My Screener's Best Stock Picks Right Now

September 4, 2025

We’re up 4.3% in 2.5 weeks with the new screener, while the indexes are roughly up 1.0% in the same time period.

I do a lot of swing trading, but as I develop my approach, I’ve also layered in long term considerations, because I don’t want to be making major changes every day!

If you haven’t read the basics of my screening approach, check them out here.

So I’ve added in some more factors that are sensitive to how different parts (e.g. Nasdaq vs. Gold is a good one) of the market are doing, and how correlated each stock is to those parts.

And I’m finding that the best porfolio right now is about 65% correlated to the Nasdaq, and 65% to Gold. Because these are the two best performing phenomena in the market, and they hedge each other pretty well too.

So these are my top picks right now- this is not advice, and there’s no guarantee they don’t go stale within a day or a week or month.

I mainly wanted to share what I’m seeing, and get you to think about using a similar approach.

The 16 stocks represent compelling investment opportunities across technology infrastructure, precious metals, renewable energy, and specialty manufacturing sectors. Many are benefiting from structural trends including AI infrastructure buildout, central bank gold purchases, and energy transition dynamics, with several showing exceptional 2025 performance.

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IAMGOLD Corporation (IAG)

Company overview: Mid-tier gold mining company operating the Côte Gold mine in Canada and Essakane mine in Burkina Faso, with 90% interest in West African operations. Stocktitan Yahoo Finance

Background: Founded in 1990, IAG transformed from explorer to major producer with Côte Gold reaching nameplate capacity in 2025. Yahoo Finance The company operates across Canada and West Africa with diversified geographic exposure. Seeking Alpha

Market context: Stock price around $7.31 Yahoo Finance with exceptional +107% performance over 52 weeks, driven by record gold prices above $3,500/oz. J.P. Morgan Market cap of $4.756 billion positions IAG as a mid-tier producer with operational leverage to gold prices.

Investment thesis: Strong positioning for continued gold rally with Côte Gold at full 36,000 tpd capacity and completion of $200-225 million gold prepayment facilities providing full price exposure. Stocktitan Record quarterly earnings of $78.7 million ($0.14/share) Stocktitan demonstrate exceptional margins. Production guidance of 735,000-820,000 oz annually Stocktitan with manageable cash costs of $1,375-$1,475/oz. Stocktitan

Key metrics: Trading at attractive 5.52x trailing P/E StockAnalysis with analyst consensus Buy rating and average price target of $8.61 StockAnalysis (19-32% upside). Strong 28.74% ROE and $317 million cash position, though $819 million net debt requires monitoring.

Risks: Significant geopolitical exposure in Burkina Faso (85% of Essakane ownership), cost inflation pressures, and high operational leverage (1.23 beta) StockAnalysis creating volatility with gold price movements.

VanEck Gold Miners ETF (GDX)

Fund overview: Dominant global gold mining ETF providing diversified exposure to 57+ gold mining companies across major producing jurisdictions including Canada, US, and Australia. Yahoo Finance +3

Background: Launched May 2006 by VanEck, the fund has become the premier vehicle for gold mining equity exposure with over $15 billion in assets under management. Yahoo Finance

Market context: Currently priced at $57.19 Yahoo Finance with outstanding +89% YTD performance versus +35% for gold bullion, demonstrating significant operational leverage. Asianet Newsable Discovery Alert The fund commands $15.1 billion AUM with high daily liquidity of ~20.7 million shares.

Investment thesis: Offers leveraged exposure to gold price appreciation without single-stock risk, benefiting from record gold margins across the industry with all-in costs around $1,620/oz versus current gold prices above $3,500/oz. ETF Database Discovery Alert Top holdings include established producers like Agnico Eagle, Newmont, and Barrick Gold. Yahoo Finance GuruFocus

Key metrics: 0.78% dividend yield with reasonable 0.51% expense ratio. Strong technical indicators support continued upside with gold price targets reaching $4,000/oz by mid-2026. J.P. Morgan

Risks: 2-3x volatility versus gold prices during downturns, concentration risk in top holdings, and operational risks inherent in mining companies across various international jurisdictions.

