NYSE:CRBG
NYSE:CRBGDiversified Financial

Will S&P MidCap 400 Inclusion Reshape Corebridge Financial's (CRBG) Retirement-Focused, Capital-Light Narrative?

S&P Dow Jones Indices recently announced that Corebridge Financial will replace Allete in the S&P MidCap 400, effective before trading on Wednesday, December 17. This index inclusion elevates Corebridge’s profile with institutional investors and index-tracking funds, potentially broadening its shareholder base and trading liquidity. We’ll now examine how Corebridge’s upcoming S&P MidCap 400 inclusion could influence its retirement-focused growth narrative and capital-light model. We've found...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Does Merchants Bancorp’s Valuation Reflect Its Recent Share Price Rebound in 2025?

If you have ever wondered whether Merchants Bancorp at around $36 a share is quietly trading below its true worth, you are in the right place to dig into the numbers behind that price tag. The stock has climbed 5.4% over the last week and 13.3% over the past month, yet it is still only up 0.6% year to date and actually down 5.0% over the last year, all while compounding an impressive 52.7% over three years and 99.2% over five years. Recent attention around regional banks and balance sheet...
NasdaqCM:CAPR
NasdaqCM:CAPRBiotechs

Capricor Therapeutics (CAPR): Reassessing Valuation After Positive Phase 3 HOPE-3 Results for Deramiocel

Capricor Therapeutics (CAPR) just cleared a major clinical hurdle, reporting positive topline Phase 3 HOPE-3 data for its Duchenne muscular dystrophy therapy Deramiocel, and that update is reshaping how investors view the stock. See our latest analysis for Capricor Therapeutics. The news has landed after an extraordinary run, with Capricor’s 30 day share price return of 364.64 percent and year to date share price return of 73.93 percent. Its 1 year total shareholder return of 96.23 percent...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners (EPD): Revisiting Valuation After a Year of Steady Gains and Ongoing Growth Projects

Enterprise Products Partners (EPD) has quietly ground higher over the past year, delivering about 7% total return while many energy names swung around. That steady climb has investors revisiting whether the units still offer value. See our latest analysis for Enterprise Products Partners. At around $32.13 per unit, Enterprise’s 1 year total shareholder return of about 7% and powerful 5 year total shareholder return above 120% point to slow but persistent momentum, as investors steadily price...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Did Elevating Craig Kallman to Chief Music Officer Just Shift Warner Music Group's (WMG) Investment Narrative?

Earlier this week, Warner Music Group appointed long-time A&R leader Craig Kallman as Chief Music Officer, giving him a global brief across the company’s artist roster while continuing to sign talent through his Big Beat label. This move elevates creative decision-making to the top of the organization, signaling a reinforced focus on A&R and long-term artist development across Warner’s global labels. Next, we’ll assess how elevating Craig Kallman to Chief Music Officer could influence Warner...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Assessing Johnson & Johnson’s Valuation After a 47% Surge and Strong Cash Flow Outlook

If you are wondering whether Johnson & Johnson is still a buy after its big run, you are not alone. This article is going to focus squarely on what the current share price really implies about value. The stock has climbed to around $211.58, rising 4.8% over the last week, 8.0% over the past month, and 46.9% year to date, with a 48.7% gain over the last year. These gains have come as investors have refocused on Johnson & Johnson's core pharmaceuticals and medtech franchises and its long...
NYSE:MSCI
NYSE:MSCICapital Markets

MSCI’s New Public‑Private Equity Index Could Be A Game Changer For MSCI (MSCI)

In December 2025, MSCI Inc. launched the MSCI All Country Public + Private Equity Index, a daily benchmark that combines the MSCI ACWI IMI with a new private equity index built from nearly 10,000 LP‑sourced funds and targets a 15% allocation to private equity. By unifying public and modelled private equity exposures in a single framework, the index offers investors a new way to measure “total equity” portfolios and assess diversification across assets that traditional public benchmarks may...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM): Revisiting Valuation After a Sharp Pullback in a Strong Multi‑Year Share Price Run

Sanmina (SANM) has quietly turned into one of the stronger performers in tech manufacturing, with the stock more than doubling over the past year as revenue and net income growth stay solid. See our latest analysis for Sanmina. That pullback to a share price of $160.63 after a 1 day share price return of minus 9.1 percent looks more like a breather than a trend change, given the 90 day share price return of 34.8 percent and five year total shareholder return of 393.6 percent pointing to...
NYSE:GE
NYSE:GEAerospace & Defense

