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

Imperial Oil (TSX:IMO) has just posted its FY 2025 third quarter numbers, with revenue of C$12.0b, basic EPS of C$1.07 and net income of C$539m, giving investors a fresh read on how the year is tracking. The company has seen quarterly revenue range from C$11.2b to C$12.5b so far in FY 2025, with basic EPS moving from C$2.53 in Q1 to C$1.86 in Q2 and C$1.07 in Q3. With a trailing 12 month net profit margin of 8.3% versus 9.5% a year earlier, the latest print keeps the focus squarely on how...

Yomeishu SeizoLtd (TSE:2540) has put out its Q3 2026 scorecard, with revenue of ¥2,648 million and basic EPS of ¥13.78, alongside net income of ¥191 million for the quarter. The company has seen quarterly revenue move from ¥2,341 million in Q2 2025 to ¥2,648 million in Q3 2026, while basic EPS has ranged from ¥3.10 in Q2 2025 to ¥21.69 in Q1 2026, giving investors a mixed but earnings focused picture heading into this latest result. With a trailing net profit margin of 7.7% and a meaningful...

Earlier this week, the Centers for Medicare & Medicaid Services proposed a near-flat 2027 payment increase for Medicare Advantage plans, well below industry expectations and raising concerns about revenue pressure for insurers such as CVS Health. Alongside the modest rate proposal, CMS suggested risk-score and billing changes that could further affect how CVS’s Aetna business is reimbursed for Medicare Advantage members. We’ll now examine how this unexpectedly small Medicare Advantage rate...

Hokuriku Electric Power (TSE:9505) has put fresh numbers on the table for Q3 2026, reporting revenue of ¥179,935 million and basic EPS of ¥58.30, as investors weigh these figures against the recent share price of ¥977.2. The company has seen quarterly revenue move from ¥232,677 million with EPS of ¥85.17 in Q2 2025 to ¥217,100 million and EPS of ¥96.47 in Q2 2026, before landing at ¥179,935 million and EPS of ¥58.30 this quarter. This provides a clear view of how the top line and EPS have...

Amlex Holdings Berhad (KLSE:AMLEX) has had a rough week with its share price down 18%. We, however decided to study the...

Allegiant Travel Company recently reported its December, fourth-quarter, and full-year 2025 operating statistics, showing year-on-year increases in passengers, available seat miles, and revenue passenger miles, with load factors broadly stable despite slight full-year softening. The company also set a February 4, 2026 conference call to discuss its fourth-quarter and full-year 2025 financial results, signaling that management will soon frame these traffic trends within a broader financial...

Event context and recent stock performance Marcus & Millichap (MMI) has been drawing investor attention after recent share price moves, with the stock up about 0.8% over the past day and 2.5% over the past week. Those gains contrast with a small decline over the past month and a roughly 6.9% decline over the past 3 months, raising questions about how short term momentum lines up with the company’s underlying fundamentals. See our latest analysis for Marcus & Millichap. Stepping back, the...

On January 22, 2026, First Industrial Realty Trust refinanced and amended its major unsecured term loans, extending maturities into 2029 and 2030, expanding capacity on one facility to US$375 million, and removing a 10 basis point SOFR adjustment while keeping the loans interest-only. The revised agreements also introduce potential sustainability-linked pricing and tighten covenant structures, reshaping the REIT’s funding profile and flexibility for future capital allocation decisions. Next,...

If you are wondering whether Ralliant's current share price gives you good value for your money, you are not alone. This article is built to help you assess that. Over the short term, the stock has seen a 1.4% decline over the past week, a 4.0% gain over the last 30 days and a 3.4% return year to date, which has likely caught the attention of investors tracking short term moves. Recent coverage has focused on Ralliant's position in the tech sector and how investors are reacting to its latest...

Church & Dwight (CHD) just posted its FY 2025 third quarter numbers, with revenue of US$1,585.6 million and basic EPS of US$0.75, alongside net income of US$182.2 million. The company has seen quarterly revenue move from US$1,511.2 million in Q2 2024 to US$1,582.0 million in Q4 2024 and then to US$1,585.6 million in Q3 2025. Over the same periods, basic EPS shifted from US$1.00 to US$0.77 and then to US$0.75, creating a picture in which the headline growth story is now as much about how...

Why Barrick Mining is on investors’ radar today Barrick Mining (NYSE:B) is drawing attention after a year in which its total return sits around 186%, alongside recent one day and past week share price declines that may have some investors reassessing their timing. See our latest analysis for Barrick Mining. The recent 1 day and 7 day share price returns of 12.03% and 10.36% declines contrast with a 39.60% 90 day share price return and a 1 year total shareholder return of 185.63%. This...

Brown & Brown, Inc. recently reported full-year 2025 results, with revenue rising to US$5.90 billion and net income reaching US$1.05 billion, while also declaring a regular quarterly dividend of US$0.165 per share payable on February 11, 2026. The mixed quarter highlighted rising adjusted earnings alongside a revenue shortfall and weaker organic growth, all against the backdrop of integrating its largest-ever acquisition and managing leadership changes following the passing of its Chief...

