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For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

MGE Energy, Inc. ( NASDAQ:MGEE ), might not be a large cap stock, but it saw significant share price movement during...

Morgan Stanley just shifted Lottomatica Group (BIT:LTMC) to Overweight, pointing to Italy's upcoming licensing round, market share opportunities, a recovering PWO platform, and an enhanced buyback program as key drivers for shareholder returns. See our latest analysis for Lottomatica Group. That upgrade drops into a backdrop where Lottomatica’s share price has climbed to €21.92 and delivered a hefty year to date share price return of 69.27%, with a 1 year total shareholder return of 73.41%...

Healthcare Realty Trust (HR) is back in focus after Cantor Fitzgerald backed its ongoing strategic overhaul, highlighting that the REIT’s planned asset sales of more than 1 billion dollars align with falling cap rates in medical office deals. See our latest analysis for Healthcare Realty Trust. That backdrop helps explain why, even with the latest share price at $17.18 and a softer 1 month share price return, Healthcare Realty Trust still shows a positive year to date share price return and...

In early December 2025, UL Solutions Inc. completed a US$975 million follow-on equity offering of 12,500,000 Class A common shares at US$78 each, with UBS Securities LLC joining as co-lead underwriter. This sizeable equity raise expands UL Solutions’ financial flexibility, potentially influencing how investors think about its funding mix, growth investments, and future dilution. With this large equity raise now completed, we’ll explore how it may reshape UL Solutions’ investment narrative...

Aon (AON) has escalated its rivalry with Howden into the courts, alleging a coordinated raid on its US brokerage talent and confidential data that pulled more than 45 employees toward the competitor. See our latest analysis for Aon. Despite the legal flare up with Howden and a steady drumbeat of operational updates, Aon’s latest share price of $353.79 leaves it roughly flat year to date on a share price return basis. At the same time, a solid five year total shareholder return of about 76...

ONEOK (OKE) has been drifting after a choppy stretch for energy names, but the stock’s recent pullback contrasts with its solid profit growth and invites a closer look at whether the market is over-discounting execution risk. See our latest analysis for ONEOK. Over the past year, ONEOK’s share price return has been pressured by shifting sentiment toward energy demand and rate expectations, even as its 5 year total shareholder return of 150.03% points to a business that has historically...

In December 2025, Elanco Animal Health used its Investor Day to outline cost-saving reorganizations, fresh U.S. R&D and manufacturing investments, and meaningful regulatory progress toward USDA approval for its Befrena™ canine dermatitis therapy. Taken together, the planned Elanco Ascend productivity gains, expanded innovation footprint, and a potential first-in-class pet immuno-therapeutic highlight a sharpened focus on higher-value growth opportunities. Now we'll examine how Elanco's...

Modine Manufacturing (MOD) is back on investors radar after fresh Buy ratings from D.A. Davidson and UBS, both pointing to the company’s growing role in data center cooling and its potential for long term revenue expansion. See our latest analysis for Modine Manufacturing. The latest pullback, including a 1 day share price return of minus 15.3 percent, comes after a strong run. Year to date share price gains are still above 20 percent and a remarkable multi year total shareholder return above...

Earlier in 2025, Coca-Cola Europacific Partners committed about €1.00 billion to expand manufacturing capacity, upgrade its supply chain, accelerate digital innovation, and advance sustainability, while also running an ongoing share buyback program of up to €1.00 billion with shares repurchased for cancellation. Alongside these investments, continued buybacks and share acquisitions by senior managers via dividend reinvestment plans highlight management’s confidence and tighter alignment with...

Edenred (ENXTPA:EDEN) just moved deeper into e mobility, teaming up with Daimler Truck to provide the software backbone for Europe focused TruckCharge, a semi public charging network for heavy electric vehicles. See our latest analysis for Edenred. Even with this strategically timed push into e mobility, Edenred’s 1 year total shareholder return of minus 36.7% and 3 year total shareholder return of minus 60.1% show longer term sentiment has been weak. However, the recent 7 day share price...

SCR-Sibelco (ENXTBR:094426466) has quietly outperformed over the past year, even as returns were mixed in the past 3 years and 5 years. This makes the current share price worth a closer look. See our latest analysis for SCR-Sibelco. With the share price now at $4,700 and a modest 1 month share price return of 1.73 percent, the real story is the 1 year total shareholder return of 9.3 percent, which suggests momentum is quietly rebuilding after a tougher multi year patch. If SCR-Sibelco’s...

Vestis (VSTS) just posted fourth quarter and full year 2025 results that deepened its losses even as revenue held roughly steady, and management guided 2026 sales to be flat to slightly lower, spotlighting ongoing execution challenges. See our latest analysis for Vestis. Despite that cautious outlook, investors have been speculating on a turnaround, with a 30 day share price return of 42.32 percent and a 90 day share price return of 84.91 percent, even though the 1 year total shareholder...

