White Falcon's top 5 positions for the White Falcon portfolio are precious metal royalty companies, AMD, NFI Group, EPAM, and Nu Holdings. Nu is likely to keep growing earnings at 30+% for many years to come and its stock price will likely follow. NFI currently trades at 11x this year's earnings and we think it can re-rate to 15-20x within the next two years.
DENVER--(BUSINESS WIRE)--Royal Gold to Participate in the Renmark Financial Communications Virtual Non-Deal Roadshow Series on Wednesday, February 4, 2026.
Inflation has totaled 19% since 2021, but three Dividend Champion stocks have grown their dividends faster. These stocks could get a second look from income-hungry investors if the Fed lowers rates again as expected.
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