NYSE:WTTR
NYSE:WTTREnergy Services

Assessing Select Water Solutions (WTTR) Valuation as Dual Listing and Business Model Shift Draw Investor Focus

Investors are paying close attention to Select Water Solutions (WTTR) after Texas Capital Securities kicked off coverage, highlighting the company’s shift toward a steadier infrastructure-focused business model and its new dual listing on NYSE Texas. See our latest analysis for Select Water Solutions. The company’s announcement of a dual listing and upcoming quarterly earnings release has put the spotlight back on its shares, which have seen a recent uptick despite a tough year. Even after a...
TSX:PPL
TSX:PPLOil and Gas

Can Pembina Pipeline’s Latest Refinancing Move Reshape Its Capital Efficiency Narrative? (TSX:PPL)

Pembina Pipeline Corporation has closed its offering of CA$225 million aggregate principal amount of 5.95% Fixed-to-Fixed Rate Subordinated Notes, Series 2, due June 6, 2055, using the proceeds to redeem all outstanding Series 9 Class A Preferred Shares on December 1, 2025. This refinancing step provides Pembina with a lower cost, longer-term source of capital, reflecting its ongoing attention to capital structure optimization and preferred share management. Next, we'll consider how...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

A Look at Pagaya Technologies (NasdaqCM:PGY) Valuation After Expanding Credit Facility and Lowering Borrowing Costs

Pagaya Technologies (NasdaqCM:PGY) just took a major step by expanding its revolving credit facility from $58 million to $132 million, while also significantly lowering its borrowing costs. These moves enhance financial flexibility and demonstrate rising lender confidence. See our latest analysis for Pagaya Technologies. Pagaya Technologies’ revamped credit facility comes after a remarkable rally, with the share price up over 190% year-to-date. That surge reflects not just investor enthusiasm...
NYSE:NOG
NYSE:NOGOil and Gas

How Will Northern Oil and Gas (NOG) Balance Growth and Risk After Its New $725 Million Debt Raise?

On October 1, 2025, Northern Oil and Gas, Inc. announced it had issued US$725 million in 7.875% Senior Notes due 2033, with semi-annual interest payments and early redemption terms available at a premium before October 2028. This move gives the company substantial additional funding, which may affect both its debt load and options for capital allocation over the next several years. We will now examine how this significant increase in long-term debt financing shapes Northern Oil and Gas's...
NYSE:PEG
NYSE:PEGIntegrated Utilities

PSEG's Expanded $24 Billion Investment Plan Might Change the Case for Investing in PEG

Earlier in 2025, Public Service Enterprise Group announced an increase to its five-year capital spending plan, raising it to US$24 billion and committing to this investment without issuing new equity or selling assets. This move, alongside a 14th consecutive annual dividend increase and the extension of its PSEG Long Island contract, reflects a consistent emphasis on delivering shareholder rewards and building stable recurring revenue streams. Let's examine how this sizable capital...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

What Monolithic Power Systems (MPWR)'s Patent Lawsuit Means for Shareholders Amid Sector Uncertainty

In October 2025, Reed Semiconductor Corp. filed a patent infringement lawsuit against Monolithic Power Systems in the United States District Court for the Western District of Texas, alleging infringement of a patent covering power semiconductor devices and asserting claims of bad-faith interference with business relationships. This legal action arose amid heightened demand for Monolithic Power Systems' power management products, particularly in the growing artificial intelligence and server...
NYSE:BABA
NYSE:BABAMultiline Retail

Why Alibaba (BABA) Is Down 10.9% After Completing Major Note Exchange and Boosting AI Investments

Earlier this month, Alibaba Group Holding Limited completed an exchange offer for US$2.65 billion of USD-denominated senior unsecured notes originally issued in November 2024, successfully exchanging and cancelling the overwhelming majority of the outstanding notes. This large-scale debt refinancing was accompanied by significant AI and cloud infrastructure investments, new overseas data center expansions, and increased attention from major institutional investors, underscoring Alibaba's...
TSE:4901
TSE:4901Tech

Is FUJIFILM (TSE:4901) Fairly Valued? A Fresh Look After Recent Share Price Pullback

FUJIFILM Holdings (TSE:4901) shares have moved lower over the past week, with investors weighing recent price swings against the company’s steady annual revenue and net income growth. The stock’s long-term performance continues to draw attention from those focused on valuation. See our latest analysis for FUJIFILM Holdings. FUJIFILM Holdings’ share price has seen a pullback this week, and while momentum has faded slightly in recent sessions, the company’s strong three- and five-year total...
NYSE:ET
NYSE:ETOil and Gas

A Look at Energy Transfer’s Valuation Following Major Uinta Basin Export Expansion Deal

Energy Transfer has signed an agreement with FourPoint Resources to expand the Price River Terminal in Utah. The goal is to double export capacity and improve logistics for American Premium Uinta crude. This initiative supports the company’s growth strategy. See our latest analysis for Energy Transfer. Energy Transfer's deal to boost terminal capacity comes on the heels of a steady stream of growth-focused announcements over the past year, including further investments in natural gas...
NYSE:PHM
NYSE:PHMConsumer Durables

Does the Recent Share Decline Signal a New Opportunity for PulteGroup in 2025?

