Latest News

Even if it's not a huge purchase, we think it was good to see that Jim Simpson, the CEO, MD & Director of Titomic...

It's not a stretch to say that Computershare Limited's ( ASX:CPU ) price-to-earnings (or "P/E") ratio of 21.7x right...

China Science and Education Industry Group (SEHK:1756) has just posted its FY 2025 second half results with revenue of CNY 724.6 million and EPS of CNY 0.19, while trailing twelve month revenue sits at CNY 1.45 billion and EPS at CNY 0.38, as earnings growth over the last year eased to 1.6% and net profit margin slipped from 35.6% to 31.7%. The company has seen revenue climb from CNY 628.4 million in 2H 2024 to CNY 724.6 million in 2H 2025 and TTM revenue move from CNY 1.27 billion to CNY...

NICE (TASE:NICE) has quietly turned into a contrarian story, with the share price down roughly 45% over the past year even as revenue and net income continue to grow at a steady clip. See our latest analysis for NICE. That backdrop helps explain why the recent 1 month share price return of about 8 percent looks more like a short term rebound within a longer stretch of weak total shareholder returns, rather than a full shift in sentiment just yet. If NICE has you rethinking where growth and...

Salesforce (CRM) just picked up two heavyweight endorsements for its Agentforce AI platform, with Novartis and the U.S. Department of Transportation both signing on for multi year, organization wide rollouts that highlight growing enterprise adoption momentum. See our latest analysis for Salesforce. For all that momentum around Agentforce, Salesforce’s 14.1% 1 month share price return comes against a year to date share price decline of 21.4 percent, although the 3 year total shareholder...

Lamar Advertising (LAMR) just handed the keys to its core Outdoor Division to Ross Reilly, effective January 1, 2026, a leadership move that directly ties strategy, acquisitions and digital growth together. See our latest analysis for Lamar Advertising. That leadership shuffle lands as Lamar’s $127.31 share price has quietly trended higher, with a solid year to date share price return and standout multi year total shareholder returns suggesting sentiment is leaning toward steady, dividend...

Torex Gold Resources (TSX:TXG) just pushed above a long term trend indicator on higher than usual trading volume, putting fresh attention on how this Canadian gold producer is positioned in today’s commodity backdrop. See our latest analysis for Torex Gold Resources. That move comes after a strong run, with the share price at $66.77 and momentum still building as the stock posts a roughly 21% 3 month share price return and a standout multi year total shareholder return profile. If Torex’s...

If you are wondering whether Celestica is still worth buying after its huge run, you are not alone. This breakdown will help you judge whether the current price still makes sense. The stock is up an eye catching 203.4% year to date and 197.5% over the last year, even after a recent pullback of 3.4% in the last week and 7.4% over the past month. This naturally raises questions about upside versus downside from here. Behind those moves, investors have been reacting to Celestica winning new...

How Merck's Recent Performance Frames the Valuation Story With Merck’s share price hovering just above the 100 dollar mark, many investors are wondering whether they are looking at a solid long term compounder or a stock that has already priced in most of its upside. The recent performance numbers offer a useful starting point for framing that valuation debate. Over the last week, Merck has inched up around 0.8%, adding to a stronger 6.4% gain over the past month and a more modest 1.9% return...

Essential Properties Realty Trust (EPRT) has been quietly grinding higher over the past three years, and its latest trading session keeps that slow, steady story intact despite a flat near term performance. See our latest analysis for Essential Properties Realty Trust. That modest pullback in the share price over the past month sits against a far more upbeat backdrop, with a resilient 1 year total shareholder return and a standout 3 year total shareholder return suggesting momentum is still...

Wondering if Publicis Groupe is quietly turning into a value opportunity, or if the market has already priced in the upside? The stock has edged up about 1.5% over the last week and 5.5% over the past month, even though it is still down roughly 13.9% year to date and 10.2% over the last year after a very strong 3 and 5 year run. Recent headlines have focused on Publicis tightening its focus on high margin data and tech led services and securing new global client mandates, reinforcing its...

HEICO (HEI) just wrapped up FY 2025 with fourth quarter revenue of about $1.2 billion and basic EPS of $1.35, capping a trailing twelve month run that saw revenue reach roughly $4.5 billion and EPS hit $4.97 alongside a net income of $690 million. Over the last year, the company has seen revenue climb from about $3.9 billion to $4.5 billion, while basic EPS stepped up from $3.71 to $4.97 in the trailing figures, signaling a business that is translating top line expansion into healthier...

Enbridge (TSX:ENB) has been grinding lower over the past month, even though its long term total return track record remains strong. That disconnect naturally raises the question of whether the recent dip is overdone. See our latest analysis for Enbridge. Over the past month the 30 day share price return of negative 5.98 percent contrasts sharply with Enbridge's 1 year and multi year total shareholder returns, suggesting short term sentiment has cooled even as the long term income story...

