NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

NMI Holdings (NMIH) Margin Holds Above 55%, Reinforcing Value Narrative Despite Slower Growth

NMI Holdings (NMIH) reported a net profit margin of 55.6%, just under last year’s 56.4%, with earnings for the past year up 8.4%. Forward guidance calls for earnings growth of 2.8% per year and revenue growth of 5.9% annually, both trailing forecasts for the broader US market. The company’s solid value signals, low risk profile, and strong track record are factors that may stand out to investors, even as future growth is projected to be somewhat slower than historical averages. See our full...
NYSE:EW
NYSE:EWMedical Equipment

How Strong Clinical Data and Upbeat Guidance at Edwards Lifesciences (EW) Have Changed Its Investment Story

In the past week, Edwards Lifesciences reported third quarter results with US$1.55 billion in sales, raised its full-year sales growth guidance, announced a transition plan for its CFO, and shared new robust clinical data supporting its mitral and tricuspid valve therapies. These clinical milestones, including long-term valve performance and real-world patient outcomes, underpin Edwards' ongoing expansion in transcatheter heart therapies and reinforce its leadership in next-generation...
NYSE:CNX
NYSE:CNXOil and Gas

Has the Recent Jump in Gas Demand Forecasts Changed the Outlook for CNX Resources in 2025?

If you’ve ever wondered whether CNX Resources is a bargain or priced for perfection, you’re not alone. Figuring that out is where smart investing starts. Despite a tough year with the stock down 8.3% over the last 12 months, short-term performance is turning around, up 7.1% just this week. Recent news has focused on increased natural gas demand forecasts and shifting analyst sentiment, which are fueling renewed interest in energy stocks like CNX. Momentum from policy changes around domestic...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

S&P 500 Futures Dip as Debt and Yield Worries Weigh

The Morning Bull - US Market Morning Update Thursday, Nov, 6 2025 US stock futures are drifting lower this morning as investors weigh a jump in long-term bond yields and a new record for household debt. The prospect of higher borrowing costs and elevated debt levels is spurring fresh caution across the market and putting pressure on consumer-focused stocks, as investors focus on the risk that financial strain could temper the economy’s momentum. Act now to uncover undervalued stocks based on...
NYSE:WSO
NYSE:WSOTrade Distributors

Should Investors Reconsider Watsco After Its 23.7% Drop in 2025?

Wondering if Watsco is worth a closer look for your portfolio? You are not alone, as many investors are trying to figure out whether the current price reflects real value or lurking risks. Watsco stock has slipped recently, down 2.8% in the last week and 12.7% over the past month, adding up to a year-to-date drop of 23.7%. That is a notable turn considering the stock had delivered gains of 52.5% over three years and 76.4% over five years. However, it is now sitting 28.9% lower than a year...
NYSE:AES
NYSE:AESRenewable Energy

AES (AES): One-Off Gain Drives Margin Improvement, Raises Questions on Earnings Sustainability

AES (AES) posted earnings growth of 9.7% over the past year, a step down from its striking 56.4% per year average over the past five years. Net profit margins improved to 7.6%, compared to 6.7% a year earlier. Shares currently trade at $14.22, notably below the estimated fair value of $19.28. With the company’s Price-To-Earnings ratio of 11x standing well below sector averages, investors will likely weigh discounted valuation against questions around the sustainability and quality of recent...
NasdaqCM:SNDL
NasdaqCM:SNDLPharmaceuticals

A Look at SNDL (NasdaqCM:SNDL) Valuation After Recent Earnings Show Higher Sales and Slimmer Net Losses

SNDL (NasdaqCM:SNDL) has released its third quarter and nine month earnings for 2025, revealing higher sales and a narrower net loss compared to the same periods last year. These updates are sparking fresh investor interest. See our latest analysis for SNDL. SNDL’s share price has been on a rollercoaster this year. After a rally earlier in the quarter, it’s taken a breather with a 27.7% drop over the past month and a 14.4% fall in the last week, despite the latest earnings showing meaningful...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Has Market Risk Created an Opportunity in Capital Southwest After Five Years of 130% Growth?

