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Even if it's not a huge purchase, we think it was good to see that Steven Formica, the Independent Non-Executive...

When close to half the companies in the Specialty Retail industry in Australia have price-to-sales ratios (or "P/S...

Earlier this month, Nichias Corporation announced a share repurchase program of up to 1,400,000 shares (2.19% of share capital) for ¥3,000 million, alongside an interim dividend increase to ¥76.00 per share for the first half of fiscal 2026, payable on December 1, 2025. The company's decision to enhance shareholder returns through both a buyback and higher dividend comes despite reporting a decline in net sales and operating income for the interim period. We’ll explore how Nichias’s move to...

In the past, M/I Homes completed the repurchase of 1,384,305 shares for US$170 million as part of a previously announced buyback plan and authorized a new share repurchase program of up to US$250 million with no set expiration. This sequence of buyback activities signals the company's active approach to managing its capital structure and suggests an emphasis on enhancing shareholder value. We'll explore how M/I Homes' expanded share repurchase effort may influence its investment outlook and...

Novanta (NOVT) recently priced a major public offering of tangible equity units in an effort to raise over $500 million. The company plans to use these funds for potential acquisitions, debt repayment, and various strategic initiatives. See our latest analysis for Novanta. Novanta’s share price jumped 7.4% in a single day following the announcement of its equity offering. This comes after a rough stretch, as the year-to-date share price return is down nearly 29% and the total shareholder...

Provident Financial Services (PFS) shares surged 5% after New York Federal Reserve President John Williams hinted at a potential interest rate cut in December, which boosted market confidence in regional banks. See our latest analysis for Provident Financial Services. After a tough stretch for regional banks, Provident Financial Services is starting to see some positive momentum. While the 1-year total shareholder return sits at -7.09%, recent news and merger activity have helped the share...

Quanta Services announced on November 18, 2025, that its Board of Directors approved a quarterly cash dividend increase to US$0.11 per share, payable on January 12, 2026, to shareholders of record as of January 2, 2026. This approximately 10% dividend increase highlights the company’s continued focus on shareholder returns and signals management’s confidence in its financial outlook. We’ll explore how this dividend boost underscores Quanta Services’ capital return priorities and what it...

Element Fleet Management (TSX:EFN) has seen its stock price shift recently, catching the attention of investors who are considering the company’s solid long-term performance. Over the past year, shares have climbed 26%, reflecting steady momentum. See our latest analysis for Element Fleet Management. Element Fleet Management’s strong 1-year total shareholder return of 26% points to a business that has maintained momentum, especially as its recent share price reached $36.72. The company’s...

Earlier this month, Automatic Data Processing (ADP) announced a 10% increase in its quarterly dividend to an annual rate of US$6.80 per share, marking 51 consecutive years of dividend growth, alongside the launch of its unified global workforce management suite integrated with its recent WorkForce Software acquisition. These moves not only highlight ADP’s ongoing commitment to shareholder returns but also showcase its innovation in global human capital management solutions. We’ll explore how...

Forestar Group Inc. recently released its annual report, emphasizing its focus on market consolidation, disciplined land investments, and national operations, supported by a close relationship with D.R. Horton. An important insight is that Forestar's measures to optimize returns come amid ongoing challenges such as affordability constraints and regulatory delays, but its integrated model and diversified market reach are considered sources of resilience and growth potential. We'll explore how...

Nissan Motor (TSE:7201) is getting attention after teaming up with PG&E and Fermata Energy to showcase automated frequency management at a California microgrid using Nissan LEAF vehicles and bidirectional EV chargers. This highlights Nissan’s position in next-generation energy resilience. See our latest analysis for Nissan Motor. Nissan’s recent technology collaborations have captured attention, but it’s worth noting that the 1-year total shareholder return remains at -10.5%. After a strong...

On November 12, 2025, Kinsale Capital Group announced a declared cash dividend of US$0.17 per share to be paid on December 11, 2025, and highlighted its expanded investments and public-private partnerships supporting economic growth in Virginia. This dual announcement reinforces the company’s ongoing commitment to both shareholder returns and collaborative business expansion amid a favorable operating landscape. We will explore how Kinsale’s emphasis on disciplined capital deployment,...

Valero Energy presented at the International Security Conference & Exposition in New York on November 19, 2025, highlighting its global refined fuels infrastructure and collaboration across refining, renewable diesel, and distribution systems. An important takeaway from the event is Valero's emphasis on strengthening operational stability by integrating its refining, ethanol, and renewable segments for resilience across volatile markets. We'll examine how Valero’s focus on integrated...

