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OGE Energy (OGE) is back on income investors radar after pairing a fresh 345 million public equity offering with its 19th straight yearly dividend increase. This combination says a lot about management priorities. See our latest analysis for OGE Energy. At a share price of $43.05, OGE’s near term share price return has been a bit soft, but its multi year total shareholder returns suggest steady compounding rather than fading momentum. This latest equity raise and dividend hike reinforces that...

Wilmar International announced that founder-chairman Kuok Khoon Hong stepped down from the Risk Management and Board Sustainability Committees on December 1, 2025, with George Yeo and Soh Gim Teik joining these committees and the Risk Management Committee now comprising only independent directors. This governance reshaping comes alongside Wilmar’s efforts to manage legal and regulatory challenges while its core operations show improved profitability and momentum. We’ll now examine how the...

Merck recently reported that the European Medicines Agency’s CHMP has recommended expanding WINREVAIR’s pulmonary arterial hypertension indication in Europe to include higher-risk WHO Functional Class II–IV adults, following strong Phase 3 ZENITH data on morbidity and mortality outcomes. This regulatory momentum strengthens WINREVAIR’s position as a differentiated activin signaling inhibitor in a serious disease area, potentially broadening its role as one of Merck’s key growth drivers...

Neurocrine Biosciences (NBIX) has quietly kept shareholders rewarded this year, with the stock up about 11% year to date and roughly 21% over the past year despite recent minor pullbacks. See our latest analysis for Neurocrine Biosciences. That pattern of a modest 1 day share price pullback against a solid 30 day share price return of 5.48 percent and a 1 year total shareholder return above 20 percent suggests positive momentum is still broadly intact, as investors reassess growth and risk in...

Earlier this year, MGIC Investment reported third-quarter 2025 earnings per share of US$0.83, topping analyst expectations of US$0.74, while also continuing its program of aggressive share repurchases and marking a seventh consecutive annual dividend increase. This combination of earnings outperformance and steadily rising capital returns points to management’s confidence in MGIC’s underlying mortgage insurance franchise and its ability to keep rewarding shareholders over time. Next, we’ll...

Wondering if Berkshire Hathaway is still a smart buy at around $499 a share, or if most of the upside has already been priced in? You are not alone. That is exactly what this piece is going to unpack. Despite a modest dip of 1.0% over the last week and 1.9% over the last month, the stock is still up 10.7% year to date and 9.1% over the last year, with a 66.5% gain over three years and 123.6% over five years that keeps long term holders smiling. Recent headlines have focused on Berkshire's...

Constellation Brands (STZ) has quietly climbed about 14% over the past month even as its year to date return remains sharply negative, a setup that has investors rethinking whether the recent rebound has room to run. See our latest analysis for Constellation Brands. That rebound sits against a much tougher backdrop, with the year to date share price return still deeply negative and the one year total shareholder return also in the red. This suggests sentiment is stabilizing but not yet...

Earlier this month, C3 AI announced that the U.S. Army Rapid Capabilities and Critical Technologies Office selected its AI platform to power contested logistics, while the U.S. Department of Health and Human Services chose C3 AI to build a unified, secure data foundation across NIH and CMS using its agentic AI technology. Together with recently earned FedRAMP Moderate authorization, these wins highlight C3 AI’s growing role as a trusted provider of secure, large-scale AI systems for...

In early December 2025, TELUS moved to reshape its balance sheet and capital allocation by issuing junior subordinated notes in both US$1.50 billion and C$800.00 million tranches, alongside tender offers for several long-dated bonds, while also pausing dividend growth and planning to phase out its discounted Dividend Reinvestment Plan. This shift toward debt refinancing, deleveraging, and fully cash-covered dividends marks a clear reset of TELUS’s long-running income-focused approach in...

Air Products and Chemicals (APD) just moved deeper into the low carbon ammonia game, entering advanced negotiations with Yara on massive US and Saudi projects that could reshape its long term clean energy revenue mix. See our latest analysis for Air Products and Chemicals. Despite these ambitious ammonia and hydrogen projects, Air Products and Chemicals has been under pressure, with a roughly 16 percent 90 day share price return and 20 percent one year total shareholder return both firmly in...

Mastercard (MA) just doubled down on its confidence, rolling out a new $14 billion buyback and a 14% dividend hike, right as it inks fresh growth partnerships with TerraPay and WooCommerce. See our latest analysis for Mastercard. Those buybacks and partnerships are landing against a solid backdrop, with the share price at $571.93 after a strong recent rebound and a roughly high single digit year to date share price return. At the same time, the multi year total shareholder return still...

Recent Performance Puts MarketAxess in Focus MarketAxess Holdings (MKTX) has quietly climbed over the past week, even as its longer term returns remain weak. That mix of short term strength and multi year drawdown is drawing value oriented investors back for another look. See our latest analysis for MarketAxess Holdings. The recent 7 day share price return of 7.0 percent to around $178.99 stands in sharp contrast to a year to date share price decline of just over 20 percent, signaling a...