Sandstorm Gold Ltd. (SAND)

Company overview: Precious metals royalty and streaming company with portfolio of 243+ streams and royalties across 24+ countries, providing upfront financing to miners in exchange for production purchase rights. Yahoo Finance +2

Background: Founded in 2007, Sandstorm has built a diversified royalty portfolio spanning global mining operations. Yahoo!Yahoo Finance The company announced a $3.5 billion acquisition by Royal Gold Inc. in July 2025.

Market context: Trading near $11.34 (close to 52-week high of $11.44) with market cap of $3.29 billion. TipRanks Stock benefiting from gold price appreciation and acquisition premium.

Investment thesis: The pending Royal Gold merger creates scale advantages and enhanced portfolio diversification. StockAnalysis Record Q2 revenue of $51.4 million (+24% YoY) demonstrates strong cash generation with 44.13% gross margins. Royalty model provides predictable cash flows with limited operational risk exposure.

Key metrics: $0.06 annual dividend (0.57% yield) with moderate analyst consensus and average price targets of $8.89-$10.97, StockAnalysis +2 though current trading reflects acquisition premium.

Risks: Deal completion uncertainty pending shareholder approval, direct correlation to gold price volatility, geopolitical exposure in regions like Mongolia and Burkina Faso, and counterparty risks from mining company operational performance.

Build-A-Bear Workshop (BBW)

Company overview: Multi-channel experiential retailer specializing in customizable plush animals through interactive “build-your-own” retail experience across corporate stores, e-commerce, and international franchising. Yahoo Finance Seeking Alpha

Background: Founded in 1997, BBW has transformed from struggling retailer to profitable growth company over recent years The Motley Fool Yahoo Finance under CEO Sharon Price John’s leadership, pivoting toward global expansion and digital innovation.

Market context: Strong momentum with stock around $60.81 and +81.53% performance over 12 months. Market cap of approximately $803 million WallStreetZen reflects small-cap growth story with significant institutional support.

Investment thesis: Record Q2 revenue of $124.2 million (+11.1% YoY) with exceptional $0.94 EPS (40% beat). Global expansion planning 60+ new locations in 2025 TipRanks through asset-light franchise model. Adult market penetration reached 40% of sales, diversifying beyond traditional children’s demographic. TipRanks

Key metrics: Reasonable 14.6x P/E for growth profile with 1.31% dividend yield. Unanimous Strong Buy rating from analysts with average price targets of $66.8- StockAnalysis$80.67 (+11% to +33% upside). StockAnalysis TipRanks

Risks: -11.6% e-commerce decline in Q2, $16 million cost headwinds from tariffs and inflation, The Motley Fool consumer discretionary exposure to economic cycles, and execution risks from rapid global expansion.

Broadcom Inc. (AVGO)

Company overview: Global technology leader with $1.45 trillion market cap, CNN specializing in AI accelerators, networking chips, and infrastructure software Seeking Alpha following the transformative $61 billion VMware acquisition.

Background: Originally spun from HP in 1961, the company evolved through the 2016 Broadcom acquisition and 2023 VMware deal, positioning as a dominant AI infrastructure provider under CEO Hock Tan.

Market context: Trading around $307 with spectacular +100.87% one-year return and +32.74% YTD. Yahoo Finance Positioned as #2 AI chip company behind NVIDIA with strong competitive moats in custom silicon.

