NYSE:CURB
NYSE:CURBRetail REITs

What Curbline Properties (CURB)'s US$588.8 Million Shopping Center Acquisition Spree Means For Shareholders

At the BofA Securities 2025 Global Real Estate Conference, Curbline Properties announced the acquisition of 64 convenience shopping centers year-to-date, including 34 closed during the third quarter through September 10th, for a total of US$588.8 million. This expansion highlights Curbline's commitment to scaling as the first public real estate company exclusively focused on convenience properties within a fragmented marketplace. We will explore how the pace of acquisition activity...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

How Investors Are Reacting To Plexus (PLXS) Analyst Upgrades and Raised 2025 Earnings Estimates

Earlier this month, Plexus Corp. saw its fiscal 2025 earnings estimates raised by two analysts, reflecting growing confidence in the company's performance across sectors such as Healthcare, Industrial, and Aerospace/Defense. This shift, together with Plexus's strong momentum scores and positive analyst outlook, underscores enhanced investor interest and an improved financial outlook for the company. We'll examine how these upward analyst revisions to Plexus's earnings estimates may influence...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Does Intel's Leadership Shakeup Mark a Turning Point for INTC's Innovation Strategy?

In recent days, Intel announced several senior leadership appointments, including the hiring of experienced industry executives to head its Data Center Group, Client Computing Group, Central Engineering, and Foundry Services operations, while long-time leader Michelle Johnston Holthaus will depart after more than three decades with the company. These moves are designed to sharpen Intel’s focus on core product development, accelerate custom silicon and foundry integration, and foster a...
NYSE:DOW
NYSE:DOWChemicals

How Legal Scrutiny and Dividend Cut at Dow (DOW) Has Changed Its Investment Story

In the past week, Dow has faced heightened scrutiny as class action lawsuits and legal investigations emerged following disappointing quarterly results and a dividend cut announcement, raising concerns about its financial resilience. This situation has intensified investor focus on the company's ability to manage macroeconomic headwinds and maintain confidence despite industry challenges. We'll examine how these legal and financial developments have potential implications for Dow's...
NasdaqGS:FIZZ
NasdaqGS:FIZZBeverage

Did Softer Earnings and Rising Marketing Costs Just Shift National Beverage's (FIZZ) Investment Narrative?

National Beverage Corp. recently reported its first quarter results, with net sales reaching US$330.52 million and earnings per share slightly below the prior year at US$0.60. The company emphasized continued innovation and new product offerings in its flagship LaCroix brand, alongside efforts to tap into consumer preferences for healthier beverages. We’ll explore how softer earnings performance and higher marketing costs impact National Beverage’s investment narrative. Rare earth metals are...
NYSE:LNC
NYSE:LNCInsurance

Is Lincoln National’s (LNC) Private Credit Fund Opening the Door to a New Growth Pathway?

In September 2025, Lincoln Financial and Bain Capital launched the Lincoln Bain Capital Total Credit Fund, an evergreen private market fund designed to give individual investors access to a globally diversified portfolio of private credit opportunities historically limited to larger institutions. This launch marks an expansion of Lincoln’s offerings and opens a new avenue for retail participation in private credit, supported by Bain Capital’s global investment expertise and Lincoln’s...
NYSE:FLS
NYSE:FLSMachinery

How Flowserve's (FLS) Digital Integration and Low Carbon Focus May Shift Its Investment Story

Flowserve recently presented its low carbon business solutions and digital integration capabilities at the Gastech Exhibition & Conference 2025 in Singapore, with Rakhi Oli, Global Strategic Business Leader – Low Carbon Business Solutions, speaking on the company's initiatives. The conference showcased Flowserve's integration of its RedRaven digital monitoring platform into Honeywell's Forge system, highlighting a potential expansion in recurring digital service revenues. We'll now explore...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Are Rising Short Bets and Insider Sales Hinting at Shifts in Wingstop’s (WING) Growth Narrative?