Earlier this month, the Portland Timbers named Bank of America as their new front-of-jersey partner in a multi-year deal focused on inclusive youth soccer initiatives, while Tillamook moved to the sleeve patch and maintained its community involvement. The partnership brings Bank of America’s Soccer with Us program to Oregon and Southwest Washington, combining brand visibility with grassroots investment through free camps, equipment donations, and plans to build or resurface 10 community...

Citigroup (C) has quietly delivered a strong run for shareholders, with the stock up about 60% year to date and roughly 62% over the past year, outpacing many big bank peers. See our latest analysis for Citigroup. That surge in confidence is showing up in the numbers, with a roughly 11% 1 month share price return building on a near 60% year to date share price gain and a powerful multi year total shareholder return trend. If Citigroup’s momentum has you thinking more broadly about the market,...

Roku (ROKU) has suddenly moved higher after a wave of upbeat coverage from Jefferies and JPMorgan, with both firms flagging 2026 as a key proving ground for Roku's evolving monetization story. See our latest analysis for Roku. That optimism has quickly fed into the tape, with the 1 day and 7 day share price returns of 1.10% and 7.37% adding to a 44.27% year to date share price gain. A 3 year total shareholder return above 130% suggests momentum is rebuilding around Roku's streaming and...

Record earnings and dividend shift put TFS Financial (TFSL) in focus TFS Financial (TFSL) just wrapped up a record fiscal year, with stronger net interest margins and brisk mortgage and home equity growth. At the same time, its mutual holding company chose to waive dividends, reshaping how investors think about total return here. See our latest analysis for TFS Financial. The record fiscal year and dividend waiver come against a backdrop of steady gains, with the share price up around 11...

Texas Pacific Land Corporation has already amended its certificate of incorporation to enable a three-for-one stock split, increasing authorized common shares from 46,536,936 to 139,610,808 effective December 22, 2025. This stock split, combined with fresh analyst coverage and ongoing interest from a major shareholder, could reshape how investors think about TPL’s liquidity and long-term positioning. We’ll now explore how the three-for-one stock split and higher authorized share count...

Tilray Brands recently announced that its Redecan unit launched Amped Live Resin Liquid Diamond 1g 510 cartridges in Canada, while also promoting a broad 2025 holiday drink gift guide across its craft beer, spirits, RTD cocktails, and hemp-derived THC beverage portfolio. These product moves arrive as reports of a potential U.S. federal rescheduling of marijuana toward Schedule III reshape expectations for Tilray’s cannabis and beverage-led growth opportunities. We’ll now examine how the...

Wondering if ANI Pharmaceuticals is still good value after its big run, or if you might be late to the party? You are in the right place to break down what the current price really implies. The stock has cooled slightly in the short term, with the share price down 1.7% over the last week and 4.3% over the past month. It is still up 45.0% year to date and 42.1% over the last year, and a huge 111.2% and 157.9% over the past 3 and 5 years respectively. Recent attention around ANI...

In its recently reported Q3 2025 results, ConocoPhillips beat analyst expectations, raised full-year production guidance, and lowered operating cost guidance, signaling stronger-than-anticipated operational performance. Alongside this, the company stood out in U.S. shale by improving Delaware Basin well productivity in 2025, even as peers generally faced softer results and productivity concerns. With ConocoPhillips increasing full-year production guidance despite sector-wide supply risks,...

Pembina Pipeline (TSX:PPL) slipped after quarterly earnings came in below expectations, prompting investors to recheck how its pipelines, facilities, and marketing operations compare with shifting energy demand and evolving regulations. See our latest analysis for Pembina Pipeline. At around CA$54.06, Pembina’s muted recent share price returns sit in contrast to a robust five year total shareholder return of about 123 percent, suggesting long term investors are still being rewarded even as...

AerCap Holdings N.V. recently authorized a share repurchase program of up to US$1,000 million through June 30, 2026, alongside new leasing deals and the first delivery of a Boeing 777-300ERSF freighter to Fly Meta Leasing. Together, the sizeable buyback and expanding freighter and narrowbody leasing activity highlight AerCap’s ongoing focus on capital returns and strengthening its position in the cargo segment. We’ll now explore how AerCap’s US$1,000 million share repurchase authorization...

Autodesk stock steadies as long term performance diverges Autodesk (ADSK) shares have cooled off recently, with the stock down over the past 3 months even as the company continues to grow revenue and earnings at a healthy double digit clip. See our latest analysis for Autodesk. Over the past year, Autodesk’s share price return has been roughly flat while its three year total shareholder return of about 55% still speaks to solid long term momentum. This suggests recent weakness reflects cooler...

Protagonist Therapeutics (PTGX) shares are back on traders radar after the company and partner Takeda highlighted 52 week Phase 3 VERIFY data for rusfertide in polycythemia vera ahead of an ASH oral presentation. See our latest analysis for Protagonist Therapeutics. The VERIFY update lands on top of a powerful run, with the share price now at $95.35 after a 63.33% 3 month share price return and a huge 3 year total shareholder return of 882.99%. This suggests momentum and expectations are...