TSX:TRP
TSX:TRPOil and Gas

Is TC Energy (TSX:TRP) Fairly Priced? A Fresh Look at Valuation After Recent Outperformance

TC Energy (TSX:TRP) has outperformed the broader energy sector over the past year, gaining 17% as investors weigh its steady revenue growth and net income gains. The company’s consistent returns could be drawing renewed attention. See our latest analysis for TC Energy. TC Energy’s solid 1-year total shareholder return of 17.3% signals building momentum, especially as the company’s 12.6% year-to-date share price return has outpaced many energy peers. Investors seem to be buying into the...
NYSE:ATKR
NYSE:ATKRElectrical

Did Atkore's (ATKR) Move From Profit to Loss Just Shift Its Long-Term Investment Narrative?

Atkore Inc. has announced its full-year financial results for the period ending September 30, 2025, reporting sales of US$2.85 billion, a decrease from US$3.20 billion the previous year, and moving from a net income of US$472.87 million to a net loss of US$15.18 million. This marks a significant shift in profitability and suggests heightened operational or demand-related pressures that could impact the company's near-term outlook. Given the swing from net income to net loss, we'll consider...
CPSE:GN
CPSE:GNConsumer Durables

GN Store Nord (CPSE:GN) Is Down 12.6% After Weak Q3 Results and Cautious 2025 Outlook – What’s Changed

GN Store Nord reported its third-quarter and nine-month 2025 results earlier this month, showing declines in sales to DKK3.96 billion and net income to DKK73 million for the quarter, with basic earnings per share dropping to DKK0.5. The company also set a cautious earnings outlook for 2025, projecting organic revenue growth between a 2% decline and a 2% increase, marking a period of subdued growth expectations amid ongoing challenges. We will examine how the recent dip in quarterly earnings...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG): Exploring Whether the Utility’s Current Valuation Reflects Its Recent Share Price Pullback

PG&E (PCG) stock has been in focus after recent share price declines, with many investors taking a closer look at the utility’s recent returns and business performance. The company’s stock is currently down compared to last year. See our latest analysis for PG&E. The latest share price pullback for PG&E, which now trades at $15.72, follows a challenging year marked by occasional regulatory headlines and persistent investor caution. Momentum has faded, as shown by the past week's 6.5% drop and...
NYSE:SARO
NYSE:SAROAerospace & Defense

A Look at StandardAero's Valuation Following Strong Q3 Earnings and Upgraded 2025 Outlook

StandardAero (NYSE:SARO) turned heads this week after posting impressive year-over-year gains in both sales and net income for the third quarter of 2025. The company also raised its full-year revenue forecast, citing growing confidence in its ongoing performance. See our latest analysis for StandardAero. After a strong earnings update and news of a major facility expansion supporting aerospace engines, StandardAero's momentum is getting attention. The company's latest moves follow the...
TSE:8604
TSE:8604Capital Markets

Nomura (TSE:8604): Examining Valuation After Denial of India Unit Probe Report

Nomura Holdings (TSE:8604) pushed back against a Bloomberg report alleging an internal probe into profit inflation within its India fixed-income unit. The company firmly stated there is no compliance investigation or identified issues. See our latest analysis for Nomura Holdings. Nomura’s swift rebuttal comes on the heels of strong momentum for shareholders. The stock’s year-to-date share price return sits at 22.3%, and its one-year total shareholder return of 28.4% points to solid...
TSE:1605
TSE:1605Oil and Gas

How Inpex’s Increased Buyback and Upgraded Guidance (TSE:1605) Has Changed Its Investment Story

On November 13, 2025, Inpex Corporation held a board meeting where it approved an increase in its share buyback authorization to ¥100 billion and raised its full-year earnings guidance, reflecting strong operational results and favorable market assumptions. This combination of enhanced shareholder returns through a larger buyback plan and improved profit outlook highlights management's confidence in the company's operational performance and its ambition to return value to shareholders. We'll...
NYSE:EQR
NYSE:EQRResidential REITs

Equity Residential (EQR): Assessing Undervaluation After Recent Share Price Decline

