NYSE:YUM
NYSE:YUMHospitality

Is Yum! Brands Still Attractive After Recent Rally And Valuation Premium?

If you are wondering whether Yum! Brands at around $145 a share still offers value or if most of the upside has already been eaten up, you are not alone. That is exactly what we are going to unpack here. Despite being up 8.5% year to date and 6.2% over the last year, the stock has pulled back about 3.8% over the past week and 2.8% over the last month. Depending on your risk appetite, that can make it feel like either a potential opportunity or a warning sign. Recent headlines have focused on...
OM:SECT B
OM:SECT BHealthcare Services

Assessing Sectra (OM:SECT B)’s Valuation After Recent Share Price Pullback

Sectra (OM:SECT B) has pulled back again, with the stock down about 7% over the past month and roughly 16% in the past 3 months, despite solid double digit revenue and earnings growth. See our latest analysis for Sectra. That pullback comes after a strong multi year run, with the share price still nearly doubling over five years and delivering a 3 year total shareholder return of about 59 percent. This suggests momentum has cooled even as the growth story remains intact. If Sectra’s...
CNSX:GTII
CNSX:GTIIPharmaceuticals

Virginia Adult-Use Cannabis Proposal Might Change The Case For Investing In Green Thumb Industries (CNSX:GTII)

In early December 2025, a Virginia state panel released a detailed proposal outlining how an adult-use marijuana retail market could operate, with Green Thumb Industries highlighted as a relevant operator given its experience in other legal cannabis states. This move signals that Virginia may become a meaningful future market for established multi-state operators, potentially reshaping how companies like Green Thumb assess long-term expansion opportunities and regulatory risk. We’ll now...
NYSE:EGP
NYSE:EGPIndustrial REITs

EastGroup Properties (EGP) Valuation After New ATM Equity Program, Shelf Registration and Fresh Term Loans

EastGroup Properties (EGP) just rolled out a new at the market equity program and shelf registration alongside fresh term loans, giving the industrial REIT more flexibility to fund projects, manage debt, and respond to mixed analyst sentiment. See our latest analysis for EastGroup Properties. The new equity program and term loans land after a solid run, with EastGroup’s 90 day share price return of 9.09% and five year total shareholder return of 55.86% suggesting momentum remains constructive...
NasdaqGS:CGON
NasdaqGS:CGONBiotechs

CG Oncology (CGON) Valuation Check After Strong Late-Breaking Cretostimogene Bladder Cancer Trial Results

CG Oncology (CGON) just released new topline data on its bladder cancer drug cretostimogene, with late-breaking BOND 003 and CORE 008 results highlighting strong responses and a clean-looking safety profile. See our latest analysis for CG Oncology. Those upbeat cretostimogene data land after a busy stretch for CG Oncology, including fresh SUO conference presentations and a new board appointment. The stock’s momentum reflects that, with a roughly 49 percent year to date share price return and...
TSX:CLS
TSX:CLSElectronic

Will Celestica’s (TSX:CLS) Audit Chair Transition Shape Its Governance And Risk Narrative?

Celestica Inc. announced that Dr. Luis Müller will resign from its Board and as Audit Committee Chair after the January 28, 2026 meeting, with current director Amar Maletira set to assume the Audit Committee Chair role at that time. This orderly leadership transition in a key financial oversight role comes as Celestica attracts growing investor interest tied to its strong earnings outlook and hyperscaler-driven growth opportunities. With this planned audit leadership change in mind, we’ll...
TSE:2337
TSE:2337Real Estate

Ichigo (TSE:2337): Reviewing Valuation After Strong November 2025 Power Generation Beats Forecasts

Ichigo (TSE:2337) just posted stronger than expected November 2025 power generation, with output rising year on year and topping internal forecasts, giving investors fresh data on its clean energy engine. See our latest analysis for Ichigo. The November beat slots into a mixed year for the stock, with an 8.53% year to date share price return and an 11.75% one year total shareholder return signalling steady, if not explosive, momentum as investors reassess Ichigo’s clean energy upside...
NYSE:TRU
NYSE:TRUProfessional Services

How TransUnion’s Cinema Attribution Deal With National CineMedia Could Shape TRU’s Data Strategy Investors

In December 2025, National CineMedia announced a partnership with TransUnion to feed NCM’s theatrical exposure data into TransUnion’s cross-platform, multi-touch attribution system built on an identity graph covering 98% of US adults. This integration lets advertisers rigorously measure how cinema ads drive incremental lift and cross-channel reach alongside digital, CTV, social, and linear campaigns, reinforcing cinema’s role within performance-focused media plans. We’ll now examine how...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer Aviation (ACHR): Valuation Check After Tiltrotor Deal and Miami Air Taxi Network Expansion Plans

Archer Aviation (ACHR) just laid out two big steps in its story: an exclusive tiltrotor tech deal with Karem Aircraft and an ambitious Miami air taxi network plan that tightens both commercial and defense angles. See our latest analysis for Archer Aviation. Those dual commercial and defense milestones come against a backdrop where Archer’s share price sits at about $8.60, with a 7 day share price return of 15.28 percent. Its 1 year total shareholder return of 9.97 percent and 3 year total...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

Will AGNC’s (AGNC) Stronger Revenue and Reaffirmed Monthly Dividend Offset Its Earnings Miss?

