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Post Holdings (POST) just reshaped its balance sheet by selling $1.3 billion of 2036 senior notes and earmarking the cash to redeem its 2029 debt, extending maturities while locking in a higher coupon. See our latest analysis for Post Holdings. Even with the balance sheet reshuffle and a fresh $500 million buyback plan in play, the stock’s 1 month share price return of negative 10.01 percent and 1 year total shareholder return of negative 17.87 percent suggest sentiment has cooled near term...

In recent months, Tripadvisor attracted activist investors 13D Activist Fund and Starboard after completing a buyback of Liberty Media’s controlling stake and collapsing its dual-class share structure, while its Viator and TheFork businesses continued to grow as the core Tripadvisor segment softened. Around the same time, the company also rolled out Tripadvisor Rewards, a new loyalty program offering Trip Cash and members-only perks, signaling a push to deepen app engagement and monetization...

Freehold Royalties Ltd. recently confirmed the departure of Chief Operating Officer Robert King and the elimination of the COO role, with his responsibilities absorbed by the existing executive team following the end of its management agreement with Rife Resources Ltd. A few days later, Senior Officer Lisa Farstad invested C$105,700 to acquire 7,000 Freehold shares at C$15.10 each, materially increasing her personal stake and signaling alignment with shareholders. We’ll now examine how...

Ingevity has already agreed to sell its industrial specialties product line and North Charleston crude tall oil refinery to Mainstream Pine Products under an Asset Purchase Agreement announced on September 3, 2025, with closing targeted by early 2026 and the assets now classified as discontinued operations. This divestiture marks a major shift in Ingevity’s portfolio composition, sharpening its focus on higher-value specialty materials while materially reshaping future operations and...

In early December 2025, Graco Inc. announced a 7.3% increase in its regular quarterly dividend to US$0.295 per share, payable on February 4, 2026, to shareholders of record as of January 19, 2026. Alongside this dividend increase, Graco’s board authorized a substantial new share repurchase program of up to 15 million shares, supplementing an existing buyback plan that still has nearly 8 million shares available. Next, we’ll examine how Graco’s expanded share repurchase authorization could...

S&P Global Ratings recently upgraded Tenable Holdings after being impressed by the company’s consistent revenue growth, stronger financial profile, and accelerating platform traction. The upgrade also reflects Tenable’s expanded capabilities in operational technology and AI security, reinforced by its acquisition of Vulcan Cyber and growing exposure management adoption. We’ll now examine how S&P’s upgrade and Tenable’s platform momentum may reshape the company’s investment narrative and...

Ingles Markets (IMKT.A) just posted full year results showing lower sales, softer profits, and a property and equipment impairment charge, a combination that puts the recent stock performance into sharper context for investors. See our latest analysis for Ingles Markets. The soft full year earnings, impairment charge, and recent board change help explain why the latest 1 day share price return of minus 2.53 percent contrasts with a still solid year to date share price gain of 15.51 percent...

In recent months, Shoals Technologies Group reported a 2.1% annual revenue decline over the past two years as customers postponed purchases, while earnings per share fell even faster, compressing profitability. At the same time, executives including CFO Dominic Bardos and President Jeffery Tolnar sold shares just as analysts highlighted the company’s international and battery storage expansion as potential long-term growth engines despite current profit pressures. We’ll now examine how...

Immatics (NasdaqCM:IMTX) just priced a follow on equity offering, selling 12,500,000 new shares at 10 dollars each to raise about 125 million dollars, a move that directly affects shareholder dilution and funding runway. See our latest analysis for Immatics. The sharp 1 day share price return of negative 14.24 percent after the raise comes on the back of a powerful 90 day share price return of 75.82 percent and 1 year total shareholder return of 30.85 percent, suggesting momentum is cooling...

Silicon Laboratories (SLAB) has been getting a lift after analysts raised their earnings estimates for both the upcoming quarter and full year, signaling growing confidence in the chip maker’s near term recovery path. See our latest analysis for Silicon Laboratories. The upbeat revisions seem to be feeding into the tape, with the 7 day share price return of 11.75 percent and year to date share price return of 13.17 percent suggesting momentum is building even though the 3 year total...

Ivanhoe Electric (IE) is back in the spotlight after rising in industry power rankings, as investors weigh how its Santa Cruz copper project and tech driven exploration platform could reshape the company’s growth path. See our latest analysis for Ivanhoe Electric. The renewed buzz comes after a powerful run, with the share price logging an 86.84% year to date share price return and a 62.24% one year total shareholder return. This suggests momentum has been building rather than fading as...

Global Net Lease, Inc. recently completed an agreement to sell the McLaren Campus in Woking, Surrey, England for £250 million, following rent increases of 14.5% since acquiring the asset in April 2021. The company plans to direct a large share of the proceeds toward reducing its multi-billion-dollar debt load, aiming to strengthen the balance sheet and potentially free up capacity for future share repurchases and acquisitions. Next, we’ll explore how using the McLaren Campus sale proceeds to...

