NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Snap’s New Ad Tools and Record User Base Might Change The Case For Investing In Snap (SNAP)

Earlier in Q3 2025, Snap introduced new ad products such as Sponsored Snaps and Smart Campaign Solutions, alongside reporting a record 477 million daily active users on Snapchat. These tools, which are already showing encouraging gains in ad conversions, hint at Snap’s efforts to strengthen the core economics of its advertising platform. We’ll now explore how these improving ad tools and conversion trends might influence Snap’s existing investment narrative around higher-margin growth. AI is...
NYSE:DECK
NYSE:DECKLuxury

Can Deckers (DECK) Pair Rapid Global Growth With Aggressive Buybacks Without Diluting Its Edge?

Earlier this year, Deckers Outdoor highlighted that its UGG and HOKA brands were expanding internationally, with overseas sales growing 38% year over year, while management kept guidance conservative and absorbed tariffs. At the same time, the company authorized a very large US$2.20 billion share repurchase program, signaling confidence in its long-term brand strength and capital allocation approach. We’ll now examine how this combination of rapid international growth and aggressive buybacks...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Reassessing Blackstone Mortgage Trust (BXMT) Valuation After Its Earnings Miss and Ongoing Dividend Strength

Blackstone Mortgage Trust (BXMT) is back in focus after third quarter earnings came in light, with earnings per share at $0.24 versus expectations for $0.36, prompting investors to reassess the income story. See our latest analysis for Blackstone Mortgage Trust. The earnings miss has taken some of the shine off Blackstone Mortgage Trust’s earlier rebound, with a 7.93% 1 month share price return cooling into a slightly negative 3 month move, even as the 1 year total shareholder return of...
TSX:STN
TSX:STNConstruction

Stantec (TSX:STN) Valuation After Major €27.7m European Commission Sustainable Energy Contract Win

Stantec (TSX:STN) just landed a major win in Europe, securing the second phase of the European Commission’s Global Technical Assistance Facility for Sustainable Energy, a multiyear contract worth roughly €27.7 million. See our latest analysis for Stantec. Despite the recent pullback, with a 1 month share price return of negative 15.62 percent, Stantec’s year to date share price return of 16.3 percent and 5 year total shareholder return of 231.28 percent suggest long term momentum is still...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Is Ally Financial’s Valuation Still Attractive After Its Strong 2025 Share Price Rally?

Wondering if Ally Financial is still a smart buy at today’s price, or if most of the easy gains are already gone? This breakdown will help you decide whether the current market value really makes sense. The stock has been grinding higher, with the share price at $42.39 after rising 2.6% over the last week, 6.1% over the last month, and 18.5% year to date, building on strong multi year returns. Recent headlines have focused on Ally’s push deeper into digital banking and auto finance, along...
TSX:ENB
TSX:ENBOil and Gas

How Enbridge’s 3% Dividend Hike And 2026 Capital Plan At Enbridge (TSX:ENB) Has Changed Its Investment Story

Enbridge Inc. has already declared a quarterly dividend of C$0.97 per common share, payable on March 1, 2026, a 3% increase that extends its dividend growth streak to 31 consecutive years, alongside updated guidance for 2026 cash flows and capital spending. The Board also set detailed preferred share dividends and outlined about C$10 billion of 2026 growth capital, signaling continued emphasis on pipeline and gas utility expansion funded without new external equity. We’ll now examine how...
XTRA:PUM
XTRA:PUMLuxury

Is PUMA’s Recent Share Price Rebound Signalling a Long Term Value Opportunity in 2025?

If you are wondering whether PUMA’s beaten-up share price is quietly turning into a value opportunity, this article will walk you through whether the stock now looks cheap or just risky. After a rough longer-term slide, with the share price still down 53.2% over the last year, PUMA has bounced 6.3% in the past week and 25.4% over the last month, suggesting that market sentiment might be starting to shift. This recent rebound comes as investors refocus on the strength of the PUMA brand and...
TSX:FM
TSX:FMMetals and Mining

How Investors Are Reacting To First Quantum Minerals (TSX:FM) Insider Share Purchases By Management

