Key Points Paradigm Biocapital Advisor increased its stake in Olema Pharmaceuticals by 750,000 shares in Q4 2025. The quarter-end value of the position rose by $122.09 million, reflecting the new purchase. The stake represents some 4.5% of fund AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Olema Pharmaceuticals › On February 17, 2026, Paradigm Biocapital Advis...
Key Points Paradigm Biocapital Advisor increased its stake in Olema Pharmaceuticals by 750,000 shares in Q4 2025. The quarter-end value of the position rose by $122.09 million, reflecting the new purchase. The stake represents some 4.5% of fund AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Olema Pharmaceuticals › On February 17, 2026, Paradigm Biocapital Advisors LP disclosed a buy of 750,000 shares of Olema Pharmaceuticals (NASDAQ:OLMA) in Q4 2025, an estimated $13.35 million trade based on quarter-end pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Paradigm Biocapital Advisors increased its holdings in Olema Pharmaceuticals by 750,000 shares during the fourth quarter of 2025. The quarter-end value of the Olema Pharmaceuticals stake stood at $122.09 million. What else to know This was a net buy, raising the position to some 4.5% of Paradigm’s reportable AUM as of December 31, 2025. Top holdings after the filing: NASDAQ:NUVL: $530.05 million (14.2% of AUM) NASDAQ:RVMD: $529.23 million (14.2% of AUM) NASDAQ:ACLX: $373.21 million (10.0% of AUM) NASDAQ:GMAB: $216.83 million (5.8% of AUM) NASDAQ:TARS: $209.79 million (5.6% of AUM) As of February 17, 2026, Olema Pharmaceuticals shares were priced at $14.08, up a staggering 242% over the past year and significantly outperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Price (as of Friday) $14.08 Market capitalization $1.2 billion Net income (TTM) ($162.45 million) Company snapshot Olema Pharmaceuticals develops novel therapies for women's cancers, with its lead candidate, OP-1250, targeting estrogen receptor-positive breast cancer. The company operates a clinical-stage biopharmaceutical business model, generating value through the advancement and potential commercialization of proprietary drug candidates. Olema primarily targets oncologists, healthcare providers, and patients affect...
Key Points Many investors look at dividend ETFs as a way to diversify their holdings. Vanguard Dividend Appreciation ETF has a number of stocks commonly identified as growth-oriented. Shareholders should be aware of the potential overlap in their ETF holdings. 10 stocks we like better than Vanguard Dividend Appreciation ETF › There's a perception among investors in exchange-traded funds that certa...
Key Points Many investors look at dividend ETFs as a way to diversify their holdings. Vanguard Dividend Appreciation ETF has a number of stocks commonly identified as growth-oriented. Shareholders should be aware of the potential overlap in their ETF holdings. 10 stocks we like better than Vanguard Dividend Appreciation ETF › There's a perception among investors in exchange-traded funds that certain types of stocks are mutually exclusive. For example, some ETFs pitch themselves as ideal for investors looking for maximum growth, while others point to the benefits of dividend stocks that regularly pay streams of income to their shareholders. The idea is that putting together an ETF portfolio that incorporates multiple strategies will automatically give you a diversified portfolio. As it turns out, though, that's not always the case. With the Vanguard Dividend Appreciation ETF (NYSEMKT: VIG), for instance, investors get an income-oriented ETF that's not nearly as anti-growth as some of its peers. In this final article on the Vanguard ETF for the Voyager Portfolio, you'll see just how important it is not to make assumptions about the investments you're making within the exchange-traded fund world. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A typically defensive portfolio -- but with a twist At first glance, the Vanguard Dividend Appreciation ETF's sector exposure looks generally consistent with what you see in a lot of funds. Defensive sectors like consumer staples and healthcare have significant overweight exposure than the S&P 500. Financial services stocks also make a strong showing. By contrast, there's less exposure to higher-growth sectors such as technology and communication services. This is typical among dividend ETFs because tech stocks tend to reinvest more of their available capital b...
STasker/DigitalVision via Getty Images Foreword This article is based on 90 top Ten-Year collected dividend dogs as determined by the author's weekly selections of portfolio stocks over the past ten years How The Dogcatcher Ranked Companies "To build this list of 90 top Ten-Year dividend dogs The Dividend Dogcatcher whittled the 520 potential companies, down to 120 by looking at the top monthly ga...
