Colin Anderson Productions pty ltd/DigitalVision via Getty Images Whenever I write a company a 'hold', I am making the claim that the stock should perform more or less along the lines of the broader market for the foreseeable future. One business that has fallen a bit short of expectations when it comes to this is Zurn Elkay Water Solutions ( ZWS ). Conceptually, this is a fascinating business. Or...
Colin Anderson Productions pty ltd/DigitalVision via Getty Images Whenever I write a company a 'hold', I am making the claim that the stock should perform more or less along the lines of the broader market for the foreseeable future. One business that has fallen a bit short of expectations when it comes to this is Zurn Elkay Water Solutions ( ZWS ). Conceptually, this is a fascinating business. Or at least, it is to me. For those not familiar, it essentially operates as a pureplay water management enterprise that provides customers with a portfolio of products such as professional grade water safety and control offerings, flow systems, environmental products, filtered drinking water products, hygienic products, and more. But even though it operates in an interesting space, the stock has risen only 1.3% since I last wrote about it . By comparison, the S&P 500 is up 5.2% over that same window of time. Fundamentally speaking, Zurn Elkay Water Solutions is actually doing really well right now. Management continues to grow revenue, profits, and cash flows. The problem with the enterprise is that shares are anything but cheap. If it weren't for the space that the business is in and its overall financial performance over time, I would actually be a bit bearish about it. For now, however, I think that assigning it a 'hold' rating is logical. However, it wouldn't take much for me to downgrade it. Shares aren't ready for a downgrade… yet Whenever I analyze a publicly traded company, I typically like to start with the most recent data that management has offered up. In the case of Zurn Elkay Water Solutions, this would involve financial results for the last quarter of the company's 2025 fiscal year. During that time, revenue for the business was $407.2 million. That happens to be 9.8% above the $370.7 million that the company reported a year earlier. This jump in revenue is fantastic to see. And according to management, it was driven by core sales growth of about 10%, with alm...
Morsa Images/DigitalVision via Getty Images Update: more regulatory clarity, reiterating buy rating Since my last note in Jan 2026, the investment case for Scholar Rock has materially de-risked, the company has moved from a regulatory uncertainty framework, centered on manufacturing deficiencies at the Catalant fill-finish facility, to a cleaner execution pathway toward a 2026 US launch of apitegr...
Morsa Images/DigitalVision via Getty Images Update: more regulatory clarity, reiterating buy rating Since my last note in Jan 2026, the investment case for Scholar Rock has materially de-risked, the company has moved from a regulatory uncertainty framework, centered on manufacturing deficiencies at the Catalant fill-finish facility, to a cleaner execution pathway toward a 2026 US launch of apitegromab. On the back of this development , I maintain a buy rating, as recent developments strengthen my conviction in both approvability and commercial trajectory, while I do note incremental pipeline progress adds further to the longer-duration optionality for the company. The most important update since Jan is the company's progress on resolving the FDA manufacturing concerns tied to the Catalant's Indiana fill-finish facility. According to the mangement's Q4 2025 earnings , an early Q1 2026 meeting between the FDA and Novo Nordisk, which owns the facility, was highly constructive, with no additional correction action requested by the agency. I believe this marks the critical inflection point, historically manufacturing related CRLs can lead to prolonged delays if additional remediation cycles are required, but for this case, the absence of new FDA findings suggests that the prior issues have been adequately addressed by the company and now shifting the remaining risks to the execution of a successful reinspection rather than a more concerning structural deficiencies. Also, the company noted that they had already resumed manufacturing operations in late February, and the FDA has indicated its intent to conduct a formal reinspection. Importantly, the management stated that they expect to resubmit the BLA within days of the successful inspection closeout. which implies minimal lag between regulatory clearance and filing, in my view. Of note, Scholar Rock is preparing to launch with a ~50-person sales force team engaging in ~140 SMA treatment centers over 2,600 prescribers, I ...
Archer Aviation (NYSE: ACHR) just got meaningful government support at a time when many investors seem to be losing faith. That disconnect could matter a lot, because if Archer starts proving it can move from concept to real operations, the market may be badly underpricing what c
Archer Aviation (NYSE: ACHR) just got meaningful government support at a time when many investors seem to be losing faith. That disconnect could matter a lot, because if Archer starts proving it can move from concept to real operations, the market may be badly underpricing what c
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
Key Points11,829 shares of Common Stock sold for a transaction value of approximately ~$474K at a weighted average price of $40.04 per share across March 18–19, 2026.
Key Points11,829 shares of Common Stock sold for a transaction value of approximately ~$474K at a weighted average price of $40.04 per share across March 18–19, 2026.
Thomas Barwick/DigitalVision via Getty Images Overview Market indices continue to retreat from their prior highs with the continued selloff of SaaS companies and rising tensions with Iran. While the S&P 500 ( SPX ) and Nasdaq-100 ( NDX ) Indices have experienced a rough start for 2026, defensive ETFs like the Pacer US Cash Cows 100 ETF ( COWZ ) can offer a safe haven for investors looking to navig...
