Morsa Images/DigitalVision via Getty Images So, one of the tricky parts over the past 2-3 years has been estimating the realistic valuation for a company after the premiumization has been removed. Several companies have actually gone through this. Coloplast ( CLPBY )( CLPBF ), native ticker COLO-B, is one of those companies. I, in fact, bought a small position back in 2025 when I covered the compa...
Morsa Images/DigitalVision via Getty Images So, one of the tricky parts over the past 2-3 years has been estimating the realistic valuation for a company after the premiumization has been removed. Several companies have actually gone through this. Coloplast ( CLPBY )( CLPBF ), native ticker COLO-B, is one of those companies. I, in fact, bought a small position back in 2025 when I covered the company last. Unfortunately, that position has not done well - it's down about 30%. Fortunately, it's small - but this is not an excuse for misaligning or misappreciating the risk here. So in this article, I'll do two things. In my last article I gave the company a certain price target. I'll be looking at whether this PT is still valid, or whether I went in a bit "half-cocked". Secondly, I'll look at recent results and see what sort of upside the company could offer investors. Because while the company has excellent fundamentals in many ways - it's BBB+ rated, it's working in an area that not many companies work in - it works in mostly intimate-related healthcare and products, and it's one of few market leaders in this segment with a set of high-quality products. Furthermore, the company has excellent dividend safety despite the valuation decline that you've been seeing as of late. In fact, let me take a moment to speak to this for a bit. The reason that the company has seen declines in its valuation is not necessarily that earnings have gone down , because they really haven't gone down that far. Yes, the company had a dip in 2025, which was material, but I argue this only slightly changes some variables in my forecast model. The reason that Coloplast has actually dropped is related to the fact that it was trading at a valuation it should never have traded at in the first place. The fact that the company has traded above this valuation for almost 10 years does not change my view. In fact, if we look at the company's 20-year average AEPS growth rate, which is about 11%, there's o...
Marina113/iStock via Getty Images Co-authored with Hidden Opportunities Have you been on an all-inclusive cruise for a duration longer than 2 weeks? There is exquisite food and drinks everywhere, curated delicacies that you have heard about or seen on social media. You want to try everything. Excitement and energy levels are high, and late nights turn into early mornings. So, you should take full ...
Marina113/iStock via Getty Images Co-authored with Hidden Opportunities Have you been on an all-inclusive cruise for a duration longer than 2 weeks? There is exquisite food and drinks everywhere, curated delicacies that you have heard about or seen on social media. You want to try everything. Excitement and energy levels are high, and late nights turn into early mornings. So, you should take full advantage of everything while you can. After all, it’s all included, so why not make the most of it? Most of us do. People load up their plates with exotic stuff, don’t shy away from the unlimited rounds of liquor, and tend to push their limits in the spirit of FOMO (Fear of Missing Out). But by day five or six, things start to change. The energy and appetite fade. By this time, most people aren’t trying to maximize everything anymore, but are trying to find a rhythm they can actually sustain. The meals get simpler. The events get quieter. The focus shifts to enjoying the rest of the experience without burning out. Investing follows a relatable pattern. There are stretches when FOMO catches up, and people tend to chase big movers, ignoring valuations, and trying to squeeze out every bit of upside feels fulfilling. Similar to those early days on a cruise, it can work for a while. But it’s not a pace you can maintain indefinitely. Most of us didn’t lead a career trading stocks or studying charts. We have other interests and passions. At some point, the focus has to shift. Not away from returns, but toward something more sustainable, more steady, less intense. People tend to appreciate investments that offer steady income, with lower volatility, and that don’t require everything to go perfectly to deliver results. That’s where preferred stocks come in. They’re not designed for excess. They’re designed for consistency – offering dependable income streams that allow your portfolio to keep working without constant strain. Today, we’re looking at two such opportunities, both deliv...
Nuthawut Somsuk/iStock via Getty Images I previously rated CoreWeave, Inc. ( CRWV ) as a Strong Buy in March 2026, thanks to their diversified and robust AI infrastructure/SaaS monetization cadence. In this article, I shall discuss why I am reiterating my Strong Buy for the CRWV stock here, thanks to their cheaper valuations from the recent correction. CRWV Delivers Excellent AI Monetization CRWV ...
Nuthawut Somsuk/iStock via Getty Images I previously rated CoreWeave, Inc. ( CRWV ) as a Strong Buy in March 2026, thanks to their diversified and robust AI infrastructure/SaaS monetization cadence. In this article, I shall discuss why I am reiterating my Strong Buy for the CRWV stock here, thanks to their cheaper valuations from the recent correction. CRWV Delivers Excellent AI Monetization CRWV 1Y Stock Price ( TradingView ) Since my last Strong Buy rating, CRWV has already delivered an excellent stock price return of +33% compared to the wider market at +11.9%, albeit with the stock seemingly left in the dust against the outsized rallies observed in some of its neocloud peers. Otherwise, for those who have missed the Q4'25/Q1'26 entry points, I am of the opinion that CRWV's rally still has legs, attributed to the still compelling valuations against the outsized booking trends. 1. FQ1'26 Numbers Discussed For one, CRWV has once again proven their AI beneficiary status through the revenue backlog growth to $99.4B in FQ1'26 ( +48.8% QoQ / +283.7% YoY ), with the multi-year demand naturally underscoring their likely to be robust top-line performance over the next few years. Combined with the accelerated build outs, it is unsurprising that the miner turned HPC provider has already reported excellent FQ1'26 revenues of $2.07B (+31.8% QoQ/+111.6% YoY), thanks to the rapid ramp up of their active power capacity from 420 MW in FQ1'25 to over 1 GW in FQ1'26 . This is significantly aided by the higher pricing trends for GPUs on a QoQ basis, given that "demand for inference-ready compute across generations of GPUs is compounding," as similarly observed in CRWV's largely sold out capacity in FY2026. Particularly, the higher renting prices for older GPUs "being renewed for 4 years through 2028" already negate the market's prior pessimism about the GPU's accelerated depreciation costs : The prevailing expectation across the ecosystem was that Hopper chips (such as H100 and H200...
