High-Growth Investments
Agnico Eagle Mines Ltd.
Agnico Eagle Mines Limited (AEM) is a Canadian mining company that’s focused primarily on gold. In fact, it’s the third-largest gold producer in the world, with operations not only in Canada, but also in Australia, Finland and Mexico. For fiscal year 2025, Agnico Eagle Mines expects total gold production between 3.3 million ounces and 3.5 million ounces.
And the company appears to be on track to achieve this outlook. In the first quarter of fiscal year 2025, Agnico Eagle Mines produced 873,794 ounces of gold and sold 842,965 ounces.
As a result, first-quarter adjusted earnings surged 101.3% year-over-year to a record $770 million, or $1.53 per share. The consensus estimate called for earnings of $1.38 per share, so AEM posted a 10.9% earnings surprise.
For the second quarter, the analyst community is looking for earnings of $1.62 per share, up 51.4% from the same quarter a year ago. Analysts have also increased earnings estimates by nearly 40% in the past three months, so a quarterly earnings surprise is likely. AEM is a Conservative buy below $125.
SOM Technicals:
2-28-25: Closed at 96.28. Trade pressures are down. Volumes are bullish. The next target up is 101.45.
3-8-25: Closed at 98.79. Trade pressures are up. Volumes are bullish. The next target up is 101.45.
3-14-25: Closed at 103.60. Trade pressures are up. Volumes are bullish. The next targewt up is 104.49.
3-21-25: Closed at 104.34. Trade pressures are down. Volumes are bullish. The next target down is 101.40.
3-28-25: Clossed at 107.35. Trade pressure are up. Volumes are bearish. The next target down is 105.12.
4-5-25: Closed at 99.48. Trade pressures are down. Volumes are bearish. The next target down is 97.21.
4-12-25: Closed at 117.65. Trade pressures are up. Volumes are bullish. The next target up is 120.
4-18-25: Closed at 121.53. Trade pressures are up but declining. Volumes are bullish. The next target up is 125.94.
4-26-25: Closed at 118.50. Trade pressures are down. Volumes are bearish. The next target down is 112.93.
5-2-25: Closed at 114.85. Trade pressures are down. Volumes are bearish. The next target down is 104.38.
5-10-25: Closed at 117.32. Trade pressures are down but rising. Volumes are bullish. The next target down is 111.59.
5-17-25: Closed at 107.90. Trade pressures are down but rising. Volumes are bearish. The next target down is 100.69.
6-27-25: Closed at 116.12. Trade pressures are down into the neutral zone. Volumes are bearish. The next target down is 105.05.
Carpenter Technology Corporation
Carpenter Technology Corporation (CRS) develops specialty alloys, including stainless steel, nickel, cobalt, magnetic iron, powder metals and titanium. So, the company is benefiting from growth in the specialty alloys market, which is anticipated to grow at a 4.3% compound annual growth rate and reach nearly $29 billion by 2031.
So, it’s not too surprising that Carpenter Technology achieved 53% year-over-year earnings growth and 6.1% year-over-year sales growth in its third quarter in fiscal year 2025.
In the wake of the strong quarterly results, analysts have upped fourth-quarter earnings estimates and now expect fourth-quarter earnings to grow 13.2% year-over-year to $2.06 per share. I should add that Carpenter Technology has posted a positive earnings surprise in each quarter of fiscal year 2025 so far.
For its fiscal year 2025, the consensus estimate also calls for 54.4% annual earnings growth and 6% annual sales growth. And these strong forecasted earnings and sales have driven more investors to Carpenter Technology’s doorstep, as the stock recently breached a new all-time high. CRS is a Moderately Aggressive buy below $316.
SOM Technicals:
12-13-24: Closed at 174.09. Trade pressures are down and trending. Volumes are bearish. The next target down is 150.21.
12-21-24: Closed at 169.97. Trade pressures are down. Volumes are neutral. The next target down remains 150.91.
12-27-24: Closed at 170.66. Trade pressures are up but turning down. Volumes are now neutral. The next target down is 163.00.
1-3-25: Closed at 180.13. Trade pressures are up. Volumes are bullish. The next target up is 182.64.
1-11-25: Closed at 185.96. Trade pressures are up but declining. Volumes are bullish. The next target up is 195.20.
1-18-25: Closed at 206.58. Trade pressures are up. Volumes are bullish. The next target up is 211.54.
1-24-25: Closed at 210.70. Trade pressures are up but declining. Volumes are bullish. The next target up is 213.65.
1-31-25: Closed at 193.06. Trade pressures are down. Volumes are neutral. The next target down is 178.11.
2-8-25: Closed at 187.94. Trade pressures are down. Volumes are bearish. The next target down is 178.41.
