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Sylvamo (SLVM) has put its heavy investment plans front and center after reporting fourth quarter and full year 2025 results, with lower sales and earnings as Eastover mill projects and a 2026 transition year take shape. See our latest analysis for Sylvamo. The earnings release and Eastover mill plans have come with some volatility, with a 1 day share price return of a 6.16% decline and a 90 day share price return of 12.51% at a last close of $51.37. The 1 year total shareholder return of a...

What Sealed Air’s Recent Performance Signals for Investors With no single headline event driving Sealed Air (SEE) into focus today, many investors are looking instead at how its packaging business, returns, and recent financial figures fit into a broader portfolio. See our latest analysis for Sealed Air. Sealed Air’s share price has been fairly steady around US$41.93 recently, but the 1 year total shareholder return of 26.31% contrasts with a 3 year total shareholder return decline of 10.79%,...

Main Street Capital (MAIN) is back in focus after expanding its revolving credit facility by $30 million to $1.175 billion and backing DMS Holdco LLC’s acquisition of Johnson & Quin, Inc. with fresh capital. See our latest analysis for Main Street Capital. At a share price of $59.44, Main Street Capital has seen a 7.07% 1 month share price decline but still posted a 4.06% 3 month share price gain and a 148.40% 5 year total shareholder return, suggesting that long term momentum contrasts with...

Board member Dean Kamen has taken a leave of absence from NYSE:BETA following revelations about his connections to Jeffrey Epstein. The company has initiated an independent investigation into the matter. The development comes soon after NYSE:BETA's IPO, placing extra focus on board composition and governance practices. For investors following NYSE:BETA, this governance issue lands at a time when the company is in the spotlight for its post-IPO trajectory and high profile growth plans. As an...

In recent months, Fastenal reported a strong improvement in its outlook, with analysts expecting profits to increase by about 30% over the next few years, while its shares now trade at a higher valuation than many industry peers based on price-to-earnings multiples. This combination of a richer valuation and optimistic profit expectations raises important questions about how much future growth is already reflected in Fastenal’s current market value. We’ll now examine how Fastenal’s richer...

Southwest Airlines (NYSE:LUV) announced it will roll out free Starlink satellite WiFi across its fleet, along with broader cabin upgrades. The company also disclosed a board shake-up, with two directors resigning and the overall board size being reduced. The inflight connectivity initiative and the governance changes were announced together, underscoring a period of corporate change for the airline. For you as an investor, this development relates directly to how Southwest positions itself...

In February 2026, Terreno Realty Corporation reported past fourth-quarter and full-year 2025 results showing higher revenue and net income versus the prior year, and declared a regular quarterly cash dividend of US$0.52 per common share payable on April 10, 2026 to shareholders of record on March 27, 2026. Alongside confirming no share repurchases under its longstanding buyback authorization in late 2025, Terreno’s earnings release highlighted materially higher basic and diluted earnings per...

In recent quarters, Dollar Tree reported that 3 million additional households visited its stores versus a year earlier, with 60% of these new shoppers earning at least $100,000 and a growing share of new locations opening in higher-income ZIP codes. By lifting its base price to $1.25, adding items priced up to $7, and entering wealthier neighborhoods, the retailer is broadening its appeal beyond traditional bargain hunters to include more affluent, value-conscious customers. Next, we’ll...

In February 2026, Trinity Industries, Inc. reported fourth-quarter 2025 results showing quarterly sales of US$611.2 million and net income of US$186.6 million, alongside GAAP diluted EPS of US$2.28 and new 2026 earnings guidance of US$1.85 to US$2.10 per share. A key driver of this performance was a US$194.0 million non-cash gain from restructuring a major railcar partnership, which, together with stronger leasing margins and secondary market activity, lifted full-year EPS by 73% and...

The US Federal Trade Commission has expanded its antitrust probe into Microsoft’s cloud and AI practices, sending fresh information requests to competitors. Regulators are examining Microsoft’s software bundling and licensing approach in cloud services and AI tools. Microsoft and Capgemini are broadening their collaboration to offer sovereign cloud and AI solutions for highly regulated industries. Microsoft is investing in its own AI infrastructure and proprietary foundation models, reducing...

What MGIC Investment (MTG) Offers Investors Right Now MGIC Investment (MTG) has drawn fresh attention after recent share moves, with the stock down over the past week but modestly higher over the past month and past 3 months. At a last close of US$26.66, MGIC sits against a longer record that includes a negative year to date return, a positive 1 year total return, and multi year total returns that may interest income and value focused investors. See our latest analysis for MGIC...

