TSX:PET
TSX:PETSpecialty Retail

Is Pet Valu’s Premium Expansion And Buyback Plan Altering The Investment Case For Pet Valu Holdings (TSX:PET)?

In late November and early December 2025, Natural Pet Food Group announced a nationwide rollout of its K9 Natural and Feline Natural lines through Pet Valu, Pet Valu confirmed a new Uber Eats partnership covering more than 650 locations, and the company’s board approved a normal course issuer bid to repurchase up to 3,449,181 shares by December 2026. Together with fresh updates on its Companions for Change philanthropy program, these moves highlight Pet Valu’s focus on premium assortments,...
OB:KIT
OB:KITElectronic

Kitron (OB:KIT) Is Up 7.9% After Boosting Defence Orders And Long-Term Financial Ambitions

Kitron recently secured two Defence/Aerospace orders worth a combined €74 million and, at its Capital Markets Presentation, raised its medium-term ambitions to €1.50 billion in revenue with an EBIT margin above 9% and a return on operating capital above 25%. By tying substantial new defence contracts to higher long-term financial targets, management is signalling confidence in demand visibility and the scalability of Kitron’s expanded production footprint. We’ll now assess how Kitron’s...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce (SPSC) Valuation After Morgan Stanley Downgrade and Weaker Retail Growth Outlook

After Morgan Stanley cut its rating on SPS Commerce (SPSC) to Equal Weight, investors began reassessing how much near term growth is realistically left in the tank given softer retail conditions and tariff pressures. See our latest analysis for SPS Commerce. That caution has clearly filtered into sentiment, with the 1 year total shareholder return down 56.57 percent and the year to date share price return off 53.21 percent. The stock has edged up in the past month as investors reassess...
NYSE:NSP
NYSE:NSPProfessional Services

Does Workday-Powered HRScale Modernization Change The Bull Case For Insperity (NSP)?

In recent days, Insperity’s partnership with Workday has been highlighted as potentially transformative, aiming to modernize its HR technology platform and expand into larger mid-market clients through the HRScale offering. This push to upgrade its technology stack and deepen client integration is being framed as a way to bolster retention and reinforce the resilience of Insperity’s outsourcing model despite recent earnings and analyst concerns. We’ll now examine how the Workday-enabled...
NYSE:DE
NYSE:DEMachinery

Does Deere Still Offer Value After Its Precision Agriculture Tech Push And 88.5% Five Year Surge

If you have been wondering whether Deere is still a buy after its long run, this breakdown will walk through whether the current price offers genuine value or just reflects a great story already priced in. The stock has cooled slightly in the short term, with shares down around 1.3% over the last week and 1.1% over the past month, but it is still up 10.7% year to date and 88.5% over 5 years. This makes timing and valuation especially important. Recent headlines have focused on Deere's...
SEHK:2477
SEHK:2477IT

WellCell Holdings (SEHK:2477) Valuation After Executive Shake-Up and Alibaba Veteran’s Appointment

WellCell Holdings (SEHK:2477) just shook up its leadership, with long standing executive director Cong Bin stepping down. Chief operating officer Zhang Xiaolong, an Alibaba and Ant Group veteran, is stepping into the executive director role. See our latest analysis for WellCell Holdings. The leadership reshuffle lands after a powerful run, with the share price delivering a roughly 351 percent year to date share price return and a 598 percent one year total shareholder return, suggesting...
NYSE:TGT
NYSE:TGTConsumer Retailing

Is Target Stock a Bargain After a 31.8% Slide Despite Solid Cash Flow Outlook?

If you have been wondering whether Target at roughly $93 a share is a bargain or a value trap, you are not alone. This article is here to walk you through that question step by step. Despite a modest 3.0% gain over the last week and 3.2% over the past month, the stock is still down 31.8% year to date and 28.1% over the last year. That combination makes it look like a potential recovery story with a side of risk. Recent headlines have focused on Target navigating shifting consumer spending...
NYSE:BSM
NYSE:BSMOil and Gas

Assessing Black Stone Minerals’ Valuation After New Long-Term Gulf Coast Drilling Agreement With Caturus

Black Stone Minerals (BSM) just signed a 220,000 gross acre development agreement with Caturus Energy, setting up a six year drilling runway that directly targets rising Gulf Coast natural gas demand. See our latest analysis for Black Stone Minerals. The deal lands at a time when momentum is quietly turning in BSM’s favor, with an 18.6% 3 month share price return and a hefty 5 year total shareholder return above 200%, hinting that investors see durable cash flow ahead. If this kind of long...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

