s-cphoto/iStock via Getty Images Novo Nordisk A/S ( NVO ) trading at the lows after launching a promising weight-loss pill was a prime example of the market remaining far too negative. The biopharma even got a gift from a peer's slow launch, a competitive threat. My investment thesis remains ultra Bullish on the stock as the company turns the corner. Source: Finviz Oral GLP-1 Rescue Novo Nordisk l...
s-cphoto/iStock via Getty Images Novo Nordisk A/S ( NVO ) trading at the lows after launching a promising weight-loss pill was a prime example of the market remaining far too negative. The biopharma even got a gift from a peer's slow launch, a competitive threat. My investment thesis remains ultra Bullish on the stock as the company turns the corner. Source: Finviz Oral GLP-1 Rescue Novo Nordisk launched the Wegovy pill in early January following FDA approval. The drug has best-in-class weight loss of 16.6%, but the market feared a scenario where Eli Lilly ( LLY ) would quickly obtain approval on orforglipron and overtake the progress of the Wegovy pill after a similar move with the original weight-loss drugs. The Wegovy pill had a very successful launch with over 2 million prescriptions since launch. The oral version from Eli Lilly hasn't been nearly as successful since the FDA approval in April. Source: Novo Nordisk Q1'26 presentation For the last reported week, the Wegovy pill garnered more than 207,000 prescriptions versus only 7,355 for the Eli Lilly version. For comparison, the Wegovy pill obtained 28,000 prescriptions in 4th week after launch about a quarter prior. The gift from Eli Lilly was the oral version of the GLP-1 not having the same active ingredients and coming with a new name, Foundayo. The issue with launching under a new brand name is the company has to build the brand and doctor's and patients don't know the drug, whereas Wegovy is well known. The GLP-1 pill from Eli Lilly was suppose to have an edge due to patients having the ability to take the pill whenever during the day without any food or water restrictions. The Wegovy pill requires a patient take the medicine on an empty stomach in the morning about 30 minutes before eating. In reality, the Wegovy pill has an advantage where the data counts. The Novo version of the pill has a higher weight loss at 16.6% versus only 12.4% for Foundayo at the highest dose. The market probably overlooked tha...
Shares in electric vertical take-off and landing (eVTOL) stock Joby Aviation (NYSE: JOBY) soared by 17.5% this week as the market warmed to its first quarter results released on Tuesday. The results and management commentary supported expectations that the company is on the cusp of beginning a long-term journey to become a leading transportation-as-a-service (TaaS) company in the eVTOL space. As a...
Shares in electric vertical take-off and landing (eVTOL) stock Joby Aviation (NYSE: JOBY) soared by 17.5% this week as the market warmed to its first quarter results released on Tuesday. The results and management commentary supported expectations that the company is on the cusp of beginning a long-term journey to become a leading transportation-as-a-service (TaaS) company in the eVTOL space. As a reminder, Joby's business model involves building, owning, and operating its own eVTOL air-taxis rather than selling them to third parties. That's why the market follows the timeline of every developmental milestone, not least because it needs to ensure it starts generating revenue from its air-taxi services before it burns through cash. The good news is Joby's management confirmed it's on track in 2026. Continue reading
There are several exciting electric vehicle (EV) stocks to choose from right now, all of which are chasing multitrillion-dollar opportunities. One of the carmakers listed below should even benefit from the upcoming initial public offering (IPO) , which is expected to raise up to $75 billion in fresh capital. But is either stock worth investing in now? Let's have a look. Image source: Rivian. At th...
There are several exciting electric vehicle (EV) stocks to choose from right now, all of which are chasing multitrillion-dollar opportunities. One of the carmakers listed below should even benefit from the upcoming initial public offering (IPO) , which is expected to raise up to $75 billion in fresh capital. But is either stock worth investing in now? Let's have a look. Image source: Rivian. At the start of the year, I named Rivian Automotive (NASDAQ: RIVN) my top growth stock for 2026. It has been a roller-coaster ride so far, with Rivian shares surging and collapsing in value several times. But volatility should be expected from growth stocks with monster potential. And all of Rivian's growth catalysts remain intact. Continue reading
President Donald Trump’s 10% global tariffs were declared unlawful by a federal trade court in a fresh blow to the administration’s economic agenda, just months after the US Supreme Court vacated earlier levies he’d imposed. Burlap and Barrel is a small spice importer and it's one of the plaintiffs that sued to get this result. Co-founders and Co-CEOs, Ethan Frisch and Ori Zohar and Liberty Justic...
