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Cenovus Energy (TSX:CVE) just laid out its 2026 playbook, pairing roughly 4% upstream growth guidance with a multibillion dollar capital plan that folds in the MEG acquisition and underscores steady shareholder returns. See our latest analysis for Cenovus Energy. The guidance drop slots into an already solid run for Cenovus, with the share price at $24.83 and a year to date share price return of 12.66%, while the 1 year total shareholder return of 17.67% and five year total shareholder return...

How Has SPIE Performed For Shareholders? Before diving into valuation models and fair value estimates, it is worth grounding the discussion in what really matters to investors: the actual returns SPIE has generated over different time frames. SPIE shares have delivered strong gains for long term holders, with the stock up 109.8% over three years and 200.8% over five years, far ahead of what many investors would expect from an industrial services business. That kind of compounding sets a high...

Andersons (ANDE) just gave investors a two part update: a higher quarterly dividend and an ambitious long term earnings roadmap, and the market is starting to price in that confidence. See our latest analysis for Andersons. The upbeat Investor Day roadmap and dividend bump have clearly resonated, with a 34.6% year to date share price return and a 171.4% five year total shareholder return indicating momentum that investors are supporting rather than fading. If this kind of earnings driven...

In the past quarter, Menora Mivtachim Holdings Ltd. reported third-quarter 2025 net income of ILS 588.96 million, with basic earnings per share from continuing operations rising to ILS 9.44 from ILS 8.72 a year earlier. Over the first nine months of 2025, net income increased to ILS 1.71 billion and basic earnings per share from continuing operations reached ILS 27.41, underscoring a marked improvement in profitability versus the prior-year period. We will now examine how this stronger...

Rigaku Holdings Corporation's ( TSE:268A ) investors are due to receive a payment of ¥9.40 per share on 13th of March...

Tencent Holdings (SEHK:700) just booked record results from its gaming arm, with overseas titles pulling more weight as rivals stumbled. That outperformance is quietly reshaping how investors are thinking about the stock. See our latest analysis for Tencent Holdings. Despite a softer 30 day share price return, Tencent’s HK$616 share price still reflects strong momentum, with a roughly 48 percent year to date share price gain and a standout three year total shareholder return of about 110...

CVC Capital Partners (ENXTAM:CVC) just reshuffled its top ranks, creating a new president role for veteran dealmaker Peter Rutland and elevating nearly 220 staff. These moves sharpen the firm’s leadership succession story. See our latest analysis for CVC Capital Partners. The leadership shake up arrives after a tough stretch in the market, with a 1 day share price return of 4.26 percent to $14.21 offering a rare bright spot against a year to date share price return of minus 32.53 percent and...

In recent months, Markel Group Inc., led by CEO Tom Gayner, has sharpened its insurance focus by exiting loss-making reinsurance, tightening underwriting standards, and prioritizing higher-margin specialty lines while expanding internationally, where operations now generate about a quarter of gross written premiums. An important angle for long-term investors is the combination of this refocus with meaningful insider stock ownership, which signals strong management alignment as Markel leans...

Wolfspeed (WOLF) has been under pressure lately, with the stock down about 6% in the past day and roughly 16% this year, as investors reassess its silicon carbide growth story. See our latest analysis for Wolfspeed. With the latest 1 day share price return of minus 6.55 percent and a year to date share price return of minus 16.02 percent at a closing share price of 18.56 dollars, the near term momentum around Wolfspeed looks to be fading as investors weigh its hefty investment needs against...

CNO Financial Group (CNO) has quietly become a steady compounder, doubling investors money over the past 3 years while delivering rising earnings and modest revenue growth in a relatively defensive insurance niche. See our latest analysis for CNO Financial Group. At around $41.24 per share, CNO’s recent pullback has been mild compared to its solid year to date share price return. It sits against a backdrop of exceptional three year total shareholder returns that suggest momentum is still...

Recent performance and why the stock is on investors' radar Aurora Innovation (AUR) has been drifting lower this year, but its long term return since listing remains striking. This has kept the stock in focus as investors reassess self driving bets and the timing around commercialization. See our latest analysis for Aurora Innovation. The latest slide in Aurora’s share price, including a 1 day share price return of minus 4.77 percent, comes after a volatile stretch where optimism around long...

NCR Atleos (NATL) is in focus after expanding its Allpoint Network, enabling Knoxville TVA Employees Credit Union members to make cash deposits at 3,500 branded ATMs nationwide, including new deposit locations across Tennessee. See our latest analysis for NCR Atleos. NCR Atleos shares now trade at $38.71, and that Knoxville TVA deal helps explain why the year to date share price return of 13.62 percent and 1 year total shareholder return of 16.46 percent point to gradually improving momentum...