STasker/DigitalVision via Getty Images Foreword This article is based on 90 top Ten-Year collected dividend dogs as determined by the author's weekly selections of portfolio stocks over the past ten years How The Dogcatcher Ranked Companies "To build this list of 90 top Ten-Year dividend dogs The Dividend Dogcatcher whittled the 520 potential companies, down to 120 by looking at the top monthly gainers over the past ten years. That survey also revealed the 40 top quarterly and 10 annual top dogs He then used annual totals to rank each of 10 portfolios. Annual portfolio totals ranged from $2,342.55 (a 4.5% return) in 2023 to $11,966.62 (a 23% return) in 2021. Any collection of dividend stocks is more clearly understood when subjected to yield-based (dogcatcher) analysis. These 90 publicly traded dividend dogs collected over the past ten years are perfect for the dogcatcher process. Here, March 18 data focused on 75 still paying dividends. The full list of 90 is posted by descending dividend yield in the Afterword of this article. Happily, 42 of 90 ordinary, and 24 of the 42 'Safer' dividend-paying dividend dog ten year collection , live up to the Dogcatcher IDEAL of showing annual dividends from a $1K investment exceeding their single share prices. As of 3/18/26, the 24 are: Sixth Street Specialty Lending ( TSLX ), Aegon ( AEG ), EPR Properties ( EPR ), Credit Agricole ( CRARF ), George Risk Industries ( RSKIA ), Columbia Banking ( COLB ), Imperial Brands ( IMBBY ), United Microelectronics ( UMC ), Truist Financial ( TFC ), Donegal Group ( DGICA ), KeyCorp ( KEY ), Bar Harbor Bankshares ( BHB ), Bouygues SA ( BOUYY ), Viatris ( VTRS ), First Horizon Corp ( FHN ), FNB Corp ( FNB ), Mowi ASA ( MHGVY ), Haleon ( HLN ), Medical Facilities Corp ( MFCSF ), Leggett & Platt ( LEG ), Armanino Foods ( AMNF ) and Nokia ( NOK ). Many first-time investors regard the IDEAL of annual dividends from a $1K investment exceeding their single share prices as a buy signal or, at least, a...
Tarcisio Schnaider/iStock Editorial via Getty Images Investment Thesis Later this year, Elon Musk's company (SpaceX) is set to IPO with the company hiring a handful of banks on Wall Street to help run its S-1 offering. Their key division, Starlink, has been a key driver, offering wireless internet via satellite to basically any customer in any location globally. While telecommunications giant AT&T...
Tarcisio Schnaider/iStock Editorial via Getty Images Investment Thesis Later this year, Elon Musk's company (SpaceX) is set to IPO with the company hiring a handful of banks on Wall Street to help run its S-1 offering. Their key division, Starlink, has been a key driver, offering wireless internet via satellite to basically any customer in any location globally. While telecommunications giant AT&T ( T ) theoretically is a real competitor, (and has been around for over 120 years, originally starting as Bell Telephone ), they are highly indebted after major acquisitions in recent years. As of right now, the company has over $126 billion in debt. Most of this debt has been incurred during a period of rapid broadband fiber expansion, with the company investing heavily to expand fiber optic networks here on Earth. Starlink presents a serious risk that this could be disrupted. In essence, Starlink is a fundamental, once-in-a-generation change in wifi/cellular network infrastructure. For the first time, telecom infrastructure is going to be held in space, not as physical cell towers on the ground. This has massive implications. While AT&T is playing catch-up, I am concerned this is too little, too late. The company is seriously invested in physical ground infrastructure that is out of date, lower signal quality, and is more expensive to operate. It's a lopsided bet. I think the company will have to spend heavily going forward to catch up. The incoming SpaceX IPO will add fuel to the fire. With this, shares are a strong sell. Why I'm Doing Coverage For those who have been following me for a while, you'll know this is the first time I have covered AT&T. AT&T is a classic "dividend stock" and generates strong free cash flow on the surface, with 2025 cash flow clocking in at $15.1 billion . The issue I have is that AT&T's debt is high. Add to this, AT&T's payout ratio on its dividend is ~53% which means 53% of its net income goes to paying dividends every year. On the cash flo...
World champion Luke Littler was knocked out of the Belgian Darts Open in the third round with a 6-5 defeat by Niels Zonneveld. Littler was on a streak of 12 matches unbeaten in the tournament and was bidding for a hat-trick of victories in Wieze, having won the event in 2024 and 2025. But the 19-year-old Englishman suffered his first defeat in a ranking event since last October at the hands of wor...
World champion Luke Littler was knocked out of the Belgian Darts Open in the third round with a 6-5 defeat by Niels Zonneveld. Littler was on a streak of 12 matches unbeaten in the tournament and was bidding for a hat-trick of victories in Wieze, having won the event in 2024 and 2025. But the 19-year-old Englishman suffered his first defeat in a ranking event since last October at the hands of world number 39 Zonneveld of the Netherlands. Zonneveld had trailed 3-1 to Littler, after the opening exchanges went against the throw, before he battled back to take a 4-3 lead. The 27-year-old Dutchman missed three match darts in the 10th leg which allowed Littler to level the score with a 136 checkout. However, Zonneveld then produced a superb 147 finish in the final-leg decider to secure a memorable victory over the Warrington teenager. Luke Humphries, Michael van Gerwen and Jonny Clayton were among those to progress to the quarter-finals later on Sunday.
With geopolitical tensions rising and war in Iran, cybersecurity has become more important in recent months for governments, companies, and organizations. That may be why there has been a surge of interest among investors in cybersecurity stocks. Palo Alto Networks (PANW 4.05%) is one of the leading enterprise cybersecurity firms, focusing on providing cybersecurity for large companies and governm...
