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Recent commentary from Diamond Hill Capital pointed to United States Lime & Minerals (USLM) as a strong performer this quarter. This was attributed to rising sales supported by renewed demand across its construction, environmental, and steel customer base. See our latest analysis for United States Lime & Minerals. Momentum has taken a breather for United States Lime & Minerals lately, with a 1-year total shareholder return of -20.37%. Despite this, triple-digit gains were seen over the past...

On November 19, 2025, BBB Foods Inc. announced third quarter results, reporting MX$20.28 billion in revenue and a MX$1.42 billion net loss, with revenue continuing to grow year-over-year but profitability impacted by higher share-based compensation costs. Despite strong same-store sales growth of 17.9%, the sharp swing from net income to net loss highlights how increased compensation expenses are influencing the company’s bottom line during this expansion phase. As BBB Foods balances robust...

In recent weeks, Archrock has emerged as a critical infrastructure-like business, capitalizing on sustained natural gas demand and a rationalized industry landscape marked by high fleet utilization and pricing power. An interesting outcome of this shift is Archrock's near-oligopoly position in contract compression, granting it characteristics similar to regulated utilities in terms of stability and long-term contract visibility. We'll explore how Archrock's transformation into a utility-like...

In the third quarter of 2025, Assurant reported disciplined execution with 8.9% year-over-year topline growth and a 91% increase in adjusted EPS, surpassing analyst expectations. This strong quarterly result was driven by growth in premiums earned, net investment income, and fees, and has reinforced a mostly positive analyst outlook for continued earnings growth into 2025. We'll now explore how Assurant's significant outperformance in adjusted EPS impacts the company's longer-term...

Kadant recently reported quarterly revenues of US$271.6 million, which were flat year-over-year but exceeded analyst expectations by 4.2% with strong gross margin performance despite global trade uncertainties and weaker capital equipment demand. An interesting insight is that while a director executed an insider sale of 1,435 shares valued at about US$405,179, no insider purchases have occurred over the past year, but such sales are not necessarily an indication of company outlook. We will...

Daiwabo Holdings (TSE:3107) has entered into a capital and business partnership with BCC Co., Ltd., with the goal of deepening collaboration in IT workforce solutions. The move is intended to help address labor shortages and expand new business opportunities. See our latest analysis for Daiwabo Holdings. Daiwabo Holdings’ latest partnership follows a period of renewed optimism, with the share price gaining 7.8% over the past month and returning 2.9% to shareholders in the last year. Momentum...

Enpro recently reported quarterly revenues of US$286.6 million, marking a 9.9% year-on-year increase and surpassing analyst forecasts by 3.6%. Despite reporting solid sales growth and profitability alongside continued investment in key capabilities, the company maintained a positive outlook with EBITDA guidance slightly above consensus expectations. We'll explore how Enpro's above-consensus revenue growth and confident guidance may influence its longer-term investment narrative. We've found...

The St. Joe Company recently reached a new 52-week high following its third quarter 2025 financial results, which saw earnings per share surpass analysts’ expectations. This performance signals strong investor confidence, reflecting both the company’s recent strategic moves and the broader strength of the real estate development sector. With third quarter earnings exceeding projections, we'll explore how St. Joe's financial momentum shapes its investment narrative going forward. Find...

Earlier this month, CoastConnect announced it has accelerated its adoption of AI-driven broadband by leveraging the Calix Broadband Platform and Calix Success organization, resulting in rapid operational gains and expanding managed services for residential and small business subscribers. An important leadership change also took place recently, with Calix appointing John Durocher as Chief Operating Officer, underscoring the company’s focus on scaling AI-powered solutions and operational...

Vishay Intertechnology (VSH) has rolled out two new products this month: a 1500 V automotive-grade solid-state relay and a high-durability thick film power resistor. These products are targeted at battery management and energy storage solutions across electric vehicle and industrial sectors. See our latest analysis for Vishay Intertechnology. Vishay Intertechnology's steady flow of product innovation comes amid a period of mixed momentum for its shares. After a brief bounce in the past week,...

