As U.S. defense spending crosses $1 trillion, drones, hypersonics, and next-gen aerospace are taking center stage.
Behind them? Titanium - lightweight, nearly as strong as steel, and essential to the F-35 Raptor, missile systems, and long-endurance UAVs. Yet the U.S. imports 91% of it... mostly from China, Russia, and Kazakhstan.
That's why one new discovery in Canada is attracting serious attention. It's targeting a massive titanium-vanadium system with grades and scale that rival the largest in the world - and it's just 10 km from deepwater shipping, skilled workforce, and nearby hydroelectric power.
A recent geophysics survey returned magnetometer readings so intense they maxed out the equipment.
With a large oxide layering thickness, a near-monomineralic Vanadiferous Titanomagnetite (VTM) composition, and extensive mineral tenures, the Radar Titanium Project shows the potential to become a globally significant VTM project.
This could be one of North America's most strategically important new sources of titanium - and it's still flying under the radar.
Capital Trends
Why AbbVie and Johnson & Johnson Could Outperform Pfizer
Written by Chris Markoch. Published 10/8/2025.
Key Points
- Pfizer has rebounded on news of its participation with the TrumpRx platform, but questions remain about margins and the impact of its new pricing agreements.
- AbbVie offers stronger earnings growth potential, a deep late-stage pipeline, and smart onshoring moves to support future demand.
- Johnson & Johnson is emerging from legal headwinds with a leaner business model, attractive valuation, and a long dividend growth streak.
Pfizer Inc. (NYSE: PFE) surged after becoming the first drugmaker to sign onto the TrumpRx platform, lifting its share price by nearly 14% since its Sept. 25 close of $23.61.
This rally is welcome for long-term holders who have weathered a post-vaccine slump since 2021. PFE now trades at roughly 9x forward earnings and offers a 6.4% dividend yield as a steady dividend payer.
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Still, details matter: investors should ask which drugs Pfizer will include, as the company will likely exclude premium products to protect margins, even if lower prices boost volume.
Meanwhile, Pfizer's bull case hinges on its pipeline of over 100 candidates—many in personalized medicine—offering solid long-term appeal. However, two other medical stocks may prove more compelling.
AbbVie's Onshoring Strategy Aligns With U.S. Policy Goals
AbbVie Inc. (NYSE: ABBV) isn't yet in the TrumpRx program but is hedging against tariffs by onshoring U.S. manufacturing—a key part of the administration's push to secure critical supply chains.
In late September, AbbVie announced it would launch its newly approved ovarian cancer drug, Elahere, in the U.K. at a list price matching the U.S., complying with "most-favored-nation" pricing demands.
Already, at least two analysts had set a $251 price target on ABBV—roughly a 10% upside from Oct. 6 levels. With analysts forecasting over 13% earnings growth next year, those targets may be conservative.
Over the last five years, ABBV has returned more than 225%, fueled by steady earnings growth and a 2.87% dividend yield. This performance highlights the strength of AbbVie's core portfolio and its balance of income and innovation. The company also maintains a deep pipeline, with over 50 drug candidates in late-stage trials.
Johnson & Johnson's Streamlined Focus Strengthens Its Pharma Edge
Johnson & Johnson (NYSE: JNJ) offers a distinct pharma play after spinning off its consumer-health division in 2023. The streamlined company now comprises three divisions, including a pharmaceutical unit developing drugs in immunology, oncology, neuroscience and infectious diseases.
JNJ has returned over 46% in the past five years—mostly in the last 12 months—as it emerges from its long-running talc litigation. With that overhang lifted, the stock's post-lawsuit catch-up rally may still have legs.
Trading at about 17x earnings—below its historical average—JNJ has seen analysts raise price targets ahead of its Oct. 14 earnings report. At a 2.76% dividend yield and boasting 64 consecutive years of dividend increases, JNJ offers a blend of value, reliability and steady income.
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