General Electric (GE) Is Up 5.6% After New Navy Engine Orders And Dividend Affirmation - What's Changed

Earlier this month, GE Aerospace’s Marine Engines & Systems division secured orders for eight LM2500 marine gas turbine engines to power two future U.S. Navy Flight III Arleigh Burke-class destroyers, while the Board also affirmed a US$0.36 per-share dividend payable in January 2026. These developments highlight GE Aerospace’s strengthening role in defense propulsion alongside continued cash returns to shareholders, reinforcing interest in its aerospace-focused business model. We’ll now...
NasdaqGS:WIX
NasdaqGS:WIXIT

Is Wix a Long Term Opportunity After a 53% Slide and DCF Upside?

Wondering whether Wix.com at around $101.87 is a beaten down opportunity or a value trap? This article is going to walk through the numbers in plain English so you can judge for yourself. The stock has been choppy, up 1.6% over the last week but down 18.7% over the last month. It is still sitting on steep drops of 53.0% year to date and 53.6% over the last year, despite being up 25.9% over three years. Recent share price moves have come alongside ongoing headlines about Wix sharpening its...
NYSE:NVR
NYSE:NVRConsumer Durables

How Softer Orders And Rising Cancellations At NVR (NVR) Have Changed Its Investment Story

NVR recently reported a mixed quarter, with year-on-year revenue slipping while beating some analyst expectations, against a backdrop of softer housing demand, falling new orders, shrinking backlog, and rising cancellation rates. Beyond the headline figures, flat backlog, declining returns on invested capital, and a court loss over unrecorded lot purchase rights point to mounting operational and legal headwinds. We’ll now explore how weaker order trends and rising cancellations reshape NVR’s...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy (DUK): Assessing Valuation After a Recent Pullback in the Share Price

Duke Energy (DUK) has quietly pulled back about 6% over the past month, even as its year to date return is still positive. That divergence may be of interest to long term dividend investors considering an entry point. See our latest analysis for Duke Energy. That recent 30 day share price return of about negative 6 percent looks more like a breather than a breakdown, given Duke Energy’s solid year to date share price gains and healthy multi year total shareholder returns that suggest steady,...
NasdaqGS:NTSK
NasdaqGS:NTSKSoftware

Did Stronger Sales but Deeper Losses and New AI Tools Just Shift Netskope’s (NTSK) Investment Narrative?

Netskope reported past third-quarter fiscal 2026 results with sales rising to US$184.17 million from US$138.53 million a year earlier, while net loss widened to US$453.08 million and basic loss per share increased to US$1.85. A separate announcement introduced new Model Context Protocol security features within the Netskope One platform, highlighting the company’s push to secure emerging AI agent communications and protect sensitive enterprise data. Next, we’ll examine how Netskope’s...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Jack Henry (JKHY) Valuation Check After Recent Share Price Momentum

Recent performance puts Jack Henry in focus Jack Henry and Associates (JKHY) has quietly broken out this month, with the stock up about 14% over the past month and 18% in the past 3 months, outpacing many fintech peers. See our latest analysis for Jack Henry & Associates. That near term momentum, including a 14 percent 30 day share price return and 18 percent 90 day share price return, contrasts with a more modest 5.7 percent one year total shareholder return. This suggests sentiment has...
NYSE:SYF
NYSE:SYFConsumer Finance

Synchrony Financial (SYF): Reassessing Valuation After Strong Recent Share Price Performance

Synchrony Financial (SYF) has quietly turned into one of the stronger performers in consumer finance, with the stock up around 29% this year and roughly 26% over the past year. See our latest analysis for Synchrony Financial. That steady climb to an $84.22 share price, with a 1 month share price return of just over 15% and a standout 5 year total shareholder return approaching 192%, suggests momentum is building as investors reassess Synchrony’s growth and risk profile. If Synchrony’s run has...
NYSE:NVST
NYSE:NVSTMedical Equipment

Is Envista Holdings A Hidden Value Play After Recent Share Price Rebound?