Wingstop recently launched its limited-time Smoky Chipotle Rub flavor, inspired by smoky BBQ with fire-roasted peppers, and ran a special game day promotion that included free wings for qualifying orders in early September 2025. At the same time, recent trends such as elevated short interest and insider stock sales have drawn investor attention, highlighting concerns about confidence in the company’s near-term prospects. We’ll examine how increasing short interest and insider activity may...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

Did Atour Lifestyle Holdings' (ATAT) High ROE and Dividend Initiation Just Shift Its Investment Narrative?

In the past three months, Atour Lifestyle Holdings reported strong financial results, marked by a return on equity of 42% and the recent initiation of dividends to shareholders. This combination of high profitability and capital reinvestment, coupled with new shareholder returns, underscores the company's focus on efficient management and earnings growth. We'll explore how Atour's high return on equity and new dividend policy may impact its investment narrative going forward. The best AI...
NYSE:ESS
NYSE:ESSResidential REITs

Did Raised Guidance and Steady Dividend Just Shift Essex Property Trust’s (ESS) Investment Narrative?

Essex Property Trust announced its Board of Directors declared a regular quarterly cash dividend of US$2.57 per share, payable on October 15, 2025, to shareholders of record as of September 30, 2025, and released its second quarter 2025 results along with a raised full-year guidance. This combination of improved outlook and steady dividends signals both confidence from leadership and continued commitment to shareholder returns. We will examine how Essex’s raised full-year 2025 guidance could...
NYSE:GEV
NYSE:GEVElectrical

Has GE Vernova’s 85% Rally Priced In All the Energy Infrastructure Optimism for 2025?

If you have GE Vernova on your radar, you are not alone. The stock has been on quite a journey lately, and investors are weighing whether now is the moment to get in, hold tight, or consider locking in recent gains. Over just the past week, GE Vernova rallied 4.2%, and its one-year return sits at an eye-catching 172.6%. Even more striking is the year-to-date surge of 84.6%, suggesting something more than just short-term momentum is at play. Much of this movement can be traced to shifting...
NYSE:PWR
NYSE:PWRConstruction

Quanta Services (PWR): Evaluating Valuation After Analyst Upgrades and Strong 2025 Growth Outlook

Quanta Services (PWR) has seen a flurry of interest lately, sparked by a string of analyst upgrades and optimism around its earnings outlook for 2025. With multiple analysts revising their estimates upward and expectations for solid growth in both earnings and revenue, it is no wonder investors are watching the stock’s every move. These updates, paired with industry-wide enthusiasm for power grid and energy infrastructure upgrades, have pushed Quanta Services into the spotlight for those...
NYSE:HPE
NYSE:HPETech

A Fresh Look at Hewlett Packard Enterprise (HPE) Valuation Following Strong Q3 Results and Juniper Networks Acquisition

Hewlett Packard Enterprise (HPE) just delivered a fiscal Q3 update that is sure to turn a few heads. The company’s big move, closing the Juniper Networks acquisition, has not just beefed up its networking segment; it has also shaken up its overall growth story. By reporting results that exceeded market expectations, HPE is making a statement about its commitment to carving out a bigger piece of the AI and hybrid cloud landscape, with autonomous networking now taking center stage. This news...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Earnings Beat and AI Investments Could Be a Game Changer for Liberty Broadband (LBRD.K)

Earlier this month, Liberty Broadband reported exceptional second-quarter results, surpassing analyst revenue expectations by 3.7%, the largest beat among advertising and marketing services peers. This outperformance comes as the sector is rapidly evolving with AI-driven, programmatic technologies, highlighting the company's adaptability despite broader economic headwinds. We'll explore how Liberty Broadband’s strong earnings momentum and technology investments may influence the company’s...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Does Extending Mount Milligan's Mine Life Reinforce Royal Gold’s Cash Flow Story for RGLD?

