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In recent months, Expand Energy, formed by the 2024 merger of Chesapeake Energy and Southwest Energy, reported a surge in oil, natural gas, and natural gas liquids sales, supported by stronger marketing revenues and derivatives contributions. These operational gains, building on merger-driven efficiencies, highlight how the company’s scale and cost reductions are starting to translate into materially stronger commercial performance. We’ll now explore how this surge in energy product sales...

Steady performance and valuation backdrop SEI Investments (SEIC) has been quietly grinding higher, with the stock up about 5% over the past month and roughly 4% over the past year. This invites a closer look at its current setup. See our latest analysis for SEI Investments. With the share price now around $83.09, SEI’s recent 1 month share price return of more than 5% sits against a solid multi year backdrop, including a three year total shareholder return above 45%. This suggests momentum is...

Enghouse Systems (TSX:ENGH) just wrapped up its fourth quarter with slightly lower revenue and earnings, and paired that with a fresh update on dividends and how it plans to deploy capital next. See our latest analysis for Enghouse Systems. Despite that softer quarter and a renewed focus on acquisitions and buybacks, Enghouse Systems’ recent momentum has improved, with a 1 month share price return of just over 8% even as the 5 year total shareholder return remains deeply negative. This...

Oklo (OKLO) has been on a wild ride this year, with the stock still up sharply despite dropping around 9% today and roughly 25% over the past week. Investors are now wrestling with what that volatility implies for future returns. See our latest analysis for Oklo. That pullback comes after a huge run, with the share price still showing a very strong year to date share price return and an even stronger one year total shareholder return. This suggests sentiment is cooling, while long term...

In early December 2025, uniQure reported that final FDA meeting minutes indicated Phase I/II data for its Huntington's gene therapy AMT-130 are currently unlikely to provide the primary evidence needed for a Biologics License Application, prompting the company to seek a follow-up meeting in early 2026. This feedback raises questions about trial design, endpoint robustness, and the potential need for additional studies, sharpening focus on uniQure’s regulatory pathway and funding capacity for...

If you are wondering whether Jabil’s roaring share price still leaves any real value on the table, you are not alone, and this is exactly what we are going to unpack. Despite a recent 5.9% pullback over the last week, the stock is still up 7.9% over the past month, 51.4% year to date, and 50.8% over the last year, building on gains of 210.1% in 3 years and 408.7% in 5 years. That kind of run has been underpinned by Jabil’s strategic pivot toward higher margin, technology focused...

LTC Properties, Inc. recently amended its July 21, 2025 Credit Agreement to lift total lender commitments to $800 million, including $200 million of term loans maturing between 2028 and 2032 with interest rates effectively fixed through swap agreements. By locking in long-dated borrowing costs at defined fixed rates, LTC is signaling a focus on balance sheet certainty that could shape how it funds future senior housing and healthcare growth projects. Next, we’ll examine how this expanded...

Cisco Systems recently filed two shelf registrations totaling about US$14.05 million, covering 177,212 common shares for employee stock ownership plan offerings. These ESOP-related registrations highlight Cisco’s ongoing use of equity-based compensation, aligning employees more closely with the company’s AI-focused growth initiatives and performance. We’ll now examine how Cisco’s employee share offerings interact with its AI infrastructure momentum and evolving investment narrative. AI is...

Charter Hall Group has announced a dividend of A$0.2483 per security for the six months ended 31 December 2025, with a record date of 31 December 2025, ex‑dividend date of 30 December 2025, and payment scheduled for 27 February 2026. This dividend decision reinforces the view that Charter Hall is prioritising reliable distributions, which can be an important consideration for income-focused investors assessing the group’s property and funds management exposure. We’ll now examine how this...

Liontown (ASX:LTR) jumped after locking in a binding offtake agreement with Canmax Technologies for 2027 to 2028 spodumene supply, alongside its first digital spot sales auction that underscored solid buyer interest. See our latest analysis for Liontown. Those deals have arrived on the back of powerful momentum, with the latest move adding to Liontown’s roughly 66% 90 day share price return and a hefty 175% total shareholder return over the past year. This suggests confidence is building...

Organigram Global Inc. has reported its fiscal 2025 results, with sales rising to C$403.02 million and revenue to C$259.18 million, while net loss and loss per share from continuing operations narrowed year on year. Alongside record market share in Canadian recreational cannabis and growing international sales, the company has guided for Fiscal 2026 net revenue above C$300 million, supported by new product launches, acquisitions, and cultivation and extraction advances. With strong full-year...

