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Insider Monkey Blog

Trump and Nancy Pelosi’s Top AI Stock Pick: NVIDIA (NVDA)

NVIDIA (NASDAQ:NVDA) remains a top AI pick among US politicians. It is one of the four stocks in our list of President Trump and Nancy Pelosi Portfolio: Top 4 Picks.

Keep Reading →

October 14 - News, Stock Analysis

Canadian Natural Resources: A Reliable Dividend With Less Room for Error

Canadian Natural Resources Limited (NYSE:CNQ) stands out for its blend of long-life oil sands, conventional oil, and natural gas operations, all while maintaining a steady track...

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October 14 - Dividend Stocks, Hedge Funds, News

Warrior Met Coal (HCC): Transitioning Blue Creek Development into Low-Cost Cash Generation

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Air Products Offers a 2.6% Yield. The Bigger Question is What Comes Next

Air Products and Chemicals, Inc. (NYSE:APD) offers investors a mix of steady industrial-gas demand, long-standing customer relationships, and years of dividend growth.

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October 14 - Dividend Stocks, Hedge Funds, News

Becton, Dickinson and Company Yields 2.4%: Is Its Valuation Finally Worth a Look?

Becton, Dickinson and Company (NYSE:BDX) has steady demand for its medical devices, together with a long history of paying dividends.

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October 14 - Dividend Stocks, Hedge Funds, News

Copper One Resources Signs Agreement to Acquire Labrador Properties, Advances Redonda Drilling

Pune, India, October 14th, 2026, FinanceWire This is a paid advertisement Copper One Resources Corp.

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October 14 - Press Releases

Essex Property’s 3.8% Dividend Yield Meets a Demanding Valuation

Essex Property Trust, Inc.

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October 14 - Dividend Stocks, Hedge Funds, News

Evolution Metals & Technologies Corp. Reaffirms $400 Million to $460 Million FY2027 Revenue Guidance, Unveils Eight Sintered Magnet Grades Covering an Estimated 75% of Global NdFeB Revenue, and Moves to Answer U.S. Army Call for Rare Earth Magnets

Miami, Florida, October 14th, 2026, FinanceWire Seven of eight grades customer-certified and first 13 of 57 containers of ULVAC equipment landed in Pohang on the path to more ...

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October 14 - Press Releases

Cincinnati Financial’s Dividend Looks Safe. The Stock’s Valuation is Another Story

Cincinnati Financial Corporation (NASDAQ:CINF) provides dividend investors with access to commercial and personal insurance, specialty coverage, life insurance, and a large investment...

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October 14 - Dividend Stocks, Hedge Funds, News

INmune Bio Inc. and Quantum Computing Inc. Partner to Apply Quantum Optimization and AI to Advance Alzheimer’s Drug Research and Explore New Applications for XPro

Boca Raton, Florida, October 14th, 2026, FinanceWire Collaboration combines INmune Bio's clinical research with QCi's Dirac-3S quantum optimization machine to identify potential...

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October 14 - Press Releases

Tightening Fleet Supply Positioned Tidewater (TDW) for Multi-Year Offshore Energy Expansion

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Core Natural Resources (CNR): Capitalizing on Global Electrification and Supply-Constrained Coal Markets

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

How Builders FirstSource’s (BLDR) Value-Added Shift Protects Earnings Power?

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Black Bear Value Partners’ Q3 2026 Investor Letter

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter.

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October 14 - Hedge Fund Investor Letters, News

Here’s What Fuels Hillman Solutions’ (HLMN) Recovery Thesis

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Fund”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Sector Pullback Creates Value Entry Point at Academy Sports and Outdoors (ASO)

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Fund”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

ONEOK (OKE): Operational Recovery and Brazos Acquisition Drive Growth Outlook

Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Market Concerns Over Power Development Weighed on NRG Energy (NRG)

Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Rate Headwinds Overshadow Entergy’s (ETR) Solid Data Center & Utility Fundamentals

Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.

Keep Reading →

October 14 - Hedge Fund Investor Letters, News

Tyler Technologies (TYL): Acceleration in Insider Buying and Share Repurchases Signals Strong Long-Term Value

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Plus Fund”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Why Quaker Houghton (KWR) Holds Re-Rating Potential?

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Plus Fund”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Execution And Rising Input Costs Pressured Primo Brands (PRMB) in Q3

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Plus Fund”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

Strong Capital Allocation and Discounted Valuation Support Hanover’s (THG) Upside

Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Plus Fund”. The letter can be downloaded here.

