NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Valuation Check As Legal And Regulatory Scrutiny Intensifies

Roblox (RBLX) is under pressure after a new child exploitation lawsuit in US federal court and a separate Dutch regulatory probe into risks for underage users, putting its safety controls in sharp focus. See our latest analysis for Roblox. The legal headlines and Dutch regulatory probe arrive after a sharp reset in market expectations, with Roblox’s 1 day share price return of 13.17% decline and a 90 day share price return of 42.17% decline. However, the 3 year total shareholder return of...
NYSE:EPD
NYSE:EPDOil and Gas

Is There Still Value In Enterprise Products Partners (EPD) After Multi‑Year Price Gains

If you are wondering whether Enterprise Products Partners is genuinely priced for its strengths or if the market is overlooking something, you are exactly who this valuation review is for. The units recently closed at US$33.19, with returns of 0.5% over 7 days, 3.5% over 30 days, 3.2% year to date, 8.9% over 1 year, 59.2% over 3 years and 127.0% over 5 years, which gives plenty of history for a closer look at value. Recent headlines around Enterprise Products Partners have mainly focused on...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Do Pagaya Technologies’ (PGY) New POS Funding Deals Redefine Its B2B2C Platform Ambitions?

Pagaya Technologies recently announced its first forward flow agreement with Sound Point Capital Management for the purchase of up to US$720 million of point-of-sale loans, while also reporting a record pipeline of new partners across personal loans, auto, and POS asset classes. This combination of fresh institutional funding and an expanding B2B2C partner network highlights how Pagaya is broadening both its distribution reach and funding sources ahead of its next earnings release. Next, we...
NYSE:HRB
NYSE:HRBConsumer Services

New H&R Block Directors Add Consumer Focus To Discounted Valuation Story

H&R Block (NYSE:HRB) has appointed Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines to its Board of Directors. The three executives bring experience in consumer branding, growth planning, finance, and digital business models. The appointments represent a material change in the company’s governance and leadership structure. H&R Block’s share price is currently $39.45, with a 1-year return of 26.4% and a 5-year return of 145.4%. In the nearer term, the stock shows a 1.5%...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle’s Lukoil Deal Reshapes Energy Exposure And Valuation Debate

Carlyle Group (NasdaqGS:CG) has agreed to acquire the majority of Lukoil's overseas energy assets. The deal centers on assets divested by Lukoil in response to U.S. sanctions on Russian entities. The transaction is subject to regulatory and sanctions approvals, as well as ongoing negotiations. If completed, the acquisition would expand Carlyle's global energy footprint across multiple jurisdictions. For you as an investor, this development sits at the intersection of private equity and...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell Cash Gains And Divestments Reshape 2026 Investor Outlook

LyondellBasell Industries (NYSE:LYB) surpassed its cash improvement target under its cash conservation plan. The company is accelerating operational initiatives across its business. LyondellBasell is proceeding with significant European asset divestments. The company has set new financial goals for 2026. LyondellBasell, a major global chemicals and plastics producer, sits at the center of key supply chains for packaging, construction, automotive, and consumer goods. Recent industry...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Dividend Tax Clarification And Valuation Gap For 2025

Two Harbors Investment, NYSE:TWO, has released tax treatment details for its 2025 common and preferred dividend distributions. The company stated that no portion of these 2025 distributions is expected to be classified as excess inclusion income. This clarification is intended to guide shareholders as they prepare tax reporting for the 2025 calendar year. For current holders of NYSE:TWO, the update comes with the stock recently trading at $11.47 and showing a mix of short term volatility...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

TFS Financial (TFSL) Net Interest Margin Stability Tests Bullish Earnings Narratives

TFS Financial (TFSL) opened Q1 2026 with total revenue of US$84.7 million and basic EPS of US$0.08, alongside net income of US$22.3 million, setting a steady backdrop for assessing how its earnings story is evolving. Over the past few quarters, revenue has moved from US$76.3 million in Q1 2025 to US$84.7 million in Q1 2026, while quarterly EPS has ranged between roughly US$0.07 and US$0.09, giving investors a clear view of how the income line is tracking against a largely stable revenue base...
NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

Assessing Henry Schein’s Valuation After Greenlight Capital’s Push For Operational Improvements

Why Greenlight Capital’s Interest Puts Henry Schein in Focus Greenlight Capital’s latest investor letter flagged Henry Schein (HSIC) as a new position, citing activist board additions, an upcoming CEO transition, and an emphasis on cost discipline and e-commerce execution. See our latest analysis for Henry Schein. Henry Schein’s share price has moved to US$75.48 after a 19.43% 90 day share price return. Its 1 year total shareholder return of a 5.65% decline contrasts with a 7.63% gain over...
NYSE:CFR
NYSE:CFRBanks

Cullen/Frost Bankers (CFR) Net Interest Margin Holds At 3.66% Challenging Bearish Narratives

Cullen/Frost Bankers (CFR) has just wrapped up FY 2025 with fourth quarter revenue of US$569.6 million and basic EPS of US$2.59, alongside net income of US$164.6 million and a reported net interest margin of 3.66%. Over the past few quarters the company has seen revenue move from US$520.2 million and EPS of US$2.37 in Q4 2024 to US$569.6 million and US$2.59 in Q4 2025. Trailing twelve month EPS stands at US$10.02 on revenue of about US$2.2 billion, and the current focus is on how durable...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson Weighs Oncology Progress Against Easing Talc Legal Risks

FDA approved expanded use of DARZALEX FASPRO combination therapy for newly diagnosed multiple myeloma patients ineligible for stem cell transplant. A long running fraud lawsuit linked to Johnson & Johnson's talc litigation was dismissed, reducing a high profile legal overhang. Both developments affect NYSE:JNJ through its oncology portfolio and its legal risk profile. For you as an investor, these twin updates give a clearer picture of where Johnson & Johnson stands today. On the business...