Thomas Barwick/DigitalVision via Getty Images Overview Market indices continue to retreat from their prior highs with the continued selloff of SaaS companies and rising tensions with Iran. While the S&P 500 ( SPX ) and Nasdaq-100 ( NDX ) Indices have experienced a rough start for 2026, defensive ETFs like the Pacer US Cash Cows 100 ETF ( COWZ ) can offer a safe haven for investors looking to navigate the headwinds. When I previously covered COWZ, I issued a buy rating due to the defensive positioning of the fund. Since then, COWZ has outperformed the S&P 500 and has done a great job at protecting capital. It's been a year since my last coverage so I wanted to reassess the ETF's overall value proposition and outlook through 2026. Looking at the performance over the last twelve months, we can see that COWZ's share price has increased by about 11.6%. When including all dividends that were paid out to shareholders, the total return rises to 15.1% over the same time frame. COWZ now offers investors a starting dividend yield of 2% at this time but the value isn't in the yield. The value may actually be in the dividend growth potential over a longer holding period. Data by YCharts Periods of market uncertainty and rapid declines always serve as a reminder for why capital preservation is important. This is why I wanted to also revisit COWZ to discuss why the ETF is a great option for investors approaching the retirement age. The transition from active to passive income can be challenging and sometimes investors chase higher yields to instantly get more cash flow. However, COWZ proves that patience can be rewarded with higher income over time. So let's start by taking a look at the fund's underlying fund strategy. Fund Strategy According to the latest fund overview , COWZ now has total net assets of $18.1B that are spread across 102 different positions. The fund's process starts by screening the Russell 1000 Index in search for the top 100 companies based on their free cash ...
This pricey infrared therapy mat claims to help mood, sleep and muscle recovery. It felt more like a glorified heating pad Plastic-free cutting boards and $17 bike lights: 11 things you loved in March Sign up for the Filter US newsletter, your weekly guide to buying fewer, better things I have a $1,400 mat stashed under my pink velvet couch. It’s my roommate’s PEMF and infrared therapy mat, and ye...
This pricey infrared therapy mat claims to help mood, sleep and muscle recovery. It felt more like a glorified heating pad Plastic-free cutting boards and $17 bike lights: 11 things you loved in March Sign up for the Filter US newsletter, your weekly guide to buying fewer, better things I have a $1,400 mat stashed under my pink velvet couch. It’s my roommate’s PEMF and infrared therapy mat, and yes, it costs nearly as much as my monthly rent. Measuring 6ft in length, made of vegan leather, layered with bright-blue amethyst and obsidian crystals and weighing as much as a Siberian husky, the HigherDose mat makes my basic yoga mat feel like a flimsy slab of cardboard. Continue reading...
Volodymyr Zelenskiy, Ukraine's president, speaks to the media during the World Economic Forum (WEF) in Davos, Switzerland, on Thursday, Jan. 22, 2026. The annual Davos gathering of political leaders, top executives and celebrities runs from Jan. 19-23.
Volodymyr Zelenskiy, Ukraine's president, speaks to the media during the World Economic Forum (WEF) in Davos, Switzerland, on Thursday, Jan. 22, 2026. The annual Davos gathering of political leaders, top executives and celebrities runs from Jan. 19-23.
Estimates for total Claude consumer users are all over the map (we've seen figures ranging from 18 million to 30 million). Anthropic hasn't disclosed this data, but a spokesperson did tell TechCrunch that Claude paid subscriptions have more than doubled this year.
Estimates for total Claude consumer users are all over the map (we've seen figures ranging from 18 million to 30 million). Anthropic hasn't disclosed this data, but a spokesperson did tell TechCrunch that Claude paid subscriptions have more than doubled this year.
Escalation represents dangerous spread of war and brings threat of even more damage to the global economy The US-Israeli war with Iran has expanded with the entry of Houthi forces in Yemen, representing a dangerous spread of the conflict and bringing with it the threat of more damage to the global economy. Pakistan has said it would host a meeting of Middle Eastern powers on Monday in an effort to...
Escalation represents dangerous spread of war and brings threat of even more damage to the global economy The US-Israeli war with Iran has expanded with the entry of Houthi forces in Yemen, representing a dangerous spread of the conflict and bringing with it the threat of more damage to the global economy. Pakistan has said it would host a meeting of Middle Eastern powers on Monday in an effort to find a regional approach to ending the conflict. But the talks, bringing together foreign ministers from Saudi Arabia, Turkey and Egypt did not appear to include any of the warring parties, casting further doubt on persistent US claims of diplomatic progress. Continue reading...
Bloomberg News Senior Reporter Bailey Lipschultz joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss prospective IPO filings from SpaceX and Anthropic. Watch the full interview on Bloomberg This Weekend and watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
Bloomberg News Senior Reporter Bailey Lipschultz joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss prospective IPO filings from SpaceX and Anthropic. Watch the full interview on Bloomberg This Weekend and watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
Emirates Global Aluminium said on Saturday that its Al Taweelah site sustained significant damage during Iranian missile and drone attacks at the Kezad industrial site in the emirate of Abu Dhabi.
Emirates Global Aluminium said on Saturday that its Al Taweelah site sustained significant damage during Iranian missile and drone attacks at the Kezad industrial site in the emirate of Abu Dhabi.