Wondering if Ormat Technologies is still a smart buy after its big run, or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. Despite a soft patch in the last week with the stock down 3.8%, Ormat is still up 1.1% over the past month and 57.4% year to date, translating to a 62.9% gain over the last year. That surge has come as investors have doubled down on clean energy names like Ormat, which develops and operates geothermal and...

Centrus Energy (LEU) just took a concrete step in its Piketon, Ohio expansion, kicking off design work for a large Training, Operations and Maintenance facility that could anchor future uranium enrichment growth. See our latest analysis for Centrus Energy. The Piketon buildout comes after a huge run in Centrus, with the share price still around $221.45 despite a sharp recent pullback and a powerful multi year total shareholder return that suggests long term momentum is intact even as near...

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

If you have ever wondered whether Arthur J. Gallagher at around $250 a share is still a buy or finally priced for perfection, you are in the right place. The stock has slipped about 3.2% over the last month and is down 9.1% year to date, even after a modest 4.3% rebound over the past week, which hints that market sentiment has been wobbling despite a strong 115.1% gain over five years. Recently, the company has stayed in the spotlight as investors focus on the resilience of insurance brokers...

Aluminum Corporation of China Limited was recently added to the Shanghai Stock Exchange 180 Value Index, highlighting its classification among larger value-oriented companies in the market. This index inclusion can increase the company’s visibility to institutional and passive investors, potentially influencing how it is positioned in diversified China equity portfolios. We’ll now explore how inclusion in the Shanghai Stock Exchange 180 Value Index may shape Aluminum Corporation of China’s...

In recent days, Salesforce announced multiple Agentforce 360 deployments and integrations, including major agreements with Novartis, AstraZeneca, DeVry University, Vonage, ZS, and the U.S. Department of Transportation to modernize engagement and operations using its AI-powered CRM and data platforms. Together, these wins point to growing, real-world usage of Salesforce’s AI and data stack across healthcare, education, government, and contact centers, addressing earlier investor doubts about...

Wondering if SharkNinja is still a smart buy after its big run, or if the price has already baked in the growth story? In this article, we unpack what the current share price is really saying about future expectations. SharkNinja has been on a strong short term rally, with the stock up 33.5% over the last month and 16.5% year to date, even though it dipped slightly by 0.2% in the last week. Part of this momentum has come as investors react to SharkNinja's expanding product lineup in home...

General Motors (GM) just rode a fresh wave of analyst optimism, with upbeat projections on future profitability and software driven margins helping push the stock to new highs and sharpening investor focus on earnings durability. See our latest analysis for General Motors. The optimism is showing up in the numbers too, with the share price at $80.51 and a powerful 30 day share price return of 18.55 percent feeding into a 62.72 percent one year total shareholder return and a standout 131.39...

If you are wondering whether American Express is still worth buying after such a big run, you are not alone. The stock has quietly become one of the market's long term standouts. From a last close of $375.61, AXP is flat over the last week, up about 10.1% over the past month, 25.9% year to date and 31.9% over the last year, with a 165.0% and 241.6% gain over 3 and 5 years, respectively. Part of this momentum reflects investors rewarding American Express for steadily expanding its premium...

Herbalife (HLF) has quietly turned into a comeback story, with the stock climbing sharply over the past month and past 3 months, even as long term returns still lag badly. See our latest analysis for Herbalife. At around $14.30 per share, Herbalife’s powerful recent share price momentum, including a triple digit year to date share price return, contrasts sharply with its weak five year total shareholder return. This suggests sentiment has only recently turned. If this rebound has you...

CIBC is doubling down on Constellation Software (TSX:CSU) just as the company reshapes its leadership, with longtime executive Mark Miller joining the board after founder Mark Leonard stepped back. See our latest analysis for Constellation Software. Investors are still processing that leadership shuffle and CIBC’s renewed conviction, with the share price now at $3,315.0 and a weak year to date share price return contrasting with a strong three year total shareholder return. This suggests the...

Sprott Asset Management USA, Inc. reported that its Sprott Silver Miners & Physical Silver ETF (Nasdaq: SLVR) surpassed US$500,000,000 in assets under management on 11 December 2025, less than a year after its 15 January 2025 launch. The fund’s rapid scale-up, offering combined exposure to silver miners and physical silver amid record silver prices and supply concerns, underscores investor appetite for specialized precious metals vehicles. We’ll now examine how SLVR’s rapid asset growth and...

Wondering if Box is quietly becoming a value play while everyone chases flashier tech names? You are not alone, and this article is designed to unpack whether the current price really makes sense. Despite a solid 56.2% gain over five years, Box is down 0.7% over the last week, 1.9% over the last month, and 3.7% year to date, leaving it 5.7% lower than a year ago. Recent attention has focused on Box's ongoing push into AI powered content management and deeper integrations with major cloud...