Equity Residential (EQR) shares have moved lower recently, with the stock slipping nearly 5% over the past month. Investors are paying close attention to underlying fundamentals and current market sentiment as they weigh their next steps. See our latest analysis for Equity Residential. While the past month’s 5.5% drop in Equity Residential’s share price has caught investors’ attention, it reflects a broader loss of momentum for the stock in 2024, with a year-to-date share price return of...
TSE:4183
TSE:4183Chemicals

How Investors May Respond To Mitsui Chemicals (TSE:4183) Stock Split as Earnings Outlook Weakens

On November 11, 2025, Mitsui Chemicals held a board meeting to discuss a potential stock split, reaffirmed its interim dividend, and revised its full-year consolidated earnings guidance downward, citing reduced selling prices and restructuring impacts. While the company confirmed its intention to proceed with a two-for-one stock split and maintain its dividend payout on a split-adjusted basis, the earnings revision highlights ongoing challenges from falling naphtha prices and portfolio...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

A Fresh Look at Booking Holdings (BKNG) Valuation After Recent Stock Declines

Booking Holdings (BKNG) has seen its stock under pressure this month, following a series of broader declines in the travel sector. Recent performance reflects shifting investor sentiment and has sparked questions about how resilient the company’s business model will prove amid changing market conditions. See our latest analysis for Booking Holdings. Despite a tough few weeks for Booking Holdings, with the share price down 9.4% over the past week and sliding nearly 18% in the last 90 days,...
TSE:8725
TSE:8725Insurance

Is MS&AD Insurance Group's Major Buyback and Dividend Hike Reshaping Its Investment Case (TSE:8725)?

On November 19, 2025, MS&AD Insurance Group Holdings announced a share repurchase program of up to 75 million shares (5.03% of shares outstanding) for ¥135 billion, an increased dividend, and an upward revision of its earnings guidance for the year ending March 31, 2026. This combination of returning capital to shareholders and strengthening profit expectations underscores the company's focus on improving capital efficiency and delivering shareholder value. We'll explore how the sizable...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence Design Systems (CDNS): Is the Current Valuation Overlooked After Recent Share Price Dip?

Cadence Design Systems (CDNS) shares have generally edged lower over the past month, slipping nearly 7%. Investors are keeping an eye on company performance and broader market trends as the stock continues to trade around $306. See our latest analysis for Cadence Design Systems. Over the past year, Cadence Design Systems’ momentum has faded after a strong multi-year run. The 1-year total shareholder return sits at just under 1%, while the 3-year total return remains impressive at more than...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes (BKR): Assessing Valuation After Strategic Saudi Expansion and New LNG Equipment Deal

Baker Hughes, the US-based energy technology company, has just inked a new strategic Memorandum of Understanding with NMDC Energy to expand its product localization in Saudi Arabia. The collaboration specifically targets offshore energy opportunities across the MENATI region. See our latest analysis for Baker Hughes. Baker Hughes continues to turn heads thanks to key announcements like its Saudi Arabia collaboration and new LNG equipment deal with Bechtel Energy. Both developments signal...
TSE:4186
TSE:4186Chemicals

Tokyo Ohka Kogyo (TSE:4186): Valuation in Focus After UBS Downgrade Follows Strong AI-Driven Growth

UBS’s recent downgrade of Tokyo Ohka Kogyo (TSE:4186) from Buy to Neutral caught the market’s attention after the company reported Q3 results. The shift comes even though UBS points out strong growth themes related to AI-driven semiconductor materials. See our latest analysis for Tokyo Ohka Kogyo. TOK's share price has climbed an impressive 16.7% over the past month, concluding a year-to-date increase of 60% and contributing to a notable 1-year total shareholder return of 78%. The rise...
NYSE:AU
NYSE:AUMetals and Mining

A Look at AngloGold Ashanti (NYSE:AU) Valuation Following Strong Q3 Earnings and Dividend Increase

