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NYSE:STWD
NYSE:STWDMortgage REITs

Should Starwood’s Leadership Shift and High Payout Strategy Require Action From Starwood Property Trust (STWD) Investors?

Starwood Capital Group previously announced the appointment of John Gonnella as Senior Managing Director and Head of U.S. Asset Management, while Starwood Property Trust has drawn attention for offering a high dividend yield amid real estate sector volatility. Together, the leadership change at the broader Starwood platform and renewed focus on Starwood Property Trust’s dividend highlight how management execution and income appeal are central to investor interest in the mortgage REIT...
TSX:AYA
TSX:AYAMetals and Mining

Is Aya’s 2026 Production Guidance Reshaping the Investment Case for Aya Gold & Silver (TSX:AYA)?

In January 2026, Aya Gold & Silver Inc. issued full-year 2026 production guidance, forecasting total output between 6.2 Moz AgEq and 6.8 Moz AgEq. This new guidance gives investors a clearer view of Aya’s expected operating scale for 2026, a key input for assessing future revenues. Next, we’ll examine how Aya’s 2026 production guidance range could influence its investment narrative and investor expectations for operational execution. Capitalize on the AI infrastructure supercycle with our...
ISE:KRZ
ISE:KRZFood

Is Kerry Group (ISE:KRZ) Starting To Look Attractive After A 20% One Year Share Price Fall

If you are wondering whether Kerry Group at €77.00 is starting to look like value, you are not alone, especially given how far the share price has come over recent years. The stock has returned 2.9% over the last 7 days and 4.8% over the last 30 days, yet it is still showing a 1% gain year to date and a 20% decline over the past year, with 3 year and 5 year returns of 5.9% and 24.6% declines respectively. These moves have come as investors continue to reassess long term expectations for...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Assessing Viavi Solutions (VIAV) Valuation After Earnings And AI Data Center Guidance

Earnings momentum and guidance behind the latest interest in Viavi Solutions Viavi Solutions (VIAV) has moved into focus after its recent earnings report, where management highlighted revenue contributions from data center and aerospace and defense customers, along with guidance calling for third quarter net revenue of US$386 million to US$400 million. See our latest analysis for Viavi Solutions. Those earnings and the guidance appear to have shifted sentiment quickly, with the share price at...
NYSE:CLF
NYSE:CLFMetals and Mining

Is Cleveland Cliffs (CLF) Offering Value After A 47% One Year Share Price Gain

If you are wondering whether Cleveland-Cliffs is priced attractively right now, this article walks you through what the current share price might be implying about the company. The stock recently closed at US$14.73, with returns of 7.0% over 7 days, 22.3% over 30 days, 8.3% year to date and 46.7% over 1 year. The 3 year and 5 year returns stand at 26.1% and 11.3% declines respectively. These moves sit against a broader backdrop where investors continue to reassess US steel and iron ore...