TSX:MEQ
TSX:MEQReal Estate

Does Mainstreet’s Big Dividend Hike Shift the Capital Allocation Story for TSX:MEQ Investors?

Mainstreet Equity Corp. recently announced that its Board of Directors declared a quarterly cash dividend of C$0.08 per common share for the quarter ended December 31, 2025, a very large increase over the prior quarter, payable on January 31, 2026 to shareholders of record on January 16, 2026. The company also designated the entire distribution as an eligible dividend under the Income Tax Act (Canada), which may enhance its appeal to certain taxable Canadian investors seeking potentially...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation In Focus After Large Insider Share Sales

Insider Share Sales Put Discovery Silver in Focus Recent insider trading disclosures show Discovery Silver (TSX:DSV) directors William Murray John and Jeffrey Scott Parr selling large blocks of shares in early January, prompting fresh attention on the stock from investors. See our latest analysis for Discovery Silver. Those insider sales come after a strong run in the share price, with Discovery Silver now at CA$8.96 and a 90 day share price return of 52.38%. The 1 year total shareholder...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Does Hycroft Mining’s (HYMC) Debt-Free Pivot and New CFO Director Recast Its Capital-Market Strategy?

At its 2025 virtual annual meeting, Hycroft Mining Holding Corporation elected former Rite Aid and Peloton finance chief Sean D. Goodman to its Board of Directors, adding public-company financial and capital-markets experience as the miner pursues long-term development of its Nevada assets. This board refresh comes as Hycroft, now debt-free after substantial equity raises and fresh drilling results, attracts increased insider trading activity that highlights both confidence in its resource...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial (SYF) Is Down 8.2% After Trump Proposes 10% Cap On Card Interest Rates

In early January 2026, President Donald Trump proposed a one-year cap on credit card interest rates at 10%, a move that directly targets a core revenue source for lenders like Synchrony Financial. This sudden policy push spotlights Synchrony’s heavy reliance on interest income from credit card balances, raising fresh questions about regulatory risk in its business model. Next, we’ll examine how the proposed 10% interest rate cap challenges Synchrony’s prior investment narrative built...
ASX:AMP
ASX:AMPDiversified Financial

Assessing AMP’s Valuation After Citi’s Buy Upgrade And Capital Return Expectations

Citi’s upbeat view on AMP (ASX:AMP), highlighting potential capital returns through dividends or a share buyback, has pushed the stock into focus for investors who are watching how management allocates surplus capital. See our latest analysis for AMP. The recent Citi commentary on potential capital returns comes on top of a 3.65% 1 day share price return and a 6.65% 90 day share price return. AMP’s 1 year total shareholder return of 19.35% and 3 year total shareholder return of 50.55% point...
NYSE:CLX
NYSE:CLXHousehold Products

Is Clorox’s (CLX) Glad Deal And ERP Reset Quietly Redefining Its Dividend Resilience?

In recent months, Clorox has continued its multiyear turnaround after past ERP-related shipment disruptions, while also moving to unwind the Glad joint venture with Procter & Gamble by early 2026 and acquire P&G’s stake, maintaining access to certain trademarks through licensing. This combination of operational recovery efforts and structural portfolio change could reshape how Clorox balances efficiency, brand control, and long-term dividend support. We’ll now examine how Clorox’s ERP...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

Stronger-Than-Expected Earnings and Rating Downgrade Might Change The Case For Investing In EZCORP (EZPW)

EZCORP recently presented at the ICR Conference 2026 in Orlando and reported quarterly earnings that surpassed analyst expectations, while research provider Wall Street Zen lowered its rating from “strong-buy” to “buy.” This mix of stronger-than-expected results, a modest rating downgrade, and continued positive views from other brokerages highlights how investor sentiment toward EZCORP is being shaped by both performance and differing analyst opinions. We’ll now examine how EZCORP’s...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

A Look At SS&C Technologies (SSNC) Valuation After Expanded PensionBee Retirement Transfer Partnership

PensionBee and SS&C Technologies Holdings (SSNC) have expanded their partnership around the RolloverCentral platform, giving customers a more automated way to move old 401(k) balances directly into PensionBee IRAs starting January 12, 2026. See our latest analysis for SS&C Technologies Holdings. For SS&C Technologies Holdings, the PensionBee rollout sits against a share price of US$85.94, with a recent 90 day share price return of 6.36% and a 1 year total shareholder return of 12.79%. This...
TSX:FVI
TSX:FVIMetals and Mining

Assessing Fortuna Mining (TSX:FVI) Valuation After Share Buybacks And West Africa Growth Progress

Fortuna Mining (TSX:FVI) recently repurchased about 1.7 million shares under its normal course issuer bid. The company is also moving ahead with early works at Diamba Sud and a feasibility review to expand the Séguéla processing plant. See our latest analysis for Fortuna Mining. Those buybacks and West African project updates come as Fortuna Mining’s share price sits at CA$14.58, with an 8.48% 1 month share price return and a very large 3 year total shareholder return of about 21x. This...
XTRA:MRK
XTRA:MRKPharmaceuticals

Why Merck KGaA (XTRA:MRK) Is Up 6.6% After Beating Q4 Profitability Forecasts And What's Next

In the past year, Germany’s Merck KGaA reported that its 2014 group sales rose 3.7%, while fourth-quarter EBITDA excluding one-offs increased 10.5%, both ahead of analyst forecasts. This stronger-than-expected revenue and earnings performance highlighted Merck KGaA’s operational discipline and demand resilience across its core science and technology businesses. We’ll now examine how this earnings beat, particularly the stronger fourth-quarter profitability, could influence Merck KGaA’s...
SGX:M04
SGX:M04Hospitality

