NYSE:RMD
NYSE:RMDMedical Equipment

Is It Too Late to Consider ResMed After Weight Loss Drug Concerns and DCF Outlook?

Wondering if ResMed at around $245 a share is still good value or if the easy money has already been made? Let us unpack what the current price actually implies about the company. Over the last year ResMed has delivered a 7.8% return, with the stock up 7.6% year to date but only 0.5% over the past month and down 2.2% in the last week. This pattern suggests investors are still calibrating their view of its long term growth and risks. Recent headlines have focused on ResMed’s role in the fast...
NYSE:ACN
NYSE:ACNIT

Reassessing Accenture (ACN) Valuation After Its Recent Share Price Rebound

Accenture (ACN) has quietly outpaced the broader market over the past month, with the stock climbing about 13%, even as its year to date return remains down more than 21%. See our latest analysis for Accenture. At a share price of $273.74, Accenture’s recent 30 day share price return of 13.43% and 90 day gain of 14.27% suggest momentum is rebuilding, even though total shareholder return over the past year remains negative and longer term performance is modestly positive. If Accenture’s...
NYSE:INGR
NYSE:INGRFood

Has Ingredion’s 18% Slide in 2025 Created an Opportunity for Investors?

Wondering if Ingredion at around $111 a share is a bargain or a value trap? You are not alone, and this breakdown is designed to help you decide with confidence. The stock has bounced 2.8% over the last week and 4.4% over the past month, but it is still down 18.1% year to date and 19.3% over the last year, despite being up 61.4% over five years. That pattern reflects a market that has been rethinking Ingredion's role as a steady cash-generating ingredients supplier. Cyclical concerns and...
TSX:FSV
TSX:FSVReal Estate

Does FirstService’s Recent Share Slump Now Present a Fair Valuation Opportunity?

If you are wondering whether FirstService is quietly turning into a bargain or still priced for perfection, this breakdown will help you decide if the current tag on FSV really makes sense. The stock now trades around CA$212, up a modest 0.8% over the last week and 0.6% over the past month, but still down 17.7% year to date and 18.6% over the last 12 months despite a solid 30.2% gain over three years and 25.3% over five. Recently, investors have been reacting to a stream of updates around...
NasdaqGS:MASI
NasdaqGS:MASIMedical Equipment

Is Masimo Attractive After 20% Share Price Slide and Consumer Health Expansion Scrutiny?

Many investors are wondering if Masimo at around $135 a share is a bargain in disguise or a value trap. This stock has been on a lot of watchlists lately. Despite a strong long term track record in medical technology, the stock is down about 2.9% over the last week, 7.7% over the last month, and roughly 20.5% over the past year. This has reset expectations and risk perceptions for many shareholders. Recent headlines have focused on Masimo's ongoing push into non invasive monitoring...
TSE:8972
TSE:8972REITs

KDX Realty Investment (TSE:8972) H1 2026 Revenue Uptick Tests Bearish Slow-Growth Narrative

KDX Realty Investment (TSE:8972) just posted its H1 2026 numbers, with total revenue of about ¥39.9 billion and basic EPS of roughly ¥4,203, giving investors a clean snapshot of how the latest half-year is shaping up. The trust has seen revenue move from roughly ¥39.4 billion in H1 2025 to ¥39.9 billion in H1 2026, while basic EPS has stayed in a similar range at around ¥4,169 to ¥4,203 over the same period. This sets the stage for investors to focus on how margins are evolving beneath the...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Does PayPal’s Slump From Five Year Highs Signal a Long Term Opportunity in 2025?

If you are wondering whether PayPal Holdings is a bargain or a value trap at today’s price, you are not alone. That is exactly what we are going to unpack. The stock is trading around $60.18, down 2.4% over the last week and about flat over the past month, but still sitting roughly 30% lower year to date and more than 70% below its 5 year level. Recent attention around PayPal has focused on its push to reinvigorate growth through new payment tools and partnerships, alongside ongoing efforts...
NYSE:MPC
NYSE:MPCOil and Gas

Is Marathon Petroleum Still Attractively Priced After Its Big Buyback Push and Strong Run?

