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In late November 2025, investor John Paulson increased his holdings in Bausch Health Companies by 2,500,000 shares, bringing his total stake to 73,255,869 shares and making the position a major portion of his portfolio. This sizeable commitment from a high-profile merger-arbitrage investor has drawn fresh attention to Bausch Health’s balance-sheet repair efforts and late-stage pipeline in gastroenterology, hepatology, and aesthetics. Next, we’ll examine how Paulson’s larger ownership stake...

In early December 2025, The Timken Company reported third-quarter revenue of US$1.16 billion, with higher sales, operating earnings, and cash flow than a year earlier, and presented at Goldman Sachs Industrials & Autos Week in London. Timken’s strong quarterly beat on analyst expectations came alongside repeated recognition for corporate responsibility and ethics, underscoring a blend of operational and ESG strengths. We’ll now examine how Timken’s stronger-than-expected quarterly earnings...

Weimob (SEHK:2013) just saw its chairman and CEO, Sun Taoyong, scoop up another 1,534,000 shares. This move puts real money behind the company’s AI focused strategy and recent incentive plans. See our latest analysis for Weimob. That confidence comes after a tough stretch, with Weimob’s share price down 40.18 percent year to date and a 90 day share price return of minus 17.84 percent, even as the 1 year total shareholder return is a positive 21.47 percent. This suggests recent insider buying...

MIXI (TSE:2121) has quietly slipped over the past month, even though its core sports and digital entertainment businesses are still growing. That disconnect between share price and fundamentals is starting to look interesting. See our latest analysis for MIXI. Over the past year MIXI’s modest 1 year total shareholder return of 1.7 percent contrasts with a much weaker recent stretch, including a 30 day share price return of minus 8.15 percent, suggesting momentum is fading despite steady...

GLP J-REIT (TSE:3281) has announced a sizable refinancing plan that rolls upcoming 2025 and 2026 debt into longer dated loans, including a green facility, which tightens its balance sheet while reinforcing its ESG financing story. See our latest analysis for GLP J-REIT. The refinancing news lands after a solid run, with GLP J-REIT’s 90 day share price return of 8.47% and 1 year total shareholder return of 21.24%, suggesting momentum is still building rather than fading. If this kind of...

In the past week, UiPath reported third-quarter fiscal 2026 results with revenue of US$411.11 million, its first GAAP-profitable quarter, and annual recurring revenue up 11% year over year, while also guiding fourth-quarter revenue to US$462–467 million. UiPath also joined the Veeva AI Partner Program to integrate its Test Manager with Veeva Validation Management, aiming to digitize and automate highly regulated software testing and validation workflows with audit-ready, paperless...

In the past quarter, Quanta Services reported stronger-than-expected Q3 2025 results, with both adjusted EPS and revenue surpassing forecasts, and raised its full-year revenue guidance while reaffirming confidence in its adjusted EPS outlook. This outperformance highlights the momentum in Quanta’s electric and renewable infrastructure segments, underlining how large, long-duration power projects are increasingly shaping its earnings profile. We’ll now examine how Quanta’s raised full-year...

Recently, CBRE arranged the sale of a 20‑property last‑mile industrial and light manufacturing portfolio across eight US states and secured four new leases totaling 101,144 square feet at its redeveloped Andover, Massachusetts office and life science campus. Together, these transactions highlight CBRE’s ability to win complex industrial mandates while also capturing demand for flexible, higher‑quality office, medical and lab space in key regional markets. We’ll now examine how this strong...

In early December 2025, Broadstone Net Lease held an investor day where management detailed its ongoing portfolio reshaping and issued initial 2026 guidance, including plans for US$500–US$625 million of investments focused on industrial and retail properties, build-to-suit developments, and asset management initiatives. The event also underscored Broadstone’s multi-year pivot toward industrial and essential retail assets and its build-to-suit pipeline of nearly US$900 million, which...

DWS Group GmbH KGaA (XTRA:DWS) has delivered a strong run over the past year, yet recent weekly softness contrasts with its solid longer term gains and makes the current pullback interesting for valuation focused investors. See our latest analysis for DWS Group GmbH KGaA. With the share price now around $52.1, DWS’s recent 7 day share price pullback sits against a strong year to date share price return and an even more impressive multi year total shareholder return. This suggests momentum is...

Borr Drilling (BORR) jumped about 9% after fresh upgrades from SEB Equities and Citi, with both institutions backing the company’s outlook as it outlines plans to expand its jack up drilling footprint. See our latest analysis for Borr Drilling. The latest move adds to a strong run, with the share price returning around 27% over the past month and 35% over the last quarter, while the one year total shareholder return sits above 20%. This suggests momentum is building as investors reassess...

Country Garden Holdings (SEHK:2007) just cleared a major hurdle in its turnaround, with a court sanctioned offshore debt restructuring scheme and bondholder approved changes to several onshore bonds reshaping its capital structure. See our latest analysis for Country Garden Holdings. Investors have welcomed this progress, with a recent 1 day share price return of 1.96 percent suggesting sentiment is improving. However, a deeply negative 3 year total shareholder return of 83.01 percent shows...

