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Recently, Murphy USA approved a new CEO pay package for Mindy K. West, effective January 2026, alongside three-year retention equity awards in the form of time-based restricted stock units for four senior executives to support leadership stability during the CEO transition. This leadership-focused compensation reset highlights how the board is prioritizing continuity and executive retention at a time when investors are closely watching governance and succession execution. Next, we’ll examine...

With no single headline event driving attention, NovaGold Resources (TSX:NG) is drawing interest around its share performance, including a past 3 months total return above 13% and a one year total return above 190%. See our latest analysis for NovaGold Resources. NOVA Gold's recent share price pullback over the past week comes after a stronger 90 day share price return of 13.71% and a one year total shareholder return of 192.03%. This points to momentum that has cooled slightly in the short...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

In recent weeks, Target Corporation has faced heightened attention as CEO Brian Cornell prepares to step down in February 2026 amid ongoing operational challenges, including weak discretionary demand, inventory issues and declining comparable sales. At the same time, activist hedge fund Toms Capital is pressing for change, increasing pressure on Target’s leadership team and sharpening investor focus on the company’s turnaround efforts. We’ll now examine how the CEO transition and rising...

Arista Networks (ANET) is back in focus after a cluster of upbeat analyst calls highlighted its role in the AI infrastructure buildout, along with fresh product launches in campus networking and AI driven software platforms. See our latest analysis for Arista Networks. Those upbeat calls have arrived while the share price has been choppy, with a 7 day share price return of 5.19%, a 90 day share price return decline of 11.04%, and a very large 5 year total shareholder return of 575.12%. This...

Skyward Specialty Insurance Group (SKWD) has expanded its E&S Property offering by adding Excess coverage. This move is aimed at supporting layered programs for technically complex, non catastrophe property risks and aligns with its "Rule Our Niche" focus. See our latest analysis for Skyward Specialty Insurance Group. Recent moves such as the new Excess E&S Property coverage and the term loan facility to support an acquisition come at a time when the 1 month share price return is a 9.09%...

Earlier in January 2026, Essent Group Ltd. announced a new US$500 million share repurchase authorization running through the end of 2027, with its Chairman and CEO underscoring the company’s strong capital position and continued discipline in mortgage insurance underwriting and risk management. This combination of ongoing buybacks and steady mortgage insurance operations highlights how Essent is using its capital strength to reinforce shareholder-focused capital allocation and long-term...

In recent trading, ASM International gained ground after buoyant sentiment in the semiconductor sector, as record results from TSMC highlighted strong demand linked to artificial intelligence. This sector-wide confidence has shone a spotlight on equipment suppliers such as ASM International, whose tools are closely tied to advanced chip and AI-related manufacturing trends. We will now examine how renewed AI-driven confidence in semiconductor equipment demand shapes ASM International's...

ASP Isotopes Inc. recently completed its acquisition of Renergen Limited, appointing Renergen CEO Stefano Marani as President, Electronics and Space, and COO Nick Mitchell as Co-Chief Operating Officer, while multiple law firms began investigating potential fiduciary duty breaches and securities issues tied to allegations about the company’s nuclear fuel technology disclosures. This combination of integration of helium and natural gas operations with ASP Isotopes’ enrichment technology and...

Guidance highlights for IMCIVREE driven revenue Rhythm Pharmaceuticals (RYTM) recently issued preliminary 2025 guidance that puts IMCIVREE at the center of the story, with management flagging sharp year over year gains in both quarterly and full year net product revenue. The company expects IMCIVREE net product revenue of about US$57 million for the fourth quarter of 2025, based on unaudited figures, which it says is an 11% sequential increase versus the third quarter. For the full year 2025,...

Earlier this month, UBS reported that Universal Health Services’ management expects no material impact from New York’s new Medicaid restrictions and the company extended CEO Marc D. Miller’s contract through 2029 with an updated base salary and performance-based bonus structure. This combination of limited exposure to a policy headwind affecting peers and clear leadership continuity offers investors additional context on UHS’s operating risk profile and governance stability. Next, we’ll...

Why CareTrust REIT’s latest expansion and leadership moves matter for investors CareTrust REIT (CTRE) has expanded its portfolio with a US$142 million acquisition of six Mid Atlantic skilled nursing facilities, while also announcing a series of senior promotions and new hires across investments, asset management and data. The acquired facilities, totaling 532 licensed beds, are leased to a new tenant under a long term triple net structure with inflation based rent escalators and renewal...

As the Middle East market experiences a notable rebound, with Saudi Arabia's bourse recovering and Egypt's index reaching record highs, investors are increasingly drawn to the region's potential amidst supportive macroeconomic conditions and liberalized capital markets. In this dynamic environment, identifying promising stocks involves looking for companies that can capitalize on economic reforms and increased foreign investment while demonstrating resilience in sectors benefiting from...

What underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Carel Industries S.p.A. ( BIT:CRL ), might not be a large cap stock, but it saw a double-digit share price rise of over...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

NovaBay Pharmaceuticals (NBY) has reshaped its story with a private placement of pre funded warrants totaling about US$134 million, largely paid in digital assets, and a pivot toward a SKY token focused treasury model. See our latest analysis for NovaBay Pharmaceuticals. The financing news comes after a very sharp 30 day share price return of 178.68% and a very large 1 year total shareholder return, although the 3 and 5 year total shareholder returns are still deeply negative, so long term...

Annexon, Inc. recently submitted a Marketing Authorization Application to the European Medicines Agency for tanruprubart, a first-in-class antibody targeting complement-driven inflammation in Guillain-Barre syndrome, supported by randomized Phase 3 data and ongoing FORWARD study observations. This move underscores Annexon’s focus on severe neuroinflammatory diseases with limited treatment options, aiming to position tanruprubart as a potential new standard of care in GBS. We’ll now examine...

Artisan Partners Asset Management (APAM) is back in focus after analyst commentary pointed to a positive Earnings ESP and a track record of earnings beats, along with fresh data on its assets under management. See our latest analysis for Artisan Partners Asset Management. At a share price of US$44.31, Artisan’s recent movement has been relatively steady, with a 30 day share price return of 6.8% and a year to date share price return of 7%. The 1 year total shareholder return of 12.19% and 3...

Enliven Therapeutics (ELVN) has been in focus after releasing initial Phase 1b data for its lead CML candidate, ELVN-001. The data showed clinical activity and a clean safety profile in heavily pretreated patients. See our latest analysis for Enliven Therapeutics. The positive Phase 1b ENABLE update appears to be the main backdrop for Enliven Therapeutics’ recent move, with a 1 month share price return of 58.33% and year to date share price return of 71.88% at a last close of $26.71, while...

PENN Entertainment, Inc. recently implemented a new corporate organizational structure that realigns its Interactive division around Canadian digital assets and its Hollywood iCasino product in the US, eliminates two senior executive roles, and consolidates enterprise technology and digital operations under Chief Technology Officer and Head of Interactive Aaron LaBerge. This reshaping of leadership and responsibilities is intended to more tightly connect PENN’s retail casinos with its...

With a price-to-earnings (or "P/E") ratio of 3.7x Francotyp-Postalia Holding AG ( HMSE:FPH ) may be sending very...