2 Stocks To BUY NOW In March 2026

Folks, in today's video, we're going to break down two stocks that I believe are screaming buy now in March 2026. Now, these next couple of weeks in March are going to be big ones, very volatile, very fearful, and very all over the place. And when you have fear, uncertainty, and doubt throughout markets, well, that's actually the opportunity to seal in your edge. In today's video, I'm going to break down two specific stocks that I believe are set to benefit from the current condition, are trading at a great deal right now, and most importantly, I believe are actually very good long-term holds. And then it's going to be time for our sponsored segment on VersaMet Royalties Corp, ticker symbol VME, on the NASDAQ. They're building what could be one of the fastest growing precious metals royalty platforms in the world right now. They just posted a record revenue year in 2025 with full year revenue of $34. 8 million, up 189%. And Q4 alone came in at $18. 4 million, which is actually close to half the entire prior year's revenue in a single quarter. I'll present the company and why you may want to take a look at it and begin your due diligence. And as always, if you're the one taking the ultimate risk, you got to be the one doing the ultimate frisk. Again, make sure you're always doing your own research on all ideas presented. Okay, so let's start with the market context here. So, we are entrenched in a massive Middle East conflict. Oil prices are skyrocketing. The economy is cooling at the same time where it looks like inflation is going to start surging. And the fear-mongers and short sellers are having an absolute field day, scaring the be Jesus out of people. Now, it's important to note that conflicts, emotions, and worst case panic selling, fear thinking, well, those are features of markets. And if you're somebody who's interested in being in the market for more than a couple of months, well, you're going to deal with many, many different cycles of this. And you could choose to be upset by this, which is kind of like being upset at the wind or a rainy day. Or you could actually use these periods to make extra money and to actually get an edge on everybody else that that's only interested in being in markets when the sun is shining. There are three core winning strategies that you could follow right now. Strategy number three, buy thematic short-term trades like Yuko, oil leverage plays. Strategy number two, ride meltup currency devaluation and safe haven assets like gold, silver stocks with pricing power, etc., etc. And strategy three, buy the dip on stocks that get oversold during fearful conditions like growth stocks with high business acceleration, big tech, AI names, upandcomers, so on and so forth. These are the three strategies that I believe make sense right now and we've been preaching this for a while now. To me, these are all great strategies. And for folks that want to have the highest return on their efforts, I believe strategy one is going to be the best because this actually helps you build out your long-term accounts. Again, you could do whatever you want, but this is how I see it. Now, in today's video, I'm going to present two stocks that I believe fit all three of these strategies. So, the first one is Zcaler, ticker symbol ZS. So, here's a quick history lesson on this one. So, 20 years ago, corporate security worked like a castle. Your company had a building. Inside that building were servers, you built a firewall around the whole thing, a wall around the castle, and anything inside the wall was considered safe. Anyone trying to get in from the outside had to get through that wall first. Now, that made total sense in 2005. It makes zero sense today. Think about how work actually happens today. Your employees are on laptops at home. They're on phones at the airport. The software your company uses, Salesforce, Microsoft 365, Workday, all of it lives in the cloud, not in a building, on the internet. So, there is no castle anymore. There's no need for a castle. And the castle would be pointless at this point. Your data is everywhere. Your people are everywhere. and protecting all of it with a firewall that assumes everything inside is safe. It's just not the right tool for the job anymore. Now, Zcaler was actually built from scratch to replace this entire model. Platform is called zero trust exchange and the philosophy is exactly what it sounds like. Trust nobody, verify everything, and do this every single time. Every user, every device, every connection gets routed through Zcaler's cloud infrastructure before it can go anywhere. Zcaler inspects it, validates it, and decides in milliseconds whether to let it through. It doesn't matter if you're sitting in the corporate office or working from your kitchen. Before you can access anything, there's a security checkpoint that travels with your entire organization everywhere they go. Now, they have two main products. You have Zcaler Internet Access, which sits between your employees and the internet and blocks threats before they get in, and Zcaler Private Access, which replaces the traditional corporate VPN. If you've ever used a corporate VPN, you know how slow and clunky they are. ZPA does the same job in a fundamentally more secure and actually user-friendly way. And beyond those two, they've expanded into AI security, data loss prevention, IoT protection, and digital experience monitoring. Basically building a full ecosystem, a full operating system for businesses. They've crossed $1 billion in software sales through the AWS marketplace alone. Now, their business model is subscription-based. We love subscription-based because what? Because that means reoccurring revenue. The way that it works is large enterprises sign multi-year contracts that expand over time as they add users and modules once a company has rebuilt its entire security architecture on top of Zcaler. Well, switching to something else is a massive undertaking and that's a theme that we look for in a lot of stocks. Is it sticky? Is it going to be hard for a company to switch? If yes, then that's a much more reliable revenue source versus something they can just switch off overnight. Annual recurring revenue grew 26% to $3. 