Investment thesis: Exceptional Q3 results showing $15.96 billion revenue (+22% YoY) with $5.2 billion AI revenue (+63% YoY). CNBC Secured $10 billion order from major customer (likely OpenAI) CNBC with total AI pipeline of $60-90 billion by 2027. VMware integration contributing 43% growth in infrastructure software segment. CNBC

Key metrics: Premium valuation at 37.59x forward P/E Yahoo Finance with strong analyst support and price targets ranging from $210-$400. Strong $26.15 billion free cash flow supports 0.76% dividend yield. Yahoo Finance

Risks: High valuation multiples vulnerable to earnings disappointments, customer concentration in major tech companies, intense competition from NVIDIA and AMD, and regulatory scrutiny from antitrust authorities. Alpha Spread

Karman Holdings Inc. (KRMN)

Company overview: Mission-critical defense systems provider specializing in payload protection, aerodynamic interstage systems, and propulsion systems for hypersonics, strategic missile defense, and space launch applications. Yahoo Finance

Background: Recently incorporated in August 2020, Yahoo Finance KRMN completed IPO in February 2025 and was quickly added to Russell 1000 index. The company represents new generation defense technology focused on fastest-growing military segments.

Market context: Strong performance with +71% return over six months and current price around $53.38. Market cap of $7.05 billion reflects mid-cap defense growth story. Investing.com

Investment thesis: Positioned across $1 trillion+ U.S. defense modernization Yahoo Finance with focus on hypersonics technology. Q2 results showed $115.1 million revenue (+35% YoY) with exceptional 30.7% EBITDA margins. Funded backlog of $719 million provides revenue visibility StockTitan through defense spending cycle.

Key metrics: Raised 2025 guidance to $452-458 million revenue (+32% YoY). StockTitan Analyst price targets average $60.60 with Raymond James initiating at $100 (Strong Buy). Investing.com

Risks: Young company with limited operating history, premium valuation multiples, heavy dependence on government contracts and defense spending cycles, competitive bidding risks, and regulatory compliance challenges.

TTM Technologies Inc. (TTMI)

Company overview: Leading global manufacturer of printed circuit boards and RF components, serving aerospace & defense (46%), data center computing (21%), automotive (13%), and other technology applications. The Globe and Mail

Background: Founded in 1978, TTM evolved from PCB specialist to comprehensive electronics solutions provider. Recently appointed Edwin Roks as CEO in August 2025 Ttm to drive next growth phase.

Market context: Exceptional +156% performance over past year with current price around $46-49. Market cap of $4.75 billion positions TTM as largest US-domiciled PCB supplier.

Investment thesis: Direct beneficiary of AI infrastructure boom with record Q2 revenue of $730.6 million (+21% YoY) beating estimates. Achieved 11.1% operating margins for four consecutive quarters with strong aerospace & defense backlog of $1.46 billion. Geographic diversification reducing China exposure risks. Ttm GlobeNewswire

Key metrics: Non-GAAP EPS of $0.58 (record high) with Q3 guidance of $690-730 million revenue. Strong Buy consensus with average price target of $55.25 (+19.5% upside).

Risks: China manufacturing exposure creating geopolitical risk, cyclical market dynamics, high P/E ratios requiring continued execution, supply chain cost inflation, and competition from tech giants expanding chip capabilities.

Aura Minerals Inc. (AUGO)

Company overview: Mid-tier gold and copper mining company operating four mines across Mexico, Brazil, and Honduras, with development projects including Borborema and newly acquired Era Dorada in Guatemala.

Background: Founded in 1946, Aura completed NASDAQ IPO in July 2025 StockAnalysis at $24.25/share following the acquisition of Bluestone Resources and Borborema mine startup in March 2025.

Market context: Trading around $24-25 reflecting recent NASDAQ listing with market cap of approximately $2.08 billion. Strong operational cash generation supporting 5.14% dividend yield.

Investment thesis: Well-positioned for gold price appreciation with 2024 revenue of $594.2 million (+43% YoY) and doubled EBITDA to $267 million. GlobeNewswire Low all-in sustaining costs of $1,320/oz below industry average. Borborema mine ramp-up expected to contribute 33,000-40,000 oz in 2025.

Key metrics: 2025 production guidance of 266,000-300,000 gold equivalent ounces with recent $0.40/share dividend representing strong cash return. Limited analyst coverage due to recent IPO.