GoGold Resources Inc. recently completed a composite units offering, raising C$125.0005 million through the sale of 47,170,000 equity/derivative units at C$2.65 each, reflecting a C$0.13 discount per unit. This sizeable capital raise materially expands GoGold’s funding capacity, which could influence how investors assess its project pipeline and capital structure. With the recent funding injection from the composite units offering, we’ll examine how this shapes GoGold Resources’ investment...

Fresh commentary on Donnelley Financial Solutions (DFIN) is flagging worsening customer retention and slowing ActiveDisclosure subscription growth. This is putting its push toward a majority software revenue mix under sharper scrutiny for current and prospective shareholders. See our latest analysis for Donnelley Financial Solutions. The stock has been feeling that pressure too, with a sharp year to date share price return of around minus 25 percent and a 1 year total shareholder return near...

In the past week, National Bank of Canada reported Q4 2025 results showing net income of CA$1,059 million and net interest income of CA$1,169 million, alongside CA$62 million of impairment losses on intangible assets and a higher quarterly common dividend of CA$1.24 per share. The board also declared a wide slate of preferred share dividends and reiterated its focus on acquisition synergies and return on equity targets, underscoring management’s emphasis on both capital returns and...

In October 2025, CoStar Group reported better-than-expected Q3 results, marking its 58th consecutive quarter of double-digit revenue growth and renewed momentum across its Homes.com residential platform and CoStar Suite commercial offerings. The reacceleration in bookings and continued expansion of its salesforce and products underline how CoStar is deepening its role as a core data and marketplace provider in global real estate. Next, we’ll explore how this bookings reacceleration and...

QCR Holdings recently reported a very strong third quarter, with revenue and earnings per share coming in well above analyst expectations, while institutional investors including Franklin Resources and Vanguard adjusted their positions and the company declared a quarterly dividend payable on 7 January. This mix of earnings outperformance, shifting institutional ownership, and a modest dividend underscores how investors are reassessing QCR Holdings’ earnings quality and capital return...

SS&C Technologies Holdings (SSNC) just landed Voss Capital as a GlobeOp fund administration client, alongside expanding its EU wealth platform from Dublin. These developments quietly strengthen the story behind the stock’s recent gains. See our latest analysis for SS&C Technologies Holdings. Against this backdrop of new mandates and a broader European footprint, SS&C’s 17.1% year to date share price return and robust three year total shareholder return of 74.6% suggest momentum is building as...

Weyerhaeuser recently highlighted that its shares are trading below the implied value of its timberland portfolio, while housing demand and lumber prices remain soft, and it is preparing to hold an investor day to outline financial targets through 2030. The company is emphasizing the combination of its large timber asset base, climate-focused initiatives, and a dividend yield near 4% as potential sources of resilience through the lumber cycle. We’ll now examine how the upcoming investor day,...

Square Enix Holdings (TSE:9684) has quietly given back some recent gains, with the stock down around 5% over the past month even as its longer term returns remain strong for patient investors. See our latest analysis for Square Enix Holdings. Despite the recent 4.8% 1 month share price pullback to ¥3,061, Square Enix still boasts a powerful year to date share price return of roughly 48% and a 1 year total shareholder return of about 56%. This suggests long term momentum remains intact even as...

Frontier TopCo Partnership has just unloaded nearly 9.8 million shares of Kodiak Gas Services, Inc., in a discounted secondary offering, a governance shifting move that ends their Stockholders’ Agreement and reshapes Kodiak’s ownership landscape. See our latest analysis for Kodiak Gas Services. That chunky secondary sale comes after a choppy stretch for Kodiak, with an 8.9 percent 1 month share price return and 9.9 percent 3 month share price return, but a softer year to date share price...

MDA Space (TSX:MDA) just lined up two important pillars for its next chapter: fresh government work around RADARSAT and a C$250 million debt refinancing that reshapes its balance sheet for growth. See our latest analysis for MDA Space. The RADARSAT wins and debt reshuffle land as the stock recalibrates, with a 7 day share price return of 7.1% but a 1 year total shareholder return of minus 14.5%, following a powerful three year total shareholder return above 300% that signals longer term...

Ono Pharmaceutical (TSE:4528) has quietly pushed higher this month, extending a steady run that contrasts with its weaker multi year record. That shift alone has investors rethinking how they value this Japanese drug maker. See our latest analysis for Ono Pharmaceutical. Ono’s recent climb to a ¥2,127.5 share price, backed by a roughly 10 percent 1 month share price return and near 28 percent year to date performance, suggests sentiment is turning more optimistic even as the 3 year total...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...