OB:SCATC
OB:SCATCRenewable Energy

Scatec (OB:SCATC) Valuation Check After Record Egypt Solar And Battery Agreement

Scatec (OB:SCATC) has signed a long term power purchase agreement with the Egyptian Electricity Transmission Company for a large solar and battery project in Egypt. This marks the biggest investment in the company’s history. See our latest analysis for Scatec. The PPA news lands after a steady run in the shares, with a 7 day share price return of 6.95% and a 30 day share price return of 9.94%. The 1 year total shareholder return of 43% contrasts with a 5 year total shareholder return of...
TSX:IVN
TSX:IVNMetals and Mining

A Look At Ivanhoe Mines (TSX:IVN) Valuation As Platreef Ramp Up And First Concentrate Sale Progress

Why Platreef’s ramp up is on investors’ radar Ivanhoe Mines (TSX:IVN) is in focus after confirming ongoing ramp up at its Platreef Mine in South Africa, with first concentrate production, initial sales and key hoisting infrastructure progressing on schedule. See our latest analysis for Ivanhoe Mines. The Platreef ramp up and Ivanhoe Mines’ recent conference presence in Riyadh have come alongside a 22.32% 1 month share price return and a 137.20% 5 year total shareholder return. This indicates...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Is It Time To Reassess Palo Alto Networks (PANW) After Recent Cybersecurity Headlines?

If you are wondering whether Palo Alto Networks at around US$190.93 is still a sensible entry or hold, the next step is to look closely at what you are actually paying for each dollar of its business. The stock shows mixed recent returns, with a 1.5% decline over the last 7 days, a 2.7% gain over 30 days, 6.4% year to date, 9.6% over 1 year, 169.5% over 3 years and 209.2% over 5 years, which can change how investors think about both upside and downside risk. Recent headlines around Palo Alto...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers’ Private Real Estate Reset: What Does Shieh’s Promotion Signal About CNS’s Strategy?

Cohen & Steers, Inc. recently appointed Diana Shieh as Chief Operating Officer and Head of Asset Management for its Private Real Estate Group, while also reporting preliminary assets under management of US$90.5 billion as of December 31, 2025, reflecting a US$1.4 billion decline from November due to market depreciation and distributions partly offset by net inflows. The combination of a senior hire with deep real estate experience and a recent AUM pullback highlights how Cohen & Steers is...
TSX:IGM
TSX:IGMCapital Markets

A Look At IGM Financial’s Valuation As Mackenzie Launches New Global And US Mid Cap Value Funds

Mackenzie Investments, a subsidiary of IGM Financial (TSX:IGM), has introduced the Mackenzie Global Value Fund and Mackenzie US Mid Cap Value Fund. Both are sub advised by Barrow Hanley Global Investors, putting fresh attention on IGM shares. See our latest analysis for IGM Financial. The fund launches come as IGM Financial’s share price trades around CA$64.54, with a 90 day share price return of 21.43% and a 1 year total shareholder return of 51.15%, indicating strong performance over both...
NasdaqCM:NAGE
NasdaqCM:NAGELife Sciences

Is Niagen Bioscience (NAGE) Using Investor Summits To Recast Its Healthy Aging Strategy Narrative?

Niagen Bioscience, Inc. recently presented at the 2nd Annual Lytham Partners Healthcare Investor Summit on January 15, 2026, outlining its latest developments to healthcare-focused investors. This conference appearance matters because it offered management a focused platform to clarify the company’s direction in healthy aging bioscience and its Niagen portfolio to an audience of capital allocators. We’ll now examine how this Lytham Partners Summit presentation, and any expectations around...
NYSE:MTN
NYSE:MTNHospitality

Assessing Vail Resorts (MTN) Valuation As Telluride Labor Unrest Highlights Rising Staffing Costs

Labor unrest at Telluride puts staffing costs and operations in focus for Vail Resorts Telluride ski patrollers recently went on strike seeking higher wages as living costs rise in mountain towns, drawing attention to labor conditions and potential cost pressures for Vail Resorts (MTN) and its resort partnerships. See our latest analysis for Vail Resorts. The Telluride dispute arrives after a mixed period for investors, with a 7 day share price return of 6.15% contrasting with a 30 day share...
CPSE:ROCK B
CPSE:ROCK BBuilding

Rockwool (CPSE:ROCK B) Is Down 7.6% After Russian Assets Put Under External Management – Has The Bull Case Changed?

