In late July 2025, Weatherford International announced it had secured a major multi-year contract to deliver Managed Pressure Drilling (MPD) services for the Trion deepwater oil project in Mexico, initially covering 8 wells with potential expansion to 24 wells by deploying its Victus intelligent MPD system.
This development expands Weatherford's presence in Mexico's offshore energy sector and highlights the company's ongoing focus on high-performance drilling solutions supported by recent...
This week’s picks cover: Why now might be an opportune time to consider ASML, How Wyndham Hotels' loyalty revenue and global expansion are driving growth, and why Novo Nordisk's risk/reward case is better than it seems.
United Bankshares recently reported earnings for the second quarter and first half of 2025, with net income rising to US$120.72 million and US$205.03 million respectively, both higher than the same periods last year.
This earnings release was supported by rising analyst optimism and strong share repurchase activity, reflecting renewed confidence in the company's outlook.
We’ll explore how improving profitability and analyst upgrades strengthen United Bankshares’ investment narrative for...
Packaging Corporation of America recently reported second quarter 2025 results showing US$2.17 billion in sales and net income of US$241.5 million, both up from a year earlier, and issued third quarter earnings guidance of US$2.80 per share, excluding special items.
This announcement highlights consistent year-over-year growth in both revenue and profit, as well as management's expectations for continued earnings strength into the coming quarter.
We'll explore how the company's increased...
On July 31, 2025, FactSet Research Systems filed a shelf registration to potentially issue up to 500,000 shares of its common stock, a transaction valued at approximately US$204.58 million and specifically related to its Employee Stock Ownership Plan (ESOP).
This move highlights the company's ongoing commitment to employee ownership while giving it flexibility to raise capital or support compensation initiatives as needed.
We'll explore how this shelf registration, supporting employee...
A recent update assessed Pinnacle West Capital's estimated fair value using the Dividend Discount Model and raised flags about debt interest payments and limited free cash flows, despite ongoing dividends.
An interesting insight shows that while future earnings are projected to grow, this growth is anticipated to be slower than the broader US market, potentially tempering investor expectations.
We'll look at how fresh concerns about Pinnacle West Capital's debt and cash flow are shaping its...
In the past week, NNN REIT, Inc. announced the appointment of Joshua P. Lewis as Executive Vice President and Chief Investment Officer, entrusting him with leadership over the company's real estate investments and deal execution.
Mr. Lewis has played a key role in the company’s acquisitions and brings extensive real estate and capital markets experience, supporting continuity and depth in investment leadership.
We'll now explore how Mr. Lewis's experience leading acquisitions could shape NNN...
In late July 2025, CenterPoint Energy completed a US$900 million offering of 3.00% senior unsecured convertible notes due August 2028, accompanying the release of its second quarter earnings showing higher revenues but lower net income compared to the prior year.
The company’s robust track record of consistent dividend increases and expectations for further earnings and dividend growth have captured investor interest.
We'll examine how the successful convertible note offering may reinforce...
In late July 2025, Manhattan Associates reported strong second-quarter financial results, promoted Bob Howell to Chief Sales Officer, brought on new sales leaders in key growth areas, and reaffirmed its earnings guidance for the year while continuing its share buyback program.
The company's move to strengthen its global sales leadership and focus on large markets like point-of-sale and transportation management systems reflects its intent to drive further market share growth and operational...
