

Andra AP fonden reduced its position in shares of Agnico Eagle Mines Limited (NYSE: AEM) (TSE: AEM) by 3.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 125,561 shares of the mining company's stock after selling 4,926 shares during

I have high conviction in real assets right now. I detail why I believe that quality real asset investments will be worth materially more over time. I also share two of my highest conviction real asset investments of the moment.

Investors looking for top-rated dividend and value equities in the commodities sector are staring at a structural disconnect right now. Physical gold has established a floor near $4,000 an ounce amid sustained central bank accumulation and escalating geopolitical friction.

Agnico Eagle (AEM) is undervalued at 0.83x NAV, trading below historical multiples despite robust financials and transformative acquisitions. I have consolidated the Central Lapland Greenstone Belt, acquiring 2,500 sq km of highly prospective ground, mirroring the successful Kittila strategy at 13x scale. Q1 2026 saw strong results: 825,100 oz gold at $1,483/oz AISC, $4.1B revenue, $1.7B adj. net income, and $2.9B net cash post-acquisitions.

ACR, AEM and AYTU have been added to the Zacks Rank #5 (Strong Sell) List on July 20, 2026.

SPDR Gold Shares tracks the price of physical gold, whereas VanEck Gold Miners ETF invests in companies that extract the metal SPDR Gold Shares has a lower expense ratio and significantly lower price volatility compared to VanEck Gold Miners ETF VanEck Gold Miners ETF has delivered higher total returns over the past year but shows a much deeper historical drawdown

Allspring Global Investments Holdings LLC increased its position in shares of Agnico Eagle Mines Limited (NYSE: AEM) (TSE: AEM) by 2.3% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 538,236 shares of the mining company's stock after

GDX delivered $2,339 on a $1,000 investment versus SLV's $2,196, despite facing lower volatility than its silver counterpart.
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