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Business Overview Key Metrics Total: 9.5/17 +2✅✅ Projected Operating Margin: 65.63% +0 ⚠️ Projected 5-Year Revenue CAGR: 9.43% +2 ✅✅ Last 5-Year ROIC: 39.70% +1 ✅ Estimated Cost of Capital: 6.26% (lower than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +0.15% +1 ✅ Projected 5-Year EPS CAGR: 12.38% +1 ✅ Projected 5-Year Dividend CAGR: 12.50% +1.5 ✅ Estimated Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical P/E - we assume mean reversion to the historical P/E values; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values.Read more

TMX Group quietly makes money from the plumbing behind Canada’s stock market, and more of its business now comes from sticky data products that don’t swing as much with day-to-day trading. New clearing services and growth in its European energy and U.S. fund data businesses could deepen that stability, but market slowdowns and tougher competition could still hit results.Read more

Investment Thesis The PVH license roll-off (~$470M of lower-margin revenue exiting by FY2028) is a known, finite, manageable headwind; the owned-brand revenue replacing it (DKNY, Karl Lagerfeld, Donna Karan) carries structurally higher gross margins, potentially driving margin expansion even on lower absolute revenues. Owned brands grew from 41% of net sales in FY2023 to 52% in FY2025, with DKNY at $675M and Karl Lagerfeld at $580M — both showing accelerating momentum as standalone global brands.Read more

A 5-Year stock price analysis for IMPACT Silver Corp (TSXV:IPT) in a monetary metals bull market + an equity crash scenario similar to post 1999. As of November 28, 2025, IPT trades at ~CA$0.28 (~$0.20 USD) with a $66M USD market cap and 323.73M shares outstanding, post-$16M financing.Read more

A small British aircraft maker is trying to leapfrog better-known rivals in the race to bring quiet electric air taxis to cities, with big-name customers already lining up on paper. The catch is it likely needs to raise more money before it can reach safety approvals and deliveries—so the next few milestones could matter a lot.Read more

UPS is trying to turn itself around with a sweeping effort to reshape its delivery network, cut costs, and lean harder on automation—while also dialing back its reliance on a major customer. But rising debt, worker tensions, and uneasy shareholders could make this overhaul harder than it looks, even as new partnerships aim to rebuild trust and drive more shipments.Read more

A long-time investor shifts part of their money out of the US and into places like Switzerland and the Nordics, driven by fear of political and currency trouble at home. They lay out a “survival portfolio” mix and ask whether this move toward safer currencies and steady income is sensible or a new kind of risk.Read more

Silver X Mining Corp (TSXV: AGX / OTCQB: AGXPF) – Stock Analysis & 5-Year NAV-Based Price Projection (as of ~March 2026) Silver X is a producing junior silver-polymetallic miner operating the Nueva Recuperada district-scale project in central Peru (Tangana mining unit + Plata development potential). It owns ~20,795 ha with existing infrastructure, permits, and brownfield upside.Read more

Triveni Turbine makes the small and mid-sized turbines that many factories use to turn waste heat and industrial steam into power, and it’s pushing deeper into overseas markets to smooth out swings at home. The bigger story is its growing repair-and-refurbishment business, which can bring in repeat work for decades—but expansion abroad and tougher competition could test that plan.Read more