NasdaqGM:RNA
NasdaqGM:RNABiotechs

Assessing Avidity Biosciences (RNA) Valuation After Its Strong Multi‑Year Share Price Rally

Avidity Biosciences (RNA) has quietly turned into a strong performer, with the stock up sharply this year as investors warm to its RNA therapeutic platform and advancing muscular dystrophy pipeline. See our latest analysis for Avidity Biosciences. That surge in optimism is showing up in the numbers, with a roughly 49 percent 3 month share price return feeding into a powerful 129 percent year to date share price gain and an eye catching 3 year total shareholder return above 550 percent. This...
NYSE:KVUE
NYSE:KVUEPersonal Products

Is There an Opportunity in Kenvue After a 20% Slide and DCF Upside?

If you have been wondering whether Kenvue is a beaten down bargain or a value trap at around $16.93, you are not alone. This article is going to walk through the numbers with you. Despite a modest 0.3% move over the last month, the stock is still down 2.4% in the past week and roughly 20.4% year to date, leaving it about 22.8% lower than it was a year ago and squarely on value investors radar. Those swings have played out against a backdrop of Kenvue continuing to carve out its identity as a...
TSX:EIF
TSX:EIFAirlines

Exchange Income (TSX:EIF) Valuation After Debenture Conversion Reshapes Balance Sheet and Share Count

Exchange Income (TSX:EIF) just wrapped up the redemption of its 5.25% convertible debentures, with most holders choosing to convert into shares. This move meaningfully shifts both leverage and the share count. See our latest analysis for Exchange Income. That balance sheet cleanup comes after a strong run, with the share price at CA$80.27 and a hefty year to date share price return alongside a near doubling three year total shareholder return. This suggests momentum is still very much on...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Is It Too Late To Consider Five Below After Its 75% Surge in 2025?

If you are wondering whether Five Below is still a bargain after its big run, or if you have already missed the move, this breakdown will help you assess whether the current price really matches the story. The stock has climbed about 5.0% over the last week, 13.7% over the past month, and 74.8% year to date, with a 53.6% gain over the last year, even though 3-year and 5-year returns have been more muted. Recent attention has focused on Five Below's aggressive store expansion strategy and its...
NasdaqCM:MVST
NasdaqCM:MVSTMachinery

Why Microvast (MVST) Is Up 6.5% After New Škoda EMEA Partnership Traction And Revenue Gains

Microvast Holdings recently highlighted growing commercial traction for its advanced battery technologies, including real-world deployments and expanding revenue streams across key markets. Partnerships with industrial players such as Škoda in EMEA have become an important proof point for Microvast’s technology, strengthening confidence in its execution capabilities beyond its core manufacturing base. We’ll now examine how this expanding Škoda-backed EMEA traction could reshape Microvast’s...
NYSE:RXO
NYSE:RXOTransportation

RXO (RXO) Valuation After Negative Analyst Reports and S&P Credit Outlook Shift

RXO (RXO) is suddenly under a harsher spotlight after a wave of critical research questioned its business model and S&P Global applied a negative outlook to its existing non investment grade credit rating. See our latest analysis for RXO. Those concerns are landing after a volatile stretch for the stock, with a 15.5% 1 month share price return partially clawing back a 39% year to date share price decline and a near 50% 1 year total shareholder return loss. This suggests pressure is easing but...
NasdaqGS:JCAP
NasdaqGS:JCAPConsumer Finance

Jefferson Capital (JCAP): Taking Stock of Valuation After a Quiet 9.8% Year-to-Date Share Price Climb

Jefferson Capital (JCAP) has quietly outperformed many financials in the past 3 months, with the stock up roughly 9% while annual revenue still grows and net income steps back a bit. See our latest analysis for Jefferson Capital. That recent 4.6% 1 month share price return sits on top of a 9.8% year to date share price return, suggesting momentum is quietly building as investors reassess Jefferson Capital’s growth and risk profile around debt recovery demand. If Jefferson Capital’s steady...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

