Hi there,
I quite like AND it was consolidating nicely leading up to earnings and then received a spike post earnings. As a long-term hold, I do like AND but it is important to note it is not cheap. It is trading at 40 times earnings, 15 times book value and is only expected to grow earnings and revenue in the mid teens. While this is respectable, it does make it a little expensive here. Long-term however, AND is likely to continue rewarding shareholders. Just don't expect a repeat of the 100% it gained in 2020. A more reasonable expectations would be growth in the teens and there is nothing wrong with that.
As for Capstone, it is soaring because of its high exposure to copper. The price of copper is soaring, and there are talks of commodity super cycle. If you believe the price of copper will continue rising, than Capstone will continue to rise. The flip side is also true, a pullback and Capstone's price will react downward just as quickly as it rose. Given it is linked directly to a commodity, it has a higher risk profile. 2020 production inched up from 2019 levels to 157M lbs (up from 153), and it expects to reach production of 175-195M lbs in 2021. It also expects to reach sustainable production of 200M lbs by 2022 and in each of the next two years costs are expected to drop. I like what i see here - increasing copper prices, higher production and lower costs make for a great combination. Even if copper dips, higher production and lower costs is a must when investing in commodity plays. It does have some debt to contend with (~$500M) but if prices remain strong, it should do quite well.
Mat