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Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Earlier this week, RBC Capital initiated coverage on Array Digital Infrastructure, now exclusively focused on US tower operations after divesting its UScellular wireless business. The firm is anticipated to begin regular dividend payments after the closure of pending spectrum transactions, with near-term colocation opportunities adding further potential. We'll consider how the analyst’s positive outlook, centered on Array Digital's new tower-focused strategy, influences the company's...

PennyMac Mortgage Investment Trust (PMT) just released its third quarter earnings, reporting strong year-over-year gains in net income and earnings per share. The results highlight clear progress in the company’s operating performance. See our latest analysis for PennyMac Mortgage Investment Trust. PennyMac Mortgage Investment Trust has built some positive momentum following its third quarter results, with a 6.6% share price gain over the past week and a 4.8% total shareholder return in the...

10x Genomics (TXG) is partnering with Anthropic to integrate its single cell and spatial biology analysis tools into Claude for Life Sciences. This move allows researchers to access advanced workflows through natural language, making complex data analysis more approachable. See our latest analysis for 10x Genomics. After a tough stretch, 10x Genomics is showing signs of renewed interest. The stock has rebounded with a 17.5% one-month share price return following news of partnerships with...

Valmont Industries recently reported third-quarter earnings, achieving US$1.05 billion in sales and US$99.03 million in net income, with a 21.2% rise in diluted earnings per share year over year. This performance was driven by strength in the Infrastructure segment, leading the company to raise its full-year earnings guidance and reinforcing confidence from market analysts. Given the raised full-year guidance, we'll explore how this improved outlook could influence Valmont Industries’...

Gilat Satellite Networks Ltd. recently announced that its Commercial Division secured US$42 million in orders from a leading satellite operator, focused on its multi-orbit SkyEdge IV platform, with delivery scheduled over the next 12 months. This commitment is set to expand the global presence of SkyEdge IV, which is increasingly pivotal as satellite operators aim to provide next-generation connectivity for applications such as in-flight connectivity and enterprise broadband. We'll explore...

On October 17, 2025, Regeneron Pharmaceuticals announced that the European Medicines Agency's Committee for Medicinal Products for Human Use adopted a positive opinion for Libtayo as an adjuvant treatment for adults with cutaneous squamous cell carcinoma at high risk of recurrence after surgery and radiation. This regulatory milestone, which closely follows recent FDA approval and is backed by robust Phase 3 trial data, highlights growing international momentum behind Libtayo’s expansion in...

Vulcan Materials (VMC) has seen its stock deliver double-digit gains so far this year, rising 15% on a total return basis. Investors have been tracking its recent performance and weighing how these returns compare with the company's longer-term trends. See our latest analysis for Vulcan Materials. Vulcan Materials' share price momentum has cooled a bit over the past month, but its year-to-date price return of 14.54% suggests market optimism is holding up. Looking further back, the company...

Agios Pharmaceuticals (AGIO) shares are in focus after the company announced that the European Medicines Agency's committee adopted a positive opinion for PYRUKYND, its oral treatment for thalassemia-linked anemia. This milestone brings PYRUKYND closer to potential approval in Europe. See our latest analysis for Agios Pharmaceuticals. Momentum has returned for Agios Pharmaceuticals, with the recent positive regulatory news helping drive the share price up 11.3% over the past month and...

Dynatrace (DT) shares drew attention after the company and ServiceNow announced a multi-year strategic partnership. The collaboration integrates their AI and automation platforms to help enterprise customers improve IT operations and incident management. See our latest analysis for Dynatrace. While Dynatrace’s high-profile partnership with ServiceNow has put a spotlight on the company, its recent 1-year total shareholder return of -7.2% suggests investors are still weighing the pace of growth...

Donnelley Financial Solutions (DFIN) just wrapped up the termination of its main defined benefit pension plan, a move that has been years in the making. By winding down the plan, DFIN has cleared a significant liability from its balance sheet and strengthened its financial outlook. See our latest analysis for Donnelley Financial Solutions. DFIN’s move to eliminate its pension liability arrives just as the stock has been working through a volatile stretch. Its share price slipped more than 17%...

Burford Capital recently provided an update on the ongoing YPF litigation, announcing that oral arguments for the Main Appeal against Argentina took place on October 29, 2025, with recognition and enforcement proceedings also advancing across multiple foreign jurisdictions as Argentina continues to contest the process. This development introduces ongoing legal uncertainty and the potential for substantial future impacts on Burford's operations and stakeholder outcomes, given the scale of the...

Renasant (RNST) shares have edged higher in recent sessions, with investors showing mild interest despite a lack of headline-grabbing developments. The current price trend invites a closer look at underlying performance and valuation. See our latest analysis for Renasant. Renasant’s share price has slipped about 6% over the past month but remains down only modestly for the year. Recent trading reflects a balancing act between investor caution and confidence in the bank’s fundamentals...

Grand Canyon Education (LOPE) recently announced that Kathy J. Claypatch has resigned from her role as Chief Information Officer. For investors, leadership transitions in key operational areas often invite fresh attention to the company’s direction and digital strategy. See our latest analysis for Grand Canyon Education. Even with some changes in leadership, Grand Canyon Education's shares have climbed in recent months. The company notched a 29.8% share price return in the past quarter and...

Clearwater Analytics Holdings (CWAN) just launched a new integration with J.P. Morgan Asset Management, connecting Enfusion by Clearwater to the Morgan Money trading platform. This move streamlines the process by which hedge funds invest and manage idle cash. See our latest analysis for Clearwater Analytics Holdings. Despite rolling out new solutions like the J.P. Morgan integration to expand its reach, Clearwater Analytics Holdings has seen its momentum stall, with a year-to-date share price...

In recent weeks, Canadian Imperial Bank of Commerce (CIBC) completed several fixed-income offerings, including callable senior unsecured notes and Eurobonds, and launched CIBC Real-Time Experience (CRX), an AI-powered client engagement platform designed for personalized financial services across all channels. These developments reflect CIBC's dual focus on fortifying its funding structure via diversified debt issuance and building competitive advantage through digital innovation for enhanced...

On October 21, 2025, CareTrust REIT's Board expanded from five to six directors and appointed Gregory K. Stapley, former CEO and founder, to rejoin the Board effective January 1, 2026, without committee assignments. Mr. Stapley’s return brings deep institutional knowledge and signals renewed leadership continuity, reflecting ongoing investment in talent and sector expertise at a pivotal time for the company. We'll examine how the addition of Mr. Stapley may influence CareTrust's approach to...

Haleon plc's ( LON:HLN ) price-to-earnings (or "P/E") ratio of 20.5x might make it look like a sell right now compared...

Stock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...

JD Sports Fashion (LON:JD.) has had a great run on the share market with its stock up by a significant 13% over the...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...