Hudbay Minerals (TSX:HBM) has been in focus after Mitsubishi committed US$600 million for a 30% stake in the Copper World project, just as higher copper prices follow disruptions at Freeport’s Grasberg mine. See our latest analysis for Hudbay Minerals. That Mitsubishi deal and the tailwind from tighter copper supply are landing on an already strong base. Hudbay’s share price has delivered a 109.71% year to date return and a 281.15% three year total shareholder return, suggesting momentum is...

Mitsui Fudosan Accommodations Fund (TSE:3226) has been drawing investor attention after reshuffling its portfolio with new property acquisitions and sales, and then backing that up with an upward revision to its 2026 earnings outlook. See our latest analysis for Mitsui Fudosan Accommodations Fund. Those portfolio moves and the higher 2026 outlook seem to be feeding into sentiment, with the unit price at ¥131,700 and an 11.99 percent year to date share price return. The 1 year total...

Bonava has contracted Veidekke ASA to build the Visthuset block in Sigtuna, Sweden, a SEK 217 million design-and-build project comprising 91 rental apartments designed to care home standards, scheduled for completion in December 2027. The project strengthens Veidekke’s position in Swedish sustainable housing, targeting Miljöbyggnad 4.0 Silver certification and a 20% lower climate impact than standard apartment buildings. We’ll now examine how this Miljöbyggnad-targeted care home project in a...

In December 2025, Teradyne Robotics announced plans to open a new U.S. Operations Hub in Wixom, Metro Detroit, from 2026, focused on manufacturing Universal Robots cobots, expanding training and service capabilities, and creating over 200 jobs to support advanced manufacturing across the Americas. The choice of Michigan’s manufacturing corridor and the potential to add MiR autonomous mobile robots highlight Teradyne’s push to be physically closer to key industrial customers while aligning...

Loews Corporation recently announced that long-serving directors Ann E. Berman and Charles M. Diker will retire from its Board at the 2026 Annual Meeting, with the Board expected to shrink to ten members, and received a largely favorable Delaware Supreme Court ruling related to its 2018 Boardwalk Pipelines transaction. These board changes, combined with continued revenue and earnings growth driven by CNA Financial’s improved underwriting and higher investment income, highlight how Loews is...

Guardant Health (GH) just deepened its footprint in oncology research with a new alliance, pairing its liquid biopsy data with Trial Library’s AI platform to make cancer trial access smoother and more equitable across the United States. See our latest analysis for Guardant Health. Those kinds of partnerships have landed at a moment when sentiment has already turned sharply, with Guardant’s 90 day share price return of 84.24 percent and year to date share price gain of 221.28 percent signaling...

In early December 2025, The Campbell's Company reported first‑quarter fiscal 2026 results showing net sales of US$2,677 million and net income of US$194 million, both down from a year earlier, while also issuing US$548.812 million of 4.550% senior unsecured notes due 2031 priced slightly below par. The combination of softer volumes, pressure on margins, high short interest, and fresh debt issuance has sharpened investor focus on Campbell’s balance sheet strength and its ability to improve...

In the past week, Monolithic Power Systems, Inc. declared a fourth-quarter cash dividend of US$1.56 per share, payable on January 15, 2026, to shareholders of record as of December 31, 2025. The dividend announcement comes alongside the company’s upcoming inclusion in the Nasdaq 100 Index, underlining its growing scale and profile in global power semiconductor markets. We’ll now explore how the Nasdaq 100 inclusion may influence Monolithic Power Systems’ existing investment narrative around...

In December 2025, American Bureau of Shipping, ENEOS, Nippon Yusen Kabushiki Kaisha and SEACOR Holdings began a joint study to develop a low‑carbon methanol bunkering and supply chain network along the U.S. Gulf Coast, targeting the first commercial-scale ship-to-ship methanol bunkering operations in the country. The collaboration positions NYK Line to apply its LNG bunkering experience to emerging methanol fuel infrastructure, aligning its shipping operations with the International Maritime...

Earlier this month, Sotera Health reported stronger-than-expected third-quarter 2025 results and affiliates of Warburg Pincus and GTCR launched a 30 million-share secondary offering, for which Sotera will cover expenses but receive no proceeds. On the same day, Chairman and CEO Michael B. Petras Jr. sold 749,199 Sotera shares for about US$12.3 million, spotlighting insider activity just after the earnings beat. Now, we'll explore how the CEO's sizeable share sale and the secondary offering...

AppFolio (APPF) just caught fresh attention after UBS kicked off coverage with a Buy call. The firm highlighted steady customer spending and limited competitive pressure, a backdrop that helps frame the stock’s recent pullback. See our latest analysis for AppFolio. That upbeat call lands after a choppy stretch, with the share price at $231.43 posting a 30 day share price return of negative 6.67 percent and a 1 year total shareholder return of negative 12.22 percent, even as the three year...