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If you are wondering whether International Seaways is still a smart buy after its big multiyear run, or if most of the upside is already priced in, this article will walk through whether the current share price looks compelling or stretched. Even after a recent pullback of 5.0% over the last week and 10.1% over the past month, the stock is still up 33.9% year to date and 49.0% over the last year, with a 350.1% gain over five years that naturally raises questions about future returns and...

The Coca-Cola Company recently announced that its board has elected Executive Vice President and Chief Operating Officer Henrique Braun to become CEO on March 31, 2026, with current CEO James Quincey transitioning to Executive Chairman after nine years in the top role. This insider succession plan, elevating a three-decade company veteran who already oversees global operations, signals continuity in Coca-Cola’s total beverage and technology-focused transformation while still opening the door...

Earlier this week, G-III Apparel Group reported third-quarter fiscal 2026 results showing lower year-on-year sales and earnings, while announcing a new US$0.10 per-share quarterly dividend, fresh buyback activity, and higher full-year earnings guidance despite reduced revenue expectations and US$1.61 million of asset impairments. The combination of stronger-than-guided profitability, a first-ever recurring dividend, and over 22.77% of shares repurchased since 2011 marks a clear shift toward...

Sterling Infrastructure (STRL) is back on investors radar after multiple research firms reaffirmed their positive stance, pointing to its data center strength, steady revenue gains, and expanding backlog across several high demand infrastructure end markets. See our latest analysis for Sterling Infrastructure. Despite a sharp 1 day share price pullback of 7.45% to about $315, the year to date share price return of 87.89% and a 3 year total shareholder return above 900% suggest momentum is...

Wondering if Hexcel at around $73 a share is still a smart buy, or if the best gains are already behind it? Here is a breakdown of what the recent moves and fundamentals may be indicating about its value. Hexcel's share price is up 18.2% year to date and 15.9% over the last year, even after a recent 4.6% dip in the past week that follows a 5.7% gain over the last month. These swings are happening against a backdrop of steady demand for advanced composite materials in aerospace and defense,...

Atlassian (TEAM) just hit a key milestone in its cloud strategy, with Jira, Confluence, and Jira Service Management now available directly through AWS Marketplace. This tightens its tie up with Amazon and streamlines enterprise procurement. See our latest analysis for Atlassian. The AWS Marketplace listing lands after a choppy stretch for investors, with the share price at $162.04 and a year to date share price return of minus 33.15 percent. The one month share price return of 6.75 percent...

Wondering if Energy Transfer at around $16.56 is a bargain or a value trap? You are not alone, and today we will break down what the numbers really say. Despite a choppy recent run with the stock down 1.4% over the last week, 2.6% over the past month and 16.0% year to date, long term holders are still sitting on gains of 82.3% over 3 years and 263.5% over 5 years. Recent headlines have focused on Energy Transfer expanding its midstream footprint through new pipeline and export projects,...

In early December 2025, Artisan Partners Asset Management reported preliminary assets under management of US$180.8 billion as of November 30 and disclosed a US$2.70 billion redemption by a non‑U.S. institutional client, alongside roughly US$1.20 billion of annual fund distributions that were not reinvested across November and expected December. While these outflows are material, they represent a relatively small share of total assets, raising questions about client concentration, revenue...

West China Cement Limited has completed payment to eligible holders in its tender offer for the 2026 Notes, leaving US$200,000,000 in principal still outstanding, and earlier in December it also changed its principal place of business in Hong Kong to a new address in Tsim Sha Tsui. This combination of debt retirement and operational relocation highlights management’s current focus on balance-sheet flexibility and corporate infrastructure in a key financial hub. We will now examine how the...

If you are wondering whether Fastenal is still attractively priced today, or if the easy gains are behind it, you are not alone. This article will break down what the current share price implies about potential future returns. The stock has climbed 1.2% over the last week, 3.9% over the past month, and is up 18.2% year to date, adding to a 9.3% 1-year gain and nearly doubling investors' money over 3- and 5-year periods with returns of 89.2% and 92.1% respectively. Behind those moves, the...

Recent insider buying in Saputo (TSX:SAP), supported by steady institutional interest, has given the stock fresh momentum, and investors are asking whether this renewed confidence lines up with the company’s fundamentals and growth outlook. See our latest analysis for Saputo. That insider activity is landing on top of an already strong run, with Saputo’s share price up 63.05 percent year to date and delivering a 59.56 percent total shareholder return over the past 12 months. This signals that...

Earlier this month, Morgan Stanley cut its rating on Tesla to Equal-Weight, citing slowing automotive growth, intensifying Chinese competition, and execution risks around autonomous driving and robotics that it believes are already reflected in the current valuation. At the same time, bulls point to Tesla’s rapid progress in Full Self-Driving and robotaxis, arguing that successful execution on these AI-driven platforms could justify treating the company less like a traditional automaker and...