In recent days, Roku expanded The Roku Channel's free streaming lineup with 12 new channels from major providers like PBS and BBC, alongside app updates improving user interface and security features across mobile devices. This push not only enhances content variety for users but also supports Roku’s efforts to reach broader audiences and strengthen its ad-supported streaming platform. We'll assess how Roku’s latest expansion of free, premium content could impact its growth story and...

DeNA (TSE:2432) shares saw a sharp change in direction after the Murakami Group rapidly sold off its recently acquired stake. This trading move, viewed as a pump-and-dump, has drawn fresh attention from investors. See our latest analysis for DeNA. DeNA’s share price was initially lifted by aggressive buying from the Murakami Group, but that upside quickly faded as rapid selling erased the gains, which is typical of pump-and-dump volatility. Despite a choppy ride this year, including a recent...

Newell Brands (NWL) is drawing interest after showcasing its Customer Experience Center in Hoboken. The space was created to connect retail partners with the company’s latest innovations through immersive, hands-on interactions and personalized experiences. See our latest analysis for Newell Brands. While the debut of Newell Brands’ Customer Experience Center is sparking conversation, the company’s share price has yet to reflect a turnaround, dropping more than 31% in the past month and now...

J. Front Retailing reported its October 2025 results, with the Department Store and SC Business achieving year-on-year revenue growth, while the Developer Business recorded declines. PARCO stores experienced significant increases in tenant transaction volumes, especially in general goods and clothing, highlighting evolving consumer preferences within the company's portfolio. We'll explore how renewed strength in department store and PARCO operations shapes J. Front Retailing's investment...

Village Farms International, Inc. reported its third quarter 2025 earnings, revealing sales of US$66.74 million and net income of US$10.22 million, a turnaround from a net loss a year earlier. This positive shift also marked a significant improvement in per-share earnings, with both basic and diluted earnings per share moving into positive territory after being negative in the prior year. We’ll now examine how this strong rebound in profitability might influence Village Farms International’s...

Dollar General recently announced a series of executive leadership changes, most notably appointing Emily C. Taylor as Chief Operating Officer effective November 16, 2025, along with the promotion of key leaders in merchandising and the elimination of the EVP of strategy and development role following Steve Deckard's departure. These moves draw attention to the company's continued investment in experienced, long-serving talent and suggest a potential shift in focus for leadership priorities...

Applied Digital (APLD) shares have pulled back over the past month, dropping 31%. The stock’s longer-term gains remain noteworthy. This gives investors plenty to consider about how the company’s story might unfold from here. See our latest analysis for Applied Digital. Despite the recent correction, Applied Digital’s momentum has been nothing short of dramatic. The company has seen a 170% year-to-date share price return and a 114% total shareholder return over the past year. After such a...

Crown Holdings (CCK) recently wrapped up a cash tender offer, buying back a substantial part of its 7 3/8% Debentures due 2026. This step has a direct impact on the company’s debt position and short-term liquidity. See our latest analysis for Crown Holdings. Crown Holdings’ move to buy back its 2026 debentures comes as the share price shows solid momentum, up nearly 20% year-to-date and closing at $97.27. While total shareholder return over the past year sits at 5.9%, its three-year figure of...

Shares of SS&C Technologies Holdings (SSNC) have shown resilience recently, posting a steady climb of 2% over the past month and bringing year-to-date returns up to 12%. Investors are taking note of the company’s consistent performance in the financial software and services sector, even as broader markets remain somewhat turbulent. See our latest analysis for SS&C Technologies Holdings. This latest stretch of gains comes after a modest pullback earlier in the year, reflecting a shift in...

BD (Becton, Dickinson and Company) recently appointed Robert Huffines and Jacqueline Wright to its board and unveiled the PureWick™ Portable Collection System, while also announcing that Duncan Regional Hospital is the first in the US to implement BD Alaris™ EMR Interoperability with MEDITECH. These developments highlight BD's ongoing commitment to executive leadership, healthcare technology integration, and innovative medical device expansion across both hospital and home care...

Central Bancompany, Inc. recently completed a US$373.34 million initial public offering for its Class A Common Stock and was subsequently added to the NASDAQ Composite Index. The company's filing for a US$57.43 million shelf registration, specifically linked to an employee stock ownership plan (ESOP), highlights its ongoing efforts to broaden capital access and employee participation shortly after its public market debut. We'll explore how Central Bancompany's addition to the NASDAQ...