With geopolitical tensions rising and war in Iran, cybersecurity has become more important in recent months for governments, companies, and organizations. That may be why there has been a surge of interest among investors in cybersecurity stocks. Palo Alto Networks (PANW 4.05%) is one of the leading enterprise cybersecurity firms, focusing on providing cybersecurity for large companies and governments across their entire enterprises. Since Feb. 24, just before the conflict in Iran started, it is no coincidence that Palo Alto Networks stock has surged some 17% over a period when the overall market has sputtered. That's because this war is heightening the potential for cyberattacks, spurring companies and organizations to protect themselves. Is this a good time for investors to buy Palo Alto Networks stock? Increase in cyberattacks due to war The war in Iran has led to an increase in cyberattacks, according to Palo Alto Networks' Unit 42, its elite cybersecurity team. And earlier this month, President Donald Trump signed an executive order that focuses on improving cybersecurity and combatting cybercrime. The order calls for more scrutiny of organizations' and companies' cybersecurity efforts and could ultimately create the need for better systems and more spending on cybersecurity. These factors should help fuel Palo Alto Networks' already robust growth. In its latest fiscal quarter (ended Jan. 31, 2026), it grew revenue 15% year over year with annual recurring revenue (ARR) rising 33%. Further, adjusted earnings per share rose 27%. Expand NASDAQ : PANW Palo Alto Networks Today's Change ( -4.05 %) $ -6.88 Current Price $ 162.86 Key Data Points Market Cap $133B Day's Range $ 161.94 - $ 168.60 52wk Range $ 139.57 - $ 223.61 Volume 254K Avg Vol 9.9M Gross Margin 73.50 % For the current quarter, the company projects ARR to grow 56% year over year and revenue to surge by 28% to 29%. In addition, it calls for remaining performance obligations, or contracts in the pipeline,...
In this video, I will cover Palo Alto Networks' (NASDAQ: PANW) latest earnings report. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Aug. 19, 2024. The video was published on Aug. 20, 2024. Should you invest $1,000 in Palo Alto Networks right now? Before you buy stock in Palo Alto Networks, con...
In this video, I will cover Palo Alto Networks' (NASDAQ: PANW) latest earnings report. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Aug. 19, 2024. The video was published on Aug. 20, 2024. Should you invest $1,000 in Palo Alto Networks right now? Before you buy stock in Palo Alto Networks, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palo Alto Networks wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $796,586!* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of August 12, 2024 Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palo Alto Networks. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Stephen Maturen/Getty Images News Immigration and Customs Enforcement agents will assist at U.S. airports during the ongoing Department of Homeland Security shutdown, but their role will be limited to basic support functions rather than core security screening. Officials say the move is aimed at easing long wait times as Transportation Security Administration staffing has been strained by the fund...
Stephen Maturen/Getty Images News Immigration and Customs Enforcement agents will assist at U.S. airports during the ongoing Department of Homeland Security shutdown, but their role will be limited to basic support functions rather than core security screening. Officials say the move is aimed at easing long wait times as Transportation Security Administration staffing has been strained by the funding impasse, which has left workers unpaid for weeks and contributed to increased absences. “We’re simply there to help TSA do their job in areas that don’t need their specialized expertise such as screening through the X-ray machine,” border czar Tom Homan said on CNN's "State of the Union." The deployment follows comments from President Donald Trump suggesting a broader security role for ICE at airports. Homan clarified that agents will not take over screening duties and that their responsibilities will remain focused on non-specialized tasks. “It’s not going to change,” he said. Instead, ICE personnel are expected to handle functions such as monitoring exits and other support roles, allowing TSA officers to focus on passenger screening. “There are roles we can play to release TSA officers from the non-significant roles such as guarding an exit so they can get back to the scanning machines,” Homan said. “We’re just simply helping our fellow officers at TSA.” Homan emphasized that ICE agents lack training for baggage scanning and will not be involved in those operations. The plan comes as lawmakers remain deadlocked over funding for the department, prolonging disruptions at airports nationwide. Authorities are expected to prioritize larger hubs and locations experiencing the longest delays as they deploy additional support. Dear Readers: We recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. More news and analysis Heidelberg Materials: Getting Closer To An Attractive Price Wha...
Key Points Circumference Group initiated a new position in Avantor, buying up 305,000 shares during the fourth quarter. The quarter-end position value increased by $3.50 million, reflecting the purchase of the 305,000 shares. Avantor stake accounts for 3.77% of portfolio AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Avantor › On February 17, 2026, Circumferenc...
