Pro Picks: 3 Stocks For a Post-Tariff World
Top investing ideas from Dan Dreyfus of Bornite Capital
Pro Picks: 3 Hidden Gems Thriving in a World of Tariffs
Watch the full episode: On this episode of In the Money with Amber Kanwar, Daniel Dreyfus, CIO at Bornite Capital, shares why we’re not just in another market cycle, but a full-blown structural shift that will redefine economies, financial markets, and your investment portfolio. He explains how tariffs, currency debasement, and slowing growth is setting the stage for stagflation, and why infrastructure and critical commodities are the best way to protect and grow wealth.
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Cheniere Energy (LNG)
What It Is: Cheniere Energy is a leader in liquefied natural gas (LNG), owning infrastructure that transforms U.S. natural gas into a liquid for global export, serving countries short on energy.
Why It’s a Good Investment: Its take-or-pay model locks in fixed fees (~$2.50/MCF) via 20-year contracts, delivering bond-like cash flows immune to economic downturns, while new contracts tied to U.S. trade deficit reductions fuel growth.
Upside Potential: Earnings could hit $50/share by the mid-2030s, implying a $750 stock price at a 15x multiple—over 3x from its current $230.
Talen Energy (TLN)
What It Is: Talen Energy is a nuclear power producer with 2 gigawatts of capacity at its Susquehanna plant in Pennsylvania, plus additional gas assets.
Why It’s Undervalued: At a $12B enterprise value, it’s a fraction of the $37B replacement cost of similar nuclear capacity, offering reliable, carbon-free baseload power hyperscalers crave.
Upside Potential: Earnings power of $30-$35/share at $75/MWh power prices suggests a $425-$500 stock price at 15x—over 2x its current $200.
Ivanhoe Mines (IVN.TO)
What It Is: Ivanhoe Mines, a Canadian base metals company, operates a world-class copper deposit in the DRC, owning 40% alongside Chinese and Congolese partners.
Why It’s a Good Investment: It’s the only copper producer adding supply economically at current prices, with significant volume growth and geopolitical protection from U.S./Chinese partnerships.
Upside Potential: Doubling production and margins rising from $2 to $5/lb could drive earnings 5-6x, implying a multi-bagger from today’s levels.
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