Centerra Gold Inc. recently announced a 10-year extension to the Mount Milligan mine's life, highlighting increased gold and copper reserves along with an improved production outlook based on a new pre-feasibility study. This extension further secures Mount Milligan as Royal Gold’s largest stream interest, supporting the company's asset base and enhancing long-term value visibility for stakeholders. We’ll consider how extending Mount Milligan’s mine life could impact Royal Gold’s outlook for...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Does MSTR’s S&P 500 Exclusion Reflect a Deeper Divide Over Bitcoin-Focused Business Models?

Strategy Inc was recently excluded from the latest S&P 500 index rebalancing despite meeting technical eligibility, as the Index Committee considered broader sector and business model factors amid ongoing debate about bitcoin-centric firms. This decision has drawn attention to the challenges digital asset-focused companies face in gaining broad-based institutional acceptance, even when they meet major index inclusion criteria. We'll consider how Strategy’s exclusion from the S&P 500 shines a...
NasdaqGS:PRDO
NasdaqGS:PRDOConsumer Services

How Perdoceo Education's (PRDO) 52-Week High and Strong Earnings May Shape Its Investment Case

Perdoceo Education recently reached a new 52-week high following a broad market rally after an in-line Consumer Price Index report, which heightened expectations for a potential Federal Reserve interest rate cut. An interesting development is Perdoceo's consistent outperformance on earnings, robust return on equity, and emphasis on reinvesting profits, all of which have reinforced investor confidence in the company's fundamentals. We'll examine how investor optimism around a Fed rate cut and...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

CSX (CSX) Valuation in Focus After Strategic Intermodal Rail Partnership with Canadian National

If you’ve had your eye on CSX, the recent announcement might have caught your attention. CSX (CSX) is teaming up with Canadian National to launch a new intermodal rail service connecting Canada’s West Coast gateways to Nashville, running through Memphis. By swapping out the traditional trucking segment for an all-rail solution, both companies aim to make supply chains faster, greener, and more reliable. This move highlights where CSX sees the current growth opportunities. This partnership...
NYSE:GTLS
NYSE:GTLSMachinery

Is Chart Industries Set for Further Gains After 70% Surge and LNG Growth News?

If you are trying to decide what to do with your Chart Industries stock right now, you are not alone. This name has been making waves, whether you have held on through its years of ups and downs or are just considering a position. The price action tells its own story: over the past year, Chart Industries shares have soared by nearly 70%, almost doubling over the last five years. Even as some industrials faced a bumpy ride, this stock quietly put in a respectable 5% gain year-to-date. Of...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Assessing Paramount Skydance Shares After 23% Jump on Merger Approval News

If you have been following Paramount Skydance lately, you might be wondering whether now is the right time to jump in, hold on tight, or take some profits off the table. In the past year alone, shares have skyrocketed an impressive 81.9%, with even sharper gains of 77.6% year-to-date. The last month delivered a 37.0% rally, and just this past week, the stock leapt 23.7%. These wild price moves are not random, and they are often shaped by shifting market sentiment, including renewed optimism...
NYSE:UPS
NYSE:UPSLogistics

Will UPS’s (UPS) New AmEx Partnership Shift Its Small-Business Strategy Amid Trade Fee Changes?

UPS and American Express recently announced an expanded agreement to support small and medium-sized businesses, launching exclusive shipping discounts for American Express business cardholders across UPS air, ground, and international options through early 2026. This collaboration marks UPS’s effort to strengthen its presence among profitable small-business shippers while attempting to offset headwinds created by new global trade fee structures. We’ll explore how UPS’s attempt to attract...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Will Morningstar's (MORN) New Hybrid Index Redefine Its Role in Public and Private Equity?

On September 10, 2025, Morningstar, Inc. introduced the Morningstar PitchBook US Modern Market 100 Index, the first benchmark to blend the largest US-listed public companies with prominent late-stage venture-backed private firms in a single index. This index uniquely provides investors with a unified view of both public and private equity performance, reflecting recent trends where many innovative companies remain private for longer periods. We'll examine how the integration of private...