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Starbucks (SBUX) is back in the spotlight as an expanding wave of U.S. store strikes intersects with fresh legal appeals and new menu launches, a combination that is quietly reshaping investor sentiment. See our latest analysis for Starbucks. The widening strike, legal appeals, and fresh store and product launches are all landing at a time when Starbucks’ roughly flat 90 day share price return contrasts with a weaker one year total shareholder return. This suggests momentum is still under...

Doximity (DOCS) just posted second quarter results that topped forecasts on both earnings and revenue, with roughly 23% growth powered by its AI workflow tools, even as management flagged policy driven client budget uncertainty. See our latest analysis for Doximity. Despite the upbeat quarter, Doximity’s share price return has been under pressure, with a roughly 34% 3 month slide and negative 1 year total shareholder return. However, the 3 year total shareholder return remains firmly...

Recently, Jim Cramer criticized Linde plc’s lack of public response to its recent share price weakness, even as he reiterated that it remains a high‑quality industrial gas business serving healthcare, energy, manufacturing and other sectors. At the same time, Linde secured a US$1.50 billion unsecured 364‑day revolving credit facility, underscoring its focus on maintaining liquidity and financial flexibility amid heightened market scrutiny. Next, we’ll examine how Cramer’s public criticism of...

Calumet, Inc. recently presented at the Bank of America Leveraged Finance Conference in Boca Raton, updating investors on its specialty hydrocarbons and renewable fuels platform, including Montana Renewables. A key focus was the previously secured US$1.44 billion DOE-guaranteed loan, aimed at refinancing higher-cost debt and funding expansion of sustainable aviation fuel capacity, which could materially reshape the company’s balance sheet and growth profile. We’ll now assess how the...

Wondering if Zillow Group at around $71.89 is quietly turning into a value opportunity or still trading on old housing bubble hype? This breakdown will walk through what the current price is really baking in. The stock has been almost flat in the short term, up just 0.4% over the last week and 1.5% over the past month. However, that masks a wild ride of 108.7% gains over three years, alongside a 47.8% drop over five years and an 8.9% slide in the last year. Recently, Zillow has been in the...

Fortinet (FTNT) is back in focus after striking fresh distribution and service partnerships with Climb and TERAGO, deals that quietly expand its sales reach and deepen recurring, service driven cybersecurity revenue. See our latest analysis for Fortinet. Those Climb and TERAGO deals land at a time when sentiment is trying to turn, with Fortinet’s share price at $86.92 and a strong recent upward swing offsetting a weaker year to date. Multi year total shareholder returns still look robust,...

Sanmina recently reported its fiscal 2025 fourth-quarter results, with revenue and non-GAAP earnings surpassing consensus expectations on strong demand in communications networks, cloud, and AI infrastructure end markets. Management’s guidance for first-quarter fiscal 2026, calling for US$2.05–US$2.15 billion in revenue and non-GAAP EPS of US$1.95–US$2.25, stands in contrast to the company’s historically modest growth and low-margin profile, while short interest remains elevated versus peers...

In early December 2025, Independent Bank Corp. director Gerard F. Nadeau sold 2,000 shares, shortly after the bank reported third-quarter earnings per share of US$0.69 versus an expected US$1.54. Despite the earnings shortfall, Keefe, Bruyette & Woods upgraded the stock to Outperform, highlighting strong organic growth and an improving net interest margin as key positives. With the recent earnings miss now on the table, we’ll examine how this development reshapes Independent Bank’s...

In late 2025, CSPC Pharmaceutical Group announced multiple regulatory approvals in the U.S. and China to begin clinical trials for innovative therapies targeting major depressive disorder, obesity and overweight with comorbidities, and complement-mediated diseases such as IgA nephropathy. By advancing a 5-HT2A agonist without hallucination risk, a dual-biased GLP-1/GIP agonist, and an ultra-long-acting C5 siRNA, CSPC is pivoting its pipeline toward high-demand areas where existing treatment...

With the business potentially at an important milestone, we thought we'd take a closer look at Tenaya Therapeutics...

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

OneMain Holdings (OMF) is back in focus after its OneMain Finance subsidiary lined up a $1 billion offering of 6.75% Senior Notes due 2033, a move aimed at reshaping its debt stack and financial flexibility. See our latest analysis for OneMain Holdings. The note deal lands against a backdrop of strong momentum, with the share price up about 7% over the past month and a robust double digit year to date share price return, while long term total shareholder returns remain especially...

Wesdome Gold Mines Ltd. recently presented at the 121 Dubai Mining Investment Conference and reported promising surface exploration results at its Kiena Mine Complex, including high-grade gold intercepts in the Dubuisson North Zone after nearly 38,000 meters of drilling. The discovery of new vein orientations and potential mineralization zones at Kiena is an important development because it supports Wesdome’s efforts to grow its resource base and refine long-term mine planning. We’ll now...

H2O America was recently named to Newsweek’s America’s Most Responsible Companies 2026 list for the second consecutive year, highlighting 2024 achievements such as a 43% cut in greenhouse gas emissions, major infrastructure upgrades, and expanded community programs. This repeat ESG recognition, alongside initiatives like increased solar generation and smart meter rollouts, reinforces H2O America’s positioning as a responsibility-focused regulated utility. Next, we’ll examine how this renewed...

Insmed (INSM) has quietly turned into one of 2024’s stronger biotech performers, with the stock up about 192% year to date and roughly 38% over the past 3 months. See our latest analysis for Insmed. That surge in 2024 share price returns sits alongside a 3 year total shareholder return of more than 950 percent. This suggests investors are steadily repricing Insmed as its late stage rare disease pipeline clears key milestones. If Insmed’s run has you rethinking what could be next in...

Asante Gold (TSXV:ASE) is planning a dual listing on the Australian Securities Exchange in early 2026, a move designed to tap Australia’s mining focused investors and deepen liquidity for existing shareholders. See our latest analysis for Asante Gold. The planned ASX listing comes on the back of strong momentum, with the latest share price at $2.33 and a year to date share price return of 124.04 percent. The five year total shareholder return of 2812.50 percent shows how dramatically...

Event driven move in Ultra Clean Holdings stock Ultra Clean Holdings (UCTT) has been quietly grinding higher over the past week, even as its year to date performance stays in the red. That gap is exactly what makes the stock interesting now. See our latest analysis for Ultra Clean Holdings. That recent uptick caps a solid 90 day share price return of 7.1 percent, but with the year to date share price return still down sharply and one year total shareholder return off more than 30 percent,...

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...