Undercovered Dozen: Blue Owl, IBM, Quantum Computing, Fiserv And More

Blue Owl Capital presents a compelling high-yield opportunity with a nearly 10% dividend, despite investor concerns about its credit business. IBM secures a bullish catalyst as the US government proposes a $1B equity stake to support its quantum computing roadmap. Quantum Computing is a speculative buy, leveraging a strong cash position and accelerating revenue in a nascent market projected at 35% CAGR.

Seeking Alpha • a day ago

Why Gold ETFs Still Deserve a Place in Long-Term Portfolios

Gold ETFs remain well-positioned despite near-term volatility, supported by central bank buying, U.S.-Iran peace deal and their role as a portfolio diversifier.

Zacks Investment Research • Jun 18, 2026

Gold Miners or Silver Miners: Which Precious Metals ETF Is the Better Buy Right Now?

Sprott Gold Miners ETF offers a lower expense ratio than Global X - Silver Miners ETF while maintaining a similar dividend yield. Global X - Silver Miners ETF delivered higher 1-year total returns but also faces higher price volatility and a steeper 5-year maximum drawdown.

The Motley Fool • Jun 16, 2026

SGDM: Gold Mining Companies Are Incredibly Profitable And Very Cheap

The Sprott Gold Miners ETF offers exposure to large, profitable gold miners with very wide margins and attractive valuations. SGDM's holdings are trading at significant discounts to the S&P 500, despite median sector profit margins of 31% and robust cash flows. Gold miners remain cash flow positive even with moderate gold price declines, as all-in costs are well below current gold prices.

Seeking Alpha • Jun 13, 2026

How China's Rare Earths Dominance Reshapes Defense Strategy

The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence.

ETF Trends • Jun 4, 2026

Gold ETFs Shine Again as Ceasefire Hopes Lift Market Optimism

Ceasefire optimism, a weaker dollar and cooling oil prices are putting gold ETFs back in focus.

Zacks Investment Research • May 25, 2026

Why Central Banks Are Trading Dollars for Gold

In a Sprott Precious Metals report, Sprott Managing Partner and Market Strategist Paul Wong, noted gold reclaiming its status as the world's primary neutral reserve asset. When it comes to the global central banking system, gold reserves have overtaken U.S. dollar-denominated reserves.

ETF Trends • May 22, 2026

SGDM Nearly Doubled Gold's Gains While IAUI Capped Upside for a 12.52% Yield and One Choice Depends Entirely on 2026

Gold's run has forced investors to pick a lane. Sprott Gold Miners ETF (NASDAQ:SGDM) and NEOS Gold High Income ETF (NASDAQ:IAUI) both let you express a bullish gold view, but they sit at opposite ends of the risk spectrum.

24/7 Wall Street • May 20, 2026

How M&A and the Unicorn Strategy are Reshaping Gold Miners

As gold prices are facing short-term volatility, its associated mining sector is undergoing a structural transformation characterized by a resurgence in strategic dealmaking.

ETF Trends • May 4, 2026

The Case for Gold Miners: Why Supply Scarcity is Key

While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.

ETF Trends • Apr 27, 2026