On 29 January 2026, Fractyl Health reported positive six-month randomized midpoint data from its REMAIN-1 study, showing Revita-treated patients had less weight regain and better cardiometabolic markers than sham after stopping GLP-1 drugs, and outlined plans to seek FDA De Novo classification. An interesting angle is that Revita is being explored specifically as a tool to help maintain weight loss after GLP-1 discontinuation, targeting a growing clinical gap. Against this backdrop, we’ll...

In January 2026, Curant Health's Curant Rare announced a collaboration with Cencora to offer an integrated commercialization solution for rare disease therapies, combining Cencora’s logistics, pharmacovigilance and market access support with Curant Rare’s specialty pharmacy and patient engagement services. A distinctive aspect of this partnership is its focus on real-world evidence and patient-reported outcomes, aiming to improve both market access and the overall patient experience in rare...

In recent weeks, Camtek has attracted heightened attention as analysts anticipate year-over-year gains in earnings and revenue ahead of its upcoming results, while the stock has outperformed both its sector and the broader market over the past month. What stands out is that, even with a current Zacks Rank of Hold and some valuation concerns, analyst estimate revisions and an overall “Outperform” consensus suggest growing confidence in the company’s business health and profitability. With...

Q3 2026 headline numbers set the tone SBI Global Asset Management (TSE:4765) just posted Q3 2026 results with revenue of ¥8.6b and basic EPS of ¥6.16, on net income of ¥707m, putting fresh numbers behind the recent share price of ¥635. The company has seen quarterly revenue move from ¥2.9b in Q3 2025 to ¥8.6b in Q3 2026, while basic EPS stepped from ¥4.46 to ¥6.16 over the same period, with trailing twelve month EPS at ¥21.77 on revenue of ¥18.7b. For investors, the mix of higher earnings and...

Cardinal Energy: recent returns and valuation snapshot With no single headline event driving attention today, Cardinal Energy (TSX:CJ) has still drawn interest from investors comparing its recent share performance, valuation signals and underlying earnings profile. See our latest analysis for Cardinal Energy. Cardinal Energy’s share price has eased 2% over the last day to CA$8.87, while a 90 day share price return of 11.15% alongside a 1 year total shareholder return of 54.84% suggests recent...

Viasat (NasdaqGS:VSAT) secured a US$188.7 million export credit facility from the U.S. Export Import Bank. The funding is earmarked for the ViaSat 3 F1 satellite expansion program. The announcement relates to Viasat's ongoing investment in its next generation satellite network. Viasat focuses on satellite based broadband connectivity for residential, commercial, aviation, government and defense customers. The ViaSat 3 F1 satellite expansion sits at the center of its next generation network...

Bayer announced that the main results from its global Phase III OCEANIC-STROKE trial of investigational anticoagulant asundexian in secondary stroke prevention, which previously met its primary efficacy and safety endpoints, will be presented as late-breaking data at the American Stroke Association’s International Stroke Conference in New Orleans in early February 2026. The scale of OCEANIC-STROKE, enrolling over 12,300 patients worldwide, underlines Bayer’s ambition to expand its...

If you are wondering whether Alcoa's current share price still offers value after a strong run, this article will walk you through what the numbers are saying about the stock. The shares closed at US$56.81, with returns of 6.9% over the last 30 days, a 62.9% gain over the past year and 183.9% over five years, although the latest 7 day move was an 8.7% decline and year to date returns sit at 0.5%. Recent coverage of Alcoa has focused on how its share price reacts to shifts in sentiment around...

Why BKW’s new guidance matters now BKW (SWX:BKW) updated investors with two key signals: a lowered EBIT range of CHF 540 million to CHF 560 million for 2025, and a new 2026 EBIT outlook of CHF 650 million to CHF 750 million. See our latest analysis for BKW. The revised guidance appears to have weighed on sentiment, with the share price at CHF145.9 after a 1 day share price return of 1.15% decline and a 30 day share price return of 13.36% decline. The 5 year total shareholder return of 49.78%...

For investors wondering whether MKS is still reasonably priced after its recent gains or if expectations are getting ahead of reality, this article focuses squarely on what the current share price might be implying. Over the past year, MKS has recorded a 109.6% return, with 47.3% over the last month and 8.5% in the past week. These moves put valuation firmly in the spotlight for anyone considering the recent momentum. Recent coverage has highlighted MKS in the context of semiconductor sector...

If you are wondering whether Cavco Industries at around US$492 per share still offers good value after a strong multi year run, this article will walk through what the current price could mean. The stock has seen a 26.3% decline over the last 7 days and a 16.8% decline year to date, while the 3 year and 5 year returns stand at 79.6% and 138.5% respectively. Recent coverage has highlighted Cavco Industries as a long term compounder in manufactured housing and as part of broader discussions on...