TSX:NGD
TSX:NGDMetals and Mining

New Gold (TSX:NGD): Assessing Valuation After a Strong Turnaround in Earnings and Cash Flow

New Gold (TSX:NGD) has quietly become one of the stronger turnaround stories in Canadian mining, with the share price climbing sharply over the past year as earnings and cash flow trends improve. See our latest analysis for New Gold. That momentum has not really cooled, with a 30 day share price return of almost 8 percent and a 90 day share price return of more than 19 percent, building on a hefty year to date surge. At the same time, multi year total shareholder returns underline how...
ENXTPA:SU
ENXTPA:SUElectrical

Does Schneider’s Marks & Spencer Decarbonization Partnership Reshape The Bull Case For Schneider Electric (ENXTPA:SU)?

Marks & Spencer recently announced the launch of its RE:Spark supply chain decarbonization program, developed with Schneider Electric and powered by the Zeigo Hub digital platform to help global suppliers measure emissions and adopt renewable electricity solutions such as onsite solar and power purchase agreements. This collaboration underscores Schneider Electric’s role at the center of corporate decarbonization efforts while its exposure to expanding smart home and control room technology...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM): Reassessing Valuation After Outlook Cut and Growing Pharmacy Partnership Hopes

Humana trims outlook as Medicare pressures persist, eyes pharmacy growth Humana (HUM) recently cut its full year earnings outlook as Medicare Advantage pressures continue, even as investors focus on potential upside from a possible Mark Cuban pharmacy partnership and ongoing expansion at its CenterWell pharmacy division. See our latest analysis for Humana. The stock tells a mixed story, with a solid 1 month share price return of 7.65 percent, but a weaker 1 year total shareholder return of...
NYSE:RRX
NYSE:RRXElectrical

Is Regal Rexnord's (RRX) Robotics Pivot Recasting Its Core Automation Investment Story?

In 2024, Regal Rexnord completed its transformation into a higher-margin automation and powertrain platform, building on the acquisition of Altra Industrial Motion and restructuring efforts to serve industrial, HVAC, aerospace, and automation markets. An interesting aspect of this shift is the company’s push into humanoid robotics and advanced air mobility, underpinned by partnerships with Honeywell and ABB Robotics that could broaden its role in next‑generation automation ecosystems. Now...
NYSE:CIEN
NYSE:CIENCommunications

Ciena (CIEN) Is Up 14.7% After New AI Backbone Wins and 1 Tbps India Trial Success

In early December 2025, Constl announced it had deployed Ciena’s WaveLogic 6 Extreme solution in India after a live 1 Tbps trial over the 1,450 km Mumbai–Chennai route, doubling wavelength capacity while lowering cost per bit and power use, alongside Ciena’s role in a major North American AI network deal and a quantum-secured metro fiber trial in the US. Together, these developments underscore how Ciena’s high-capacity, power-efficient optics and quantum-ready transport are increasingly...
ASX:QBE
ASX:QBEInsurance

How QBE’s Climate Strategy Revision and Board Shift At QBE Insurance Group (ASX:QBE) Has Changed Its Investment Story

QBE Insurance Group has recently tightened climate requirements for its oil and gas clients, advanced its net zero commitments, continued expanding leadership in its UK casualty business, issued and converted 3,845 new ordinary shares, and announced that Non-Executive Director Peter Wilson will leave the board at the end of 2025 to join a competitor. Together, these moves highlight QBE’s push to sharpen climate risk oversight, deepen specialist underwriting capability in key markets, and...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Assessing Bitmine Immersion Technologies After a 477.1% Surge in 2025

Wondering if Bitmine Immersion Technologies is still a bargain after its huge run, or if most of the upside is already priced in? In this article we break down what the recent action might really be telling us about value versus hype. The stock has rocketed 477.1% year to date and 274.2% over the last year, even after a recent 20.0% jump in the past week and a softer 1.8% pullback over the last 30 days. Those swings have come as Bitmine Immersion Technologies has stayed in focus as a niche...
NYSE:AAP
NYSE:AAPSpecialty Retail

Does Advance Auto Parts’ (AAP) Supply Chain Overhaul Mark a Deeper Shift in Its Turnaround Strategy?