Risks: Geographic concentration in Latin America, operational mining hazards, commodity price volatility, environmental regulations, foreign exchange exposure, and limited NASDAQ trading history affecting liquidity.

Bank of Montreal (BMO)

Company overview: One of Canada’s “Big Five” banks providing diversified financial services across personal banking, commercial banking, wealth management, and capital markets, Yahoo Finance serving over 13 million customers. Yahoo Finance

Background: Founded in 1817, BMO represents one of North America’s oldest banks Yahoo FinanceYahoo Finance with major US expansion through 2023 Bank of the West acquisition Yahoo Finance and recent announcement of Burgundy Asset Management acquisition Newswire.ca for CAD $625 million. StockAnalysis

Market context: Currently trading around $108 USD with strong YTD performance among Canadian banks. Market cap of $78.1 billion Yahoo Finance positions BMO as Canada’s 4th largest bank.

Investment thesis: Exceptional Q3 results with $2.33 billion CAD net income (+25% YoY) and $3.14 EPS (+26% YoY) significantly beating estimates. Strong 13.5% CET1 ratio and improving credit quality with provisions declining BNN Bloomberg Newswire.ca $109 million YoY.

Key metrics: Attractive 4.44% dividend yield with recent 5% increase, Newswire.ca trading at 13.73x P/E with 12.0% ROE. BMO Financial Group Moderate Buy consensus with average price target of CAD $159.01.

Risks: Economic sensitivity to recession in both Canada and US, credit risk from potential loan losses, interest rate margin pressure, Bank of the West integration challenges, and regulatory risks across jurisdictions.

Coeur Mining Inc. (CDE)

Company overview: Diversified precious metals producer with five operating mines across Mexico, Nevada, Alaska, and South Dakota, focusing on gold and silver production with geographic risk diversification. Yahoo Finance

Background: Founded in 1928 as Coeur d’Alene Mines, the company transformed through the 2022 acquisition of SilverCrest Metals’ Las Chispas mine, significantly expanding silver production capabilities.

Market context: Outstanding performance with +112% gains since Q2 2024 lows, currently trading around $9.06. Market cap of $5.77 billion Yahoo Finance reflects strong precious metals momentum.

Investment thesis: Record financial results with Q2 revenue of $480.65 million (+116% YoY) and record $146 million free cash flow. Company guidance projects >$400 million full-year free cash flow with >$800 million EBITDA. Las Chispas mine driving significant production increases.

Key metrics: Strong analyst support with 70% Buy/Strong Buy ratings and average price target of $10.90 (+20% upside). Recent upgrades from BMO Capital and Roth MKM CNN Yahoo Finance reflecting operational excellence.

Risks: Commodity price volatility, operational mining risks, geopolitical exposure in Mexico, cost inflation pressures, environmental permitting risks, currency exposure, and high current valuation multiples.

Nextracker Inc. (NXT)

Company overview: Global leader in intelligent solar tracker systems with 26% market share, providing NX Horizon tracking systems and TrueCapture energy management software for utility-scale solar projects. Nextracker

Background: Founded in 2013, NXT completed IPO in February 2023 and rapidly achieved market leadership in solar tracking technology through innovation and strategic partnerships with major solar developers. Nextracker

Market context: Exceptional +88.48% YTD performance with current price around $67.78 near all-time high of $70.14. Market cap of $8.54-9.88 billion reflects large-cap renewable energy leadership. CNBC

Investment thesis: Record Q1 FY26 revenue of $864 million (+36.51% beat) with $1.16 EPS (+90.16% beat). Record $4.75 billion backlog provides revenue visibility with global expansion including 10 GW milestone in India. Solar tracker market projected 14-15% CAGR reaching $20-25 billion by 2030. Fortune Business Insights

Key metrics: Reasonable 16.38x trailing P/E for growth profile with 25% EBITDA margins. Analyst consensus Buy rating though average price targets of $61.15-63.44 slightly below current levels. StockAnalysis

Risks: Policy dependency on renewable energy incentives, ongoing class action lawsuits with February 2025 deadline, CNNCNN commodity cost inflation for steel materials, intense competition from Chinese manufacturers, and regulatory trade policy changes.