Earlier this week, First Quantum Minerals reported insider share purchases by members of its management team, underscoring internal support for the miner’s diversified copper, nickel, and gold operations. Because insiders tend to have detailed knowledge of operational and project risks, their decision to buy shares often carries extra informational weight for outside investors. We’ll now explore how this insider buying activity may shape First Quantum Minerals’ investment narrative,...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

CECO Environmental (CECO) Is Up 5.3% After Q3 Earnings and Revenue Beat Expectations – What's Changed

Earlier this week, CECO Environmental reported third-quarter 2025 results, delivering adjusted earnings per share of US$0.26 and revenue of US$198.00 million, both modestly ahead of analyst expectations. This earnings beat, coupled with stronger-than-anticipated sales, points to solid operational execution and reinforces investor confidence in CECO’s underlying business momentum. With CECO’s latest quarter topping earnings and revenue forecasts, we’ll now assess how this performance may...
NYSE:AGX
NYSE:AGXConstruction

Argan (AGX) Q3 2026: 81% TTM Earnings Surge Reinforces Bullish Profitability Narrative

Argan (AGX) has just posted its Q3 2026 scorecard, with revenue of about $251 million and basic EPS of $2.22, while trailing twelve month EPS sits at $8.76 on revenue of roughly $915 million as the business continues to scale. Over the past year, the company has seen net income climb from $66.11 million to $119.93 million on a trailing basis, and EPS step up from $4.94 to $8.76. This gives investors a cleaner read on how improving margins are feeding through to the bottom line. See our full...
NYSE:CHPT
NYSE:CHPTElectrical

ChargePoint (CHPT) Q3: Losses Narrow, Testing Bullish Profitability Narratives Despite Flat Revenue

ChargePoint Holdings (CHPT) just posted Q3 2026 results with revenue of about $105.7 million and a basic EPS loss of $2.23, while trailing 12 month figures show revenue of roughly $403.8 million against a basic EPS loss of $10.19. The company has seen quarterly revenue hover in a tight band between about $97.6 million and $108.5 million over the past six quarters, while basic EPS losses have consistently sat in the negative $2.2 to $3.6 range and TTM net income remains deeply in the red...
NYSE:KKR
NYSE:KKRCapital Markets

Is There Still Upside in KKR After Its Strong Multi Year Share Price Run?

Investors may be wondering whether KKR remains a smart buy after its large multi year run, or if most of the upside is already reflected in the price. In this article we are going to examine what the current share price really implies. After a rough patch this year, with the stock down about 13.3% year to date and 17.6% over the past year, KKR has recently bounced 5.8% in the last week and 8.9% over the last month from a recent close near $129.42. Those swings sit on top of a substantial 3...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Viper Energy (VNOM): Assessing Valuation After Better-Than-Expected Q3 Earnings and Strong Production Growth

Viper Energy (VNOM) just reported a third quarter that outpaced expectations, as stronger oil-equivalent production helped offset weaker realized prices, higher expenses, and a recent non-cash impairment tied to acquired Diamondback properties. See our latest analysis for Viper Energy. The upbeat third quarter appears to have helped sentiment, with the share price at $40.65 and a solid 1 month share price return alongside a still weak year to date share price return, signalling early but not...
NYSE:WMB
NYSE:WMBOil and Gas

Will Williams' New US$250 Million Term Loan and Tighter Covenants Change Williams Companies' (WMB) Narrative?

Williams Companies recently announced that its subsidiary Northwest Pipeline LLC entered into a new Credit Agreement effective December 1, 2025, securing a US$250 million term loan to refinance senior notes and fund working capital, acquisitions, capital expenditures, and other corporate needs. This refinancing move, paired with covenant constraints on financial and operational activities, highlights management’s focus on balancing funding flexibility with disciplined balance sheet risk...
TSX:GSY
TSX:GSYConsumer Finance

Assessing goeasy’s (TSX:GSY) Valuation as CEO Succession Plan Shifts Leadership to Patrick Ens

goeasy (TSX:GSY) is back in focus after announcing a planned CEO handoff, with Dan Rees stepping down for health reasons and easyfinancial President Patrick Ens set to take the reins on January 1, 2026. See our latest analysis for goeasy. The leadership announcement lands after a rough stretch for the stock, with the 30 day share price return at minus 23.79 percent and the 1 year total shareholder return at minus 23.97 percent. This suggests momentum has clearly cooled despite still positive...