Advance Auto Parts recently appointed Ronald Gilbert as senior vice president of supply chain and engaged Gordon Brothers to dispose of 83 non-core sites across 38 states, while continuing a multi-year store optimization and restructuring program aimed at improving supply chain productivity. This combination of leadership change and asset rationalization highlights how central supply chain efficiency and footprint reshaping have become to Advance Auto Parts’ turnaround and operational...
NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Assessing Patterson-UTI After a Tough 2024 and Bullish Cash Flow Projections

If you are wondering whether Patterson-UTI Energy is a beaten down bargain or a value trap, you are not alone. This stock sits in that sweet spot where pessimism might be masking opportunity. The share price has inched up 2.7% over the last week and 4.9% over the past month, but it is still down 24.4% year to date and 13.0% over the last year, which suggests sentiment has been bruised for a while. Recently, investors have been reacting to shifting expectations around North American drilling...
ASX:CSL
ASX:CSLBiotechs

Did Five-Year HEMGENIX Data Just Shift CSL's (ASX:CSL) Gene Therapy Investment Narrative?

CSL recently reported five-year Phase 3 HOPE-B data in NEJM and at the ASH meeting, showing HEMGENIX’s durable factor IX activity, sustained bleed reduction, and continued freedom from routine prophylaxis in adults with hemophilia B. The results reinforce HEMGENIX’s position as the only commercially available gene therapy for adult hemophilia B, with long-term safety and efficacy data that may shape how patients and clinicians view one-time gene therapy versus ongoing prophylaxis. We’ll now...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Investment (TWO): Reassessing Valuation After a Recent 5% Share Price Rebound

Two Harbors Investment (TWO) has quietly climbed about 5% over the past month even as its year to date return remains negative, a setup that naturally raises questions about what the market is repricing. See our latest analysis for Two Harbors Investment. The recent 5.1% 1 month share price return looks more like a tentative rebound than a trend shift, given the roughly 15% negative year to date share price return and still weak multi year total shareholder returns. Investors seem to be...
NasdaqGS:NFE
NasdaqGS:NFEOil and Gas

Is Puerto Rico’s 7‑Year LNG Deal Reshaping The Investment Case For New Fortress Energy (NFE)?

In early December 2025, New Fortress Energy Inc. received final approval for a seven-year Gas Supply Agreement with Puerto Rico, securing delivery of approximately 75 TBtu of natural gas under an estimated US$3.20 billion contract to support the island’s cleaner power generation and grid stability. This long-term deal arrives as the company works through financial distress and restructuring talks, making the contracted cash-flow visibility especially important for its ongoing...
BME:SAN
BME:SANBanks

Is Santander’s Focus on Large Mortgages Reframing Its UK Strategy for Banco Santander (BME:SAN)?

In early December 2025, Santander joined more than 20 UK lenders in trimming mortgage rates ahead of an anticipated Bank Rate cut, including a 3.51% deal for home movers on loans between £500,000 and £2,000,000. The decision to offer sharper pricing only on larger mortgages highlights Santander’s focus on higher-value, lower-unit-cost lending as competition intensifies in the UK housing market. We’ll now examine how Santander’s selective mortgage rate cuts fit into its wider investment...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

CleanSpark (CLSK) Valuation Review Following Bitcoin Rally, AI Expansion, and $1.15 Billion Convertible Notes Deal

CleanSpark (CLSK) is back in the spotlight after reporting October production of 587 Bitcoin, a data point that matters because it ties directly into the latest surge in Bitcoin prices and sentiment. See our latest analysis for CleanSpark. Those October numbers land after a turbulent but ultimately constructive stretch for CleanSpark, with the 90 day share price return of 42.45 percent and a three year total shareholder return of 537.28 percent. This suggests momentum is rebuilding around its...