Harrow, Inc. recently promoted Patrick W. Sullivan, age 50, to Chief Commercial Officer effective January 30, 2026, and reaffirmed its full-year 2025 revenue guidance of US$270 million to US$280 million. By elevating an experienced commercial leader with a track record across major pharmaceutical launches while reiterating revenue expectations, Harrow is signaling both commercial focus and operational steadiness. Next, we’ll consider how Sullivan’s promotion to Chief Commercial Officer might...

Autodesk recently filed a lawsuit against Google alleging trademark infringement over the use of the “Flow” name for AI tools in film, TV, and gaming production, claiming Google launched competing software and pursued a trademark without Autodesk’s consent. The dispute has drawn fresh attention to Autodesk’s role in AI-enabled media and entertainment workflows, raising questions about how it protects its software brands as competition intensifies. We’ll now examine how this trademark dispute...

In February 2026, SalMar ASA reported fourth-quarter 2025 results showing sales of NOK 8,176 million and net income of NOK 959 million, alongside full-year sales of NOK 27,394 million and net income of NOK 1,105 million, while the board proposed a cash dividend of NOK 10.00 per share for 2025. Despite weaker full-year profitability versus the prior year, SalMar highlighted record biomass at sea, improved fish survival, lower greenhouse gas emissions, and maintained 2026 production guidance...

In early February 2026, Lightspeed Commerce reported third-quarter 2025 sales of US$312.35 million alongside a wider net loss, while also issuing fourth-quarter 2026 revenue guidance of about US$280 million to US$284 million and raising its full-year 2026 outlook to roughly US$1.22 billion. Management also indicated it is pursuing only small tuck-in acquisitions to speed product development, suggesting a focus on disciplined growth over large transformational deals. We’ll now examine how...

Dorman Products recently expanded its addressable market by launching hundreds of new direct replacement parts that meet or exceed original equipment standards, integrating the previously acquired SuperATV business and enhancing its position across adjacent aftermarket categories. The company also rolled out a redesigned website with an upgraded e-commerce platform, aiming to improve part identification, order accuracy, and delivery efficiency, which could meaningfully influence how...

If you are trying to figure out whether Cimpress at around US$74 per share still offers value, you will want to see how the current price lines up against different valuation checks. The stock has seen a mix of moves recently, with a 1.8% decline over the past week and a 6.9% decline over the past month, while still showing returns of 13.1% year to date and 37.9% over the past year. Investors have been reacting to ongoing business updates and broader sentiment around Cimpress, which have...

Abaxx Technologies recently completed two ID++ Digital Title pilot transactions that achieved same-day transfer of ownership for physical gold and money market fund shares, aiming to convert these assets into legally enforceable, transaction-ready collateral within existing regulatory frameworks. This approach seeks to unlock collateral mobility across a very large margin and trade-finance market by offering identity controls, legal certainty, and confidentiality without relying on parallel...

Disney has filed a lawsuit against ByteDance over alleged misuse of Disney intellectual property in an AI tool. In Germany, InterDigital has secured an additional patent injunction affecting certain Disney media distribution technologies. These parallel legal actions put a spotlight on Disney's exposure to technology related IP disputes and licensing risks. For investors watching NYSE:DIS, the twin legal developments land at a time when the stock trades at $105.45 and has seen a 41.2%...

FDA declined to review Moderna’s mRNA flu vaccine application, despite prior agreement on study design. The decision reportedly went against the recommendations of career FDA scientists. Regulatory setback raises questions for Moderna’s broader mRNA vaccine pipeline and timelines. For investors following Moderna, NasdaqGS:MRNA, this FDA decision cuts to the core of its investment story as a vaccine focused mRNA platform company. The company has been working to extend its mRNA technology...

Italian tax authorities have opened a new investigation into Amazon.com over suspected failure to declare income in its Italian operations. Police have searched Amazon's Milan headquarters and the homes of certain managers as part of the probe. Amazon has responded by stressing transparency in its tax practices and criticizing the approach taken by the authorities. For investors watching NasdaqGS:AMZN, this tax probe comes at a time when the stock is trading at $198.79, with a mixed return...

Insiders and high-profile investors have been buying shares of Sea (NYSE:SE), including fresh purchases disclosed in recent filings. ARK Invest has increased its stake in Sea, adding to its position during a period of sector pressure and company transition. These transactions come while Sea continues to adjust its gaming business and refine its broader operating model. Sea runs a combination of digital businesses that include gaming, e commerce, and financial services, all of which are...

PG&E (NYSE:PCG) is preparing for a major winter storm by pre-positioning crews, equipment, and support teams across its service territory. The company has activated its Emergency Operations Center and developed response plans aimed at managing potential power outages and service disruptions. These steps are focused on customer safety, grid reliability, and managing weather-related and wildfire-related risks during the upcoming storm period. PG&E is a large regulated electric and gas utility...

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