Visa (V) just checked off two big boxes on the future of payments timeline, moving AI shopping agents into real world use and turning USDC settlement for U.S. partners from pilot to product. See our latest analysis for Visa. Investors seem to be warming to that story, with Visa’s 1 month share price return of 7.75 percent helping build momentum on top of an 11.08 percent year to date share price gain and a robust 3 year total shareholder return of 73.56 percent. If Visa’s AI and stablecoin...

Etsy (ETSY) shares climbed after the board approved a fresh 750 million dollar buyback, lifting total potential repurchases to nearly 1 billion dollars and announcing a revamped leadership lineup. See our latest analysis for Etsy. The new buyback plan and leadership refresh land at a delicate moment, with Etsy’s roughly 2 percent year to date share price return contrasting sharply with a five year total shareholder return of about negative 71 percent. This suggests today’s pop could be early...

Rivian recently used its first Autonomy & AI Day to unveil an in-house 5nm autonomy chip, a next-generation ACM3 compute module with LiDAR for upcoming R2 models, and an Autonomy+ subscription service, while also announcing a future hands-free driving feature for current R1 vehicles. At the same time, former Patagonia CEO Rose Marcario’s decision to leave Rivian’s board while remaining chair of the Rivian Foundation underscores how the company is coupling an advanced autonomy roadmap with an...

National Health Investors (NHI) has quietly rewarded patient shareholders, with the stock up about 17% over the past year while maintaining steady revenue and earnings growth. This makes it an interesting income-focused REIT to revisit. See our latest analysis for National Health Investors. That steady climb in sentiment is visible in the numbers, with the latest share price at $77.84, a positive year to date share price return, and a strong one year and multi year total shareholder return...

Cosel (TSE:6905) just posted Q2 2026 results with revenue of ¥6.1 billion and Basic EPS of ¥1.51, marking a clear break from the losses that have weighed on its trailing twelve month EPS of negative ¥9.67. The company has seen quarterly revenue oscillate between ¥5.1 billion and ¥6.4 billion over the past six periods, while EPS has swung from a high of ¥110.97 to negative territory, underscoring how volatile margins have been even as the top line holds in a relatively tight band. See our full...

Gilead Sciences (GILD) just strung together a trio of catalysts that the market could not ignore, including fresh HIV wins and a high profile U.S. drug pricing deal that reframes its long term growth story. See our latest analysis for Gilead Sciences. The latest HIV data and U.S. pricing accord appear to be feeding into a stronger narrative for Gilead, with the stock’s share price up meaningfully year to date and longer term total shareholder returns reinforcing that momentum. If...

PACS Group, Inc. recently named Kelly Priegnitz as Chief Compliance Officer and Trent Bingham as Chief Human Resources Officer, bolstering its leadership in compliance and workforce management after a series of acquisitions and a credit agreement amendment earlier in 2025. The addition of seasoned executives with deep healthcare compliance and human capital experience underscores PACS Group’s focus on governance, culture, and operational discipline as it grows its skilled nursing...

If you are wondering whether Synopsys is still worth buying at these levels or if the best gains are already in the rearview mirror, this article will walk you through what the current price really implies. The stock has bounced about 2.4% over the last week and roughly 20.0% over the past month, even though it is still down around 3.9% year to date and about 5.8% over the last year. Longer term holders remain well ahead with 44.8% and 80.9% returns over 3 and 5 years. Behind those swings,...

In recent months, United Parcel Service has moved ahead with a broad overhaul of its business, cutting tens of thousands of jobs, consolidating facilities, investing in automation, and expanding into higher-margin areas like healthcare logistics while also rolling out AI tools to curb fraudulent retail returns. Early signs such as rising revenue per package, a long-running commitment to its dividend, and a pivot away from lower-margin e-commerce work suggest UPS is reshaping its core...

If you are wondering whether Norfolk Southern at around $291 a share is still worth climbing aboard or if the train has already left the station, this piece is for you. The stock is up 24.2% year to date and 27.1% over the last year, even after a recent 1.9% dip this week and a 3.4% gain over the past month. This hints that the market is still actively reassessing its long term prospects. Recent headlines have focused on Norfolk Southern’s ongoing safety and network efficiency initiatives,...

Earlier this month, Harmony Biosciences announced initial open-label extension data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing clinically meaningful seizure reductions and a generally favorable safety profile over long-term treatment. Beyond the seizure data, the twice-daily liquid EPX-100, derived from a proprietary zebrafish screening platform targeting 5HT-2 serotonin receptors, highlights Harmony’s push into rare, treatment-resistant epilepsies such as Dravet and...