Key Points Circumference Group initiated a new position in Avantor, buying up 305,000 shares during the fourth quarter. The quarter-end position value increased by $3.50 million, reflecting the purchase of the 305,000 shares. Avantor stake accounts for 3.77% of portfolio AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Avantor › On February 17, 2026, Circumference Group disclosed a new position in Avantor (NYSE:AVTR), acquiring 305,000 shares worth $3.50 million in the fourth quarter. What happened According to a SEC filing dated February 17, 2026, Circumference Group reported establishing a new position in Avantor by acquiring 305,000 shares. The shares were worth $3.5 million at quarter’s end. What else to know This new position represents 3.77% of Circumference Group LLC’s 13F reportable assets as of December 31, 2025. Top holdings after the filing: NYSE:TWLO: $9.25 million (10.3% of AUM) NASDAQ:UPWK: $7.63 million (8.5% of AUM) NASDAQ:RGP: $7.00 million (7.8% of AUM) NYSE:PATH: $6.31 million (7.0% of AUM) NYSE:TDC: $5.33 million (5.9% of AUM) As of Friday, shares were priced at $7.51, down 54% over the past year and well underperforming the S&P 500, which is instead up about 15% in the same period. Company overview Metric Value Revenue (TTM) $6.55 billion Net Income (TTM) ($530.20 million) Market Capitalization $5.1 billion Price (as of Friday) $7.51 Company snapshot Avantor offers a comprehensive portfolio of laboratory materials, consumables, equipment, and specialty procurement services for biopharma, healthcare, education, advanced technologies, and applied materials sectors. The firm generates revenue primarily through the sale of high-purity chemicals, reagents, lab supplies, and value-added services, including onsite lab support and biopharmaceutical development solutions. It serves a global customer base consisting of biopharmaceutical companies, healthcare providers, academic and government institutions, and advanced t...
In Brief Elon Musk recently outlined ambitious plans for a chip-building collaboration between his companies Tesla and SpaceX. Bloomberg reports that Musk shared his plans on Saturday night at an event in downtown Austin, Texas, with a photo suggesting that what Musk is calling the “Terafab” facility will be built near Tesla’s Austin headquarters and “gigafactory.” Musk said he’s pursuing this pro...
In Brief Elon Musk recently outlined ambitious plans for a chip-building collaboration between his companies Tesla and SpaceX. Bloomberg reports that Musk shared his plans on Saturday night at an event in downtown Austin, Texas, with a photo suggesting that what Musk is calling the “Terafab” facility will be built near Tesla’s Austin headquarters and “gigafactory.” Musk said he’s pursuing this project because semiconductor manufacturers aren’t making chips quickly enough for his companies’ artificial intelligence and robotics needs: “We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab.” The goal is to manufacture chips that can support 100 to 200 gigawatts of computing power per year on Earth, along with a terawatt in space, Musk said. He did not offer a timeline for these plans. As Bloomberg noted, Musk does not have a background in semiconductor manufacturing, but he does have a history of overpromising on goals and timelines.
Elon Musk recently outlined ambitious plans for a chip-building collaboration between his companies Tesla and SpaceX. Bloomberg reports that Musk shared his plans on Saturday night at an event in downtown Austin, Texas, with a photo suggesting that what Musk is calling the “Terafab” facility will be built near Tesla’s Austin headquarters and “gigafactory.” Musk said he’s pursuing this project beca...
Elon Musk recently outlined ambitious plans for a chip-building collaboration between his companies Tesla and SpaceX. Bloomberg reports that Musk shared his plans on Saturday night at an event in downtown Austin, Texas, with a photo suggesting that what Musk is calling the “Terafab” facility will be built near Tesla’s Austin headquarters and “gigafactory.” Musk said he’s pursuing this project because semiconductor manufacturers aren’t making chips quickly enough for his companies’ artificial intelligence and robotics needs: “We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab.” The goal is to manufacture chips that can support 100 to 200 gigawatts of computing power per year on Earth, along with a terawatt in space, Musk said. He did not offer a timeline for these plans. As Bloomberg noted, Musk does not have a background in semiconductor manufacturing, but he does have a history of overpromising on goals and timelines.
While she is glad it did not shy away from being edgy, "in many cases the jokes don't live up to the risk", describing one on Andrew Mountbatten-Windsor as being akin to one "from four-year-olds who are learning how comedy works".
While she is glad it did not shy away from being edgy, "in many cases the jokes don't live up to the risk", describing one on Andrew Mountbatten-Windsor as being akin to one "from four-year-olds who are learning how comedy works".
It promises to be a long three weeks for Tottenham Hotspur and Igor Tudor. That is if Tudor gets the time, after Nottingham Forest plunged Spurs deeper into the relegation fight, recording a humiliating 3-0 victory at this vast arena. When Spurs, now a point above the relegation zone, do re-emerge after the international break, their trip to Sunderland will be the first of seven games to save thei...
