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Earlier in July 2026, Fervo Energy was upgraded to a "Buy" rating by Bank of America after a recent pullback, with the bank pointing to positive drilling results and increased confidence in the company’s technical execution and Cape Station development timeline. The upgrade drew particular attention to Fervo’s progress at Cape Station, where first power is expected in late 2026, reinforcing investor focus on execution at this flagship enhanced geothermal project. We’ll now examine how Bank...

American Healthcare REIT (AHR) is in the spotlight after a leadership transition, with co founder Jeffrey Hanson confirmed as Chief Executive Officer and Chairman following Danny Prosky’s retirement from the CEO role. See our latest analysis for American Healthcare REIT. The leadership reshuffle at American Healthcare REIT comes as the stock trades at US$56.38, with the share price up 15.84% over 30 days and 19.35% year to date, while the 1 year total shareholder return of 52.14% points to...

Recently, Amentum Holdings reported softer-than-expected quarterly results, and its long-term revenue growth of 1.1% annually over four years has trailed broader industry benchmarks. With Wall Street analysts now projecting only a 1.5% revenue increase over the next 12 months, investors are reassessing how much growth they believe the company can realistically deliver. We’ll now examine how the weaker quarterly performance and modest revenue outlook may reshape Amentum Holdings’ existing...

Geopolitical tension in the Middle East, volatile oil prices above $99 a barrel, and threats to key shipping routes are pushing many investors to think harder about where to park capital when risk appetite cools. Periods like this often trigger fresh interest in safe-haven themes such as gold and other precious metals, as some investors look for assets that may behave differently to broad equity markets. This article breaks down three stocks from the Safe-Haven Assets screener that appear...

SS&C Technologies Holdings (SSNC) has come into focus after reporting record Q2 2026 results, with revenue up 10.3% year on year and adjusted diluted EPS rising 18%, alongside a sizeable $499 million shareholder return. See our latest analysis for SS&C Technologies Holdings. Despite the record Q2, SS&C Technologies Holdings' share price return has softened, with the stock down 21.9% year to date to US$66.95 and the 1 year total shareholder return declining 20.9%, although the 3 year total...

Snowflake (SNOW) is back in focus after Rogo announced an integration with Snowflake’s managed Model Context Protocol server, letting financial institutions bring governed AI directly to their existing Snowflake data environments. See our latest analysis for Snowflake. Recent trading has been choppy for Snowflake, with the share price dipping 1% over the last day and 1.8% over the week, but a 30 day share price return of 15.1%, a 90 day share price return of 88.9% and a 1 year total...

Old Republic International has delivered a 147.3% total return over five years, yet its valuation checks and intrinsic value estimate still suggest the stock may be pricing in less than its full potential at the recent US$41.32 close. Over the past five years, Old Republic International has returned 147.3%, which puts current pricing in the context of a stock that has already rewarded long term holders. Heading into the upcoming earnings release, the key swing factor for valuation is whether...

In mid-July 2026, Bank of New York Mellon Corporation reported record second-quarter results with higher net interest income of US$1,446 million and net income of US$1,761 million, alongside a US$0.63 quarterly common dividend, preferred dividends, share repurchases totaling about US$1.10 billion, and a US$500 million senior preferred fixed-income offering. Analyst optimism has intensified as BNY raised its 2026 outlook after delivering record revenue and very strong earnings per share...

Evergy (EVRG) is back on investor radar after recent share price moves, prompting a closer look at how the US$19.98b utility’s fundamentals and recent returns stack up for long term holders. See our latest analysis for Evergy. At a share price of US$86.65, Evergy’s recent 90 day share price return of 6.67% and 18.57% year to date move sit alongside a 1 year total shareholder return of 28.59%, indicating that momentum has been building over both shorter and longer horizons. If you are...

Galaxy Digital (NasdaqGS:GLXY) has appointed Steven Bandrowczak as an Independent Director. Bandrowczak will also serve on the Audit Committee, bringing enterprise technology and data infrastructure experience to the Board. The appointment adds public company governance and M&A expertise as Galaxy Digital builds out its institutional and infrastructure platform. Galaxy Digital, trading at $24.32, has delivered a very large 3 year return, while the 1 year return is down 23.7% and the 5 year...

RPM International (RPM) has just closed out FY 2026 with fourth quarter revenue of US$2.2 billion and basic EPS of US$1.76, supported by net income of US$222.9 million. Trailing 12 month revenue came in at US$7.9 billion with EPS of US$5.21 and net income of US$661.4 million. Over recent periods the company has reported quarterly revenue ranging from US$1.6 billion to US$2.2 billion and EPS between US$0.40 and US$1.78, which gives investors a view of how earnings track through RPM...

