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The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Innodata (INOD) has been awarded a prime contractor position on the U.S. Missile Defense Agency's SHIELD IDIQ program, opening the door to compete for research, development, engineering, prototyping, and operations work in homeland defense. See our latest analysis for Innodata. The SHIELD announcement lands after a mixed run in the share price, with a 30 day share price return of 11.21% and a 90 day share price return of 22.35% decline, while the 1 year total shareholder return of 47.77% and...

PACS Group recently expanded its post-acute care footprint by acquiring the operations of three facilities in Alaska and Idaho, adding 230 beds and purchasing the underlying real estate for several of these properties, while leasing one from a third-party landlord. This mix of owned and leased assets offers insight into how PACS Group balances capital deployment with operational flexibility as it grows its skilled nursing and assisted living platform. Next, we’ll examine how this latest...

If you are wondering whether monday.com shares are priced attractively today, the key question is how that current price stacks up against the company’s underlying fundamentals. The stock recently closed at US$129.32, with returns of 2.1% over the last 7 days, an 11.5% decline over the last 30 days, a 9.8% decline year to date, and a 47.9% decline over the past year. This performance may signal shifting expectations around its risk and reward profile. Recent coverage has focused on...

Rio Tinto’s latest quarterly operational report for Iron Ore Company of Canada, including 2025 production figures and 2026 guidance, puts fresh attention on Labrador Iron Ore Royalty (TSX:LIF) and its royalty-linked exposure to IOC volumes. See our latest analysis for Labrador Iron Ore Royalty. At a share price of CA$30.61, Labrador Iron Ore Royalty has a 90 day share price return of 9.05% and a 1 year total shareholder return of 4.68%, suggesting recent momentum has been firmer than the...

Paycom Software, Inc. recently announced that Jeff York has returned as chief sales officer, effective January 23, 2026, succeeding Amy Walker, who is moving into a consulting role. York’s prior tenure leading Paycom’s sales organization coincided with national recognition for its sales force and repeated inclusion in Fortune’s 100 Fastest-Growing Companies list, making his return a meaningful development for the company’s go-to-market efforts. We’ll now examine how York’s return to the...

East West Bancorp (EWBC) has wrapped up FY 2025 with fourth quarter revenue of US$711.1 million and basic EPS of US$2.58, alongside net income of US$356.3 million, putting fresh numbers behind the story at a share price of US$111.35. Over the past year, revenue on a trailing twelve month basis has moved from US$2.39 billion in Q4 2024 to US$2.70 billion in Q4 2025. Over the same period, trailing EPS has gone from US$8.39 to US$9.58, giving investors a fuller picture of earnings power through...

If you are wondering whether Amplitude’s current share price really reflects what the business is worth, you are not alone. This article is built to unpack exactly that question in a clear, practical way. The stock closed at US$10.25, with a 3% gain over the last 7 days, but it is still showing a 14.2% decline over 30 days and a 9.9% decline over 1 year, with a 30.7% decline over 3 years and a 6.2% decline year to date. Recent news flow around Amplitude has focused on its position in product...

Sprott Asset Management LP, on behalf of the Sprott Physical Silver Trust, recently updated its at-the-market equity program, enabling the issuance of up to US$2.00 billion of Trust units in the United States and Canada under an amended and restated sales agreement with multiple agents. The Trust plans to use any proceeds from this expanded program to purchase additional physical silver bullion, underscoring its role as a direct vehicle for precious metal exposure rather than a traditional...

New debt arrangements draw attention to capital structure Comforia Residential REIT (TSE:3282) has set up new loan agreements totaling ¥4,090 million with several major Japanese banks. This move puts its funding profile and capital management choices in focus for unitholders. The borrowing is tied to a JBA 1 month yen TIBOR reference rate of 0.321% and is scheduled to begin accruing interest from February 27, 2026, with payments due on the last business day of each month. One key tranche is a...

Vulcan Materials recently reported a past quarter with revenue rising 14.4% year on year, coming in about 0.8% above analyst expectations and accompanied by a beat on adjusted operating income estimates. While the company delivered the fastest revenue growth among its building materials peers, its slightly softer full-year EBITDA guidance versus analyst forecasts added an important nuance to the results. Next, we’ll examine how Vulcan Materials’ strong revenue momentum but slightly lower...

Recent commentary around Cigna Group (CI) has focused on its cash flow profile, Evernorth health services business, and recession-focused investment arguments, drawing fresh attention to the stock’s valuation and risk profile. See our latest analysis for Cigna Group. At a share price of $279.2, Cigna’s recent 7 day share price return of 2.57% and 30 day share price return of 1.58% sit against a 90 day share price decline of 7.48% and a 1 year total shareholder return decline of 2.96%. This...

