THE INVESTOR’S PERSPECTIVE
Ideas, analysis, and opportunities across the world of investing.
Voya Financial's second-quarter headline numbers looked rough: net income available to shareholders dropped to $90 million from $162 million a year earlier, and
The Toro Company's fiscal third-quarter results carried a small footnote that matters more than the headline 8.4% sales growth: its long-underperforming
The energy sector's 2026 run has been hard to miss: the State Street Energy Select Sector SPDR ETF (XLE) is up roughly 45% year-
HEICO Corporation just delivered a quarter so strong that management struggled to describe it without repeating the word "record" — and buried in the details
Deutsche Bank just handed long-term investors a compelling thesis on a stock most of Wall Street has stopped paying attention to. The bank upgraded SiriusXM
Targa Resources just locked in two decades of predictable cash flow, and the market barely noticed how that structurally de-risks its business. The $65 billion
Frontline just posted the best quarter in its history, and the numbers explain why the market is torn on what happens next. The oil tanker operator
Copart, the auto-salvage auction giant famous for its fortress balance sheet, is reportedly in talks to acquire CCC Intelligent Solutions, the software company that processes
With midterm elections coming into view and Washington bracing for possible gridlock, quantitative research shop ISS Stoxx just handed long-term investors a useful screening framework:
Hormel Foods just paid its 392nd consecutive quarterly dividend — a streak stretching back nearly a century — even as the company posted a jarring mix of shrinking
Gold Fields spent years explaining away a troubled Chilean mine to skeptical investors. This week the company delivered the payoff: first-half 2026 results showing attributable
Smart money is sending contradictory signals on Advanced Energy Industries (NASDAQ: AEIS), and the disagreement is more instructive than either side alone. Insider Monkey's