Varco Energy and Fluence Energy UK Ltd. recently brought Phase 1 of the Sizing John battery storage project near Liverpool into full commercial operation, while also starting construction on Phase 2 that will expand the site to 142.5 MW /348.5 MWh using Fluence’s next‑generation Gridstack Pro 5000 technology. At the same time, Fluence’s recognition by S&P Global Commodity Insights as one of the top three battery energy storage system integrators worldwide underscores how flagship projects...

NIO (NIO) just posted a 76% jump in November deliveries to 36,275 vehicles, with growth spread across its NIO, ONVO, and FIREFLY brands, giving investors fresh fundamental data to weigh against the stock’s recent slump. See our latest analysis for NIO. Even with this jump in deliveries, NIO’s 30 day share price return of minus 18.34 percent and 90 day share price return of minus 22.50 percent show that momentum has been fading. Its 1 year total shareholder return of 11.53 percent suggests a...

Pan Pacific International Holdings (TSE:7532) just released its November 2025 trading update, showing year over year sales growth across domestic, discount, and UNY segments, a data point investors cannot really ignore. See our latest analysis for Pan Pacific International Holdings. That solid sales update seems to be steadying sentiment, with the share price at ¥964.9 after a modest recent recovery. However, the 90 day share price return of minus 8% shows momentum has cooled, even as the...

Disc Medicine recently reported positive initial data from its ongoing Phase 2 RALLY-MF trial of DISC-0974 in myelofibrosis-related anemia, showing large hepcidin reductions, improved iron levels, meaningful hemoglobin gains, and a generally well-tolerated safety profile across multiple patient groups. A key takeaway was that DISC-0974 showed clinically meaningful anemia improvements even in patients on concomitant JAK inhibitor therapy, hinting at potential use alongside current standards...

In early December 2025, Navitas Semiconductor expanded its global distribution agreement with Avnet, launched sample availability of new 2,300V and 3,300V ultra-high voltage SiC products with its AEC-Plus reliability benchmark, and entered a long-term GaN partnership with Cyient Semiconductor in India to build a local ecosystem for high-power applications. Together, these moves deepen Navitas’ reach into AI data centers, energy and grid infrastructure, and industrial electrification, while...

Cohen & Steers Income Opportunities REIT recently acquired Springs Plaza, a 195,000-square-foot, 99% occupied grocery-anchored center in Bonita Springs, Florida, through its ongoing joint venture with Phillips Edison & Company. This fourth joint acquisition with Phillips Edison highlights the company’s continued focus on high-traffic, necessity-based retail in growing suburban coastal markets. Next, we’ll examine how adding a nearly fully leased, grocery-anchored Florida center through this...

Regulatory Shift Puts Curaleaf in the Spotlight Reports that President Trump may move to ease federal marijuana restrictions have pushed Curaleaf Holdings (TSX:CURA) into sharper focus, as investors reassess its prospects under a friendlier US regulatory regime. See our latest analysis for Curaleaf Holdings. The prospect of looser federal rules has lit a fire under Curaleaf, with a 1 month share price return of 76.47 percent and a year to date share price return of 121.74 percent. However,...

In the past quarter, Brown-Forman completed a US$265.8 million share repurchase of 9,543,230 shares, while reporting second-quarter revenue of US$1,036 million and net income of US$224 million, both lower than a year ago. The company’s results highlighted how the ongoing Canadian boycott of U.S. spirits, with a very large decline in that market’s sales, is weighing on earnings despite its premium brands and cost-efficiency efforts. Next, we’ll examine how weaker earnings tied to the...

Recent performance and what is driving interest Viper Energy (VNOM) has quietly climbed about 6% over the past month and 8% in the past 3 months, even as its year-to-date return remains negative near 19%. See our latest analysis for Viper Energy. Zooming out, the $40.34 share price still sits below where it started the year despite a solid 1 month and 3 month share price rebound. This suggests sentiment is stabilising but not yet fully convinced by the story. If Viper’s recent move has you...

Earlier this week, Broadcom Inc. reported fiscal 2025 results showing revenue rising to about US$63.89 billion and net income to roughly US$23.13 billion, and guided for first‑quarter fiscal 2026 revenue of approximately US$19.1 billion, about 28% higher than the prior year period. The company also disclosed that fast‑growing AI chip sales are expected to double in early 2026 but will compress consolidated gross margins, even as the board approved a 10% increase in the quarterly dividend to...

Vår Energi ASA and its partners have approved the Johan Castberg Isflak tie-in development in the Barents Sea, including new Increased Oil Recovery wells and the Drivis Tubåen discovery, with first production targeted for the fourth quarter of 2028 via existing Johan Castberg infrastructure. This decision is important because it aims to extend plateau output from Johan Castberg towards 2030, supporting Vår Energi’s plan to sustain production of 350,000 to 400,000 barrels of oil equivalent...

EchoStar (SATS) has suddenly become the go to proxy for SpaceX after reports of a potential SpaceX IPO at a sky high valuation sparked heavy buying and a rush into the stock. See our latest analysis for EchoStar. The latest SpaceX IPO chatter has simply poured fuel on a rally that was already building, with EchoStar’s share price return up 59.3% over 30 days and 371.96% year to date, while its 1 year total shareholder return of 360.03% shows this is no overnight story but a powerful,...