It promises to be a long three weeks for Tottenham Hotspur and Igor Tudor. That is if Tudor gets the time, after Nottingham Forest plunged Spurs deeper into the relegation fight, recording a humiliating 3-0 victory at this vast arena. When Spurs, now a point above the relegation zone, do re-emerge after the international break, their trip to Sunderland will be the first of seven games to save their Premier League status. Perhaps appropriately, here Tudor was dressed all in black and there was a funereal feeling to things when the final whistle blew and the jeers rang out from the stands. For Forest, this was a dreamy afternoon in the capital, a second victory in four days and, crucially, Vítor Pereira’s first league win since taking charge last month. Igor Jesus rocked Spurs by heading in from a corner at the end of the first half and Morgan Gibbs-White, a Tottenham target last summer, doubled Forest’s lead, capping a move he started when totally unmarked close just beyond the penalty spot. Evangelos Marinakis, the Forest owner present here, dug his heels in to keep hold of Gibbs-White amid that interest. The substitute Taiwo Awoniyi compounded things for the hosts, adding the third after side-footing in the impressive Neco Williams’s brilliant cross from the left. The atmosphere at full-time was in sharp contrast to the one on the bustling High Road before kick-off, when thousands of Spurs supporters welcomed the arrival of their team coach. This result may not define the season but it could certainly go a long way to doing so, Forest swapping places with Spurs to move two points clear of them and three above the drop zone. View image in fullscreen Igor Jesus celebrates after putting Forest ahead in north London. Photograph: David Cliff/EPA Spurs remain the only Premier League team without a win this calendar year and, ominously, across those 13 matches they have taken five points – all draws – from a possible 39. All of the goodwill Tudor built up from an encourag...
Banca Monte dei Paschi di Siena SpA ’s board will discuss whether Luigi Lovaglio can remain chief executive officer after he agreed to stand for another term under a rival proposal by a minority shareholder, people familiar with the matter said. Lovaglio’s inclusion on the competing slate is seen as incompatible with the bank’s interests, the people said, asking not to be identified discussing pri...
Banca Monte dei Paschi di Siena SpA ’s board will discuss whether Luigi Lovaglio can remain chief executive officer after he agreed to stand for another term under a rival proposal by a minority shareholder, people familiar with the matter said. Lovaglio’s inclusion on the competing slate is seen as incompatible with the bank’s interests, the people said, asking not to be identified discussing private information. He didn’t disclose his acceptance and his candidacy runs counter to the bank’s push for a management change in the next term, they added. The bank’s board will discuss the matter at a meeting already scheduled for Monday, said people close to the bank. The Tortora family investment vehicle PLT Holding , which holds more than 1.2% of Monte Paschi, on Saturday put forward a list of proposed board members that included Lovaglio as CEO, setting up a potential showdown over the bank’s leadership weeks before a key shareholder vote. A representative for the bank declined to comment. Lovaglio, 70, didn’t respond to messages seeking comment. Earlier this month, Monte Paschi approved a list of candidates for the next board that identified Acea SpA CEO Fabrizio Palermo , former Illimity CEO Corrado Passera , and former UniCredit SpA top executive Carlo Vivaldi as contenders for the top job, effectively paving the way for Lovaglio’s departure months after the Mediobanca SpA takeover. Lovaglio’s exclusion followed mounting tensions with some directors and shareholders over the timing and scope of his strategic plans, people familiar with the matter have said. Lovaglio last year led the €17 billion ($20 billion) takeover of Mediobanca, a deal widely seen as a notable achievement. He became CEO four years ago and oversaw a sweeping restructuring that returned the Siena-based lender to profitability after years of turmoil. More recently, he has faced headwinds including a judicial probe related to the Mediobanca deal, though he has denied wrongdoing. An integration plan ...
pisces2386/iStock via Getty Images Some investors make the mistake of believing that I'm generally bearish on a company or a sector I consider to be a "HOLD" and unattractive. Nothing could be further from the truth. In this article, I will use Heidelberg Materials ( HDLMY ) to show you why I am bearish on a sector, and why I am "right" (in my view) to be bearish on it. The question is not whether...
pisces2386/iStock via Getty Images Some investors make the mistake of believing that I'm generally bearish on a company or a sector I consider to be a "HOLD" and unattractive. Nothing could be further from the truth. In this article, I will use Heidelberg Materials ( HDLMY ) to show you why I am bearish on a sector, and why I am "right" (in my view) to be bearish on it. The question is not whether a sector that's inflated and the company associated with it will drop - the question is when. And this company is a perfect example. My own article is the latest article coverage offered on SA for the company. You can find that article here . Since that article, the company as an investment is down double digits. My rating at the time, together with the phrasing, was a "HOLD", and making the company a rotation target. Let's look at how others view the company. Seeking Alpha Ratings HDLMY Pretty interesting trend, I'd argue. Basically, the Seeking Alpha Quant system and I are seeing the same worrying issues, grading them slightly differently, while Wall Street is focusing, in my view, on the continued bullish thesis and seeing this mostly as a roadblock, no more. Investor Presentation Heidelberg Materials Full-year 2025 IR In this article I will highlight the company's qualities and potential. I will look at the 2025 results, I will also be making comparisons to peers like Holcim. Remember, years ago, I was one of the foremost proponents of both Heidelberg Cement (at the time) and Holcim. I had significant positions in both companies. Now, it's an undisputed fact that I left both of these investments too early - something that happens again and again, in fact. But if I had held until now, I would not have gotten the same rate of return that I have on my money. This is also in part because the money has been reinvested and already has a higher rate of return as well. My rating a company a "HOLD" or "BUY" is never a personal stance against or for a company. It's always a stan...