On December 3, 2025, Stifel reiterated its Buy rating on Hillman Solutions, describing the company as a leading hardware-products distributor with strong gross profit margins and resilience in a flat home improvement market. Analysts also emphasized Hillman’s discounted valuation relative to peers, arguing this gap, combined with its position to benefit from a future home improvement recovery, underpins a more constructive long-term view. We’ll now examine how renewed analyst confidence in...

Coty’s controlling shareholder JAB Holdings has moved to overhaul the beauty group’s leadership, prompting chair Peter Harf to step down and signaling the expected departure of CEO Sue Nabi after a period of weak performance. This reshuffle raises fresh questions about how quickly new leadership can clarify Coty’s long-term direction, particularly around its ongoing strategic review and category growth priorities. Next, we’ll examine how this leadership shake-up might influence Coty’s...

IDEX Corporation has appointed Sean M. Gillen as Senior Vice President and Chief Financial Officer effective January 5, 2026, while interim CFO Akhil Mahendra returns to his role as Vice President, Corporate Development and Chief Human Resources Officer Melissa S. Flores exits on December 19, 2025. This reshaping of IDEX’s finance and HR leadership brings in a CFO with capital markets and M&A experience that could influence future capital allocation decisions. Next, we’ll examine how...

Rakuten Group (TSE:4755) has been drifting lower over the past month, and that slide is starting to draw more attention from investors who remember how strongly the stock has moved over the past 3 years. See our latest analysis for Rakuten Group. The recent 30 day share price return of minus 11.6 percent has checked some of the enthusiasm that built earlier this year. Even so, the year to date share price return is still positive, and the three year total shareholder return of 53 percent...

Wondering if T-Mobile US at around $195 a share is starting to look like a deal, or if the market still has it about right? You are not alone, as plenty of investors are asking the same thing. The stock has slid recently, with returns of around -6.9% over the last week, -8.2% over the last month, and -11.1% year to date. However, the 3-year and 5-year returns of 41.9% and 53.1% still point to a longer-term success story. Part of that pullback reflects shifting sentiment across telecoms as...

What is moving Sanofi stock today Sanofi (ENXTPA:SAN) shares have drifted lower over the past month even as revenue and net income continue to grow, creating an interesting disconnect between the stock price and the underlying business. See our latest analysis for Sanofi. At around €83.32, the recent pullback in Sanofi’s share price, including a weak 1 month share price return, sits against a still positive multi year total shareholder return. This suggests that momentum has cooled, but the...

Barclays has just initiated coverage on McKesson (MCK) with a positive stance, putting fresh attention on a stock that has slipped about 3% over the past month despite upbeat earnings and revenue expectations. See our latest analysis for McKesson. Zooming out, McKesson’s 14.39% 90 day share price return and hefty 43.73% year to date share price gain, alongside a 41.82% one year total shareholder return, indicate that positive momentum is still very much intact. If this kind of steady...

Morgan Stanley recently completed two fixed-income offerings, including US$5.335 million of 4.050% senior unsecured notes due December 11, 2030, and €20 million of callable floating-rate notes due December 3, 2027, while hosting fixed income and sector conferences earlier this month. At the same time, investors have shown heightened interest through increased options trading and upbeat analyst earnings expectations, signaling that sentiment is increasingly focused on the firm’s upcoming...

Earlier in December 2025, BHP Group agreed to sell a 49% stake in its Western Australia Iron Ore inland power network to BlackRock’s Global Infrastructure Partners for US$2.00 billion, retaining 51% ownership and full operational control while paying usage-linked tariffs over 25 years. The deal effectively converts a core-but-non-mining asset into cash that can be redirected toward areas like copper and potash growth, while partnering with a long-term infrastructure investor to support...

Redwire (RDW) has jumped back into focus after winning a $44 million DARPA contract for its Otter VLEO mission and closing the Edge Autonomy acquisition, sharpening its profile in defense focused space infrastructure. See our latest analysis for Redwire. Those wins are arriving after a bruising stretch, with the share price down sharply year to date despite a strong recent rebound and a powerful three year total shareholder return that suggests long term momentum is still intact. If Redwire's...

In December 2025, Stewart Information Services Corporation completed a follow-on equity offering of 1,900,000 common shares at US$68.00 each, raising about US$129.20 million at a discount of US$3.23 per share. This equity raise, coming shortly after the acquisition of Mortgage Contracting Services’ mortgage services business and a new universal shelf registration, signals Stewart’s intention to build financial flexibility for expansion across title, real estate, and related services. Next,...

If you are wondering whether Innodata is still a smart buy after its huge run, or if most of the upside is already priced in, you are not alone in trying to figure out what this stock is really worth. Despite pulling back around 9.3% over the last week and 15.4% over the past month, Innodata is still up an eye catching 32.7% year to date, 51.9% over the last year, and 1706.9% over three years and 927.5% over five years. That kind of performance has coincided with growing enthusiasm around AI...