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Owing to its size, valuation, and strong presence in favourable mining regions, Newmont is an attractive stock for investors seeking to reduce exposure to geopolitical uncertainty. Newcrest acquisition boosted the aging portfolio without significantly burdening the balance sheet.

Catalysts Products and Services: In 2021, products contributed $34.4 billion in revenues, while services brought in $24.6 billion. Approximately 79% of UnitedHealth Group’s revenue is generated from premiums.

Key Takeaways Dedicare holds a robust market position within a steadily expanding market. Continued revenue growth is supported by the persistent need for skilled health professionals.

Summary Estimated Liquidating Value - March 2024 - 0.16 HKD Business Value Range 4 - 9 HKD. Dividend Record - 11 years uninterrupted.

Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.

Catalysts FSD (Supervised): This is Tesla's Full Self-Driving technology. As it progresses towards full autonomy, consider the potential for mass adoption and its impact on Tesla's brand and sales.

Bull Generac is the undisputed leader in home standby generators, with over 70% market share. Generac is expanding into clean energy via acquisitions, representing a large and growing addressable market.

Bullsu Increased infrastructure spending in the US and emerging markets will lead to more construction equipment purchases, substantially boosting Caterpillar's sales growth. Higher fixed-asset investment growth in China strengthens support for increased investment in mining capital expenditures, benefiting Caterpillar.

Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?