Latest News

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

With a median price-to-earnings (or "P/E") ratio of close to 12x in Chile, you could be forgiven for feeling...

Unsurprisingly, Sigdo Koppers S.A.'s ( SNSE:SK ) stock price was strong on the back of its healthy earnings report. We...

It's easy to match the overall market return by buying an index fund. When you buy individual stocks, you can make...

These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But you can...

On November 25, 2025, DENTSPLY SIRONA Inc. announced that veteran finance executive Michael Pomeroy had been appointed interim Chief Financial Officer, while President and CEO Daniel T. Scavilla continues as the company’s principal financial officer until a permanent CFO is named. Pomeroy’s track record guiding complex industrial, healthcare, retail, and medical device businesses through growth, turnarounds, and M&A adds experienced financial oversight at a time when DENTSPLY SIRONA is...

Everest Group, Ltd. recently announced it will appoint Katy Bradica as Group Chief Actuary and Attila Kerényi as Group Chief Risk Officer, both taking up their roles in early 2026 to lead global actuarial and enterprise risk management functions. By bringing in leaders with deep experience in advanced pricing analytics and complex risk oversight, Everest is signaling a stronger emphasis on technical underwriting discipline and capital-efficient growth across its reinsurance and insurance...

Regal Rexnord (RRX) just overhauled its main credit facilities, locking in an $850 million unsecured delayed draw term loan and a $1.5 billion unsecured revolver. The move is aimed squarely at liquidity and acquisition firepower. See our latest analysis for Regal Rexnord. The refreshed credit lines land at a time when Regal Rexnord’s share price of $145.63 reflects mixed sentiment, with a solid 1 month share price return but a weaker 1 year total shareholder return. This suggests near term...

Littelfuse (LFUS) just delivered a third quarter that turned some heads, with revenue up roughly 10% year on year and the Electronics segment and adjusted operating income topping Wall Street’s expectations. See our latest analysis for Littelfuse. Investors have been warming back up to Littelfuse, with a 1 month share price return of 6.84% helping lift the year to date share price return to 10.59%. However, the 1 year total shareholder return sits at a more muted 3.45%, suggesting momentum is...

Morgan Stanley recently adjusted its coverage on Stevanato Group, with one analyst maintaining an Equal-Weight view and another initiating with a hold rating, both reflecting updated perspectives on the company’s role in healthcare and biopharma. This fresh scrutiny from a major brokerage, alongside an overall analyst consensus of “Outperform,” highlights how differentiated views are shaping market expectations for Stevanato’s positioning in complex drug-delivery markets. We’ll now examine...

Aecon Group recently marked the opening of Toronto’s 10.3-kilometre Finch West LRT, where it holds a 33.3% equity stake and will participate in a 30-year maintenance term alongside its construction role. This milestone underscores Aecon’s growing emphasis on long-duration, concession-style infrastructure assets that can support more recurring revenue and long-term project visibility. We’ll now examine how Aecon’s 30-year maintenance role on Finch West LRT could influence its investment...

In November 2025, Keyin College announced a collaboration with Huron Consulting Group, Vantiq, and Newfoundland and Labrador Health Services, after the group was pre-qualified as an Innovation Partner under NLHS’s 2025–2026 Innovation Strategy to support digital health training and technology initiatives across the province. This partnership highlights Huron’s role in large-scale electronic health record implementation and AI-enabled healthcare modernization, reinforcing its position in...

In recent weeks, Walmart opened a US$350.00 million, 300,000+ square-foot milk processing facility in Valdosta, Georgia and welcomed multiple brand partners, including a nationwide GLO24K LED skincare rollout to more than 200 stores and expanded availability of Filippo Berio olive oils across its U.S. network. These moves underline Walmart’s push to deepen control over essential grocery supply chains while broadening into higher-margin, innovation-led categories like beauty technology and...