2 billion. Free cash flow was $413 million. That's a 52% free cash flow margin on revenue. Very, very beautiful and makes me lick my lips. Now, for their Q2 of fiscal 2026

revenue grew 26% again to $815. 8 million. ARR grew 25% to $3. 36 billion and non and non-GAAP operating margin came in above 22%. The one knock I will say with this company is I hate when companies report their fiscals in ways that conflict with the regular calendar years. But nonetheless, two consecutive quarters of 26% revenue growth, ARR, which is the best indicator of where the business is heading, sitting at 3. 36 billion and growing. And they raised their fullear ARR guidance. Their AI security segment specifically grew 80% year-over-year. And their zero trust everywhere enterprise platform hit 450 customers, three full quarters ahead of their own internal plan. This is a business that's executing consistently and accelerating in its highest growth segments. Now, that being said, if you look at the stock price, the stock is down about 50% from 52- week highs. I think this is an opportunity. Short sellers believe that this is proof that the company must go to zero. So, why is it down? Well, first, the entire software sector got repriced on fears that AI is going to commoditize software companies out of existence. That logic, in my view, is completely backwards. Every AI tool that a company develops creates a new attack surface. It doesn't reduce the attack surfaces, it increases them exponentially. But here you have a business that's grown about 25% and north of that annually, generating 52% free cash flow margins in their best quarters and the stock got cut in half. That to me is a disconnect. just simply a cut based on a multiple, not willing to pay higher multiples for software companies and not based on anything having to do with the company itself. And I believe it's very much overdone and I think markets will reflect that shortly. Now how does this connect to Iran? Well, most people think about Iran in terms of oil, energy stocks, crude prices, the rate of Hermoose, but there's a whole other dimension to this, and that's the cyber infrastructure space. The chairman of the joint chiefs confirmed that coordinated cyber operations disrupted Iranian communications and sensor networks before the physical strikes even began. Within the first 24 hours of the conflict, Iranian drones hit three AWS data center facilities in the UAE and Bahrain, deliberately targeting commercial cloud infrastructure, knocking out enterprise tools for companies far outside the region. Iran linked hackers disrupted operations at Striker, a major US medical device company, a group operating on behalf of the Iranian Revolutionary Guard Corpse, has specifically signaled plans to target the US financial sector. Now, researchers have counted over 60 active pro-Iranian hacker groups operating since the conflict started, claiming attacks on energy companies, government websites, airports, and civilian infrastructure across multiple countries. So, what does this mean practically from a business perspective? Every large American company is having an internal conversation right now about whether their security infrastructure is strong enough. Boards are asking questions. IT teams are doing audits. And the companies that haven't fully modernized their security architecture are going to be accelerating that spend, which is exactly what Zcaler sells. On top of that, cyber security is one of the most defensive spending categories in all of tech. When companies need to cut costs, and they will if the economy slows, well, they're going to cut travel, they cut headcount, they cut marketing, they don't cut the systems keeping them from getting breached. It's one of the last line items to go. Zeller is on the front lines of this. Their team is actively tracking and blocking attack campaigns tied to the Iran conflict. And I think they're going to benefit from this a lot. And they've already had great numbers for the last few years anyways while being down at discount prices. And so that's why we had to put it on the list today. Okay. Number one, MOS, the Mosaic Company. Now, this is a company that I never would have talked about if it wasn't for the Iranian conflict, but it's very thematic right now. and I think it's going to be thematic for years as a long-term position because of where the world is heading and because of the massive amounts of issues that we're having geopolitically. This is a fertilizer company and you have to pay attention to this because it's a much bigger deal than you think if you're not following what this geopolitical crisis means for the different components of the food supply chain. Well, let me explain to you. So, every crop needs three nutrients to grow. Nitrogen, phosphate, and