Why AST SpaceMobile (ASTS) Is Up 28.0% After Advancing BlueBird 6 Launch And Network Expansion

AST SpaceMobile is preparing to present at the UBS Global Media and Communications Conference on December 8, while advancing the December 15 launch of its next-generation BlueBird 6 satellite and ramping up new manufacturing sites in Texas and Florida to scale a direct-to-smartphone space-based cellular network. Backed by more than US$1.00 billion in contracted revenue commitments from partners including AT&T, Verizon, American Tower, Google, and stc Group, the company’s push toward a 45–60...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Viasat (VSAT): Assessing Valuation After Iris Win With ITA Airways and ViaSat-3 Maritime Upgrade News

Viasat (VSAT) is back on investors radar as its Iris technology lands a key role with ITA Airways and the ViaSat 3 constellation underpins a major upgrade to Inmarsat Maritime NexusWave services. See our latest analysis for Viasat. Those wins are landing against a powerful backdrop, with Viasat’s share price up sharply this year and a 1 year total shareholder return of 278.22 percent. This suggests momentum is building as the market reassesses its growth and risk profile. If Viasat’s...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital (WDC): Is the Recent Rally Justified by Its Current Valuation?

Western Digital (WDC) has quietly turned into one of the market’s stronger long term rebound stories, with the stock up roughly 76% over the past 3 months and more than tripling over the past year. See our latest analysis for Western Digital. That surge has been driven less by a single headline than by a steady reset in expectations, as investors increasingly price in stronger storage demand and improving margins while Western Digital’s powerful 1 year total shareholder return signals that...
NYSE:ALSN
NYSE:ALSNMachinery

Allison Transmission (ALSN): Revisiting Valuation After Recent Off-Highway Acquisition and Month-Long Share Price Rebound

Allison Transmission Holdings (ALSN) has quietly turned in a solid run lately, with the stock up about 5% over the past week and roughly 14% over the past month, despite a weaker year to date. See our latest analysis for Allison Transmission Holdings. That recent 1 month share price return of 14.36% looks more like a sentiment reset than a blip, especially when you set it against a weaker year to date and a still impressive 3 year total shareholder return of 128.35%. If Allison’s move has you...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos (LDOS): Evaluating Whether The Recent Pullback Has Created a Quiet Undervaluation Opportunity

Leidos Holdings (LDOS) has been on many investors radar this year, and its latest pullback is prompting fresh questions about whether the stock is offering a more attractive entry point again. See our latest analysis for Leidos Holdings. Despite the recent pullback, Leidos’ 1-year total shareholder return of 21.72 percent and standout 79.17 percent three year total shareholder return suggest longer term momentum is still firmly intact, even as the 1 month share price return cools. If you like...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG): Assessing Valuation After This Year’s Share Price Reset

PG&E (PCG) has quietly slipped about 9% over the past month, even though earnings and cash flow have been relatively stable. This may present an interesting entry point for patient utility investors. See our latest analysis for PG&E. Zooming out, PG&E’s share price has fallen sharply this year, with a weak year to date share price return and a negative one year total shareholder return. This suggests momentum has cooled as investors reassess regulatory and execution risks despite improving...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

BGC Group (BGC) Valuation Check After Recent Share Price Pullback

BGC Group (BGC) has quietly slipped about 4% over the past month and 13% in the past 3 months, even though its underlying business continues to grow and may give investors an intriguing setup. See our latest analysis for BGC Group. Zooming out, BGC’s recent pullback sits within a year where the share price return has drifted modestly lower, even as its multi year total shareholder return remains strongly positive. This suggests momentum has cooled, but the longer term story is still...
SEHK:1368
SEHK:1368Luxury

Is Xtep (SEHK:1368) Undervalued After Recent Share Price Weakness? Exploring the Growth Narrative and Fair Value

Xtep International Holdings (SEHK:1368) has drifted lower over the past 3 months, even as revenue and net income keep growing. That disconnect sets up an interesting value question for long term investors. See our latest analysis for Xtep International Holdings. At HK$5.37, Xtep’s recent 90 day share price return of negative 18.02 percent sits in sharp contrast to its solid business growth. Even with a five year total shareholder return of 123.59 percent, momentum clearly looks to be fading...
ENXTBR:VASTB
ENXTBR:VASTBRetail REITs

Vastned (ENXTBR:VASTB) One‑Off Driven Earnings Surge Tests Bullish Growth Narrative

