NasdaqGS:NDSN
NasdaqGS:NDSNMachinery

What Nordson (NDSN)'s Margin-Resilient Q4 Beat and 2026 Outlook Means For Shareholders

Earlier this month, Nordson Corporation reported fourth-quarter 2025 results with sales of US$751.82 million and net income of US$151.63 million, alongside full-year sales of US$2.79 billion and net income of US$484.47 million, modestly higher than the prior year. The company’s stronger-than-expected adjusted earnings and guidance for fiscal 2026, including forecast full-year sales of US$2.83–2.95 billion, highlight management’s confidence in profitability despite subdued organic growth and...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Is Fannie Mae’s Expanding Mortgage Book Quietly Reframing Its Post‑Conservatorship Strategy (FNMA)?

In recent months, Fannie Mae and Freddie Mac have added billions of dollars of mortgage-backed securities and home loans to their balance sheets, prompting speculation that they are positioning for potential public offerings. This portfolio expansion is being interpreted as an effort to enhance profitability and borrower appeal, while high-profile investor interest intensifies focus on their eventual return to public markets. With Fannie Mae’s renewed appetite for mortgage-backed...
NasdaqGS:WIX
NasdaqGS:WIXIT

Expanded Stripe AI Commerce Integration Could Be A Game Changer For Wix.com (WIX)

Wix.com Ltd. recently expanded its collaboration with Stripe, adding broader local payment options for European users and integrating Stripe’s new Agentic Commerce Suite to let eligible Wix merchants sell more easily across multiple AI shopping agents with a single low‑code setup. This deepened Stripe partnership positions Wix to help merchants capture AI‑driven commerce demand while simplifying complex, fragmented integrations that many small businesses struggle to manage...
NYSE:OTIS
NYSE:OTISMachinery

Should Otis’s Kuala Lumpur Luxury Tower Win Shape a New Chapter in Its Service Strategy (OTIS)?

Earlier this month, Vestland announced a collaboration with Otis Worldwide to equip the Armani Hallson KLCC luxury residential towers in central Kuala Lumpur with SkyRise® high-speed elevators, the Compass® 360 destination management system, and Otis ONE® IoT solutions featuring eView™ smart in-car screens. This project highlights how Otis is applying its connected elevator and destination management technologies in premium international residential developments, potentially deepening its...
ASX:ASX
ASX:ASXCapital Markets

Why ASX (ASX:ASX) Is Down 8.5% After ASIC’s A$150m Capital Charge And Governance Overhaul

Earlier this month, the Australian Securities and Investments Commission imposed an additional A$150,000,000 capital charge on ASX and ordered a sweeping governance and risk-management overhaul after finding the exchange had underinvested in resilience and operational reliability. ASX has responded by resetting its transformation agenda, tightening board oversight of its clearing and settlement arms, and signalling lower dividend payouts as it rebuilds trust with regulators and market...
ASX:BOE
ASX:BOEOil and Gas

Why Boss Energy (ASX:BOE) Is Down 27.6% After Withdrawing Its Honeymoon Feasibility Study Reset

Boss Energy has withdrawn its 2021 Enhanced Feasibility Study for the Honeymoon uranium project after a recent review uncovered materially incorrect assumptions on future production, mineralisation and costs, prompting a reset of its long-term development plans. The company is now fast-tracking new work programs, including a wide-spaced wellfield design and updated studies through 2026, aiming to reconfigure Honeymoon’s operating profile and potential mine life while relying on its existing...
NYSE:EVR
NYSE:EVRCapital Markets

Evercore (EVR): Revisiting Valuation After a 21% Year‑to‑Date Rally and Recent Share Price Pullback

Evercore (EVR) has quietly outpaced the broader market this year, and with the stock up about 21% year to date after a choppy past 3 months, investors are rechecking the advisory firm’s earnings power. See our latest analysis for Evercore. The recent pullback, including a 1 day share price return of minus 0.95 percent and a 7 day share price return of minus 3.11 percent, looks more like a breather after a strong year to date share price gain and a powerful multi year total shareholder return...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley (MS) Valuation Check After 40% Year-to-Date Rally and Recent Share Price Consolidation

Morgan Stanley (MS) has quietly outperformed many peers this year, with the stock up about 40% year to date and roughly 9% over the past month. This performance is inviting a closer look at what is driving sentiment. See our latest analysis for Morgan Stanley. The recent pullback in Morgan Stanley’s 7 day share price return contrasts with its strong year to date share price return and impressive multi year total shareholder returns. This suggests the latest volatility looks more like...
NYSE:VIA
NYSE:VIASoftware

Via Transportation (VIA): Assessing Valuation After Recent Share Price Weakness

Via Transportation (VIA) has had a choppy few months, slipping over the past 3 months even after a solid 1 day bounce, and that disconnect between performance and fundamentals is drawing fresh attention. See our latest analysis for Via Transportation. Looking beyond the latest bounce, Via Transportation’s 30 day share price return of negative 17.8 percent and year to date share price return of negative 35.4 percent suggest momentum has been fading as investors reassess execution risks against...
NYSE:TMHC
NYSE:TMHCConsumer Durables

Taylor Morrison (TMHC): Has the Market Overlooked This 17.8% Valuation Discount?

Taylor Morrison Home (TMHC) has quietly delivered a strong multi year run, but recent choppy trading has some investors asking whether this homebuilder still offers upside or if it is time to lock in gains. See our latest analysis for Taylor Morrison Home. At around $61.02 per share, recent softness in Taylor Morrison Home’s 7 day share price return contrasts with its solid multi year total shareholder returns. This suggests momentum has cooled slightly even though the longer term story still...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

Could Freddie Mac’s New CEO Appointment Reframe Its Long‑Term Risk Discipline Story for Investors (FMCC)?

