Fav Equities
Enduring companies set to underpin critical industries of the future.
12 entries
| Ticker | Name | Exchange | Sector | Summary / Thesis |
|---|---|---|---|---|
| SUBC | Subsea 7 SA | OTC | ENERGY SERVICES | Subsea 7 is a global contractor providing engineering and construction services for offshore energy infrastructure, specializing in deepwater pipelines, umbilicals, and subsea systems. Deepwater capex titan, ongoing merger, provider of mission-critical infrastructure |
| CRSP | CRISPR Therapeutics AG | NASDAQ | BIOTECH | CRISPR Therapeutics is a gene-editing company advancing transformative medicines, including Casgevy — the first approved CRISPR-based therapy for sickle cell disease and beta thalassemia. Gene-editing platform play, Casgevy commercial rollout, strong pipeline + balance sheet |
| IVPAF | Ivanhoe Mines Ltd. | OTC | COPPER MINING | Ivanhoe Mines develops and operates large-scale copper, zinc, and platinum group metals mines across the Democratic Republic of Congo and South Africa. |
| MBLY | Mobileye Global Inc. | NASDAQ | SEMICONDUCTORS | Mobileye develops autonomous driving and advanced driver-assistance technology deployed across more than 800 automotive programs worldwide, including its EyeQ chips and SuperVision system. |
| PAAS | Pan American Silver Corp. | NYSE | SILVER MINING | Pan American Silver operates gold and silver mines across Latin America, making it one of the world's largest primary silver producers with operations in Mexico, Peru, Bolivia, Argentina, and Brazil. |
| AEM | Agnico Eagle Mines Ltd. | NYSE | GOLD MINING | Agnico Eagle Mines is a senior Canadian gold producer operating high-quality, low-cost mines across Canada, Australia, Finland, and Mexico. Tier-1 (low-cost) gold producer, operating leverage to gold price upside |
| SLSR | Solaris Resources Inc. | OTC | COPPER EXPLORATION | Solaris Resources is a Canadian copper exploration company advancing the Warintza copper-molybdenum project in southeastern Ecuador. |
| EQNR | Equinor ASA ADR | NYSE | OIL & GAS | Equinor is Norway's state-controlled energy company specializing in offshore oil and gas production, with a growing renewables portfolio and significant operations on the Norwegian Continental Shelf. |
| PBR | Petróleo Brasileiro SA ADR | NYSE | OIL & GAS | Petrobras is Brazil's state-controlled oil and gas company specializing in deepwater pre-salt exploration and production, with a history of significant dividend distributions. Brazilian State-owned oil company, Deepwater specialist (pre-salt) asymmetric dividend yield |
| TGS | Transportadora de Gas del Sur SA ADR | NYSE | NATURAL GAS | Transportadora de Gas del Sur SA provides natural gas transportation and distribution services in Argentina. |
| BEP | Brookfield Renewable Partners LP | NYSE | RENEWABLE ENERGY | Brookfield Renewable Partners LP owns a portfolio of renewable energy generation facilities primarily across North America, South America, Europe, India, and China. |
| ASML | ASML Holding NV ADR | NASDAQ | SEMICONDUCTORS | ASML develops and sells advanced lithography, metrology, and inspection systems for memory and logic chip manufacturers. |
Subsea 7 SA
Subsea 7 is a global contractor providing engineering and construction services for offshore energy infrastructure, specializing in deepwater pipelines, umbilicals, and subsea systems.
CRISPR Therapeutics AG
CRISPR Therapeutics is a gene-editing company advancing transformative medicines, including Casgevy — the first approved CRISPR-based therapy for sickle cell disease and beta thalassemia.
Ivanhoe Mines Ltd.
Ivanhoe Mines develops and operates large-scale copper, zinc, and platinum group metals mines across the Democratic Republic of Congo and South Africa.
Mobileye Global Inc.
Mobileye develops autonomous driving and advanced driver-assistance technology deployed across more than 800 automotive programs worldwide, including its EyeQ chips and SuperVision system.
Pan American Silver Corp.
Pan American Silver operates gold and silver mines across Latin America, making it one of the world's largest primary silver producers with operations in Mexico, Peru, Bolivia, Argentina, and Brazil.
Agnico Eagle Mines Ltd.
Agnico Eagle Mines is a senior Canadian gold producer operating high-quality, low-cost mines across Canada, Australia, Finland, and Mexico.
Solaris Resources Inc.
Solaris Resources is a Canadian copper exploration company advancing the Warintza copper-molybdenum project in southeastern Ecuador.
Equinor ASA ADR
Equinor is Norway's state-controlled energy company specializing in offshore oil and gas production, with a growing renewables portfolio and significant operations on the Norwegian Continental Shelf.
Petróleo Brasileiro SA ADR
Petrobras is Brazil's state-controlled oil and gas company specializing in deepwater pre-salt exploration and production, with a history of significant dividend distributions.
Transportadora de Gas del Sur SA ADR
Transportadora de Gas del Sur SA provides natural gas transportation and distribution services in Argentina.
Brookfield Renewable Partners LP
Brookfield Renewable Partners LP owns a portfolio of renewable energy generation facilities primarily across North America, South America, Europe, India, and China.
ASML Holding NV ADR
ASML develops and sells advanced lithography, metrology, and inspection systems for memory and logic chip manufacturers.