While the S&P 500 has rallied, shares of business development company Sixth Street Specialty Lending have slumped, underperforming by nearly 18 percentage points over six months. We examine the concerning fundamentals behind the decline and highlight a more compelling opportunity in the tech sector.
While low-volatility stocks can anchor a portfolio, investors often sacrifice growth for safety. We analyze one steady performer with durable advantages and two companies where challenges may outweigh the stability premium.
While strong cash generation is a hallmark of a healthy business, it doesn't guarantee success. We analyze one company reinvesting wisely for growth and two where caution may be warranted.
Amidst a backdrop of steady interest rates and cautious global growth, Asian dividend-paying companies offer investors a potential harbor. We examine three firms from across the region balancing yield with operational resilience.
PennyMac Financial Services reported Q4 2025 net income of $106.8 million, declaring a $0.30 per share dividend. While full-year profits grew on higher loan production, the quarter was pressured by a sharp decline in mortgage servicing income due to accelerated prepayments, highlighting the volatility inherent in its dual business model.
While high-risk tech stocks dominate headlines, Skellerup Holdings (NZSE:SKL) demonstrates how consistent EPS growth, disciplined leadership compensation, and strong insider alignment can build a resilient investment case in uncertain times.
While low-volatility stocks can anchor a portfolio, investors often sacrifice growth for stability. We analyze three such stocks, identifying one with resilient fundamentals and two where caution may be warranted.
The financial services sector, a traditional engine of economic growth, is underperforming the S&P 500 amid economic uncertainty. We examine three specific stocks—Invesco, Enova International, and Sixth Street Specialty Lending—that investors may want to approach with heightened caution.
Global agribusiness leader Bunge Ltd. (BG) reached a fresh three-year high this week, buoyed by strong technical indicators and sustained momentum in the essential food supply chain sector, even as analyst price targets remain widely dispersed.
Intel's latest earnings reveal persistent supply challenges in the AI chip race, while Nvidia's strategic control over production capacity cements its long-term dominance, analysts say.
Investment firm Giverny Capital has sold its entire position in used-car retailer CarMax, a holding of several years, as detailed in its Q4 2025 investor letter. The move highlights a strategic pivot away from traditional retail plays towards perceived higher-growth opportunities in technology, even as the firm's portfolio underperformed major indices last quarter.
With consumer staples out of favor and a yield surpassing the S&P 500, Coca-Cola's resilient business and decades of dividend growth present a compelling case for long-term investors.
Meritage Homes shares have lagged peers over the past year, but a detailed valuation analysis suggests a significant gap between its current price and estimated intrinsic value. We examine the DCF and P/E metrics fueling the debate.
Once a symbol of tech retrenchment, San Francisco's Showplace Square is undergoing a profound transformation. Major leases by AI firms Together AI and Physical Intelligence, coupled with Vanderbilt University's planned campus, are redefining the neighborhood as a nexus for technology, education, and innovation, offering a significant boost to the city's office recovery narrative.
While speculative 'story stocks' capture headlines, Axis Real Estate Investment Trust (KLSE:AXREIT) presents a compelling case for investors seeking stability through consistent earnings growth and strong insider alignment.
Alliance Resource Partners (ARLP) is attracting renewed investor scrutiny as its share price shows divergent short and long-term trends. While a strong three-year performance contrasts with recent stagnation, analysts debate whether the stock's current discount represents a genuine opportunity or reflects deeper sectoral headwinds.
Amidst a backdrop of stable rates and cautious optimism, a handful of low-priced Asian equities are drawing investor scrutiny for their resilience and strategic positioning. We analyze three such companies navigating property downturns, infrastructure demand, and consumer shifts.
While global small- and mid-cap stocks face headwinds, savvy investors are turning to Asia for overlooked opportunities. We examine three fundamentally strong companies with compelling growth trajectories.
Amidst a backdrop of steady central bank policies and shifting investor sentiment, income-focused portfolios are turning towards Asia. We examine three Japanese companies offering compelling dividend yields and value potential for the month ahead.
Tesla has quietly added a new all-wheel-drive configuration to its popular Model Y SUV in the United States, positioned as a mid-tier option priced at $41,990. The move continues the automaker's recent strategy of broadening its lineup with more accessible price points.