With global growth signals stabilizing, inflation trends mixed, and central banks weighing growth against price pressures, many investors are turning back to the basics of cash generation and valuation. The Undervalued Stocks Based On Cash Flows screener focuses on companies where discounted cash flow estimates from SWS suggest a gap between market price and fair value, highlighting potential mispricing. In this article, you will see three stocks from that screener that stand out on cash flow...

National Fuel Gas recently reported that analysts had raised earnings estimates ahead of its June 2026 quarter results, even as year-over-year earnings were projected to decline while revenues were expected to increase. This combination of rising estimates, a positive Earnings ESP signal, and an established record of earnings surprises has sharpened investor focus on how the upcoming July 29 earnings release could compare with consensus expectations. With analysts lifting earnings estimates...

Kinder Morgan (KMI) has put fresh numbers on the board for Q2 2026, reporting revenue of US$4.5 billion and net income of US$867 million. This translates to basic EPS of US$0.39, set against 27.4% earnings growth over the past year and a trailing net margin of 19.2%. The company’s quarterly revenue has moved from US$4.0 billion and EPS of US$0.32 in Q2 2025 to US$4.5 billion and EPS of US$0.39 in Q2 2026. Over the same period, trailing twelve month EPS has increased from US$1.22 to US$1.55,...

Mirai IndustryLtd (TSE:7931) opened Q1 2027 with revenue of ¥12.8b and net income of ¥1.4b, translating into basic EPS of ¥85.30, setting a clear marker for how the year is starting. Over recent quarters the company has seen revenue move from ¥11.3b in Q2 2026 to ¥10.3b in Q4 2026 and then to ¥12.8b in Q1 2027, while basic EPS shifted from ¥72.00 to ¥54.70 and then to ¥85.30. This gives investors a concrete view of how the top and bottom line are tracking into the new fiscal year. With a...

With markets wrestling with an 82% chance of a September Federal Reserve rate hike, $100 Brent crude, and U.S. gasoline at $4 per gallon, investors are being forced to think harder about where to find relative resilience. Consumer staples stocks do not escape higher inflation or borrowing costs, but their focus on everyday essentials can put them in a different position when budgets tighten. This article looks at how the latest macro shocks connect to large-cap staples and highlights three...

Even if it's not a huge purchase, we think it was good to see that Conn Davis, the CEO, President & Director of Byrna...

Brown-Forman stock has fallen sharply over the past few years, yet the latest Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares may still be trading at a discount to what the company’s cash flows imply. Brown-Forman shareholders have seen the stock decline about 60.4% over the past 3 years, which puts recent pricing under closer scrutiny for signs of a possible reset or a value trap. The planned retirement of long-serving CEO Lawson Whiting and a difficult operating...

Steel Dynamics stock has surged over the past few years, yet current valuation checks still point to upside, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples suggesting the shares may be trading below what the fundamentals imply. Steel Dynamics has delivered a very strong 301.2% return over the past 5 years, which puts extra focus on whether recent gains are already pricing in its fundamentals. Record steel shipments and broad based demand can...

Just because a business does not make any money, does not mean that the stock will go down. Indeed, Helius Minerals...

In July 2026, China Coal Energy reported that June and year-to-date coal production and sales slipped versus a year earlier, while chemical products such as polyethylene, polypropylene, methanol and ammonium nitrate generally saw higher volumes. This mix of softer coal volumes and stronger chemical output highlights a gradual shift in the company’s operational balance between traditional coal and coal-chemical businesses. Next, we’ll examine how weaker coal volumes but stronger polyethylene...

Gevo (GEVO) is drawing fresh attention after appointing Todd Werpy, a long-tenured leader in sustainable technologies and biotechnology, to its Board of Directors, alongside interest around the upcoming second quarter 2026 earnings call. See our latest analysis for Gevo. Gevo’s share price has climbed in recent weeks, with a 30 day share price return of 30.71% and a 7 day move of 15.09%. Year to date, however, the share price return is down 11.16%, while the 1 year total shareholder return of...

CGN Power (SEHK:1816) drew fresh investor focus after reporting first half 2026 operating data, with total nuclear power generation and on grid output both below the levels reported a year earlier. See our latest analysis for CGN Power. CGN Power's recent operating update came as the share price closed at HK$2.88, with a 7 day share price return of 5.49% and a 90 day share price return that declined 15.04%. The 5 year total shareholder return of 110.13% points to a much stronger long run...

Armstrong World Industries recently affirmed a quarterly dividend of US$0.3390 per share, payable on August 19, 2026, and, on July 21, 2026, increased its share repurchase authorization by US$800 million to a total of US$2.50 billions, extending the program through December 31, 2029. Together, the larger and longer buyback plan and the maintained dividend highlight the company’s current focus on returning cash to shareholders. We’ll now examine how the expanded share repurchase authorization...