Caledonia Mining Corporation (CMCL)

Company overview: Gold mining company with 64% interest in the Blanket Mine in Zimbabwe as primary producing asset, plus Bilboes and Motapa development projects focused on Zimbabwe operations.

Background: Incorporated in 1992, CMCL has established strong local presence in Zimbabwe with Blanket Mine as flagship high-grade underground operation, listed on NYSE American, AIM London, and VFEX Victoria Falls.

Market context: Trading around $22.73-23.08 benefiting from record gold prices with market cap of $432-470 million. Low 0.22 beta provides reduced correlation to broader market volatility.

Investment thesis: Record operational performance with 9.5% production growth and Q2 EPS of $1.139 beating $1.04 estimates. Realized gold prices near $2,900/ounce with 2025 production guidance of 74,000-78,000 ounces. TipRanks Strong cash generation enables $0.14 quarterly dividend (2.57% yield).

Key metrics: Limited analyst coverage with average price targets of $24.75-28.04 (+8-23% upside). Strong Buy/Buy consensus from covering analysts.

Risks: Heavy Zimbabwe concentration creating political and economic risks, single-asset dependence on Blanket Mine, operational mining hazards, currency risks, infrastructure challenges including power shortages, and limited institutional coverage.

Celestica Inc. (CLS)

Company overview: Leading electronic manufacturing services (EMS) company providing end-to-end supply chain solutions including design, manufacturing, hardware platforms, and after-market services for technology markets. celestica

Background: Spun off from IBM’s manufacturing division in 1996, Celestica evolved into independent EMS leader Yahoo Finance with over 21,500 employees globally, successfully transitioning to higher-margin solutions and AI infrastructure markets.

Market context: Exceptional +139% performance over past 6 months with current price around $208-218 near 52-week high of $214.47. Market cap of $23.98 billion reflects large-cap technology manufacturing leadership.

Investment thesis: Strong Q2 results with $2.89 billion revenue (+21% YoY) and 43% of sales from high-margin High-Performance Solutions segment. Raised 2025 revenue guidance to $11.55 billion with projected $400 million free cash flow. celestica Strategic partnerships with Broadcom and AMD driving AI infrastructure growth.

Key metrics: Premium valuation at 42.84x trailing P/E with consensus Strong Buy rating and average price targets in $178-300 range. 7.4% adjusted operating margin represents company high. celestica

Risks: High valuation multiples, customer concentration in hyperscalers, cyclical semiconductor industry exposure, global operations subject to geopolitical tensions, and intense competition in EMS market.

Credo Technology Group (CRDO)

Company overview: High-speed connectivity solutions provider specializing in Active Electrical Cables (AECs), optical DSPs, SerDes chiplets, and PCIe retimers for AI data centers and cloud computing applications. Yahoo Finance

Background: Founded in 2008 and headquartered in Grand Cayman with operations in San Jose, California, Seeking Alpha CRDO focuses exclusively on high-speed connectivity infrastructure for next-generation AI applications.

Market context: Spectacular +274% YoY performance with current price around $134-135. Market cap of $23.18 billion reflects significant AI infrastructure premium valuation.

Investment thesis: Exceptional Q1 FY26 results with $223.1 million revenue (+274% YoY) and $0.52 non-GAAP EPS beating estimates by 48.57%. Outstanding 67.6% gross margins and 43.1% operating margins demonstrate pricing power. Business Wirebusinesswire Direct exposure to AI data center buildout with technology leadership in AECs.

Key metrics: Extremely high valuation at 413.6x forward P/E and 49.4x price-to-sales Simply Wall St reflecting explosive growth expectations. Strong Buy consensus with Q2 FY26 guidance of $230-240 million revenue.