Key Points Florida’s climate and low taxes make it the top retirement destination. California is more expensive, but it’s still attracting affluent retirees. Texas’s low housing prices and low cost of living are attracting new retirees. The $23,760 Social Security bonus most retirees completely overlook › Choosing the right state to retire in can be a tough decision. Some states are more affordabl...
Key Points Florida’s climate and low taxes make it the top retirement destination. California is more expensive, but it’s still attracting affluent retirees. Texas’s low housing prices and low cost of living are attracting new retirees. The $23,760 Social Security bonus most retirees completely overlook › Choosing the right state to retire in can be a tough decision. Some states are more affordable, but they might have a lower quality of life, poorer healthcare facilities, and other issues. So to cut through that noise, take a look at The Motley Fool's Best Places to Retire Index. In that index, three states rise to the top as the best places to retire: Florida, California, and Texas. However, these three leading states will likely appeal to different types of retirees. Let's review their core strengths and potential weaknesses. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why do Florida, California, and Texas top this list? Our index ranks the quality of life, healthcare facilities, housing costs, cost of living, crime rates, tax rates, and climate of all 50 states on a 1-100 scale. Here's how the top three states scored. State Quality of Life Healthcare Housing Cost of Living Crime Tax Climate Final Score Florida 55 64 69 79 96 60 98 70 California 100 72 10 37 68 21 85 66 Texas 55 41 81 94 56 65 100 65 The Sunshine State Florida doesn't have a state income tax and doesn't tax Social Security benefits. It offers highly rated healthcare facilities and 55+ communities, warm year-round weather, and low crime rates. It also provides easy access to beaches, cruises, and international airports. The top Florida cities for retirees include Fort Lauderdale, St. Augustine, and Quincy. However, all of these locations face unpredictable hurricanes, which can significantly drive up homeowners' insurance pr...
"On Our Way To Cuba": Left-Wing Nonprofit Boss Flies First Class For Virtue Signaling Tour The head of a left-wing nonprofit, reportedly linked to a Marxist propaganda network connected to a China-based billionaire, flew first class while her supporters traveled in coach to Cuba. This appears to be an effort aimed at disrupting U.S. foreign policy operations in the Caribbean. "NOW we're on our way...
"On Our Way To Cuba": Left-Wing Nonprofit Boss Flies First Class For Virtue Signaling Tour The head of a left-wing nonprofit, reportedly linked to a Marxist propaganda network connected to a China-based billionaire, flew first class while her supporters traveled in coach to Cuba. This appears to be an effort aimed at disrupting U.S. foreign policy operations in the Caribbean. "NOW we're on our way to Cuba!" Code Pink wrote on X on Friday. NOW 🇨🇺 We're on our way to Cuba! Our CODEPINK delegation to the Nuestra América convoy is carrying thousands of pounds of urgently needed humanitarian aid. We stand with Cuba! pic.twitter.com/ZxirbToPX6 — CODEPINK (@codepink) March 20, 2026 Code Pink's Medea Benjamin, of course, flies first class. 🇨🇺 💗 We're flying to Cuba with a plane full of medical aid & delegates to support the Cuban people in the face of the heinous US blockade. pic.twitter.com/CaVmRaTJ6Y — CODEPINK (@codepink) March 20, 2026 Their mission is simple: to fly medical supplies to the financially collapsed island, which the left-wing nonprofit claims is being "suffocated by the U.S. blockade." Yet judging by the small volume of supplies, the mission appears to be little more than an information operations campaign against President Trump's foreign policy in the Caribbean that could very well end with Cuba ditching communism, which has been nothing but a disastrous experiment. 🇨🇺✌️ We’re in Havana! Our delegation is starting to land with medical donations for the Cuban people as they are suffocated by the U.S. blockade. pic.twitter.com/9wK4mLn3fS — CODEPINK (@codepink) March 20, 2026 Champagne socialists... BREAKING - It’s now been revealed the Cuban regime was forced to deploy armed security to protect the five-star hotel where champagne socialists like Hasan were staying, fearing locals might attempt to storm it in protest of the country’s electricity being diverted to the hotel. pic.twitter.com/fzm96NiNyQ — Right Angle News Network (@Rightanglenews) March 22, 20...
Where you choose to live in retirement shouldn't boil down to state taxes. But that doesn't mean you should ignore taxes, either, as they can add thousands of dollars to your expenses. The Motley Fool's 2026 Best Places to Retire report includes several attractive cities in two no-state-income-tax states. Here are three of the top options. 1. Fort Lauderdale, Florida The number one city to retire ...