Olin's VP & Treasurer Teresa M Vermillion recently sold 4,500 shares and exercised options, while Braskem announced a supply partnership with Olin for ethylene dichloride in Brazil following the end of the Blue Water Alliance joint venture. Meanwhile, both Moody's and S&P Global Ratings revised Olin's outlook to negative, reflecting concerns about weak earnings and stressed credit metrics. We'll examine how the revised credit outlook from major agencies could influence Olin's overall...

STERIS (STE) has caught the attention of investors after its shares climbed nearly 13% over the past month. With ongoing demand for infection prevention solutions, recent trading activity points to renewed market interest in the company’s steady revenue growth and expanding healthcare footprint. See our latest analysis for STERIS. Zooming out, STERIS has notched an impressive 31.5% share price return so far this year, with its momentum especially strong over the last month. While the total...

On November 28, 2025, Hanesbrands Inc. (NYSE:HBI) was removed from several major Russell indexes, including the Russell 3000 and Russell 2000 Growth indexes. This widespread index exclusion often prompts forced selling by index-tracking funds, highlighting how benchmark membership can impact investor flows and company perception. We’ll explore how Hanesbrands’ removal from multiple indexes could influence its investment story and future institutional investor interest. This technology could...

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Dycom Industries, Inc.'s ( NYSE:DY ) stock was strong after they recently reported robust earnings. However, we think...

Some Pinnacle Financial Partners, Inc. ( NASDAQ:PNFP ) shareholders may be a little concerned to see that the...

Pangaea Logistics Solutions, Ltd. ( NASDAQ:PANL ) shareholders would be excited to see that the share price has had a...

The board of Hemisphere Energy Corporation ( CVE:HME ) has announced that it will pay a dividend on the 30th of...

Wondering whether Etsy is a hidden bargain or if the current price is already reflecting all the optimism? You are not alone. Savvy investors everywhere are looking for clues about Etsy’s true value in this dynamic market. Etsy’s stock has seen quite a ride lately, with a small 2.1% gain in the last week but a 16.9% slide over the past month. This makes its year-to-date performance essentially flat and shows a slightly negative -1.2% return over the last year. News about ongoing shifts in...

Earlier this month, Sompo Holdings announced an upward revision to its full-year earnings guidance, increased its dividend for the second quarter, and authorized a new share buyback program of up to 24 million shares, representing 2.64% of issued share capital, valued at ¥77,000 million. These actions reflect management's confidence in the company's current financial performance and an active approach in boosting shareholder returns through both dividends and share repurchases. We'll explore...

After Savers Value Village (SVV) reported a net loss for the third quarter and lowered its 2025 outlook, the company became the focus of a legal investigation regarding its compliance with federal securities laws. These developments put pressure on the stock price. See our latest analysis for Savers Value Village. The legal probe and disappointing outlook update together shook investor confidence, driving a sharp drop in the share price over the past month. While the 1-month share price...

AT&T announced it has rapidly deployed the mid-band spectrum acquired from EchoStar, significantly increasing nationwide 5G download speeds and expanding high-speed network coverage to more than 5,300 cities across 48 states. This record-fast integration not only improves wireless and home internet performance for millions but is also expected to enhance operational efficiency and long-term growth by reducing the need for costly new cell sites. We'll examine how AT&T's swift mid-band...

Earlier this month, Marriott International announced the global debut of Series by Marriott, launching with The Fern Hotels & Resorts in India and adding over 1,900 rooms across 26 properties to its portfolio. This move showcases Marriott's focus on integrating regionally recognized, eco-sensitive hotels while maintaining global standards, aiming to address rising demand for locally relevant, sustainable hospitality experiences. We'll explore how Marriott's entry into India's market through...

Santacruz Silver Mining (TSXV:SCZ) has just posted its Q3 2025 results, reporting revenue of $80.0 million and basic EPS of $0.045. Looking back over recent quarters, the company has seen revenue go from $70.3 million in Q1, to $73.3 million in Q2, and $80.0 million now in Q3. Basic EPS moved from $0.027 up to $0.059, then slightly down to $0.045. Profit margins have been squeezed this quarter, even as revenue momentum remains intact. See our full analysis for Santacruz Silver Mining. Next...