Exxon Mobil is reconfiguring its Baytown, Texas facility to expand diesel and Group I to V base stock production, targeting completion by 2028. The company is participating in the planned $20b Bonga South West oil project in Nigeria alongside other major partners. Exxon Mobil has signed an expanded partnership with Comarch to roll out advanced loyalty management programs across key European markets. For investors watching NYSE:XOM, these moves come as the stock trades at $134.97, with a 1...

The Buckle, Inc. announced that long-serving leaders Kari G. Smith, Executive Vice President of Stores and Board member, and Michelle M. Hoffman, Senior Vice President of Sales, will retire from their roles effective February 13, 2026, after careers of 47 years and 46 years with the company, respectively. The simultaneous departure of two executives who helped shape Buckle’s store experience and sales culture for more than four decades raises important questions about future leadership...

If you are wondering whether Hugo Boss is attractively priced or just looks cheap on the surface, this article walks through what the numbers say about its current share price. The stock last closed at €34.80, with a return of a 0.6% decline over 7 days, a 3.9% decline over 30 days, a 4.1% decline year to date, a 21.1% decline over 1 year, and a 38.8% decline over 3 years, while the 5 year return stands at 29.8%. Recent news around Hugo Boss has focused on its position in the premium apparel...

In mid-January 2026, The Goldman Sachs Group, Inc. disclosed that its combined voting rights in AUTO1 Group SE had risen to 6.89%, triggering a regulatory notification under Germany’s Securities Trading Act. This increased stake by a major global financial institution highlights growing institutional engagement with AUTO1 Group’s corporate direction and governance. Next, we’ll examine how Goldman Sachs’ larger voting stake could shape AUTO1 Group’s investment narrative and appeal to...

Natera, Inc. recently reported a peer-reviewed validation in npj Precision Oncology for its Latitude tissue-free MRD assay in colorectal cancer, showing high sensitivity, high specificity and strong prognostic and predictive value, while also issuing preliminary 2025 revenue guidance of about US$2.30 billion, up roughly 35% year over year. Together with ongoing AI-enabled advances in its Signatera franchise and a new collaboration with NVIDIA, the data-rich Latitude study strengthens...

Unity Software (NYSE:U) has partnered with Coda to integrate a global web store platform directly into Unity's In-App Purchasing SDK. The integration allows game developers to launch and manage secure, branded web stores across multiple platforms within their existing Unity workflow. The collaboration is designed to streamline global payments, compliance, and fraud prevention for games monetized outside traditional app stores. Unity Software, trading at $42.34, sits at an interesting point...

Hydro One at a Glance for Investors Hydro One (TSX:H) is drawing investor attention after its recent share performance, with a 1 day return of 0.04%, a month return showing a 1.3% decline, and a past 3 months return of 1.1%. The stock last closed at CA$53.15, with a 1 year total return of 23.3% and longer term 3 year and 5 year total returns of 59.3% and 108.9%. These figures provide a snapshot of how the utility has rewarded shareholders over different time frames. On the fundamentals side,...

S&P Dow Jones Indices recently announced that Westshore Terminals Investment Corporation will be added to the S&P/TSX Canadian Dividend Aristocrats Index, effective February 2, 2026, as part of its annual review. This inclusion highlights Westshore’s dividend track record and may increase its visibility among income-focused investors who follow dividend-oriented indices. Next, we’ll examine how Westshore’s entry into the S&P/TSX Canadian Dividend Aristocrats Index shapes its investment...

MSCI (MSCI) is back in focus after expanding its SimCorp partnership to simplify private market data access for buy side firms, while also keeping digital asset treasuries eligible within its global index frameworks. See our latest analysis for MSCI. These moves on private market data and digital asset treasuries come as MSCI trades at US$589.76, with an 8.75% 90 day share price return and a 57.04% five year total shareholder return that points to momentum built over the longer term, even as...

Altria Group recently reported a quarterly revenue decline of 1.7% year on year, missing analyst expectations on both sales and gross margins and signaling a softer period for its core tobacco operations. The results also showed Altria lagging peers in the broader beverages, alcohol and tobacco space, raising questions about its relative competitive position within the industry. Next, we’ll explore how this earnings miss on revenue and gross margins may influence Altria’s investment...

Tilray Medical, a division of Tilray Brands, recently rebranded its Italian unit as Tilray Medical Italia and expanded its portfolio of EU-GMP certified medical cannabis flowers and oils, supported by a distribution and physician-focused partnership with Molteni Farmaceutici under Italian Ministry of Health regulations. This move aligns with Tilray’s effort to build a unified global medical cannabis platform, alongside recent record quarterly revenue driven by international medical cannabis...

In January 2026, Viking Therapeutics reported published Phase 2 VENTURE trial data for its dual GLP-1/GIP agonist VK2735, showing statistically significant weight loss in people with obesity and a generally mild to moderate side-effect profile. The update also confirmed full enrollment of the large VANQUISH-1 Phase 3 obesity trial, ongoing VANQUISH-2 in type 2 diabetes, and a separate maintenance dosing study that could shape how VK2735 is used long term if approved. We’ll now examine how...