2-15-25: Closed at 188.44. Trade presures are down but rising. Volumes are bullish. The next target up is 191.93.
2-21-25: Closed at 195.10. Trde pressures are down. Volumes are bearish. The next target down is 187.98.
2-28-25: Closed at 204.07. Trade pressures are up. Volumes are bullish. Volumes are bullish. The next target up is 208.91.
3-8-25: Closed at 180.26. Trade pressures are down. Volumes are bullish. The next target down is 156.92.
3-14-25: Closed at 183.50. Trade pressures are up. Volumes are neutral. After a low of 165.14, the next target up is 186.82.
3-21-25: Closed at 183.81. Trade pressures are down. Volumes are bullish. The next target down is 176.94.
3-28-25: Closed at 181.28. Trade pressures are down. Volumes are bearish. The next target down is support at 172.30.
4-5-25: Closed at 151.66. Trade pressures are down. Volumes are neutral. The next target down is 138.16.
4-12-25: Closed at 170.88. Trade pressures are up. Volumes are neutral. The next target up is 177.31.
4-18-25: Closed at 170.21. Trade pressures are down. Volumes are bullish. The next target down is 166.51.
4-26-25: Closed at 199.00. Trade pressures are up. Volumes are neutral. The next target up is 216.00.
5-2-25: Closed at 213.01. Trade presures are up. Volumes are bullish. The next target up is 216.00.
5-10-25: Closed at 217.14. Trade pressures are up but declining. Volumes are bullish. The next target down is 197.20.
5-17-25: Closed at 231.88. Trade pressure are up. Volumes are bulish. The next target up is 234.52.
5-24-25: Closed at 230.16. Trade pressures are down. Volumes are bulish. The next target down is 217.83.
6-1-25: Closed at 242.14. Trade pressures are down into the neutral zone. Volumes are neutral. The next targwet down is 220.18.
6-7-25: Closed at 248.74. Trade pressures are up. Volumes are bullish. the next target up is 293.40.
6-14-25: Closed at 248.72. Trade pressures are rising in the neutral zone. Volumes are neutral. The next target down is 237.76.
6-21-25: Closed at 253.72. Trade pressures are up. Volumes are bullish. The next target up is 256.52.
6-27-25: Closed at 275.70. Trade pressures are up. Volumes are bullish. The next target up is 293.40.
Elbit Systems Ltd.
Elbit Systems Ltd. (ESLT) was a new addition to the High-Growth Investments Buy List in the June Monthly Issue. If you recall, Elbit Systems is an Israeli defense contractor, offering a vast portfolio of advanced systems and solutions for ground forces, air and space missions, cyber security, networked warfare, commercial, homeland security, autonomous and naval.
Given rising geopolitical tensions, especially in the Middle East, demand for Elbit Systems’ products and solutions is anticipated to remain robust.
In the first quarter, Elbit Systems reported that its backlog rose 14% year-over-year to $23.1 billion. Total revenue increased 21.9% year-over-year to $1.9 billion, while earnings jumped 45.2% year-over-year to $117.2 million, or $2.57 per share. The consensus estimate called for total revenue of $1.82 billion and earnings of $2.58 per share.
Now, the analyst community has increased second-quarter earnings estimates by 26.6% in the past two months. Second-quarter earnings are now forecast to rise 23.6% year-over-year to $2.57 per share. Revenue is expected to grow 16.2% year-over-year to $1.89 billion. ESLT is a Conservative buy below $471.
SOM Technicals:
6-27-25: Closed at 434.10. Trade pressures are up into the neutral zone. Volumes are neutral. The next target up is 444.93.
Howmet Aerospace, Inc.
Howmet Aerospace, Inc. (HWM) is another aerospace company that develops engineered solutions for the aerospace and industrial industries. Specifically, the company focuses on engine products, fastening systems, engineered structures and forged wheels. And the biggest driver to Howmet Aerospace’s top and bottom lines is the commercial aerospace industry.
In fact, in the first quarter, commercial aerospace revenue rose 9% year-over-year. Total first-quarter revenue grew 6% year-over-year to $1.94 billion, while adjusted earnings increased 47.5% year-over-year to $351 million, or $0.86 per share. Analysts expected earnings of $0.78 per share, so Howmet Aerospace posted a 10.3% earnings surprise.
The company also provided strong guidance for the second quarter, with revenue forecast to be between $1.98 billion and $2 billion. Adjusted earnings per share are also expected to come in between $0.85 and $0.87. And given the strong outlook, the analyst community has increased second-quarter earnings estimates over the past two months. HWM is a Moderately Aggressive buy below $203.
SOM Technicals:
10-28-24: Opened at 102.08. Trade pressures are up. Volumes are bullish. The next target up is 102.88.