In early 2026, a Russian presidential decree placed ROCKWOOL’s Russian subsidiary under external management, stripping the company of control over four local factories and prompting immediate deconsolidation of these entities from its accounts, while ROCKWOOL pursues legal remedies under the Russia–Denmark Bilateral Investment Treaty. This loss of control over Russian assets materially reshapes ROCKWOOL’s geographic footprint and risk profile, raising fresh questions about its exposure to...
TSX:CS
TSX:CSMetals and Mining

Does Mantoverde Strike Cutting Output to 30% Change The Bull Case For Capstone Copper (TSX:CS)?

Capstone Copper Corp. reported that, effective January 2, 2026, Union #2 at its Mantoverde Mine in Chile began strike action, prompting a safe, gradual reduction in certain activities and keeping operations at up to 30% of normal production. The strike involves roughly half of Mantoverde’s workforce and follows successful 2025 bargaining deals with the mine’s three other unions, highlighting how labor relations at one key asset can differ sharply from the rest of the portfolio. We’ll now...
NYSE:NVT
NYSE:NVTElectrical

A Look At nVent Electric (NVT) Valuation After Dividend Raise And Positive Analyst Reaffirmations

Dividend change and renewed analyst attention put nVent Electric (NVT) in focus nVent Electric (NVT) has drawn fresh investor attention after lifting its quarterly dividend from $0.20 to $0.21 per share, and Citi and Barclays recently reaffirmed positive views on the stock. See our latest analysis for nVent Electric. The dividend increase and recent analyst commentary come after a mixed stretch for the shares, with the latest share price at $104.54 and a modest 30 day share price return of...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Is Cipher Mining (CIFR) Quietly Redefining Its Strategic Edge With Ulysses And New Policy Hires?

Cipher Mining recently appointed industry veterans Lee Bratcher as Head of Policy and Government Affairs and Drew Armstrong as Head of Strategic Initiatives, while also presenting at the 28th Annual Needham Growth Conference and advancing its first non‑Texas 200‑megawatt “Ulysses” site in Ohio. These moves highlight Cipher’s push to strengthen its regulatory influence in key energy markets and broaden its compute infrastructure footprint beyond Texas. Against this backdrop, we’ll examine how...
NYSE:DOCN
NYSE:DOCNIT

What DigitalOcean Holdings (DOCN)'s Character.ai Inference Breakthrough Means For Shareholders

In January 2026, DigitalOcean announced that its Inference Cloud Platform, built in collaboration with AMD, doubled production inference throughput for Character.ai’s billion-plus daily AI queries while cutting cost per token by half and maintaining strict latency targets. This performance milestone highlights DigitalOcean’s focus on hardware-aware optimization and real-world AI inference reliability, which may strengthen its positioning with large-scale AI customers beyond raw GPU...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Assessing Harmony Biosciences (HRMY) Valuation After WAKIX Growth Outlook And Pipeline Shifts

Harmony Biosciences Holdings (HRMY) is back in focus after recent updates on WAKIX revenue projections, late stage pitolisant programs, and the decision to discontinue its ZYN002 Fragile X program following a failed study. See our latest analysis for Harmony Biosciences Holdings. The recent guidance around WAKIX and late stage pitolisant programs comes after a mixed period for the stock, with a 38.88% 90 day share price return contrasting with a 27.40% 3 year total shareholder return decline...
NYSE:CTVA
NYSE:CTVAChemicals

How Investors May Respond To Corteva (CTVA) Launching Etlas Biofuels JV With bp

Corteva and bp recently launched Etlas, a 50:50 joint venture to develop crop-based feedstocks for sustainable aviation fuel and renewable diesel, targeting initial supply from 2027 and scaling to one million tonnes of feedstock annually by the mid-2030s. By turning intermediate crops like canola, mustard and sunflower into low-carbon fuel feedstocks grown on existing farmland, Etlas links Corteva’s seed innovation directly to emerging demand for cleaner transportation fuels while offering...
NYSE:COP
NYSE:COPOil and Gas

Is Wells Fargo’s COP Upgrade Reframing ConocoPhillips’ Dividend‑Led, LNG‑Enabled Cash Generation Story?

In recent days, Wells Fargo upgraded ConocoPhillips to Overweight, citing expectations for stronger dividend growth supported by reduced capital spending and future cash flow from the Willow project, while other developments highlighted the company’s gas discovery in Australia and continued use of its LNG technology in third‑party projects. An interesting angle for investors is how the long‑dated Willow development and growing LNG technology footprint could reshape ConocoPhillips’ cash...
LSE:BA.
LSE:BA.Aerospace & Defense

Is It Too Late To Consider BAE Systems (LSE:BA.) After Its Strong Multi‑Year Rally?

