ASX:GGP
ASX:GGPMetals and Mining

Greatland Resources (ASX:GGP): Valuation Check After New Rincon Farm-In and Paterson Exploration Expansion

Greatland Resources (ASX:GGP) has caught fresh attention after striking a multi stage farm in and joint venture deal with Rincon Resources, expanding its exploration reach around the Telfer gold copper hub in Western Australia. See our latest analysis for Greatland Resources. That backdrop has coincided with a sharp re-rating, with the share price closing at A$10.55 and a 30 day share price return of 33.21%, building on a 44.52% year to date share price return that suggests momentum is...
NYSE:SLGN
NYSE:SLGNPackaging

Silgan Holdings (SLGN): Evaluating Valuation After a Weak Year of Share Price Performance

Silgan Holdings (SLGN) has been drifting after a weak year for the stock, even as earnings and revenue continue to inch higher. That gap between share performance and fundamentals is what catches my eye here. See our latest analysis for Silgan Holdings. Over the past year, Silgan’s share price return has been weak, with a year to date decline of about 20 percent and a 1 year total shareholder return of roughly minus 20 percent. However, the recent 1 month share price return has turned mildly...
NasdaqGS:REG
NasdaqGS:REGRetail REITs

How Investors May Respond To Regency Centers (REG) Adding Equity Residential CEO Mark Parrell To Its Board

Regency Centers recently announced that Mark J. Parrell, President and CEO of Equity Residential, was elected to its Board of Directors, expanding the board to twelve members and placing him on the Audit and Investment committees effective January 1, 2026. Parrell’s long track record leading a major residential REIT and serving on multiple corporate boards brings fresh real estate and capital allocation expertise to Regency’s governance bench. Against this backdrop, we’ll explore how...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines (NYSE:AEM): Assessing Valuation After Recent Share Price Strength

Agnico Eagle Mines (AEM) has quietly turned into a strong performer, with the stock up about 3% over the week and nearly 9% over the past month as gold sentiment improves. See our latest analysis for Agnico Eagle Mines. Zooming out, that recent strength builds on a powerful run. The share price is now at $174.21, and a triple digit year to date share price return points to building momentum as investors reassess its growth and risk profile. If Agnico’s rally has your attention and you want to...
NYSE:NTB
NYSE:NTBBanks

How Investors May Respond To Bank of N.T. Butterfield & Son (NTB) Expanding Its Share Buyback Program

Earlier this month, The Bank of N.T. Butterfield & Son Limited announced a new share repurchase program authorizing the buyback of up to 3,000,000 ordinary shares for US$140 million, running through 31 December 2026 and replacing its current plan. This renewed commitment to buybacks highlights how management is using surplus capital to support shareholder returns while balancing other capital allocation priorities. Next, we’ll examine how this expanded share repurchase capacity could...
NYSE:QXO
NYSE:QXOTrade Distributors

How Investors May Respond To QXO (QXO) Analyst Support For Its Acquisition-Focused Integration Strategy

Earlier in December 2025, Morgan Stanley’s Christopher Snyder reiterated a positive rating on QXO, highlighting the company’s efforts to improve acquired operations like BECN and pursue an active M&A pipeline. This combination of analyst optimism and institutional trading models pointing to strong mid- and long-term signals has reinforced investor attention on QXO’s acquisition-driven growth approach. We’ll now examine how this analyst confidence in QXO’s acquisition integration efforts...
NYSE:LEN
NYSE:LENConsumer Durables

Lennar (LEN): Revisiting Valuation After Recent Share Price Slide

Lennar (LEN) has been sliding lately, with the stock down about 12% over the past month and roughly 19% year to date, prompting investors to revisit what they are actually paying for. See our latest analysis for Lennar. That slide reflects a clear shift in sentiment, with the share price now at $107.99 and negative short term share price returns contrasting with a still solid multi year total shareholder return. This suggests that longer term momentum is cooling rather than breaking. If...
NYSE:BG
NYSE:BGFood

Bunge Global (NYSE:BG): Valuation Check After Capital Reduction and Governance Updates

Bunge Global (NYSE:BG) just formally canceled more than 12 million repurchased shares and updated its Swiss capital band, tightening up its equity structure after a stretch of solid earnings driven by the Viterra deal. See our latest analysis for Bunge Global. Despite the capital reduction and leadership reshuffle around the Viterra integration, the stock’s 90 day share price return of 18.58 percent and five year total shareholder return of 62.75 percent suggest momentum is still firmly on...
TSE:9697
TSE:9697Entertainment

Capcom (TSE:9697) Valuation Check as New Sci‑Fi IP PRAGMATA Targets 2026 Multi‑Platform Launch

Capcom (TSE:9697) just put fresh fuel under its long term growth story by unveiling PRAGMATA, a new sci fi IP slated for April 2026, with a PC demo launching now. See our latest analysis for Capcom. Despite the buzz around PRAGMATA, Capcom’s recent share price return has cooled, with a 30 day share price return of minus 11.46 percent and a 90 day share price return of minus 14.19 percent. However, its five year total shareholder return of 125.32 percent still points to strong long term...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings (CPRI) Valuation Check After Wells Fargo Downgrade and Rising Insider Selling

Capri Holdings (CPRI) just got knocked down a peg by Wells Fargo, which now sees a more balanced risk and reward as near term catalysts thin out, even as insider selling picks up. See our latest analysis for Capri Holdings. Even with the downgrade and news that Capri will sell Versace to Prada, the stock’s momentum has been quietly improving. The 90 day share price return of 25.94 percent and the 1 year total shareholder return of 19.67 percent contrast sharply with the deeply negative 3 year...
TSE:9364
TSE:9364Infrastructure

How Kamigumi’s Potential Presidential Transition At Kamigumi (TSE:9364) Has Changed Its Investment Story

On December 12, 2025, Kamigumi Co., Ltd. held a board meeting to consider a change in its Representative Director (President), underscoring a potential leadership transition at the top of the company. This prospective shift in the presidency marks a meaningful corporate governance moment that could influence how investors interpret Kamigumi’s long-term direction and priorities. We will now examine how the potential change in Kamigumi’s Representative Director shapes the company’s investment...
NYSE:OWLT
NYSE:OWLTMedical Equipment

Owlet (OWLT): Valuation Check After New 1 Natural Way Partnership Expands BabySat Insurance Access

Owlet (OWLT) is back on traders’ screens after announcing a new DME partnership with 1 Natural Way, opening insurance backed access to its FDA cleared BabySat monitor for higher risk infants nationwide. See our latest analysis for Owlet. The DME deal lands after a busy stretch that included the UK and Ireland rollout of Owlet360 and a recent shelf registration closing. The market seems to be reassessing the story, with the share price at $14.05 and a powerful year to date share price return...