11-8-24: Closed at 113.65. Trade pressures are up. Volumes are neutral. The next target up is 115.38.
11-16-24: Closed at 112.01. Trade pressures are down into the neutral zone. Volumes are neutral. The next target down is 108.64.
11-16-24: Closed at 118.44. Trade pressures are up. Volumes are bullish. The next target up is 119.28.
12-06-24: Closed at 118.31. Trade pressures are up but have turned down. Volumes are bullish. The next target up is 120.71.
12-13-24: Closed at 113.43. Trade pressures are down but rising. Volumes are bearish. The next target down is 106.65.
12-20-24: Closed at 110.83. Trade pressures are down. Volumes are bullish. The next target down remains 106.65.
12-27-24: Closed at 111.23. Trade pressures are up but turning down. Volumes are now neutral. The next target down is 106.65.
1-3-25: Closed at 112.76. Trade pressures are up. Volumes are bullish. The next target up is 118.47.
1-11-25: Closed at 112.64. Trade pressures are rising into the neutral zone. Volumes are bullish. The next target up is 118.50.
1-18-25: Closed at 125.30. Trade pressures are up. Volumes are bullish. The next target up is 129.47.
1-24-25: Closed at 127.03. Trade pressures are up but declining. Volumes are bullish. the next target down is 125.00.
1-31-25: Closed at 126.58. Trade pressures are rising into the neutral zone. Volumes are neutral. The next target down is 122.61.
2-8-25: Closed at 127.70. Trade pressures are up. Volumes are bullish. The next taerget up is 129.47.
2-15-25: closed at 133.42. Trade pressures are up into the neutral zone. volum es are bullish. The next target up is 134.85.
2-21-25: Closed at 129.83. Trade pressures are down. Volumes are bearish. The next target down is 127.37.
3-28-25: Closed at 129.69. Trade pressures are down. Volumes are bearish. Support is at 124.57.
4-5-25: Closed at 112.13. Trade pressures are down. Volumes are neutral. The next target down is 107.72.
4-12-25: Closed at 125.67. Trade pressures are up. Volumes are neutral. The next target up is 136.90.
4-18-25: Closed at 123.23. Trade pressures are down. Volumes are neutral. The next target down is 113.47.
6-27-25: Closed at 183.00. Trade pressures are up. Volumes are bullish. All time highs. The next target up is 202.98.
Palantir Technologies, Inc.
Palantir Technologies, Inc. (PLTR) is a data company that helps organizations make sense of massive amounts of information. It builds platforms that pull data together, secure it, and make it easier to use. Then, it adds tools on top that let people analyze the data with help from artificial intelligence.
Beyond just data analysis, Palantir also offers several key products. These include its AI Platform, Foundry (used by commercial clients), Gotham (used mostly by government agencies), and Apollo (which handles software updates across systems).
Right now, Palantir is seeing faster growth in its commercial business than in its government contracts. That trend is easing investor concerns that a drop in federal spending under the Trump administration could hurt the company’s sales.
In the first quarter, total revenue increased 39% year-over-year to $884 million, with U.S. revenue accounting for $628 million. Adjusted earnings soared 69.8% year-over-year to $334.4 million, or $0.13 per share, which was in line with analysts’ expectations.
For the second quarter, Palantir Technologies anticipates total revenue between $934 million and $938 million – and the strong outlook led analysts to up earnings estimates for the quarter in the past two months. Second-quarter earnings are now expected to increase 55.5% year-over-year to $0.14 per share. As you know, positive analyst revisions typically precede future earnings surprises. PLTR is a Moderately Aggressive buy below $162.
SOM Technicals:
4-26-25: Closed at 112.70. Trade pressures are up. Volumes are bullish. The next target up is 118.66.
5-2-25: Closed at 124.28. Trade pressures are up. Volumes are bullish. The next target up is 131.06.
5-10-25: Closed at 116.72. Trade pressures are up. Volumes are neutral. The next target up down is 95.62.
5-17-25: Closed at 125.60. Trade pressures are up but declining. Volmes are bullish. The next target down is 118.67.
5-24-25: Closed at 123.31. Trade pressures are down but rising. Volumes are bearish. The next target down is 103.85.
6-1-25: Closed at 131.78. Trade pressures are up. Volumes are bullish. The next target up is 133.49.
6-7-25: Closed at 127.72. Trade pressures are down but rising. Volumes are neutral. The next target down is 105.64.
6-14-25: Closed at 137.60. Trade pressures are up but declining. Volumes are bullish. The next target up is 152.16.
6-21-25: Closed at 137.50. Trade pressures are up but declining. Volumes are neutral. The next target down is 130.04.
6-27-25: Closed at 130.74. Trade pressures are down. Volumes are bearish. The next target down is 118.58.