New Found Gold Corp. recently closed its acquisition of adjoining mineral claims from Exploits Discovery, expanding the Queensway Gold Project in Newfoundland and Labrador by up to 31% to 230,225 hectares, in exchange for share issuance and a 1% NSR royalty with an option to buy back half. Coupled with high‑grade grade-control drilling results at the Keats zone and fresh insider buying by Sprott Mining Inc., the enlarged land package strengthens the company’s exploration footprint and...

LGI Homes (LGIH) just reported November closings of 398 homes and confirmed it is selling across 140 active communities, giving investors a fresh read on its sales pace in a choppy housing market. See our latest analysis for LGI Homes. Even with November’s steady closings update, sentiment around LGI Homes is still cautious, reflected in a roughly 42 percent year to date share price decline and a five year total shareholder return of about minus 53 percent. This suggests longer term momentum...

Affirm Holdings (AFRM) is riding a holiday tailwind, with total buy now, pay later transactions up 52% year over year and a fresh Pacsun partnership sharpening its pitch to budget conscious shoppers. See our latest analysis for Affirm Holdings. That holiday surge in buy now, pay later volume and the Pacsun deal are landing against a choppier tape. A 30 day share price return of 7.65 percent and a much stronger three year total shareholder return of 499.56 percent suggest longer term momentum...

In recent days, IES Holdings reported strong fourth-quarter and full-year 2025 results, highlighting revenue and net income growth supported by robust data center demand, while EC Gendell Jeffrey L Et Al sold 100,000 shares of the company’s stock. IES Holdings also agreed to acquire Gulf Island Fabrication, Inc., a move that aims to expand its fabrication capabilities and align with growing U.S. infrastructure needs. With this acquisition plan underscoring IES Holdings’ push into enhanced...

Adient (ADNT) just posted a softer fourth quarter, with adjusted earnings per share coming in below expectations and down from last year, and management now guiding for lower revenue and profitability in fiscal 2026. See our latest analysis for Adient. The market reaction has been pretty clear, with a 1 day share price return of minus 2.37 percent and a 90 day share price return of minus 24.5 percent. However, the year to date share price return is still positive and longer term total...

Electronic Arts (EA) keeps grinding higher, with shares up about 1% over the past week and more than 20% in the past 3 months, as investors lean into its steady gaming cash flows. See our latest analysis for Electronic Arts. Zooming out, that recent climb sits on top of a strong year to date, with the share price at $203.92 and momentum building after a powerful multi month share price return and solid multi year total shareholder returns. If EA’s steady gains have you thinking about where...

Mid-America Apartment Communities (MAA) has quietly lagged the broader market this year, with the stock down about 14% year to date, even as revenue still edges higher in a tougher rate backdrop. See our latest analysis for Mid-America Apartment Communities. That softer 1 year to date share price return of around negative mid teens sits alongside a modest 1 month share price rebound and a still positive 5 year total shareholder return. This suggests momentum has cooled even as the long term...

In late November 2025, Lundin Mining Corporation announced that the Supreme Court of Canada upheld a 2023 Ontario Court of Appeal decision allowing a securities class action to proceed over the timing of disclosure of a 2017 pit wall instability and rockslide at the Candelaria Mine in Chile. This ruling means the certified class action will now move to the Ontario Superior Court of Justice, introducing additional legal and reputational uncertainty around Lundin Mining’s disclosure...

WesBanco (WSBC) just gave investors a clearer signal on capital priorities, lifting its quarterly dividend by 3% and outlining a full redemption of its Series A preferred shares, funded with newer Series B preferred. See our latest analysis for WesBanco. That message seems to be resonating slowly in the market, with a 1 month share price return of 5.8% taking WesBanco to $32.68, even as the 1 year total shareholder return remains slightly negative and long term gains stay respectable. Recent...

A large insider sale has just put ACM Research (ACMR) back on investors radar, after major shareholder Wang David H disclosed selling 130,000 shares worth about 4.36 million in early December. See our latest analysis for ACM Research. That sale lands against a backdrop of strong momentum, with ACM Research posting a 30.1 percent 3 month share price return and an impressive 135.7 percent 1 year total shareholder return. This suggests investors are still leaning into its growth story despite...

Hormel Foods recently reported fiscal 2025 results showing net sales of US$12.11 billion with net income of US$478.2 million, and issued fiscal 2026 guidance calling for US$12.2 billion–US$12.5 billion in net sales, GAAP EPS of US$1.29–US$1.39, and operating income of US$0.96 billion–US$1.03 billion. The company paired this outlook with a 1% dividend increase, marking its 60th straight annual raise, underscoring management’s confidence despite a pressured consumer backdrop and ongoing cost...

Viking Therapeutics (VKTX) is back in the spotlight after finishing patient enrollment for its Phase 3 VANQUISH-1 trial of obesity drug candidate VK2735 ahead of schedule, a pace that points to strong underlying demand. See our latest analysis for Viking Therapeutics. The stock has been choppy this year, with a negative year to date share price return despite a powerful 90 day share price return of 51.3 percent. However, the three year total shareholder return of 947.6 percent shows momentum...