Closing Arguments

Business

CME Group Raises Metals Trading Margins Amid Historic Volatility, Records Surge in Volume

CME Group has increased margin requirements for precious metals futures and options following extreme price swings, as daily trading volumes hit record highs. The exchange is also introducing new silver products and enforcing compliance measures, highlighting its dual role as a market facilitator and risk manager during turbulent times.

Feb 2, 2026

Business

Eastern Bankshares: A Valuation Puzzle Amid Strong Share Price Gains

Eastern Bankshares (EBC) has delivered impressive multi-year returns for shareholders, but a closer look reveals a complex valuation picture. While one model suggests deep undervaluation, traditional metrics paint a different story, leaving investors to weigh competing signals.

Feb 2, 2026

Business

Giverny Capital Trims Position in AMETEK, Citing Valuation Concerns Amid Tech Frenzy

Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.

Feb 2, 2026

Business

Equities Poised for Steady Run Through Mid-2026 as Rally Broadens Beyond Megacaps

A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.

Feb 2, 2026

Business

Steady as She Builds: Installed Building Products Defies Housing Market Headwinds

Amid a sluggish housing sector, Installed Building Products (IBP) has demonstrated remarkable resilience, becoming a standout performer in Giverny Capital's portfolio. The insulation specialist's shares have surged over 50% in the past year, bucking broader market trends.

Feb 2, 2026

Business

Disney Posts Strong Q1 Earnings Amid CEO Succession Speculation

The Walt Disney Company exceeded Wall Street expectations in its fiscal first quarter, delivering robust results across its entertainment, experiences, and streaming divisions as longtime CEO Bob Iger prepares to hand over the reins later this year.

Feb 2, 2026

Business

NetEase Shares Dip: A Buying Opportunity or a Sign of Deeper Challenges?

Following a significant pullback, NetEase (SEHK: 9999) shares are trading at levels that some analysts deem undervalued. We examine the financial models, peer comparisons, and the broader sector headwinds facing the Chinese gaming giant to assess if the current price presents a strategic entry point for long-term investors.

Feb 2, 2026

Business

Truist Financial Shares Trade at a Discount: Is the Market Overlooking Its Earnings Potential?

A deep dive into Truist Financial's valuation suggests its current share price may not fully reflect its underlying earnings power and book value, presenting a potential opportunity for investors.

Feb 2, 2026

Business

NovaGold's Valuation Puzzle: High Hopes for Donlin Gold Clash with Recent Market Volatility

Shares of NovaGold Resources (TSX:NG) have tumbled roughly 20% in the past week, reigniting debate over the gold developer's premium valuation. While long-term shareholders have seen stellar returns, the recent pullback forces a fresh look at the risks and rewards priced into its ambitious Donlin project.

Feb 2, 2026

Business

Banking Giants Line Up $7.9 Billion Debt Package to Fuel CD&R's Sealed Air Buyout

A syndicate led by JPMorgan and Wells Fargo is preparing a multi-billion dollar high-yield bond and loan issuance to finance the landmark private equity acquisition of Bubble Wrap maker Sealed Air, with bond yields expected to attract investor interest in the 7% range.

Feb 2, 2026

Business

Merck's Meteoric Rise: Is the Pharma Giant Still a Bargain After Years of Stellar Gains?

Merck & Co. shares have delivered impressive multi-year returns, climbing over 80% in the past five years. Yet, a deep dive into its valuation metrics suggests the market may still be underestimating the pharmaceutical leader's intrinsic value, presenting a potential opportunity for investors.

Feb 2, 2026

Business

Saks Global Severs Ties with Amazon Amid Bankruptcy Restructuring

The luxury retailer is moving to terminate its 'Saks on Amazon' partnership as part of its Chapter 11 proceedings, aiming to refocus on core luxury operations while navigating disputes over financial commitments and brand concerns.

Feb 2, 2026

Business

Chubb Set to Report Q4 Earnings Amid Mixed Insurance Sector Performance

Global insurer Chubb Limited prepares to release its fourth-quarter financial results after Tuesday's market close, with investors weighing solid peer performances against broader sector headwinds.

Feb 2, 2026

Business

BKV Seizes Majority Control of Texas Power Venture in $115M Deal, Betting on AI-Driven Energy Demand

U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.

Feb 2, 2026

Business

RB Global's Valuation Puzzle: Short-Term Dip Meets Long-Term Momentum

Shares of RB Global (RBA) have retreated slightly in recent trading, yet the industrial auction giant's stock remains on a strong upward trajectory over the past quarter and year. This divergence presents investors with a classic valuation conundrum: is the current price a buying opportunity, or does a lofty P/E ratio signal overextension?

Feb 2, 2026

Business

MUFG's Meteoric Rise: Is Japan's Banking Giant Still a Buy After Five Years of Stellar Gains?

Mitsubishi UFJ Financial Group's shares have surged nearly 50% in the past year, capping a remarkable five-year run. As the stock trades near ¥2,751, investors are divided: does the valuation still offer a margin of safety, or has the rally run its course? We delve into the metrics and market sentiment.

Feb 2, 2026

Business

‘Free’ Solar Panels Leave Florida Homebuyers Facing a $45,000 Shock

A Florida family’s dream home purchase turned into a financial nightmare after discovering a hidden $45,000 lien attached to solar panels advertised as ‘free.’ The case highlights critical pitfalls in the booming residential solar market.

Feb 2, 2026

Business

Yamaha Motor's Stock: A Stretch After Years of Gains?

Yamaha Motor's shares have delivered impressive multi-year returns, but a deep dive into valuation metrics suggests the current price may be running ahead of fundamentals. Analysis points to a significant premium based on cash flow and earnings multiples, raising questions about its near-term trajectory.

Feb 2, 2026

Business

Constellation Brands Sees Short Sellers Retreat, But Skepticism Lingers Above Peers

Short interest in beverage giant Constellation Brands has declined, signaling a potential shift in trader sentiment. However, the level remains elevated compared to industry rivals, highlighting ongoing debate over the stock's valuation amid shifting consumer trends.

Feb 2, 2026

Business

AutoNation's Stock Dip Sparks Investor Debate: Is the Auto Retail Giant Undervalued?

Following a recent pullback in its share price, AutoNation (AN) is back under the microscope. While short-term trading shows weakness, the company's robust multi-year returns present a compelling valuation puzzle for market watchers.

Feb 2, 2026