Vastned (ENXTBR:VASTB) has put solid numbers on the table for Q3 2025, with recent quarterly revenue sitting at about €16.9 million and EPS at roughly €0.81, backed by trailing twelve month revenue of €42.9 million and EPS of €2.65. The company has seen revenue move from €4.9 million in Q2 2024 to €16.9 million in Q2 2025, while EPS shifted from €0.87 to €0.81 over the same quarters. This sets the stage for investors to focus on how much of the headline growth is sustainable versus one off...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

The Bull Case For Cisco Systems (CSCO) Could Change Following New AI Network Deal With Asiacell

In late November 2025, Asiacell announced it was adopting Cisco’s AI-driven Provider Connectivity Assurance platform to improve real-time monitoring, diagnostics, and self-healing capabilities across its nationwide Iraqi network. This deployment underscores how Cisco’s AI-enabled automation tools are moving deeper into live carrier networks, reinforcing its position in AI-powered networking and service assurance. Now we’ll examine how surging AI infrastructure demand and Cisco’s raised...
NYSE:CNM
NYSE:CNMTrade Distributors

Core & Main (CNM) Q3 2026: Margin Gain on Lower Revenue Tests Premium Valuation Narrative

Core & Main (CNM) just posted its Q3 2026 numbers, with revenue at about $2.1 billion and EPS of roughly $0.72, against a trailing twelve month haul of $7.8 billion in revenue and $2.29 in EPS that reflects 6.1% earnings growth over the past year. The company has seen revenue move from $7.0 billion to $7.8 billion on a trailing basis while EPS has climbed from $2.11 to $2.29. This sets up an earnings profile where profit growth is outpacing a more modest top line and keeps margins firmly in...
NYSE:OMC
NYSE:OMCMedia

Omnicom Group (OMC): Has the Recent Pullback Opened Up a Valuation Opportunity?

Omnicom Group (OMC) has quietly slipped about 6% over the past 3 months and sits well below its recent highs, inviting a closer look at whether the current price fairly reflects its fundamentals. See our latest analysis for Omnicom Group. Zooming out, the 1 year total shareholder return of negative 17.6 percent and year to date share price return of negative 15.3 percent suggest momentum has clearly faded, even as Omnicom continues to post solid underlying growth. If Omnicom’s recent pullback...
NYSE:CVX
NYSE:CVXOil and Gas

Is Chevron Attractively Priced After Recent Share Price Softness?

If you are wondering whether Chevron, at around $148 a share, is a bargain or a value trap, you are not alone. This breakdown will help you see where the numbers actually point. Despite a solid 105.5% return over five years, the stock is down 1.2% over the last week, 4.2% over the last month, and about 1.0% over the past year, which has some investors questioning whether this is a temporary pause or a shift in sentiment. Recent moves in energy prices, shifting expectations around interest...
ENXTPA:EL
ENXTPA:ELMedical Equipment

Is EssilorLuxottica (ENXTPA:EL) Quietly Recasting Its Moat Through Science-Led, AI-Driven Eyewear Innovation?

EssilorLuxottica recently created a high-profile Scientific Advisory Committee of globally recognized experts in physics, ophthalmology, audiology, mathematics and bioethics to guide its research in areas such as oculomics, AI and optics. This move signals a deeper push to fuse advanced science with wearable technology, potentially sharpening the company’s edge in AI-powered eyewear and broader health-focused innovation. We’ll now examine how EssilorLuxottica’s new Scientific Advisory...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Does the Recent Rebound Signal a Mispricing Opportunity in Snap Stock?

Wondering if Snap at around $7.92 is a beaten down trap or a quietly mispriced opportunity? Let us unpack what the market might be getting wrong about this stock. Over the last week the share price has nudged up about 3.4%, but that comes after a rough stretch with the stock down roughly 8.9% over 30 days and 29.5% year to date, and still about 84.7% below where it was five years ago. Those moves are happening against a backdrop of ongoing product pushes in augmented reality and improvements...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

Is Himax (HIMX) Quietly Reframing Its AI Narrative Through Healthcare-Focused Sensing Interfaces?

Himax Technologies and Liqxtal Technology recently showcased the Liqxtal Pro-Eye vision-care monitor at the 2025 Taiwan Healthcare+ Expo, featuring Himax’s WiseEye AI-powered facial recognition and eye-tracking to reduce ciliary-muscle strain, ease digital eye fatigue, and enhance on-screen privacy for intensive and senior users. The collaboration highlights how Himax is applying its ultra-low power AI sensing and optical expertise beyond core display drivers, turning everyday screens into...