NYSE:KOS
NYSE:KOSOil and Gas

Kosmos Energy (KOS) Valuation After Operational Progress In Ghana And GTA LNG Plus New Bond Offering

Kosmos Energy (KOS) is back in focus after a fresh operational update and a new senior secured bond offering, tying together project progress in Ghana and the GTA LNG development with balance sheet moves. See our latest analysis for Kosmos Energy. The fresh operational update and refinancing plans arrive after a sharp rebound in the share price, with a 1-day share price return of 20.39% and a year to date share price return of 38.89%. However, this sits against a 1-year total shareholder...
NYSE:MUSA
NYSE:MUSASpecialty Retail

Is Murphy USA (MUSA) Still Attractive After Recent Pullback And Multi Year Surge In Price

If you are wondering whether Murphy USA at around US$434 per share offers good value today, you are not alone. This article focuses squarely on what that price might mean for long term investors. The stock is up 2.0% over the last week and 6.9% over the past month, yet the 1 year return sits at a 10.6% decline, with longer horizons of 64.4% over 3 years and a very large 257.2% over 5 years. These mixed returns help explain why many investors are reassessing what they are willing to pay for...
NYSE:CL
NYSE:CLHousehold Products

Is Colgate (CL) Turning Emerging-Market Social Impact Into a Durable Brand and Margin Advantage?

Earlier in January 2026, Piper Sandler upgraded Colgate-Palmolive to Overweight, citing expectations for improved growth supported by the company’s strong positioning in emerging markets. Around the same time, Colgate-Palmolive highlighted the extensive reach of its oral health and community programs in India, underlining how social impact initiatives support its long-term brand strength in key growth regions. We’ll now examine how Piper Sandler’s positive stance on Colgate-Palmolive’s...
NYSE:RH
NYSE:RHSpecialty Retail

RH (RH) Valuation Check After Earnings Miss Legal Probe And Rising Debt Concerns

RH (RH) recently reported financial results that did not match its earlier guidance, followed by a securities fraud investigation and legal scrutiny. This has sharpened attention on the company’s earnings, debt profile, and operational performance. See our latest analysis for RH. After the earnings miss and the announcement of a securities fraud investigation, RH’s share price has been volatile, with a 37.49% 1-month share price return and a 15.16% year-to-date share price return, in contrast...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

A Look At Establishment Labs Holdings (ESTA) Valuation After Recent Share Price Volatility

With no single headline catalyst today, Establishment Labs Holdings (ESTA) is drawing attention after a mixed share performance, including a negative return over the past month but a strong gain across the past 3 months. See our latest analysis for Establishment Labs Holdings. That softer 30 day share price return of 10.18% comes after a 45.18% gain over the past 90 days and a 1 year total shareholder return of 96.47%. Recent momentum therefore looks more like a breather than a reversal when...
NYSE:BHC
NYSE:BHCPharmaceuticals

A Look At Bausch Health (BHC) Valuation After Reaffirmed 2025 Guidance Ahead Of Healthcare Conference

Bausch Health Companies (BHC) recently reaffirmed its full year 2025 guidance at the higher end of its previously announced range, excluding Bausch + Lomb, ahead of its appearance at the J.P. Morgan Healthcare Conference. See our latest analysis for Bausch Health Companies. The reaffirmed 2025 guidance comes after a period where the share price has shown stronger short term momentum, with a 90 day share price return of 24.58%. In contrast, the 5 year total shareholder return of a 72.75%...
NYSE:RTX
NYSE:RTXAerospace & Defense

How Investors Are Reacting To RTX (RTX) Curbing Dividends And Buybacks Under Trump’s New Defense Order

President Donald Trump recently signed an executive order barring large defense contractors, including RTX, from paying dividends and conducting stock buybacks until they deliver superior products on time and on budget, while also tightening rules around executive compensation tied to short‑term financial metrics. The order is especially significant for RTX, which was publicly criticized as the least responsive to government needs and the most aggressive in returning cash to shareholders,...