potassium, also called potach. Without those three inputs, yields drop. Without adequate yields, food gets more and more expensive. And of course, when food gets expensive, lots of problems start happening. Mosaic is the largest phosphate and potach producer in the United States and one of the largest in the world. They own phosphate rock mines in Florida, podash mines in Canada, chemical plants, blending facilities, port terminals, and warehouses across the US, Brazil, Canada, and over 15 countries globally. They sell to distributors, retailers, cooperatives, and directly to farmers across the globe. This is a commodity business. Now, commodities very, very important during these types of crisis. When fertilizer prices are high, Mosaic makes more and more money. The central question is always which way are prices moving? And right now, there's a very direct case to be made that we're headed much, much higher in terms of these prices. So, what's the business? Well, in 2025, Mosaic generated 12. 05 billion in revenue, up about 8. 4% year-over-year. Fully yearnings were 540. 7 million, a 209% increase from the prior year. Revenue grew 8%, but profits more than tripled. Huh? How does that happen? Well, improving fertilizer prices. That was the theme of 2025. However, now we're heading into a whole other ballgame. Context here is the straight of Hormuz is not just an oil route. Doing a little bit of digging on this. The Persian Gulf is also the primary export corridor for Middle Eastern fertilizer, particularly from Qatar, which operates the world's largest single-sight production plant. Since the conflict escalated, Qatar Energy has

been forced to halt production at that facility. Indian manufacturers have cut output. Bangladesh has curtailed operations at several domestic plants as Gulf feed stock flows have tightened and the timing here is critical. Spring planting season is underway right now. And if fertilizer shipments remain blocked during this window, it could affect crop yields across South Asia and parts of Latin America, potentially driving crazy food price inflation into the global economy in the second half of this year. If farmers end up cutting phosphate and nitrogen application by more than say 10%. Well, researchers estimate that global corn and wheat yields could fall between five and 8% and that kind of tightening can mean a lot of downstream effects in terms of food price acceleration and massive shortages across the board. Now, here's where Mosaic actually specifically benefits. So, a lot of the global fertilizer supply comes from three sources that are all effectively restricted right now. The Persian Gulf, obviously that's disrupted. Russia still under sanctions. China actively restricting fertilizer exports to protect its own food supply. And with Mosaic's own January market update specifically noting that Chinese phosphate export restrictions are expected to persist through at least the first half of 2026. Well, even before this, Mosaic had a ton of tailwinds heading in their direction. Now, Mosaic's minds are in Florida and Canada that their supply chains have basically zero exposure to any of this. And considering the stock has barely budged with all these massive new tailwinds, well, I would argue markets haven't priced it in yet. But anyways, let us know how you're playing this geopolitical crisis. And now it's time for our sponsored segment on Versement Royalties Corp., ticker symbol VME, a precious metals, royalty, and streaming company that launched in mid 2022 and has been growing at a serious clip ever since. So, here's the setup. Most people who want exposure to gold and silver think about miners. The company's actually pulling metal out of the ground, and miners can do well in a precious metals bull market, but they also carry significant operational risk. Rising costs, permitting delays, labor issues, environmental setbacks. All of that falls on the company running the mine. And here's the part people don't always think about. When gold goes up, miners don't pocket all of that upside. Their cost structures go up, too. Energy, labor, equipment. The margin expansion isn't always as clean as you'd expect. Royalty and streaming companies like VersaMet take a different approach and historically been one of the most profitable business models in the entire metal space. The reason is simple. Their cost structure is essentially fixed at the time the deal is signed. So, when gold prices rise, a much larger percentage of that revenue flows straight to the bottom line. It's one of the reasons the biggest royalty companies in the world, Franco, Nevada, wheat and precious metals, royal gold, trade at significant premiums to miners. Rather than operating mines directly, Versamett provides upfront capital to mine operators in exchange for a percentage of future production or revenue. Once the deal is done, the mine operator handles everything, the drilling, the processing, the logistics. Verse just collects. It's a capital light model with leverage to rising metals prices and none of the day-to-day operational headaches. Since launching in June of 2022, Versamett has completed over $400 million in acquisitions, building a portfolio of 28 assets across Canada, the United States, Mexico, Peru, Brazil, Bkina Fazo, Namibia, and several other jurisdictions through deals with established names like B2 Gold, Equinox Gold, Sandstorm, Endeavor Silver, and Aion Capital Advisory. For a company that's only been around for just under three years, the pace of portfolio construction is notable. The 2025 numbers are where the story really accelerates. Full year revenue came in at $34. 