President Donald Trump’s 10% global tariffs were declared unlawful by a federal trade court in a fresh blow to the administration’s economic agenda, just months after the US Supreme Court vacated earlier levies he’d imposed. Burlap and Barrel is a small spice importer and it's one of the plaintiffs that sued to get this result. Co-founders and Co-CEOs, Ethan Frisch and Ori Zohar and Liberty Justice Center Chairman & CEO Sara Albrecht join David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)
Amazon (NASDAQ: AMZN) is turning its custom chips into an exciting story. Graviton, Trainium, and Nitro could help reduce costs, strengthen AI positioning, and retain more value within Amazon's cloud platform. But with the stock already higher and spending still massive, investor
Amazon (NASDAQ: AMZN) is turning its custom chips into an exciting story. Graviton, Trainium, and Nitro could help reduce costs, strengthen AI positioning, and retain more value within Amazon's cloud platform. But with the stock already higher and spending still massive, investor
abadonian/iStock via Getty Images Overview Vermilion Energy ( VET )( VET:CA ) is a mid-cap Canadian oil & natural gas producer, with quite a bit of international exposure. Most of production is in Canada, but the company also has production in a handful of European countries and Australia, where the margins are far better compared to Canada. The company has lately focused much more on natural gas ...
abadonian/iStock via Getty Images Overview Vermilion Energy ( VET )( VET:CA ) is a mid-cap Canadian oil & natural gas producer, with quite a bit of international exposure. Most of production is in Canada, but the company also has production in a handful of European countries and Australia, where the margins are far better compared to Canada. The company has lately focused much more on natural gas than liquids, with 70% of the 2026 production expected to come from natural gas. This has not been ideal in the near term when transportable liquids have increased more in price. With that said, this move might have long-term potential with more egress capabilities expected in Canada over time. Figure 1 - Source: Vermilion Quarterly Reports I have covered Vermilion frequently over the last few years, where my prior articles can be found here . Today's article will focus on the Q1 2026 result that was released earlier this week. The stock price of Vermilion has performed great over the last year, up 96%, which is better than most peers. A depressed valuation to start with, higher oil & European natural gas prices, the exposure to the European market, and the slightly elevated financial leverage are likely the main reasons for the recent outperformance. However, Vermilion has still underperformed over a multi-year perspective. I have been long Vermilion for a while but did, in conjunction with the Q1 2026 results, decide to sell all my holdings. This was discussed at the time on my investing group Off The Beaten Path . My decision to sell Vermilion was partly due to the strong recent stock price performance, but also because of my disappointment with the 2026 cash flow projections. Figure 2 - Source: Koyfin Q1 2026 Results Vermilion reported 125,618 boe/d in production during Q1 2026, up 4% compared to the prior quarter and slightly better than expected. The company is now expected to come in at the top end of the full year guidance range of 118,000 to 122,000 boe/d. The Cana...
Chances of Starmer remaining in No 10 appear to be diminishing as about 40 Labour MPs call for him to quit UK politics live – latest updates Keir Starmer is facing a perilous 24 hours as allies of Wes Streeting said he was prepared to bid for the leadership if the prime minister’s premiership falls apart this week. Starmer was hoping to save his job with a speech that sets out his vision for turni...
Chances of Starmer remaining in No 10 appear to be diminishing as about 40 Labour MPs call for him to quit UK politics live – latest updates Keir Starmer is facing a perilous 24 hours as allies of Wes Streeting said he was prepared to bid for the leadership if the prime minister’s premiership falls apart this week. Starmer was hoping to save his job with a speech that sets out his vision for turning the country around on Monday, after a disastrous set of local election results in which the party lost support to Reform UK and the Greens. Continue reading...
David Moyes’s European dream is now hanging by a slender thread. Against a Crystal Palace side who have been otherwise distracted by their Conference League exploits, Everton were unable to take their opportunity to close the gap on their rivals as Jean-Philippe Mateta came off the bench to deny them victory. It could have been even worse for Moyes had the referee, Tom Bramall, awarded a penalty w...
David Moyes’s European dream is now hanging by a slender thread. Against a Crystal Palace side who have been otherwise distracted by their Conference League exploits, Everton were unable to take their opportunity to close the gap on their rivals as Jean-Philippe Mateta came off the bench to deny them victory. It could have been even worse for Moyes had the referee, Tom Bramall, awarded a penalty when James Garner hauled down Jørgen Strand Larsen just before half-time or Adam Wharton’s shot not struck the outside of the post in the 90th minute. Continue reading...