Bonds Are Screaming "Something's Wrong" Submitted by QTR's Fringe Finance Bond yields are doing exactly what I warned about yesterday : forcing reality back into a market that had become increasingly detached from it. Heading into Friday’s cash open, U.S. equity futures are under pressure, with S&P 500 futures down roughly 1% and Nasdaq futures off even more sharply as global bond markets sold off...
Bonds Are Screaming "Something's Wrong" Submitted by QTR's Fringe Finance Bond yields are doing exactly what I warned about yesterday : forcing reality back into a market that had become increasingly detached from it. Heading into Friday’s cash open, U.S. equity futures are under pressure, with S&P 500 futures down roughly 1% and Nasdaq futures off even more sharply as global bond markets sold off overnight. CNBC reported that by Friday morning in London , the U.S. 10-year Treasury yield had climbed nearly 9 basis points to 4.544%, marking its highest level in almost a year. The move wasn’t isolated to the U.S. U.K. 10-year gilt yields jumped another 15 basis points as investors continued digesting fiscal and political instability abroad, while Japan’s 2-year yield surged as much as 19 basis points before cooling modestly. Government bonds, precious metals, and international equities all sold off simultaneously as investors began repricing inflation risks, geopolitical instability, and the growing realization that central banks may not be rushing to save markets anytime soon. That matters because this is how stress sometimes tends to emerge in overextended markets. It rarely starts with equities themselves. It often begins in credit markets, rates markets, or funding markets before eventually spilling over into stocks. Bond markets are significantly larger than equity markets and tend to be less interested in speculative narratives and far more focused on inflation, fiscal deficits, growth expectations, and the actual cost of money. When yields move this aggressively higher in such a short period of time, financial conditions tighten almost immediately. Mortgage rates remain elevated. Corporate borrowing costs rise. Refinancing becomes more expensive. Valuation models become less forgiving. Most importantly, the higher yields go, the less rational it becomes to pay extreme multiples for speculative growth stocks that have been pricing in a near-perfect future. Yeste...
In the biotech sector, private companies are moving from the sidelines into the spotlight through initial public offerings (IPOs). One of the most recent is Kailera Therapeutics (NASDAQ: KLRA) , a potential competitor to Eli Lilly and Novo Nordisk in the obesity treatment market with its weight-loss drug candidates. The company priced its initial public offering (IPO) at $16 per share, opening to ...
In the biotech sector, private companies are moving from the sidelines into the spotlight through initial public offerings (IPOs). One of the most recent is Kailera Therapeutics (NASDAQ: KLRA) , a potential competitor to Eli Lilly and Novo Nordisk in the obesity treatment market with its weight-loss drug candidates. The company priced its initial public offering (IPO) at $16 per share, opening to the public on April 17 at $26 per share. The stock price has recently cooled, but with its promising drug pipeline, investors are wondering whether this is an opening for buying shares for the long term. Image source: Getty Images. Continue reading
Key PointsPatient Square Capital LP initiated a new position in Nektar Therapeutics, buying 210,000 shares—an estimated $11.96 million trade based on quarterly average pricing
Key PointsPatient Square Capital LP initiated a new position in Nektar Therapeutics, buying 210,000 shares—an estimated $11.96 million trade based on quarterly average pricing
In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Tesla raised the prices of its Model Y cars in the United States on Saturday, according to its website. The company increased the price of its Model Y premium all-wheel drive and Model Y premium rear-wheel drive by $1,000 to $49,990 and $45,990 respectively. The company also raised the price of its Model Y Performance all-wh...
In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Tesla raised the prices of its Model Y cars in the United States on Saturday, according to its website. The company increased the price of its Model Y premium all-wheel drive and Model Y premium rear-wheel drive by $1,000 to $49,990 and $45,990 respectively. The company also raised the price of its Model Y Performance all-wheel drive to $57,990 in the United States, up $500 from earlier, the website showed. In August last year, the company raised the price of its most-expensive Cybertruck pickup truck model by $15,000 in the United States despite softer-than-expected sales and recalls. Tesla did not provide a reason for the price increase. The last time the company increased the price of Model Y cars was two years ago in 2024 when it raised the prices of all Model Y cars by $1,000. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Key PointsFor decades, Warren Buffett has said most retail investors are better off owning a long-term portfolio of large-cap stocks instead of stock picking.
Key PointsFor decades, Warren Buffett has said most retail investors are better off owning a long-term portfolio of large-cap stocks instead of stock picking.
Thai authorities say 32 others injured near Makkasan station after freight train strikes bus and fire breaks out At least eight people were killed and 32 others were injured in Thailand after a freight train struck a bus at a rail crossing in Bangkok, rescue officials and a deputy transport minister said. Firefighters and rescue crews were dispatched as flames engulfed the bus and nearby vehicles ...
Thai authorities say 32 others injured near Makkasan station after freight train strikes bus and fire breaks out At least eight people were killed and 32 others were injured in Thailand after a freight train struck a bus at a rail crossing in Bangkok, rescue officials and a deputy transport minister said. Firefighters and rescue crews were dispatched as flames engulfed the bus and nearby vehicles close to the airport rail link’s Makkasan station, officials said, adding that the collision also involved cars and motorcycles. Continue reading...