8 8 million, up 189% year-over-year, and net income for the year hit $20. 3 million. But what's arguably more telling is the momentum within the year itself. Q4 alone generated 18. 4 million in revenue, a 465% increase over Q4 of 2024, with operating cash flow of 13. 9 million, up over,00% from the same quarter a year prior. The company has achieved record revenue, GEOS's cash flow, and earnings per share for the third consecutive year since its inception in 2022. Three years in a row, every year a record. The forward-looking piece is arguably more interesting. Verseat produced 5,65 GEOs or gold equivalent ounces in 2024. Their guidance for 2026 is 20,000 to 23,000 GEOs, roughly a 4x increase in just two years. They currently have nine paying assets with more approaching production milestones. Approximately 85% of forecasted 2026 revenue is expected to come from gold and silver with the remaining 15% from copper and nickel. And keep in mind the guidance was set before gold hit the price levels we're seeing now if spot prices to elevated actual revenue could be considerably better than the projections imply. Now on the balance sheet side, VersaMet recently upsized its revolving credit facility to $225 million, including a 25 million accordion option. And the company shares now trade on both the NASDAQ and the Toronto Stock Exchange, which means broader institutional reach and visibility going forward. A bigger credit facility also means more firepower to keep doing what they've been doing, acquiring high-quality royalty assets at what management describes as a disciplined pace. The upcoming catalysts are also worth walking through one by one. The Kiaka mine in Burkino Fazo had its first gold pour in Q2 of 2025 and is rampant hard. Kiaka produced over 62,000 ounces of gold in Q4 alone, its first full quarter of operational phase reporting with open pit mining delivering a 76% increase in mine ounces compared to Q3. The

feasibility study on that mine projects 234,000 ounces of gold per year over a 20-year mine life. That's a long duration royalty with a lot of runway. The Raj Pina zinc silver mine in Namibia is undergoing a major expansion expected to double annual throughput by Q3 of 2026. Toigga in Burkino Fazo is targeting the first production in Q3 of 2026. Quio in Brazil is targeting startup in Q4 of 2026. The Kulpa mine in Peru is expanding capacity from 1,800 to 2500 tons per day. And the Blackwater mine in Canada, one of the larger gold deposits in the country has a long-term expansion road map that could eventually take it from 6 million tons peranom to 21 million. Multiple assets approaching key milestones across multiple jurisdictions. That's the compounding effect of a royalty portfolio built the right way. On valuation, VersaMet's 2026 forecasted price to cash flow multiple sits at approximately 9. 9x. Comparable royalty and streaming peers think the established names in the space trade in the 19x to 39x range. That's a significant gap. Now, part of that discount reflects the earlier stage of the business and the execution risk that comes with it. But if continues to deliver on its production ramp and the market starts pricing it in more in line with peers, even a partial rerating could represent meaningful upside from current levels. Now, let's talk about risk. You got to make sure that you're doing your own due diligence and looking at the risks. Verse doesn't operate these mines directly, which means they have limited control over production timelines, expansion schedules, and operator performance. Revenue and cash flow projections depend on third parties executing on their plans. And mine startups capacity ramp ups and feasibility projections carry real uncertainty. The company also operates across multiple international jurisdictions, some of which carry elevated geopolitical and regulatory risk. Bkina Fazo in particular has experienced political instability in recent years and that's a factor worth weighing given Versamett's exposure there. This is a growth stage company with a relatively short operating history and there's no guarantee that any of the projected milestones will be achieved on schedule or at all. Always consult their SEC filings for complete information and do your own due diligence. But overall, Verse has built a 28 asset precious metals royalty portfolio in under three years, deploying over 400 million in capital through deals with established mining operators. The 2025 growth numbers were significant across every metric with a Q4 that showed the business hitting a real inflection point. Production is guided to roughly 4x over two years. The credit facility has been upsized to $225 million. The shareholder base includes some of the most sophisticated strategic investors in the mining world. The valuation still sits at a meaningful discount to comparable royalty companies. and multiple portfolio assets are approaching production and expansion milestones that could serve as catalysts over the next 12 to 18 months in an environment where gold is doing exactly what gold bulls have been expecting for years. If you want to learn more, I'm going to leave the link to their investor relations page down below. Do your own research, read their SEC filings. This is a name that you may want to keep on your radar in the precious metals royalty space. Anyways, have a good rest of your day. We'll see you next time.