Latest News

Wondering if Avery Dennison at around US$171 per share still offers value, or if the easy gains are already behind it? This article walks through the numbers so you can judge how the current price lines up with the business. The stock has returned 2.2% over the last week, even though the 30 day return is a 6.7% decline and the year to date return is a 6.0% decline, with a 2.9% return over the past year and 2.5% over three years. Recent headlines around Avery Dennison have largely focused on...

Freeport-McMoRan (FCX) is back in focus after Goldman Sachs initiated coverage with a Buy rating, citing its copper leadership and gold exposure. This move coincided with a 4.25% jump in the share price. See our latest analysis for Freeport-McMoRan. The recent jump following Goldman Sachs' coverage comes on top of a 9.14% 7 day share price return and an 18.20% 90 day share price return, while the 1 year total shareholder return sits at 113.50%, suggesting that momentum has been building...

Investors may be wondering if ConocoPhillips at around US$130.52 is still offering value after a strong run, or if most of the upside is already priced in. The stock has returned 11.7% over the past 30 days and 56.4% over the last year, with a 35.0% return year to date and a shorter term 2.5% decline over the past week that may catch the eye. Recent headlines continue to focus on ConocoPhillips as a major player in global energy supply, with attention on its position among large oil and gas...

ReNew Energy Global recently agreed to sell its 100 MW/117.5 MWp solar project in Tamil Nadu to Technique Solaire Group for an enterprise value of US$49 million, a deal signed on March 23, 2026 and expected to generate about US$24 million in cash inflow subject to closing conditions. The sale of this long-term contracted asset, ReNew’s only commissioned project in Tamil Nadu with a 25-year PPA and over six years of operations, highlights the company’s continued use of asset recycling to free...

Meren Energy Inc. has refinanced its reserves-based lending facility through subsidiary Meren Coöperatief U.A., increasing total commitments to US$600 million with potential expansion to US$1 billion, lowering the loan-life average margin, and extending the facility tenor to six years while preserving revolving flexibility. By boosting available borrowing capacity from US$468 million to an expected US$574 million and slightly lowering interest margins, the company gains additional room to...

Hafnia has signed a contract with Hyundai Heavy Industries for eight new fuel efficient Medium Range product tankers. The vessels are scheduled for delivery between 2028 and 2029 as part of a long term fleet renewal plan. The agreement supports Hafnia's decarbonization goals and is aimed at maintaining competitiveness on fuel efficiency and emissions standards. For investors watching OB:HAFNI, this contract comes as the share price stands at NOK75.68 and the stock is up 44.0% year to date...

Arafura Rare Earths (ASX:ARU) has secured approximately A$230 million in cornerstone equity subscriptions from Export Finance Australia and the German Raw Materials Fund, marking a key funding step for its Nolans rare earths project in the Northern Territory. See our latest analysis for Arafura Rare Earths. That government backed equity injection has arrived after a period of strong momentum, with a 30 day share price return of 17.65% and a 1 year total shareholder return of 93.55%. However,...

M&T Bank Corporation recently authorized a new share repurchase program of up to US$5.00 billion and appointed Denise Viola Monahan as regional president for Philadelphia, expanding her leadership across multiple banking segments and community initiatives. Together with its affordable housing financing in Portland and its entry into Nacha’s Payments Innovation Alliance, these moves highlight M&T’s emphasis on capital return, regional leadership depth and participation in evolving digital...

Beach Energy (ASX:BPT) has moved into focus after CEO Brett Woods criticised the Albanese government’s proposed domestic gas reservation scheme, arguing it risks distorting competition and disrupting existing LNG supply chains. See our latest analysis for Beach Energy. At a share price of A$1.305, Beach Energy has recorded a 13.97% 1 month share price return and an 11.08% 1 year total shareholder return. However, the 5 year total shareholder return of an 11.07% decline suggests longer term...

In March 2026, Accenture launched Cyber.AI, an AI-powered cybersecurity solution built on Anthropic’s Claude model, combining its proprietary agents, Agent Shield capabilities and more than two decades of cybersecurity delivery expertise to help organizations modernize and automate security operations. Early internal and client deployments suggest Cyber.AI can materially improve security testing speed, coverage and operational efficiency across complex digital environments, potentially...

Shareholder proposals spotlight ESG oversight at iA Financial iA Financial (TSX:IAG) has attracted attention after The Mouvement d’éducation et de défense des actionnaires filed shareholder proposals on environmental oversight and shareholder engagement ahead of the May 7, 2026 annual meeting. The proposals ask the insurer to introduce an annual advisory vote on its environmental and climate objectives, refresh its board competency grid to explicitly include climate expertise, and address...

Investors may be wondering whether Goosehead Insurance at around US$42.44 is starting to look interesting or remains expensive for the level of risk involved. The stock has been volatile recently, delivering a 3.3% return over the last 7 days after declines of 16.5% over 30 days and 39.5% year to date. These moves contribute to a 60.6% return over the past year and 55.3% over five years. Recent coverage has focused on Goosehead Insurance's share price performance and how investors are...