If you are wondering whether BAE Systems at £20.38 is still reasonably priced after a strong run, you are not alone. That is exactly what this article is here to unpack. The share price comes with a return of 5.8% over 7 days, 20.3% over 30 days, 16.2% year to date, 74.9% over 1 year, 161.0% over 3 years and 380.5% over 5 years, which naturally raises questions about how much of the story is already reflected in the price. Recent headlines around BAE Systems have focused on its role as a...
NYSE:CAH
NYSE:CAHHealthcare

Assessing Cardinal Health (CAH) After A 73% One Year Share Price Surge

If you are wondering whether Cardinal Health's current share price still offers value after a strong run, this breakdown is designed to help you weigh that up with clear, grounded numbers. The stock recently closed at US$213.56, with returns of 3.1% over 7 days, 6.8% over 30 days, 3.8% year to date, 73.4% over 1 year, 194.7% over 3 years and 341.4% over 5 years. These figures may have shifted how some investors think about its risk and reward profile. Recent coverage of Cardinal Health has...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold (RGLD) Valuation Check As Debt Falls And Royalty Portfolio Is Reworked

Royal Gold (RGLD) has drawn fresh attention after reporting approximately 64,000 gold equivalent ounces of stream segment sales for Q4 2025, along with a $400 million reduction in borrowings following the Sandstorm transaction. See our latest analysis for Royal Gold. These updates on stream sales, debt reduction and reshaped royalty exposure appear to sit alongside strong price momentum, with a 30 day share price return of 17.68% and a 1 year total shareholder return of 87.62%. This suggests...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is BWX Technologies (BWXT) Quietly Redefining Its Moat Through Radiopharmaceutical Supply Security?

On 14 January 2026, BWX Technologies presented at the CJS Securities 26th Annual “New Ideas for the New Year” Investor Conference, highlighting its position in nuclear and medical technologies. A key focus was BWXT Medical’s progress toward FDA approval of a Technetium-99m generator using commercially produced molybdenum, which could strengthen domestic supply security for high-volume diagnostic imaging procedures. We’ll now examine how BWXT Medical’s Technetium-99m generator progress and...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Is It Time To Reassess Luckin Coffee (OTCPK:LKNC.Y) After Strong Market Share Headlines

If you are wondering whether Luckin Coffee at around US$34.15 is still a worthwhile addition to your watchlist, the key question is how its current price lines up with its underlying value. The stock has had mixed recent returns, with a 1.3% gain over the last 7 days, a 1% decline over the last 30 days, a 3.6% decline year to date, and a 34.5% return over the past year. The 3-year return sits at 49.1%, and the 5-year return is very large. Recent news around Luckin Coffee has focused on its...
NYSE:EOG
NYSE:EOGOil and Gas

A Look At EOG Resources (EOG) Valuation After Recent Share Price Rebound

Framing EOG Resources after recent performance EOG Resources (EOG) has drawn fresh attention after a recent rebound, with the stock up 2.5% over the past day and 8% over the past week. This movement invites a closer look at its fundamentals. See our latest analysis for EOG Resources. While the recent 7 day share price return of 7.99% and 1 month share price return of 4.54% suggest short term momentum is building, the 1 year total shareholder return of 16.41% decline and 3 year total...
TSXV:IFOS
TSXV:IFOSChemicals

Global Market's Top 3 Undervalued Small Caps With Insider Action

As global markets kick off the year with a rally, small-cap stocks are drawing attention by outpacing their large-cap counterparts, particularly as the Russell 2000 Index surged by 5.73%. In this environment of rising indices and shifting economic indicators, identifying undervalued small caps with notable insider activity can offer unique opportunities for investors seeking to capitalize on market dynamics.
TASE:NYAX
TASE:NYAXElectronic

Exploring Beisen Holding And 2 High Growth Tech Stocks In Global Markets

As global markets kick off the year with strong rallies, small-cap and value shares have notably outpaced large-cap growth stocks, with indices like the Russell 2000 and S&P MidCap 400 showing impressive gains. In this dynamic environment, characterized by geopolitical tensions and fluctuating economic indicators, identifying high-growth tech stocks such as Beisen Holding requires a focus on companies that demonstrate resilience and adaptability in rapidly evolving sectors.