AGNC Investment recently reported mixed third-quarter 2025 results, with earnings per share falling short of expectations while revenue surpassed projections, and its Board declared a US$0.12 monthly cash dividend per share for November, payable in December. This combination of stronger revenue and ongoing monthly dividends, despite the earnings miss, appears to have supported investor confidence and enthusiasm around AGNC’s mortgage REIT model. Next, we’ll examine how stronger revenue...
NYSE:BLDR
NYSE:BLDRBuilding

Builders FirstSource (BLDR) Valuation After Recent Share Price Pullback

What is happening with Builders FirstSource stock? Builders FirstSource (BLDR) has quietly lagged the broader market this year, with shares down about 23% year to date and nearly 38% over the past year, despite still solid multi year returns. See our latest analysis for Builders FirstSource. With the share price now around $110.01, the stock’s weaker 90 day share price return contrasts sharply with its strong three and five year total shareholder returns. This suggests short term momentum is...
NYSE:TEL
NYSE:TELElectronic

Does TEL’s Energy Push and Earnings Beat Reshape the Bull Case for TE Connectivity (TEL)?

In recent months, TE Connectivity plc completed its acquisition of Richards Manufacturing Co. and reported quarterly results and guidance that surpassed earlier Wall Street expectations, reinforcing its role as a global supplier of connectors, sensors, and electronic components across transportation, industrial, and communications markets. The combination of the Richards Manufacturing deal and stronger-than-anticipated earnings has highlighted TE Connectivity’s efforts to broaden its...
NYSE:COLD
NYSE:COLDIndustrial REITs

Assessing Americold Realty Trust (COLD) After a 52% Slide: Is the REIT Now Undervalued?

Americold Realty Trust (COLD) has quietly slid over the past year, with the stock down about 52% and nearly 20% in the past 3 months, prompting fresh questions around value and recovery potential. See our latest analysis for Americold Realty Trust. That slide caps off a bruising stretch, with the share price down sharply on a year to date basis and a similarly weak one year total shareholder return, suggesting sentiment has soured even as the business still posts modest revenue growth. If...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Cytokinetics (CYTK): Reassessing Valuation After FDA Disclosure Investigation Raises Governance Concerns

Shares of Cytokinetics (CYTK) are under fresh scrutiny after Grabar Law Office announced an investigation into whether management misled investors about the FDA review of its key heart drug candidate, aficamten. See our latest analysis for Cytokinetics. Despite the legal overhang, Cytokinetics’ 1 month share price return of 9.16 percent and 3 month share price return of 27.51 percent, alongside a 5 year total shareholder return of 209.18 percent, suggest longer term momentum is still firmly...
TSE:3197
TSE:3197Hospitality

Skylark (TSE:3197) Valuation Check After November Sales Strength and Ongoing Share Price Momentum

Skylark Holdings (TSE:3197) just reported higher November sales, a data point investors are watching closely as the restaurant operator leans on its wide mix of brands across Japan and overseas. See our latest analysis for Skylark Holdings. Even after a soft patch this week, with a 1 week share price return of minus 4.76 percent, Skylark’s 30 day share price gain of 18.07 percent and 1 year total shareholder return of 43.16 percent suggest momentum is still building behind the latest sales...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Why Eos Energy (EOSE) Is Up 10.2% After $458 Million Policy-Timed Equity Raise And What's Next

In November 2025, Eos Energy Enterprises completed a registered direct follow-on equity offering of approximately US$458.24 million, issuing 35,855,647 common shares at US$12.78 each. This capital raise comes as Eos benefits from policy-driven demand for its zinc-based, nonflammable grid batteries amid approaching clean energy tax credit deadlines and rising energy storage needs. We’ll now examine how this large equity raise, tied to policy-driven demand and looming tax credit deadlines,...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle (CCI) valuation check as fiber sale advances, leadership shifts and Anterix partnership reshape strategy

Crown Castle (CCI) just moved another step closer to selling its $8.5 billion fiber segment. This strategic overhaul, alongside fresh leadership and an Anterix partnership, is quietly reshaping the tower REIT’s investment story. See our latest analysis for Crown Castle. The latest restructuring headlines come after a choppy stretch where the share price return over the past three months has been negative, and the one year total shareholder return is still in the red, suggesting sentiment is...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum (QBTS) Is Up 26.1% After Launching U.S. Federal-Focused Quantum Computing Unit – What's Changed

D-Wave Quantum Inc. recently created a dedicated business unit, led by government-sector veteran Jack Sears Jr., to expand adoption of its quantum computing products and services across U.S. federal agencies. The move positions D-Wave to pursue mission-focused applications in defense, national security, and logistics at a time when U.S.–China quantum competition is intensifying and government interest in the technology is rising. Next, we’ll examine how this focused U.S. government unit...
TSX:DOO
TSX:DOOLeisure

TSX Value Picks Including Constellation Software That Investors May Be Undervaluing

As we approach the end of 2025, Canadian markets have shown impressive double-digit gains, with investors closely monitoring central bank meetings and employment data to guide their year-end strategies. In this context of market optimism and economic resilience, identifying undervalued stocks becomes crucial for investors seeking opportunities to enhance their portfolios, particularly in sectors that may benefit from stable interest rates and positive labor market trends.