If you are wondering whether Marathon Petroleum still offers good value after its big run, or if you might be turning up late to the party, this breakdown will help you decide whether the current price makes sense. Even after a recent pullback, with the share price down 8.8% over the last week and 11.0% over the past month, Marathon is still up 23.3% year to date and 381.5% over five years, which highlights how strong the longer term story has been. Recent headlines have focused on Marathon...
NYSE:BMY
NYSE:BMYPharmaceuticals

What Bristol-Myers Squibb (BMY)'s Oncology Milestones and Steady Dividend Mean For Shareholders

Bristol Myers Squibb recently reported a series of oncology milestones, including FDA priority review for Opdivo plus AVD in advanced classical Hodgkin lymphoma and U.S. approval of Breyanzi for relapsed or refractory marginal zone lymphoma, alongside new hematology data at the ASH Annual Meeting. At the same time, the company extended its 94-year dividend record with a US$0.63 quarterly common dividend and secured new antibody-discovery collaborations, underscoring how late-stage...
NYSE:JNJ
NYSE:JNJPharmaceuticals

The Bull Case For Johnson & Johnson (JNJ) Could Change Following New Subcutaneous RYBREVANT FASPRO Approval

Johnson & Johnson recently received U.S. FDA approval for RYBREVANT FASPRO™, the first subcutaneous amivantamab-based therapy for EGFR‑mutated non‑small cell lung cancer, covering all existing RYBREVANT® indications. The approval, backed by Phase 3 data showing at least comparable pharmacokinetics and signals of longer survival versus intravenous dosing, underscores how J&J is pairing oncology innovation with treatment convenience and potential system‑wide efficiency gains. We’ll now examine...
NYSE:HESM
NYSE:HESMOil and Gas

What Hess Midstream (HESM)'s 2026 Earnings Outlook and Board Shake-up Means For Shareholders

Hess Midstream recently issued full-year 2026 guidance, forecasting net income of US$650 million to US$700 million and outlining expected gathering, processing, and terminal volumes across its Bakken-focused midstream network. The company also reshaped its board leadership by appointing existing director Kristi McCarthy as Chair and adding Chevron executive Barbara Harrison, highlighting the deepening alignment with its largest customer and partner. Next, we’ll examine how this new 2026...
NYSE:TMO
NYSE:TMOLife Sciences

Is Thermo Fisher Still Attractively Priced After Its 2025 Share Price Gains?

Wondering if Thermo Fisher Scientific is still worth buying at these levels, or if the market has already priced in the upside? This breakdown will help you see where the real value might be hiding. The stock is up 7.7% year to date and 9.3% over the last year, even after a recent pullback of around 2.8% over the past week and 2.3% over the last month. This suggests sentiment is positive but not euphoric. Recently, investors have been reacting to Thermo Fisher's ongoing role in high growth...
NYSE:ECL
NYSE:ECLChemicals

Has Ecolab’s Strong Multi Year Rally Already Priced In Its Growth Story?

Wondering if Ecolab at around $261 a share is still a smart buy, or if the easy money has already been made? Let us unpack what the market might be pricing in and where the value really sits. The stock is up 1.7% over the last week, 2.5% over the past month, and 13.4% year to date, with a strong 87.4% gain over three years and 29.7% over five, which suggests investors have been steadily bidding up its quality story. Recently, investors have been paying closer attention to Ecolab as demand...
NYSE:UI
NYSE:UICommunications

Does Ubiquiti (UI) Losing an Audit Director Expose Deeper Governance Vulnerabilities?

