Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why This Gold Stock Is Beating Its Peers in 2026
Episode 30 of Stock Picking with Fexingo drills into the gold mining sector, which has quietly outperformed the S&P 500 over the past month despite headwinds for commodities broadly. Lucas and Luna focus on one mid-cap producer—Agnico Eagle Mines—that has surged 15 percent year-to-date while larger rivals like Newmont and Barrick have treaded water. The hosts walk through why this specific company's operational discipline and low-cost mine portfolio have insulated it from rising input costs and a flat gold price. They also examine the broader thesis for gold equities in a market where…
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