Risks: Extremely high valuation multiples, customer concentration in hyperscalers, execution risks maintaining growth trajectory, competition from in-house customer development, fast-evolving technology requirements, and high market volatility.

Bloom Energy Corporation (BE)

Company overview: Energy technology company specializing in solid oxide fuel cell (SOFC) systems, Investing.com providing 24/7 baseload power generation through Bloom Energy Servers and hydrogen production via Bloom Electrolyzers. Morningstar

Background: Founded in 2001 New Energy Risk by K.R. Sridhar, Bloom raised over $1 billion in venture capital before 2018 IPO, deploying ~1.4 GW of systems across 1,000+ locations in 9 countries with strategic partnerships including Oracle. Yahoo Finance

Market context: Remarkable +390.80% year-over-year performance with current price around $53.89. Market cap of $12.27-12.8 billion reflects large-cap clean energy leadership benefiting from AI data center power demands. TradingView

Investment thesis: Record Q2 revenue of $401.2 million (+19.5% YoY) with 28.2% gross margins improving from 21.8% prior year. Strategic Oracle partnership addressing massive AI data center power requirements with plans to double manufacturing capacity from 1GW to 2GW by 2026. Yahoo Finance

Key metrics: High valuation at 523.66x trailing P/E though 110.85x forward P/E reflects improving profitability trajectory. 2025 guidance of $1.65-1.85 billion revenue with positive operating cash flow expected.

Risks: Policy dependency on ITC expiration concerns, manufacturing scale-up execution challenges, premium valuation multiples, recent CFO departure, Bloom Energy regulatory environment uncertainty, and profitability achievement after historical losses.

SSR Mining Inc. (SSRM)

Company overview: Precious metals mining company with four active sites including Marigold (Nevada), Seabee (Canada), Puna (Argentina), and recently acquired CC&V (Colorado), plus suspended Çöpler operations in Turkey. Seeking Alpha

Background: Originally founded in 1946 as Silver Standard Resources, renamed SSR Mining in 2017. Yahoo Finance The company operates diversified precious metals portfolio across stable jurisdictions with recent CC&V acquisition in February 2025.

Market context: Strong +86.64% YTD recovery with current price range of $16-20. Market cap of ~$2.63 billion reflects mid-cap precious metals positioning despite operational challenges.

Investment thesis: Strong Q2 results with $90.1 million net income ($0.51 EPS vs $0.23 consensus) and $98.4 million free cash flow. CC&V acquisition contributing $85 million mine site free cash flow in four months. Strong liquidity position of $912.1 million supports operational flexibility.

Key metrics: Production guidance of 410,000-480,000 gold equivalent ounces (excluding Çöpler) with all-in sustaining costs of $2,068/ounce. Limited analyst coverage with average price targets of $12.23.

Risks: Major operational risk from suspended Çöpler mine in Turkey Stocktitan following fatal landslide, Seeking Alpha $312.9 million reclamation costs, geopolitical exposure in Turkey, regulatory permit challenges, inherent mining operational hazards, and commodity price volatility.

Investment recommendations

The analysis reveals several distinct investment themes. Technology infrastructure plays (AVGO, TTMI, CLS, CRDO, BE, NXT) are benefiting from AI buildout but trading at premium valuations. Precious metals exposure (IAG, GDX, SAND, CDE, AUGO, CMCL, SSRM) offers inflation hedge and monetary debasement protection with strong 2025 performance. Discovery Alert Defensive value plays (BMO, BBW) provide stability with reasonable valuations and dividend income.

High conviction opportunities include AVGO for AI infrastructure leadership Investing.com despite premium valuation, GDX for diversified precious metals exposure, Discovery Alert and CDE for operational excellence in gold mining. Speculative growth positions like CRDO and BE offer exceptional upside but require careful position sizing given extreme valuations.

Risk management is critical given elevated valuations across multiple positions. Consider portfolio diversification across sectors and maintain position sizing discipline, particularly for high-beta technology names and commodity-dependent miners with operational challenges.