If you’ve got your eye on PulteGroup, you’re probably wondering whether its share price is signaling a golden opportunity or a warning sign. The company has seen its stock take a breather lately, dropping 11.1% over the past week and down 12.1% for the month. Year to date, though, it’s still up 11.9%. If you zoom out, PulteGroup’s five-year return stands at an impressive 172.9%. That kind of growth definitely grabs attention, even after factoring in a recent 1-year drop of 14.8%. Big swings...
NYSE:FIX
NYSE:FIXConstruction

Assessing Comfort Systems USA (FIX) Valuation as Modular Expansion Targets Tech and Industrial Demand Growth

Comfort Systems USA (FIX) is expanding its modular construction business, which now represents a larger share of company revenues. The initiative includes boosting modular capacity, as well as investing in productivity and automation enhancements. See our latest analysis for Comfort Systems USA. Comfort Systems USA’s modular construction push arrives at a time when momentum in the share price is hard to miss. With a 1-month share price return of 12.3% and a remarkable 97.4% move year-to-date,...
NYSE:EQR
NYSE:EQRResidential REITs

Negative Rent Growth Could Be a Game Changer for Equity Residential (EQR)

In recent weeks, the U.S. apartment market recorded its first period of negative rent growth since 2009, signaling a cooling economy and presenting new challenges for residential REITs like Equity Residential ahead of their third-quarter earnings releases. Despite this slowdown, demand for rentals remains above the decade average, with many tenants choosing to stay, suggesting a normalization of market conditions instead of a crisis. With Equity Residential's upcoming earnings report drawing...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX): Assessing Valuation in Light of Proposed Securities Litigation Settlement

Equinix (EQIX) is in the spotlight after announcing a proposed $41.5 million settlement to resolve an ongoing securities litigation. A court hearing is set for December to determine whether the agreement will be approved. See our latest analysis for Equinix. The proposed legal settlement now has investors weighing Equinix’s risk profile against its long-term growth track record. Although the year-to-date share price return is down 14.6%, its three-year total shareholder return stands out at...
NYSE:AVNT
NYSE:AVNTChemicals

Is Avient's Fifteenth Straight Dividend Hike Reframing Its Capital Allocation Strategy (AVNT)?

Avient Corporation's Board of Directors has announced a quarterly cash dividend increase to US$0.275 per share, marking the fifteenth consecutive annual raise; the dividend will be paid on January 7, 2026, to shareholders of record as of December 12, 2025. This sustained dividend growth highlights the company's ongoing commitment to returning capital to shareholders, particularly as it signals confidence in Avient's long-term cash generation. We'll now consider how Avient's fifteenth...
TSE:6952
TSE:6952Consumer Durables

Assessing Casio (TSE:6952) Valuation Following Daft Punk-Inspired G-SHOCK Collaboration Announcement

Casio ComputerLtd (TSE:6952) is making waves with an eye-catching announcement: a limited-edition G-SHOCK collaboration with PLEASURES and Daft Punk. The release highlights Casio’s ongoing push to blend technology with cultural icons. See our latest analysis for Casio ComputerLtd. Casio’s share price has gained 5.97% over the past 90 days, suggesting a modest rebound as enthusiasm builds around headline collaborations like the Daft Punk release. Although the year-to-date share price return...
NYSE:AR
NYSE:AROil and Gas

Antero Resources (AR): Assessing Valuation After Analyst Highlights on Efficiency Gains and Upgraded Production Targets

Antero Resources (AR) is drawing attention after recent analyst updates highlighted upgraded production goals and significant decreases in capital costs. The company’s ongoing debt reduction efforts further underscore its strengthening financial position and efficiency improvements. See our latest analysis for Antero Resources. After a strong run last year, Antero Resources’ share price has slipped nearly 9% since January despite upbeat news on efficiency and cash flow, suggesting mixed...
TSE:1808
TSE:1808Consumer Durables

A Look at HASEKO's (TSE:1808) Valuation Following Its Completed Share Buyback Program

HASEKO (TSE:1808) just wrapped up its planned buyback, repurchasing over 5.5 million shares, or about 2% of its outstanding stock. The program, finished as scheduled, may offer signals for value-focused investors. See our latest analysis for HASEKO. HASEKO shares have built solid momentum this year, with a year-to-date share price return of 21.8% and a standout 1-year total shareholder return of 34.5%. The recently completed buyback adds to a run of positive news and reinforces confidence in...
TSE:6013
TSE:6013Machinery

Takuma (TSE:6013): Assessing Valuation Following Completion of Major Share Buyback Program

Takuma (TSE:6013) has wrapped up its previously announced buyback program, purchasing a total of 3.4 million shares, or about 4% of its outstanding stock, since March. This capital allocation move can shift both investor sentiment and share dynamics. See our latest analysis for Takuma. Takuma’s buyback wraps up at a time when its shares have already enjoyed strong upside, with a year-to-date share price return of nearly 35%. Recent weeks brought some profit-taking; shares slipped about 2% in...
ASX:MLX
ASX:MLXMetals and Mining

Discover 3 ASX Penny Stocks With Market Caps Under A$2B

As the Australian market experiences a modest uptick, bolstered by renewed investor confidence following recent developments in U.S.-China trade tensions, attention turns to opportunities within smaller cap stocks. Penny stocks, though an older term, remain relevant as they often represent smaller or newer companies with potential for growth. By focusing on those with strong financial health and clear growth prospects, investors can uncover promising opportunities in this niche area of the...