Cirrus Logic (NasdaqGS:CRUS) has combined its Chief Financial Officer and Principal Accounting Officer roles under CFO Jeff Woolard. Former Principal Accounting Officer Ulf Habermann will stay in a senior finance role at the company. The company indicated the leadership change was not the result of any disagreements and framed it as a finance leadership consolidation. Cirrus Logic designs and supplies mixed-signal and audio semiconductors, with its technology used in a range of consumer and...

DocuSign recently announced a new integration that brings its Intelligent Agreement Management platform directly into Slackbot, allowing teams to generate, review, and execute contracts from within Slack using real-time data from systems like Salesforce, while also rolling out an AI-powered contract review assistant built on its Iris engine to streamline legal workflows. Together, these launches show DocuSign pushing beyond basic e-signatures toward AI-driven, agent-assisted agreement...

The Allstate Corporation recently reported estimated catastrophe losses of about US$249 million after tax for January and February 2026, while growing total policies in force 2.5% year over year to 38.4 million, mainly in auto and homeowners coverage. At the same time, Allstate’s mobile app tied for top ranking in an industry scorecard and analysts are anticipating significantly higher first-quarter 2026 earnings compared with a year earlier. We’ll now examine how Allstate’s policy growth...

Key recent performance signals PACS Group (PACS) has drawn investor attention after a mixed stretch in the stock, with a 1 day gain of about 1.5% and a roughly 5% move over the past week, in contrast with weaker returns over the past month and past 3 months. See our latest analysis for PACS Group. At a share price of $32.14, PACS Group’s recent 1 day and 7 day share price gains sit against weaker 1 month and year to date share price returns. The very large 1 year total shareholder return...

In March 2026, APA Corporation participated in the 5th Annual Connected Worker: Energy Summit in Houston, where Director of IT Applications Lisa Cruz highlighted the company’s approach to digital tools for its workforce. At the same time, APA’s fundamentals faced renewed market scrutiny as shifting oil prices and analyst caution refocused attention on how resilient its cash flows really are. We’ll now examine how this oil-price-driven reassessment of APA’s cash flow resilience influences the...

Why Canadian Natural Resources Just Drew Investor Attention Canadian Natural Resources (TSX:CNQ) has come under pressure after a build in U.S. commercial crude inventories weighed on oil prices. At the same time, a Raymond James downgrade contrasted with the company’s recent production strength and higher guidance. See our latest analysis for Canadian Natural Resources. Short term, the share price has been volatile, with a 1-day share price return of 2.34% after a 4.77% decline over the past...

International Paper (NYSE:IP) is contending with operational headwinds tied to cyclical demand weakness, restructuring costs, and plant closures. The company is undergoing leadership turnover, including the recent departure of Joy Roman after a short tenure. Key executives have received incentive awards during this period of corporate transition. J.P. Morgan has placed International Paper on Negative Catalyst Watch, and analysts have reduced earnings estimates, citing cost pressures and...

Setting the scene for Globus Medical Globus Medical (GMED) has been drawing fresh attention after recent share price moves, with the stock last closing at US$87.92 and showing mixed returns over the past month and past 3 months. See our latest analysis for Globus Medical. That recent 4.9% 7 day share price return sits against a flatter 30 day move, while a 27.7% 1 year total shareholder return points to momentum that has built over a longer stretch. If Globus Medical’s move has you thinking...

Johnson & Johnson (NYSE: JNJ) has agreed to an exclusive distribution and promotion deal with KYORIN Pharmaceutical for SIRTURO (Bedaquiline) in Japan. The company is also pursuing a label expansion for SIRTURO to treat Mycobacterium avium complex lung disease, extending its reach beyond multidrug resistant tuberculosis. The arrangement gives Johnson & Johnson a dedicated commercial channel for infectious disease therapies in an important market for new drug launches. For investors watching...

AT&T (NYSE:T) has partnered with Assurant on a "Tree for Trade-In" program that supports reforestation in wildfire affected areas of California. The company has also expanded its fiber presence through the acquisition of Lumen Technologies' fiber assets. These moves highlight fresh developments in both AT&T's environmental initiatives and its core connectivity business. AT&T runs a large U.S. telecom and broadband network, so both network reach and public perception matter for long term...

Investors may be wondering whether Chemed at around US$380.60 is starting to look attractively priced, or if the risk still outweighs the potential reward. The stock has moved 3.3% over the last week, after a 7.7% decline over 30 days and a 10.2% decline year to date, with a 36.0% decline over the past year and 29.9% and 16.8% declines over three and five years respectively. These price moves sit against a backdrop of ongoing coverage of Chemed as a healthcare name on the NYSE, with...

When inflation stories keep circling around energy, food and shipping costs, it can help to focus on something more tangible: the people actually running the businesses you own. Founder-led companies often have leaders with significant personal capital at risk and a long-term mindset that is not tied to quarterly bonus targets. This article looks at how that approach can matter as bond yields move, input costs shift and policy headlines swing. It then highlights 3 standouts from a Top...