Wondering if Envista Holdings at around $21.97 is a hidden value play or a value trap? You are not alone, and that is exactly what we are going to unpack here. The stock has quietly bounced, up about 8.6% over the last week, 13.2% over the past month, and 15.0% year to date, even though longer-term returns over 3 and 5 years are still down roughly one third. Recent headlines have focused on Envista reshaping its portfolio through strategic moves in dental technology and equipment, as...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean (RCL): Assessing Valuation After Its Recent Share Price Rebound

Royal Caribbean Cruises (RCL) has quietly extended its recent rebound, with the stock up around 8% over the past week and about 10% over the past month, even after a weak past 3 months. See our latest analysis for Royal Caribbean Cruises. That rebound comes after a choppy few months, but RCL still sports a solid year to date share price return and a remarkable multi year total shareholder return. This suggests investors are again leaning into its long term growth story rather than pricing in...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Valuation Check as the Stock Drops Roughly 36% Year to Date

Recent Performance Sets the Stage Morningstar (MORN) has been quietly lagging the market this year, with the share price down about 36% year to date and roughly 39% over the past year, inviting a closer look at what investors might be missing. See our latest analysis for Morningstar. After a tough stretch that has pushed the share price down sharply year to date, recent 1 month share price stability hints that sentiment may be stabilizing, even as the 1 year total shareholder return remains...
NYSE:CNH
NYSE:CNHMachinery

How New Holland’s Award‑Winning Biomethane Tractor And Fresh Debt Issue At CNH Industrial (CNH) Has Changed Its Investment Story

CNH Industrial’s New Holland brand recently saw its T6.180 Methane Power tractor, launched commercially in 2022, win the 2025 ESG Award for Technological Innovation in ESG and the ECO Innovation and Sustainability Award in São Paulo for its biomethane-powered, low-emission design. At the same time, CNH Industrial has been reshaping its financial and market profile through a €500 million notes issuance, alongside mixed analyst views that reflect both its sustainability progress and concerns...
NYSE:NOMD
NYSE:NOMDFood

Weather-Softened Demand and Cost Pressures Could Be A Game Changer For Nomad Foods (NOMD)

In the past quarter, Nomad Foods reported weaker-than-expected revenue as record warm weather dampened demand for its frozen products while higher input costs pressured profitability and are not expected to be offset until planned price adjustments in 2026. This combination of weather-related volume softness and delayed cost recovery has made Nomad Foods a key drag in at least one international small-cap portfolio, underscoring investors’ concerns about its near-term earnings...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Does Lucid (LCID) Still Have a Credible Path to Breakeven Amid Dilution Concerns?

Earlier this month, Lucid Group participated in investor conferences in Florida and London, where its interim CEO and CFO outlined production plans, capital needs, and progress on scaling the new Gravity SUV. At the same time, a cautious analyst downgrade highlighting extended losses and potential equity dilution contrasted with a more supportive backdrop from lower interest rates, sharpening investor focus on Lucid’s path to breakeven and funding. We’ll now examine how Morgan Stanley’s...
NYSE:IQV
NYSE:IQVLife Sciences

Did IQVIA’s (IQV) Debt Refinancing and Lower SOFR Costs Just Shift Its Investment Narrative?

On December 9, 2025, IQVIA Holdings Inc. amended its Fifth Amended and Restated Credit Agreement to refinance multiple term and revolving loan facilities into new classes, lower interest on certain US dollar borrowings by removing the term SOFR credit spread adjustment, and release its Swiss and Japanese subsidiaries from borrower obligations. This refinancing simplifies IQVIA’s capital structure and reduces borrowing costs, potentially freeing up cash flow and management capacity for its...
NYSE:INSW
NYSE:INSWOil and Gas

Is It Too Late To Consider International Seaways After Its 350% Five Year Surge?

If you are wondering whether International Seaways is still a smart buy after its big multiyear run, or if most of the upside is already priced in, this article will walk through whether the current share price looks compelling or stretched. Even after a recent pullback of 5.0% over the last week and 10.1% over the past month, the stock is still up 33.9% year to date and 49.0% over the last year, with a 350.1% gain over five years that naturally raises questions about future returns and...
NYSE:KO
NYSE:KOBeverage

Coca-Cola’s CEO Succession Plan Could Be A Game Changer For Coca-Cola (KO)

The Coca-Cola Company recently announced that its board has elected Executive Vice President and Chief Operating Officer Henrique Braun to become CEO on March 31, 2026, with current CEO James Quincey transitioning to Executive Chairman after nine years in the top role. This insider succession plan, elevating a three-decade company veteran who already oversees global operations, signals continuity in Coca-Cola’s total beverage and technology-focused transformation while still opening the door...