AngloGold Ashanti (NYSE:AU) grabbed attention after unveiling its third-quarter earnings, with net income and gold production both increasing sharply compared to last year. The company also announced a higher interim dividend for shareholders. See our latest analysis for AngloGold Ashanti. Following that wave of upbeat financial news, AngloGold Ashanti’s stock has powered higher, with a 1-day share price gain of 2.7% and a remarkable 49.99% jump over the past three months. Strong earnings,...
BIT:CMB
BIT:CMBElectrical

Why Cembre (BIT:CMB) Is Up 5.7% After Posting Higher Q3 Sales and Net Income

Cembre S.p.A. has reported earnings results for the third quarter and nine months ended September 30, 2025, showing sales of €55.6 million and net income of €9.54 million for the third quarter, both higher than the same period last year. This consistent year-on-year growth in revenue and profitability highlights Cembre’s ongoing ability to expand its business over multiple reporting periods. We'll explore how the ongoing increases in sales and net income could shape Cembre’s investment...
TSE:1801
TSE:1801Construction

A Look at Taisei's (TSE:1801) Valuation Following Upgraded Earnings Guidance and Enhanced Shareholder Returns

Taisei (TSE:1801) just delivered a substantial upgrade to its earnings outlook for the year, following a series of upbeat developments. These include stronger results from its domestic businesses, major project progress, and the addition of Toyo Construction as a subsidiary. See our latest analysis for Taisei. Momentum has been building for Taisei, with a 22.5% share price return over the past month and nearly doubling year-to-date. The company’s successful buyback, sharply boosted dividends,...
NYSE:HD
NYSE:HDSpecialty Retail

Home Depot (HD): Exploring Valuation After Recent 14% Drop in Share Price

Home Depot (HD) shares have been under pressure lately, with the stock falling nearly 14% over the past three months. Investors are taking a closer look at what is driving this decline, especially given recent market moves. See our latest analysis for Home Depot. Home Depot’s recent share price slide comes after a tough stretch for many retailers, with short-term momentum fading. The stock is down nearly 16% over the past 90 days and has delivered a 1-year total shareholder return of -14.4%...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

How Keurig Dr Pepper’s (KDP) Burlington Headquarters Sale Has Altered Its Investment Narrative

Keurig Dr Pepper recently sold its Burlington headquarters for US$84.5 million, about half of what it last sold for a decade ago, as part of ongoing operational restructuring related to a planned corporate split. This significant decline in property value highlights shifting priorities and operational adjustments, drawing attention to the company’s broader challenges in maintaining growth and profitability. To better understand the impact of selling the headquarters at a substantial loss,...
NasdaqCM:MVST
NasdaqCM:MVSTMachinery

A Look at Microvast Holdings (MVST) Valuation Following Q3 Results and Updated Growth Guidance

Microvast Holdings (MVST) has released its third quarter 2025 results, revealing higher year-over-year revenue and a shift from a net profit last year to a net loss this quarter. The company is also keeping its annual revenue growth forecast unchanged. See our latest analysis for Microvast Holdings. Microvast Holdings’ Q3 financials landed just as the stock has been experiencing major swings. After a huge rally earlier in the year, its 1-month share price return now stands at -40.5%. Despite...
NYSE:TTC
NYSE:TTCMachinery

Toro (TTC) Valuation: Is the Recent Slide an Opportunity for Long-Term Investors?

Toro (TTC) has faced steady declines across the past month, sliding nearly 8% as investor sentiment continues to adjust. Shares closed at $68.69 most recently, raising some questions about what could come next for the company. See our latest analysis for Toro. It has been a challenging stretch for Toro, as momentum has faded after a series of gradual declines; the stock’s 1-year total shareholder return stands at -14.4% and its price slump has deepened since the start of the year. While...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Did Strong Investment Gains and Lower Catastrophe Losses Just Shift Cincinnati Financial's (CINF) Narrative?

Cincinnati Financial Corporation announced that its board of directors has declared an 87 cents-per-share regular quarterly cash dividend, payable January 15, 2026, to shareholders of record on December 22, 2025. This dividend announcement follows a quarter in which the company reported a substantial surge in net income, attributed mainly to gains from its investment portfolio and reduced catastrophe losses. We'll explore how Cincinnati Financial's robust investment gains and lower...