Will Lithium Americas' Supply Chain Keep Thacker Pass on Track?
LAC pushes Thacker Pass forward with long-term supply deals and early-2026 equipment arrivals to keep construction on track.
Applied Materials Stock on Track for Worst Week Since August
Shares of Applied Materials Inc (NASDAQ:AMAT) are down 2.3% to trade at $218.16 at last glance, brushing off better-than-expected results for the fiscal fourth-quarter.
Banco de Sabadell Posts Lower Net Profit, But Sees Targets on Track
The results are the bank's first since it fended off a hostile takeover bid by larger rival BBVA.
Algonquin Power: Q3 Shows Recovery On Track Even As Risks Remain
Algonquin Power is rated a 'BUY' with recovery on track, improved fundamentals, successful rate cases, and reduced operational costs supporting stable dividends and earnings growth through 2027. Risks remain due to high leverage and the potential for slower EPS growth if operational efficiencies or rate case outcomes disappoint, but dividend cut risks are now minimal. While AQN is not the safest utility pick, its regulated base, improved outlook, and undervaluation relative to growth prospects justify continued investment at current levels.
Baytex Energy: On Track To Meet 2025 Production Guidance After Improved Results
Baytex delivered 2% quarter-over-quarter total production growth and 5% quarter-over-quarter oil production growth in Q3 2025. This should allow it to meet its full-year guidance despite issues that led it to abandon one Pembina Duvernay well in September. Baytex reduced its 2025 free cash flow projections due to weaker near-term oil prices.
BXSY: Solid Track Record With ~37% Discount
Bexil Investment Trust continues to trade at a persistently wide discount near 36%, but this continues to seemingly be a rather firm floor. BXSY's differentiated, value-oriented portfolio—heavy on financials and light on tech—has actually outpaced the S&P 500 over the last five years. Ownership restrictions of a 4.99% stake limit prevent activist involvement, combined with trading OTC, reduce the likelihood of a clear catalyst for discount contraction.
Cheesecake Factory: Growth Strategy Is Still On Track
The Cheesecake Factory is leveraging Fox Group brands North Italia and Flower Child for growth. CAKE's Q3 2025 results showed solid revenue and income growth, with improving margins and continued expansion of its key restaurant concepts. Despite efficiency gains and a reasonable valuation, overall revenue growth is expected to slow, limiting near-term upside for the stock.
V.F. Corp. Q2 Earnings & Revenues Beat, Reinvent Program on Track
VFC tops Q2 sales and earnings estimates as its Reinvent program drives progress toward cost savings and profitability.
United Parcel Service: Back On Track, Cash Flow Supports Dividend
United Parcel Service, Inc. is rated a Buy, offering a 7.5% dividend yield and trading at a forward P/E of 13.5, presenting value. Q3 earnings beat expectations, with strong cash flow and a sustainable dividend, despite temporary headwinds and volume declines. UPS's leadership in healthcare logistics and focus on profitable clients position UPS for long-term growth amid industry shifts and competition.
Coca-Cola, Gutsche Family to Sell Stake in CCBA, Refranchising on Track
KO and the Gutsche Family agree to sell a controlling stake of 75% in CCBA to Coca-Cola HBC AG.
Richardson Electronics Is Back On Track
Richardson Electronics is experiencing a robust recovery in its semiconductor wafer equipment business, driving higher margins and an improved earnings outlook. RELL's Green Energy Solutions segment is expanding globally, with strong growth in wind turbine components and new product launches like the ULTRA3000s. The company maintains a strong balance sheet with no debt, consistent positive cash flow, and benefits from favorable government programs and subsidies.
Keeping Track of the Soaring "White House" Stocks: INTC, LAC, MP, TMQ
The Trump trade has taken on a literal connotation, with the White House recently investing in several mining and technology companies that have publicly traded stocks.