Reassessing CECO Environmental (CECO) Valuation After Its Third-Quarter Earnings and Revenue Beat

CECO Environmental (CECO) just delivered a third quarter earnings beat, pairing higher than expected revenue with an all time high share price. That combination has investors paying closer attention. See our latest analysis for CECO Environmental. That beat lands on top of a powerful run, with the latest $54.93 share price sitting near record levels after a roughly 75% year to date share price return and a multiyear total shareholder return that shows momentum is still very much intact. If...
TSX:NXE
TSX:NXEOil and Gas

NexGen Energy (TSX:NXE): Assessing Valuation as Rook I Nears Key Federal Hearing Milestone

NexGen Energy (TSX:NXE) is back in focus as its Rook I Project heads into a pivotal federal hearing with the Canadian Nuclear Safety Commission, a key hurdle on the path to full construction approval. See our latest analysis for NexGen Energy. Despite a sharp 6 percent 1 day share price drop to about 13.00 dollars, NexGen still shows strong momentum, with an 18 percent 3 month share price return and a standout 5 year total shareholder return above 300 percent, suggesting long term optimism is...
TSX:WPM
TSX:WPMMetals and Mining

Did Wheaton’s US$300 Million Hemlo Gold Stream Just Shift Wheaton Precious Metals' (TSX:WPM) Investment Narrative?

Wheaton Precious Metals Corp. recently completed a US$300 million gold streaming agreement with Hemlo Mining Corp. to support its acquisition of the Hemlo Mine from Barrick, securing long-term access to a portion of the mine’s gold production at 20% of spot prices. The deal not only delivers immediate production and cash flow but also lifts Wheaton’s gold reserves and resources and grants it a right of first refusal over future precious metals financings linked to Hemlo. We’ll now examine...
NYSE:KKR
NYSE:KKRCapital Markets

Can KKR (KKR)–Capital Group’s Retirement Tie-Up Redefine Its Role in Everyday Portfolios?

Capital Group and KKR recently expanded their partnership to create integrated retirement and wealth solutions that blend Capital Group’s public market strategies with KKR’s private market capabilities, including new target date funds and public-private model portfolios for defined contribution and wealth clients. The move is important because it aims to bring private market exposure into mainstream retirement and wealth offerings at scale, potentially reshaping how everyday savers access...
TSXV:HMMC
TSXV:HMMCOil and Gas

Hemlo Mining (TSXV:HMMC): Taking Stock of Valuation After a Quiet 5% Single‑Session Gain

Hemlo Mining (TSXV:HMMC) has quietly climbed about 5% in the latest session, catching the eye of investors who track thinly traded Canadian gold names for early signs of shifting sentiment. See our latest analysis for Hemlo Mining. That 5.14% one day share price return looks more like a sharp sentiment reset than a random blip. With the year to date share price return still slightly negative, this suggests early momentum may be rebuilding rather than fading. If Hemlo’s move has you thinking...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Veracyte (VCYT) Valuation Check After Strong Q3 Beat and Upgraded 2024 Revenue, Margin Guidance

Veracyte (VCYT) just delivered a stronger than expected third quarter, topping earnings and revenue forecasts and lifting its full year revenue and adjusted EBITDA margin guidance, a combination that tends to reset investor expectations fast. See our latest analysis for Veracyte. That upbeat guidance lands after a strong run, with the share price up around 37 percent on a 90 day basis and supported by a 67 percent three year total shareholder return. This suggests momentum is building even...
TSX:DSG
TSX:DSGSoftware

Does Descartes Systems Group’s (TSX:DSG) New Buyback Reveal a Deeper Shift in Capital Priorities?

Descartes Systems Group recently reported higher third-quarter and nine-month results to October 31, 2025, with sales and net income rising year-on-year, and then announced a new 12‑month share repurchase program subject to Toronto Stock Exchange approval. This combination of improving profitability and a planned buyback suggests management is prioritizing earnings quality and capital returns alongside continued growth investments. We’ll now explore how Descartes’ stronger earnings and...