Ubiquiti Inc. recently reported that long-serving director Ronald A. Sege, who joined the board in 2012 and chaired its nominating and corporate governance committee while also serving on the audit and compensation committees, passed away on November 30, 2025, leaving his Class II board seat vacant. His death has reduced the audit committee to two independent directors, putting Ubiquiti out of compliance with New York Stock Exchange rules that require at least three independent audit...
NYSE:CNR
NYSE:CNROil and Gas

Core Natural Resources (CNR): Reassessing Valuation After Leer South Restart and West Elk Productivity Gains

Core Natural Resources (CNR) just cleared a major operational overhang, bringing its Leer South longwall mine back online after a combustion related shutdown and stabilizing productivity at West Elk, which may support a cleaner 2026 earnings picture. See our latest analysis for Core Natural Resources. The restart at Leer South has helped steady sentiment after a bruising stretch. A 90 day share price return of 8.46% contrasts with a weaker year to date and one year total shareholder return,...
TSX:BTE
TSX:BTEOil and Gas

Is It Too Late to Consider Baytex After Its Ranger Oil Deal and 548% Five Year Surge?

If you are wondering whether Baytex Energy is still good value after its run, you are not alone. This piece will walk through what the current price actually bakes in. Over the last year the stock is up 36.5%, with a 13.9% gain year to date on top of a large 5 year return of 548.5%. This naturally raises the question of how much upside might be left from here. Recent moves in Baytex have been shaped by shifting oil price expectations and ongoing integration work following its Ranger Oil...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Is Bombardier’s 1773% Five Year Surge Still Supported by Cash Flow Forecasts in 2025?

If you are wondering whether Bombardier's huge run up has already priced in the story or if there is still value left on the table, this article will walk you through what the current market price might really be saying. The stock has climbed 5.3% over the last week and month, and it is up an eye catching 127.6% year to date and 133.7% over the past year, with a massive 306.4% gain over three years and 1773.1% over five years that has sharply changed how investors think about its risk and...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix (NFLX) Valuation Check After a 16.9% One-Month Share Price Pullback

Netflix (NFLX) has quietly slipped over the past month, even as its underlying business continues to generate solid growth in revenue and earnings. That disconnect is where the investment story gets interesting. See our latest analysis for Netflix. Over the past year Netflix’s share price has swung from strong gains to a sharp 1 month pullback of 16.9%, even as its 3 year total shareholder return of 218.4% shows that long term momentum remains very much intact. If Netflix’s shift into games...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is SoFi (SOFI) Still Overvalued After Its Strong Year-to-Date Rally?

SoFi Technologies (SOFI) has pulled back about 5% in the past week and 14% over the past 3 months, even though the stock is still up roughly 79% year to date. See our latest analysis for SoFi Technologies. The recent pullback looks more like a pause than a trend reversal, with SoFi’s 1 year total shareholder return of 68.13% and exceptional 3 year total shareholder return of 451.75% still signaling strong underlying momentum and improving sentiment around its growth story. If SoFi’s run has...
TSX:PPL
TSX:PPLOil and Gas

How Investors Are Reacting To Pembina Pipeline (TSX:PPL) Cedar LNG Deal And Peace Pipeline Expansion

Pembina Pipeline recently released its 2026 financial guidance, approved a CA$200 million expansion of the Peace Pipeline System, and finalized a 12-year Cedar LNG capacity agreement with Ovintiv, all of which were announced earlier this month. By fully remarketing its 1.5 million-tonne Cedar LNG capacity under long-term contracts while expanding core pipelines, Pembina is reinforcing the stability and visibility of its future fee-based cash flows. We’ll now examine how Pembina’s long-term...
NYSE:AFL
NYSE:AFLInsurance

The Bull Case For Aflac (AFL) Could Change Following Its New Ethos Digital Distribution Tie-Up

Ethos recently announced a partnership with Aflac Incorporated to distribute Aflac’s supplemental cancer insurance through Ethos’s fully digital platform, giving consumers quicker access to cash benefits for cancer-related expenses with no deductibles and simplified claims. The deal highlights how Aflac can plug its specialized supplemental health products into a third-party insurtech ecosystem, potentially broadening reach without rebuilding its own end-to-end digital distribution. We’ll...