)	New	→
2026-04-27	GILDGilead Sciences, Inc.	New	→
2026-04-24	MCOMoody's Corporation	New	→
2026-04-23	MMM3M Company	New	→
2026-04-22	WFCWells Fargo & Company	New	→
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2026-04-21	COINCoinbase Global, Inc.	New	→
2026-04-20	CICHYChina Construction Bank Corporation	New	→
2026-04-20	CNICanadian National Railway Company	New	→
2026-04-17	CEGConstellation Energy Corporation	New	→
2026-04-15	ESLOYEssilorLuxottica	New	→
2026-04-15	WFAFYWesfarmers Ltd	New	→
2026-04-15	MCDMcDonald's Corporation	New	→
2026-04-14	PNRPentair plc	New	→
2026-04-14	CDNSCadence Design Systems	New	→
2026-04-14	CRRFYCarrefour SA	New	→
2026-04-10	CCJCameco Corporation	New	→
2026-04-09	CALMCal-Maine Foods Inc.	New	→
2026-04-08	IEXIDEX Corporation	New	→
2026-04-08	CAIXYCaixaBank S.A.	Rebuy	→
2026-04-08	BXBlackstone Inc.	New	→
2026-04-06	ROPRoper Technologies	New	→
2026-04-06	MLIMueller Industries	New	→
2026-04-06	ZTSZoetis Inc	New	→
2026-04-02	MDLZMondelez International	New	→
2026-04-02	BTIBritish American Tobacco	New	→
2026-03-31	BLKBlackRock Inc.	New	→
2026-03-31	BKNGBooking Holdings Inc.	New	→
2026-03-30	BIDUBaidu, Inc.	New	→
2026-03-30	BGBunge Global SA	New	→
2026-03-27	HWMHowmet Aerospace	New	→
2026-03-25	GEGE Aerospace (General Electric Company)	New	→
2026-03-25	NOCNorthrop Grumman Corporation	New	→
2026-03-24	LMTLockheed Martin	New	→
2026-03-24	FCXFreeport-McMoRan	New	→
2026-03-23	BDXBecton Dickinson	New	→
2026-03-23	BACBank of America	New	→
2026-03-20	BABAAlibaba Group	New	→
2026-03-19	BBarrick Mining	New	→
2026-03-18	AXAHYAXA SA	New	→
2026-03-17	SIEGYSiemens AG	New	→
2026-03-17	WALWestern Alliance Bancorporation	New	→
2026-03-16	GFIGold Fields Limited	New	→
2026-03-16	ROLRollins, Inc.	New	→
2026-03-16	CAIXYCaixaBank S.A.	New	→
2026-03-12	AWKAmerican Water Works Company	New	→
2026-03-11	ASMLASML Holding N.V.	New	→
2026-03-11	AVGOBroadcom Inc.	New	→
2026-03-10	ASBFYAssociated British Foods PLC	New	→
2026-03-09	ARMARM Holdings PLC	New	→
2026-03-09	VPLVanguard FTSE Pacific ETF	New	→
2026-03-09	VGKVanguard FTSE Europe ETF	New	→
2026-03-04	UBSUBS Group AG	New	→

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