In recent days, UnitedHealth Group raised its 2025 adjusted EPS guidance to at least $16.25, highlighted 16% year-over-year revenue growth in its core UnitedHealthcare segment, and detailed premium increases of roughly 20%–30% to help offset higher medical costs and regulatory pressures. Management’s signal that margins could recover and growth may accelerate in 2026, alongside improving investor sentiment, suggests the company’s earlier operational and regulatory setbacks are beginning to...

Choice Hotels International (CHH) just delivered a mixed third quarter, with earnings falling short of forecasts even as revenue came in ahead and guidance now incorporates a small U.S. RevPAR decline. See our latest analysis for Choice Hotels International. The reaction has been swift, with a 1 month share price return of negative 12.96 percent and a year to date share price return of negative 39.47 percent. The 1 year total shareholder return of negative 39.65 percent underlines how...

RH (RH) just opened RH Detroit, a four level, 60,000 square foot gallery that feels as much like a boutique hotel as a furniture store, and investors are watching how this strategy reshapes the stock’s story. See our latest analysis for RH. Those splashy openings in Detroit and Europe are RH leaning into its luxury lifestyle pitch, but the share price tells a tougher story. There has been a steep year to date share price decline of around 59% and a similarly weak five year total shareholder...

FMC (FMC) has been grinding lower this year, and with the stock now trading near multi year lows, investors are starting to ask whether the current price finally reflects the bad news. See our latest analysis for FMC. At a latest share price of $13.28, FMC’s slide has been steep, with a 90 day share price return of minus 63.93 percent and a 1 year total shareholder return of minus 75.84 percent, underscoring how quickly sentiment has deteriorated. If this kind of reset has you rethinking...

In November 2025, Commercial Metals Company closed a US$2.00 billion private offering of senior unsecured notes due 2033 and 2035 to fund its planned Foley Products acquisition, with proceeds held in escrow and a special mandatory redemption required if the deal is not completed by October 15, 2026. Combined with its recent CP&P acquisition and an analyst upgrade citing benefits from stronger rebar markets and concrete synergies, CMC is pushing deeper into precast infrastructure solutions...

Newegg Commerce (NEGG) just saw founder Fred Chang put himself back on the board and into the Primary Minority Board Appointee role, a governance shakeup that could subtly reshape strategy. See our latest analysis for Newegg Commerce. The timing of Chang’s return is interesting, with Newegg’s 1 day share price return down 5.1 percent but its 90 day share price return still up about 110 percent, and the 1 year total shareholder return above 480 percent. This suggests that momentum has cooled...

Commvault Systems (CVLT) has quietly given back ground over the past quarter, with the stock down about 35% in the past 3 months and roughly 20% this year, even as revenue and earnings continue to grow. See our latest analysis for Commvault Systems. The recent pullback caps a sharp reversal in sentiment, with the 90 day share price return of minus 34.68 percent dragging the year to date share price return to minus 20.46 percent. Even so, the 5 year total shareholder return of 129.32 percent...

O-I Glass, Inc. recently showcased its ‘Fit to Win’ cost and efficiency program at the Citi 2025 Basic Materials Conference in New York, with CEO Gordon Hardie and CFO John Haudrich outlining efforts to transform the company’s cost base and premium portfolio. The company’s focus on tightening costs, improving operational efficiency, and expanding higher-value glass packaging offerings has attracted increased institutional interest and more favorable analyst assessments of its competitiveness...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Most readers would already be aware that Gulf Pharmaceutical Industries P.S.C's (ADX:JULPHAR) stock increased...

As global markets navigate the final month of 2025, investor sentiment is buoyed by hopes for an interest rate cut from the Federal Reserve, with small-cap stocks like those in the Russell 2000 Index experiencing a modest rise. Despite challenges such as contracting manufacturing activity and fluctuating employment figures, opportunities arise in identifying small-cap companies that demonstrate resilience and potential value through strategic insider investments. In this context,...