Freddie Mac recently announced that its Board of Directors has appointed Kenny M. Smith, a veteran financial services executive with nearly 40 years of experience at firms such as Deloitte, as chief executive officer and board member, effective December 17, 2025. Smith’s deep background in advising large banks on strategy, risk management and governance signals a potential shift in how Freddie Mac approaches oversight and operational discipline. Next, we’ll examine how Smith’s extensive risk...
NYSE:TPC
NYSE:TPCConstruction

Tutor Perini (TPC) Valuation After New Seven-Year U.S. Army Corps Contract and Strong Market Momentum

Tutor Perini (TPC) just landed a seven year U.S. Army Corps of Engineers contract in the Middle East, a development that could reshape its revenue visibility and help explain the stock’s recent strength. See our latest analysis for Tutor Perini. The contract news lands after a powerful run, with the share price up sharply on a year to date basis and backed by hefty multi year total shareholder returns, suggesting momentum is still very much alive despite short term pullbacks. If this kind of...
NYSE:DCO
NYSE:DCOAerospace & Defense

Ducommun (DCO): Assessing Valuation After Earnings Beat Expectations and Year-on-Year Revenue Growth

Ducommun (DCO) just delivered a quarter that outpaced expectations, with revenue up year on year and adjusted operating income and EPS beating forecasts. The stock rose about 2% despite mixed aerospace sector results. See our latest analysis for Ducommun. That post earnings jump sits on top of a much bigger move, with a roughly 44% year to date share price return and a near 50% one year total shareholder return suggesting that momentum is still broadly intact despite recent volatility. If...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

How Investors May Respond To Morningstar (MORN) Embedding Data and Research Directly into ChatGPT

Morningstar, Inc. and its subsidiary PitchBook recently launched new MCP app integrations within OpenAI’s ChatGPT, giving licensed users natural-language access to Morningstar and PitchBook data, research, and ratings across public and private markets with enterprise-grade security. This push to embed Morningstar and PitchBook content directly into widely used AI tools underlines Morningstar’s ambition to become an indispensable “intelligence layer” for investing across multiple...
TSE:3064
TSE:3064Trade Distributors

MonotaRO (TSE:3064): Assessing Valuation After November 2025 Sales Slump Raises Growth Concerns

MonotaRO (TSE:3064) just posted its November 2025 non consolidated sales, showing ¥23,952 million versus ¥28,724 million a year earlier, a sharp drop that naturally raises questions about the stock’s recent strength. See our latest analysis for MonotaRO. Interestingly, despite the weak November sales print, MonotaRO’s 7 day share price return of 5.52 percent and 1 month gain of 11.19 percent suggest momentum is rebuilding, even though the 1 year total shareholder return is still negative. If...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear (GT): Evaluating Valuation After New Connected Eagle Xplore Concept Tire Partnership with Stellantis’ Citroën

Goodyear Tire & Rubber (GT) just teamed up with Stellantis-owned Citroën to build the Eagle Xplore concept tire, a smart, data-rich platform that plugs directly into the broader connected vehicle trend. See our latest analysis for Goodyear Tire & Rubber. Despite a modest 1 day share price move, Goodyear’s roughly 19 percent 30 day share price return suggests momentum has picked up lately. However, the 5 year total shareholder return remains negative, hinting that sentiment is only slowly...
NYSE:ENOV
NYSE:ENOVMedical Equipment

Is Enovis’ Extended Debt Maturities And HR Succession Plan Altering The Investment Case For ENOV?

Enovis recently amended its credit agreement, extending the maturity of its US$700.0 million term loan and US$1.10 billion revolving facility to 2030 while adjusting leverage covenants, and it also announced that Chief Human Resources Officer Patricia A. Lang will retire in 2026, with Laura Singleton expected to succeed her. The expanded covenant flexibility and longer debt runway, combined with planned HR leadership continuity, could influence how investors assess Enovis’s capacity to fund...
TSX:WFG
TSX:WFGForestry

TSX Stocks Estimated At Up To 38.8% Below Intrinsic Value Offering Potential Opportunities

The Canadian market has shown resilience, with equities reaching new record highs following dovish signals from the Bank of Canada and favorable responses to interest rate expectations. In this environment, identifying stocks that are trading below their intrinsic value can offer potential opportunities for investors looking to capitalize on market conditions that remain supportive yet challenging due to ongoing economic uncertainties.
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

E-Commerce Today - Akamai and Visa Team Up for Secure AI-Driven Commerce

Akamai Technologies, Inc. and Visa Inc. have announced a strategic collaboration designed to enhance security in the emerging field of agentic commerce. By integrating Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence, the partnership aims to provide robust identity and fraud controls necessary for merchants to trust AI agents that shop on behalf of consumers. This development addresses challenges such as authenticating AI agents, identifying the users they...
TSX:VHI
TSX:VHIHealthcare Services

3 TSX Growth Stocks With Insider Ownership Up To 16 Percent

The Canadian equity market has recently reached new record highs, buoyed by dovish signals from the Bank of Canada suggesting a supportive stance on interest rates amid ongoing economic challenges. In this environment, growth companies with significant insider ownership can be particularly appealing to investors, as they often indicate confidence in the company's potential and alignment with shareholder interests.
TSXV:CKG
TSXV:CKGMetals and Mining

TSX Penny Stock Discoveries: Thinkific Labs And Two More Top Picks

Recent signals from the Bank of Canada and the Federal Reserve have buoyed Canadian equities to new highs, with a supportive stance on interest rates providing a favorable backdrop for investors. Amid this economic landscape, penny stocks—often representing smaller or newer companies—continue to offer intriguing opportunities despite their somewhat outdated name. In this article, we explore three such stocks that exhibit strong financial foundations and potential for growth, highlighting...