Globus Medical (NYSE:GMED) reported a strong start to 2026, with first-quarter revenue and earnings rising sharply as the company cited continued momentum in U.S. spine, margin expansion and contributions from its Nevro acquisition. President and Chief Executive Officer Keith Pf
Globus Medical (NYSE:GMED) reported a strong start to 2026, with first-quarter revenue and earnings rising sharply as the company cited continued momentum in U.S. spine, margin expansion and contributions from its Nevro acquisition. President and Chief Executive Officer Keith Pf
For Nottingham Forest, just how precious might Elliot Anderson’s late equaliser at home to Newcastle prove? Vítor Pereira’s side knew they had to match or better West Ham’s result later against the Premier League leaders, Arsenal, and if West Ham fail to win at the London Stadium, then Forest’s mood will improve again and relegation fears will substitute. In a game devoid of quality, the Newcastle...
For Nottingham Forest, just how precious might Elliot Anderson’s late equaliser at home to Newcastle prove? Vítor Pereira’s side knew they had to match or better West Ham’s result later against the Premier League leaders, Arsenal, and if West Ham fail to win at the London Stadium, then Forest’s mood will improve again and relegation fears will substitute. In a game devoid of quality, the Newcastle substitutes Jacob Ramsey and Harvey Barnes combined to seize Eddie Howe’s side a 74th-minute lead, but the former Newcastle youngster showed great endeavour to level. For Forest, who Pereira warned had no time to wallow after exiting the Europa League on Thursday, the wait goes on to guarantee Premier League survival, but this point – and their vastly superior goal difference – could go some way to doing so. Anderson has been Forest’s best player this season by some distance and after playing a give and go with James McAtee, a Forest sub, the England midfielder burned into the six-yard box and sent an effort past Nick Pope from a tight angle. The likelihood is this was Anderson’s penultimate Forest game at the City Ground, the 23-year-old a target for Manchester City and Manchester United this summer. Continue reading...
Conservative and Reform leaders cheered as they address crowd, while Labour’s Pat McFadden met with boos and shouts of ‘where is Starmer?’ Thousands of people gathered outside Downing Street on Sunday to protest an increase in antisemitic hate crimes and violence, as senior politicians and interfaith leaders called for unity. The Standing Strong: Extinguish Antisemitism rally, backed by more than ...
Conservative and Reform leaders cheered as they address crowd, while Labour’s Pat McFadden met with boos and shouts of ‘where is Starmer?’ Thousands of people gathered outside Downing Street on Sunday to protest an increase in antisemitic hate crimes and violence, as senior politicians and interfaith leaders called for unity. The Standing Strong: Extinguish Antisemitism rally, backed by more than 30 Jewish groups, drew thousands of people to Whitehall, as Conservative and Liberal Democrat party leaders, alongside Labour and Reform representatives, addressed a crowd studded with Israeli and union jack flags and ‘Where is Keir?’ placards. Continue reading...
Sports Direct founder says people in his employ recorded footage of Peter Cowgill meeting another retail boss The Sports Direct founder, Mike Ashley, has admitted to arranging surveillance footage that brought down his rival Peter Cowgill, the former JD Sports chair. Cowgill was secretly filmed in 2021 in a car talking with the Footasylum boss Barry Bown. JD Sports was in the process of acquiring ...
Sports Direct founder says people in his employ recorded footage of Peter Cowgill meeting another retail boss The Sports Direct founder, Mike Ashley, has admitted to arranging surveillance footage that brought down his rival Peter Cowgill, the former JD Sports chair. Cowgill was secretly filmed in 2021 in a car talking with the Footasylum boss Barry Bown. JD Sports was in the process of acquiring the trainer retailer at the time and the two companies were not allowed to share commercially sensitive information. Continue reading...
Key PointsCrown Advisors sold 35,000 TPB shares in the first quarter; the estimated transaction value was $3.90 million (based on quarterly average pricing).
Key PointsCrown Advisors sold 35,000 TPB shares in the first quarter; the estimated transaction value was $3.90 million (based on quarterly average pricing).
Key PointsVanguard Global ex-U.S. Real Estate ETF offers broad exposure to international markets with a significantly lower expense ratio of 0.12% compared to the 0.25% fee for State Street SPDR Dow Jones REIT ETF.
Key PointsVanguard Global ex-U.S. Real Estate ETF offers broad exposure to international markets with a significantly lower expense ratio of 0.12% compared to the 0.25% fee for State Street SPDR Dow Jones REIT ETF.