Where you choose to live in retirement shouldn't boil down to state taxes. But that doesn't mean you should ignore taxes, either, as they can add thousands of dollars to your expenses. The Motley Fool's 2026 Best Places to Retire report includes several attractive cities in two no-state-income-tax states. Here are three of the top options. 1. Fort Lauderdale, Florida The number one city to retire to in The Motley Fool's 2026 Best Places to Retire report is Fort Lauderdale, Florida. Some describe the city as the "Venice of America," with sunshine-filled days and attractive cultural amenities, from the arts to shopping. Miles of waterfront add to the allure for those who like the beach life or boating. The one major downside is that people know how desirable Fort Lauderdale is, so housing prices can be steep. 2. Quincy, Florida Number three on the overall list, behind St. Augustine, Florida, is Quincy, Florida. What's interesting about this city is its small-town feel, which may appeal to people not used to a more urban lifestyle (or to those trying to get away from one). A diverse population, a low cost of living, and a historic downtown are all big positives. The one major negative is that you will need to drive to a larger city for more urban amenities and, importantly, advanced healthcare. Luckily, Quincy is located near Tallahassee, Florida's capital, so that shouldn't be hard to do. 3. Dallas, Texas Skipping over Miami, Florida, at number nine on the full list, Dallas, Texas, comes in at number 11, just outside the top 10. Like Florida, Texas has no state income tax. Like Florida, Texas is known for its sunshine-filled days. Unlike Fort Lauderdale and Quincy, Dallas is a rather large urban center. It has attractive art and cultural amenities, as well as easy access to advanced healthcare. The cost of living is reasonable, but property taxes can be high. You'll also want to keep an eye on traffic, as some areas can get quite congested at times in a city where you...
Donald Trump has endorsed Hungary’s prime minister, Viktor Orbán, who faces his toughest electoral challenge next month since taking power 16 years ago, as Europe’s far-right leaders gather for a “grand assembly” in Budapest. In a video message, the US president told the national-conservative Cpac Hungary conference in the capital on Saturday that Orbàn, who has been trailing in the polls behind a...
Donald Trump has endorsed Hungary’s prime minister, Viktor Orbán, who faces his toughest electoral challenge next month since taking power 16 years ago, as Europe’s far-right leaders gather for a “grand assembly” in Budapest. In a video message, the US president told the national-conservative Cpac Hungary conference in the capital on Saturday that Orbàn, who has been trailing in the polls behind a centre-right rival for more than a year, was a “fantastic guy”. Trump, who also backed Orbán on social media last month, said he had been a strong leader who had “shown the entire world what’s possible when you defend your borders, your culture, your heritage, your sovereignty and your values”. “I hope he wins, and I hope he wins big,” he said. Orbán responded that the west had become a better place since Trump returned to power, with progressive policies being rolled back and traditional family and Christian values restored. Polling averages suggest Orbán’s challenger, Péter Magyar and his Tisza – or Respect and Freedom – party, could outscore him by between nine and 11 percentage points on 12 April in what is likely to be Europe’s most consequential parliamentary election of the year. Several leading European far-right figures, including Santiago Abascal of Spain’s Vox, André Ventura of Portugal’s Chega, Martin Helme of Estonia’s Ekre and Mateusz Morawiecki of Poland’s Law and Justice party, attended the weekend event. They will be joined on Monday by Marine Le Pen of France’s National Rally, Matteo Salvini of Italy’s League and Geert Wilders of the Dutch Freedom party for a “Patriots’ Grand Assembly”, named after their group in the European parliament. Orbán has long been at loggerheads with the EU over a range of issues. In defiance of Brussels, he has maintained cordial ties with Moscow, refuses to send weapons to Ukraine, and says Kyiv can never join the EU. Poland’s prime minister, Donald Tusk, said on Sunday that he was not surprised by a Washington Post report las...
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Associated Press International Correspondent Philip Crowther, Politico National Security Reporter Eric Bazail-Eimil, American Petroleum Institute SVP Policy, Economics and Regulatory Affairs Dusi...
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Associated Press International Correspondent Philip Crowther, Politico National Security Reporter Eric Bazail-Eimil, American Petroleum Institute SVP Policy, Economics and Regulatory Affairs Dusitin Meyer, Israeli Ambassador to the US Yechiel Leiter, Eurasia Group President and Founder Ian Bremmer, Award-Winning Baseball Player & Businessman Alex Rodriguez, Canadian Conservative Leader Pierre Poilievre, Rep. Glenn Ivey and Rep. Greg Steube, Politico Reporter Jason Beeferman and Former White House Council of Economic Advisers Under Biden Senior Advisor Martha Gimbel. (Source: Bloomberg)
Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (TSM 2.79%) stock. With the U.S. focused on Iran and saying it will help determine who is in charge there and the tension it is creating in that part of the world, it reminds some investors of the tensions going on between Taiwan and China over who is actuall...
Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (TSM 2.79%) stock. With the U.S. focused on Iran and saying it will help determine who is in charge there and the tension it is creating in that part of the world, it reminds some investors of the tensions going on between Taiwan and China over who is actually in charge of Taiwan. This is concerning because TSMC produces over 90% of the world's most advanced semiconductors, and most of that production takes place in Taiwan. Now, the question for investors is whether they should sell TSMC stock. Let's take a closer look to see if the situation has changed. TSMC's geopolitical positioning Without question, TSMC's location has always deterred some investors. In 2022, Warren Buffett's lieutenants at Berkshire Hathaway took a position in TSMC stock, but because Buffett was fearful of its geopolitical situation, Berkshire reversed this decision within a few months. Moreover, TSMC stock had traded at a discount in past years amid that fear. Still, that has changed over time as its P/E ratio of 31 is well above its five-year average of 24 and not far below the 36 earnings multiple of Nvidia, one of its top clients. Furthermore, China made up only 9% of TSMC's revenue in 2025, well below the 74% coming from North America. Thus, having TSMC out of the picture might look like a strategic advantage to China from that standpoint, and that could partially explain the dip in the stock since the beginning of March. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -2.79 %) $ -9.46 Current Price $ 329.33 Key Data Points Market Cap $1.7T Day's Range $ 325.90 - $ 337.49 52wk Range $ 134.25 - $ 390.20 Volume 660K Avg Vol 13M Gross Margin 58.73 % Dividend Yield 1.02 % Do not panic yet However, the company expects more good times in 2026, indicating that investors have good reason not to sell immediately. China also lacks the cap...
Key Points TSMC stock has become more expensive even as worries mount. Investors have good reasons to believe the concerns have become overblown. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (NYSE: TSM) stock. With the U.S. focused on Ir...
Key Points TSMC stock has become more expensive even as worries mount. Investors have good reasons to believe the concerns have become overblown. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (NYSE: TSM) stock. With the U.S. focused on Iran and saying it will help determine who is in charge there and the tension it is creating in that part of the world, it reminds some investors of the tensions going on between Taiwan and China over who is actually in charge of Taiwan. This is concerning because TSMC produces over 90% of the world's most advanced semiconductors, and most of that production takes place in Taiwan. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Now, the question for investors is whether they should sell TSMC stock. Let's take a closer look to see if the situation has changed. TSMC's geopolitical positioning Without question, TSMC's location has always deterred some investors. In 2022, Warren Buffett's lieutenants at Berkshire Hathaway took a position in TSMC stock, but because Buffett was fearful of its geopolitical situation, Berkshire reversed this decision within a few months. Moreover, TSMC stock had traded at a discount in past years amid that fear. Still, that has changed over time as its P/E ratio of 31 is well above its five-year average of 24 and not far below the 36 earnings multiple of Nvidia, one of its top clients. Furthermore, China made up only 9% of TSMC's revenue in 2025, well below the 74% coming from North America. Thus, having TSMC out of the picture might look like a strategic advantage to China from that standpoint, and that could partially explain the dip in the stock since the beginning of March. Do ...
Key Points Capricorn Investment Group LLC bought 1,661,601 HeartFlow shares; estimated transaction value $48.18 million based on quarterly average price. The quarter-end position value increased by $48.18 million, reflecting the new share purchase. The position represents a 5.83% change in 13F reportable assets under management. The new position brings HeartFlow into the fund's portfolio, but it i...
Key Points Capricorn Investment Group LLC bought 1,661,601 HeartFlow shares; estimated transaction value $48.18 million based on quarterly average price. The quarter-end position value increased by $48.18 million, reflecting the new share purchase. The position represents a 5.83% change in 13F reportable assets under management. The new position brings HeartFlow into the fund's portfolio, but it is outside the fund’s top five holdings. 10 stocks we like better than HeartFlow › What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Capricorn Investment Group LLC reported a new position in HeartFlow (NASDAQ:HTFL). The fund purchased 1,661,601 shares during the fourth quarter of 2025, with the estimated transaction value totaling $48.18 million based on the quarter’s average price. At quarter end, the stake’s value also stood at $48.18 million, reflecting the aggregate impact of buying activity and market pricing. What else to know The new HeartFlow position accounts for 5.83% of Capricorn Investment Group LLC’s 13F reportable assets under management. Top five holdings after the filing: NYSE: JOBY: $375.81 million (45.8% of AUM) NYSE: PL: $140.82 million (17.2% of AUM) NASDAQ: QS: $119.80 million (14.6% of AUM) NYSE: OTF: $78.91 million (9.6% of AUM) NASDAQ: NVTS: $57.07 million (7.0% of AUM) As of March 20, 2026, HeartFlow shares were priced at $26.30, down 10.7% in 2026. Company overview Metric Value Price (as of market close March 20, 2026) $26.30 Market Capitalization $2.22 billion Revenue (TTM) $161.88 million Net Income (TTM) ($125.37 million) Company snapshot HeartFlow, Inc. offers the HeartFlow Platform, an AI-driven, non-invasive diagnostic solution for coronary artery disease, generating revenue primarily from healthcare providers and systems adopting its technology. It operates a technology-enabled business model, monetizing its proprietary software and analytics services for cardiovascular diagnostics and patie...