The Globe and Mail reports in its Tuesday edition that Paul Carter at Capstone Asset Management in Langley, B.C., is keen on B2Gold. The Globe's Brenda Bouw writes that B2Gold is a Vancouver-based international gold producer and a stock that Capstone has owned since 2023. "We aren't gold bugs by any means and are underweight gold stocks relatively to the index, but we like this one," Mr. Carter says. "It's a low-cost gold producer that we believed was undervalued compared to its peers. The stock is up by about 90 per cent year-to-date, but it has lagged peers in a gold bull market, partly due to political and operational issues in Mali, home to B2Gold's largest mine." In June, B2Gold poured its first gold at the Goose mine in Nunavut -- its first producing asset in Canada. "We believe that mine will provide significant benefits to the company in terms of earnings growth in the second half of this year and into 2026 and 2027," Mr. Carter adds. "The company also pays a regular dividend, which not all gold companies of its size do, so that's another reason we were excited about it." The market run-up has meant higher stock valuations, which is making it harder -- although he says not impossible -- to find value.