A Look At Mandarin Oriental International (SGX:M04) Valuation After Strong Recent Share Price Gains

Mandarin Oriental International (SGX:M04) has drawn investor attention after recent share price moves and its latest reported figures, including revenue of US$522.4 million and a net loss of US$90.5 million, prompted fresh interest in the stock. See our latest analysis for Mandarin Oriental International. Despite reporting revenue of US$522.4 million alongside a net loss of US$90.5 million, Mandarin Oriental International’s recent share price return of 45.22% over 90 days and 143.24% one year...
NYSE:BLD
NYSE:BLDConsumer Durables

TopBuild’s (BLD) Dual-Revenue Model: Efficiency Edge or Hidden Concentration Risk Amid Construction Strength?

In recent months, TopBuild has benefited from a construction surge, with its installer-distributor model capturing value from both material markups and installation services, helping it consistently exceed earnings estimates. This dual-revenue approach has allowed TopBuild to enhance margins while some manufacturers face cost pressure, highlighting how its business model can extract more value from robust building activity. We'll now examine how TopBuild's installer-distributor model,...
NYSE:WHD
NYSE:WHDEnergy Services

Assessing Cactus (WHD) Valuation After Recent Share Price Strength And Conflicting Fair Value Signals

Cactus (WHD) is back on investor radars after recent share price moves, with the stock showing mixed returns over different periods and a current close of $51.28. With a value score of 4 and an indicated intrinsic discount of 36.75%, some investors may be reassessing how Cactus is priced against its underlying business, which spans pressure control and spoolable pipe technologies. See our latest analysis for Cactus. Recent trading has been strong, with a 90 day share price return of 45.43%...
SEHK:1585
SEHK:1585Auto

Yadea Group Holdings (SEHK:1585) Valuation Check After Strong 2025 Profit Guidance And Electric Two Wheeler Growth

Yadea Group Holdings (SEHK:1585) has issued new earnings guidance, telling investors it expects net profit of at least CN¥2.9b for 2025, compared with CN¥1.27b in 2024. See our latest analysis for Yadea Group Holdings. The earnings guidance comes as Yadea’s share price performance has been relatively mixed, with a 9.17% 7-day share price return and a 5.20% year-to-date share price return. The 1-year total shareholder return is 6.87%, while the 3- and 5-year total shareholder returns remain...
NasdaqCM:OSW
NasdaqCM:OSWConsumer Services

How Investors Are Reacting To OneSpaWorld (OSW) Pivoting Away From Asian Land Sites Toward Cruise Wellness

OnespaWorld Holdings Limited recently presented at the ICR Conference 2026 in Orlando, where CEO Leonard Fluxman and President/COO/CFO Stephen Lazarus discussed the business outlook and operational updates. The company also issued preliminary revenue and adjusted EBITDA guidance for 2025 and 2026, highlighting a completed UK and Italy reorganization and an exit from land-based health and wellness centers in Asia to sharpen its cruise-focused model. Next, we’ll explore how this renewed focus...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Does Alphatec (ATEC) Pairing With OsteoAdapt Quietly Redraw Its Spine Biologics Investment Narrative?

Alphatec Holdings, Inc. recently announced a partnership with Theradaptive, Inc. that grants Alphatec exclusive U.S. rights to commercialize the OsteoAdapt osteoinductive bone graft for spinal fusion, while reaffirming strong preliminary 2025 results and issuing 2026 revenue guidance of approximately US$890 million. This collaboration combines a next-generation bone regeneration technology that has received three FDA Breakthrough Device Designations with Alphatec’s expanding spine-focused...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Record Profit and Softer Guidance Might Change The Case For Investing In monday.com (MNDY)

In the past quarter, monday.com reported revenue growth of 26.2% year on year, exceeding analyst expectations by 1.4% and delivering its highest ever non-GAAP operating profit, while issuing slightly softer revenue guidance for the upcoming period. This combination of strong reported results and cautious near-term outlook highlights how remote-work-driven demand is supporting profitability even as management signals prudence about future growth. Next, we’ll examine how monday.com’s record...
OB:YAR
OB:YARChemicals

How Investors May Respond To Yara International (OB:YAR) Targeting EBITDA Gains Through Efficiency And Decarbonization

In early 2026, Yara International ASA set out medium- and long-term goals to improve EBITDA by US$200 million by 2027 and US$350 million by 2030, underpinned by operational excellence, more flexible sourcing and growth in premium products. An important angle for investors is Yara’s emphasis on decarbonization and regulatory adaptation, using partnerships and disciplined capital allocation to reshape how it creates value and supports shareholder returns. We’ll now examine how Yara’s new...
NYSE:VICI
NYSE:VICISpecialized REITs

A Look At VICI Properties (VICI) Valuation As Investor Focus Rises On Earnings And Dividend Growth Expectations

Recent commentary has pushed VICI Properties (VICI) back into focus as investors consider perceived undervaluation, resilient rent streams and disciplined capital allocation ahead of the company’s upcoming fourth quarter and full year 2025 earnings release. See our latest analysis for VICI Properties. At a share price of $27.89, VICI’s recent 90 day share price return of a 10.38% decline contrasts with a 1 year total shareholder return of 2.75% and a 5 year total shareholder return of 43.85%...