Wondering if Capital Southwest is a hidden gem or overpriced? You are not alone. We are here to dig deeper into whether the numbers suggest real value. The stock recently closed at $20.57. While it has delivered a modest 2.5% return over the last year, the previous five years saw a dramatic 130.7% climb. This hints at shifting risk perspectives and growth potential. Investors have been keeping an eye on Capital Southwest after new developments in the diversified...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Assessing Papa John's After a 21% Share Price Drop and Shifting Consumer Trends

Curious if Papa John's International stock is a value opportunity or a value trap? Let's dig into what the numbers and recent activity suggest for would-be investors. The share price has seen some turbulence lately, dropping 21.3% in the last week and 11.4% over the last month. This might hint at shifting market sentiment or new risks emerging. Growing concerns about shifting consumer trends and competitive pressures have weighed on the stock recently, drawing extra attention from both bulls...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Assessing DexCom’s Value After G7 Launch and Shares Drop 24.5% in 2025

Wondering if DexCom is a bargain or just priced for perfection? If you have questions about what the stock is really worth, you are not alone. DexCom shares have seen notable swings lately, dropping 13.1% over the past week and falling 24.5% year-to-date. This could signal shifting market sentiment or emerging opportunities. Recently, DexCom made headlines after the company launched its next-generation G7 continuous glucose monitoring system in more markets, and a major competitor announced...
NasdaqGS:UTHR
NasdaqGS:UTHRBiotechs

Does United Therapeutics' First Human UKidney Xenotransplant Shift the Bull Case for UTHR?

United Therapeutics recently announced the first clinical xenotransplantation of its UKidney™ in patients with end-stage renal disease at NYU Langone Health, as part of the multicenter EXPAND study designed to support regulatory approval. This milestone introduces the potential to address organ shortages for thousands of patients on transplant waiting lists, signaling a potential shift in transplant medicine. We'll explore how this breakthrough in clinical xenotransplantation could reshape...
NYSE:ASB
NYSE:ASBBanks

Did Strong Q3 Earnings and Dividend Hike Just Shift Associated Banc-Corp's (ASB) Investment Narrative?

Associated Banc-Corp recently reported strong third quarter earnings, announcing net income of US$124.73 million and a quarterly dividend increase to US$0.24 per common share as of October 2025, while also opening a new flagship IDS Center branch in downtown Minneapolis. The earnings release highlighted significant year-over-year profit growth, reflecting both enhanced operational performance and a focus on returning value to shareholders through a higher dividend. We'll explore how the...
NasdaqGM:RANI
NasdaqGM:RANIPharmaceuticals

Rani Therapeutics (RANI): Valuation in Focus After Landmark Chugai Deal and Breakthrough Clinical Data

Rani Therapeutics Holdings (RANI) just made headlines with a new licensing agreement with Chugai Pharmaceutical. This deal brings over $1 billion in potential revenue for its RaniPill technology and boosts its financial flexibility. See our latest analysis for Rani Therapeutics Holdings. Momentum around Rani Therapeutics Holdings has accelerated sharply, with a 1-month share price return of nearly 400% and year-to-date gains over 70%. This reflects investor excitement after its Chugai deal...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Why Hamilton Lane (HLNE) Is Up 7.4% After Securing $5 Billion Guardian Partnership and Posting Growth

Hamilton Lane and The Guardian Life Insurance Company of America recently announced a long-term partnership, under which Hamilton Lane will oversee Guardian's nearly US$5 billion private equity portfolio and secure annual investment commitments of approximately US$500 million for the next decade, including US$250 million in seed capital for new Evergreen initiatives. This agreement, alongside the release of Hamilton Lane's latest quarterly results showing year-over-year revenue and net...