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October 14 - Hedge Fund Investor Letters, News

President Trump and Nancy Pelosi Portfolio: Top 4 Picks

Several US politicians have proven time and again that they are good at stock trading.

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October 14 - News

Baillie Gifford International Concentrated Growth Strategy’s Q3 2026 Investor Letter

Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “International Concentrated Growth Strategy”.

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October 14 - Hedge Fund Investor Letters, News

Is Spotify (SPOT) a Good or Bad Investment at Today’s Price?

Spotify Technology S.A. (NYSE:SPOT) closed at $527.45 on October 13.

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October 13 - Hedge Funds, News

Humana (HUM) Will Have 95% of Its Members in Four-Star Plans, Up From 20%. What Changed?

Humana Inc. (NYSE:HUM) closed at $420.38 on October 13.

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October 13 - Hedge Funds, News

Corning (GLW) Is Wiring the AI Boom. Can Its Valuation Keep Up?

Corning (NYSE:GLW) delivered the kind of quarter most companies would frame and hang on the wall.

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October 13 - Hedge Funds, News

AI Chips Need Testing, and Teradyne (TER) Is Winning. Is the Valuation Too High?

Robots get the headlines at Teradyne (NASDAQ:TER). Chip testers pay the bills. In the second quarter of 2026, the company’s robotics arm brought in $100 million.

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October 13 - Hedge Funds, News

P&G (PG) Trades Below Its Historical Average: Bargain or Value Trap?

There’s a good chance a Procter & Gamble (NYSE:PG) product touched your morning before coffee did.

Keep Reading →

October 13 - Hedge Funds, News

Grand Theft Auto VI Is Weeks Away. Is Take-Two Interactive (TTWO) Still a Buy at a Discount?

A video game company sitting on the most anticipated release in years would seem to deserve a premium price tag.

Keep Reading →

October 13 - Hedge Funds, News

Caterpillar (CAT): A Cyclical Machine Maker Meets a Growth-Stock Valuation

For most of its history, Caterpillar (NYSE:CAT) has traded like a cyclical machine maker, with profits that rise and fall with construction and mining.

Keep Reading →

October 13 - Hedge Funds, News

A $715B Order Book and Fighter Jet Wins: Time to Buy Boeing (BA)?

Few companies have spent the past few years apologizing as often as Boeing (NYSE:BA). Lately, though, the headlines have flipped.

Keep Reading →

October 13 - Hedge Funds, News

Synopsys (SNPS) Just Laid Out a $11B AI Roadmap. Is the Stock a Buy Right Now?

For much of the past year, Synopsys (NASDAQ:SNPS) was a stock investors argued about more than celebrated.

Keep Reading →

October 13 - Hedge Funds, News

American Express (AXP): Double-Digit Growth at a Below-Average Multiple

American Express (NYSE:AXP) raised its full-year revenue outlook in its most recent quarterly report. Since then, the stock has cooled off instead of celebrating.

Keep Reading →

October 13 - Hedge Funds, News

Interactive Brokers (IBKR) Is Trading Above Its 5-Year Valuation. Bargain or Pricey Peak?

Interactive Brokers (NASDAQ:IBKR) finished September with 5.576 million client accounts, 35% more than a year earlier.

Keep Reading →

October 13 - Hedge Funds, News

Skyworks (SWKS) Pays 147% of Earnings as Dividends With Over 29% of Its Float Short. Can the Dividend Hold?

Skyworks Solutions, Inc. (NASDAQ:SWKS) closed at $76.56 on October 13.

Keep Reading →

October 13 - Hedge Funds, News

United Airlines (UAL) Looks Cheap. Can Its Cash Flow Justify the Risk?

The bull case for United Airlines Holdings Inc.

Keep Reading →

October 13 - Hedge Funds, News

Does the Risk-Reward Profile Still Favor Alphabet (GOOGL) Investors?

Alphabet Inc.

Keep Reading →

October 13 - Hedge Funds, News

ServiceNow (NOW) Is Growing 24%, but Can Cash Flow Justify Its Valuation?

ServiceNow, Inc. (NYSE:NOW) is still growing revenue at more than 20% as the AI business continues to expand.

Keep Reading →

October 13 - Hedge Funds, News

Micron (MU) Trades at 7x Forward Earnings: Is it a Bargain or a Peak-Cycle Warning?

Micron Technology Inc. (NASDAQ:MU) is a company that sits at the center of an extraordinary demand cycle.

Keep Reading →

October 13 - Hedge Funds, News

Meet A7 International, an Innovative Global Platform Designed to Reinvent the International Payments Market

Moscow, Russia, October 13th, 2026, FinanceWire A7 International enables businesses and individuals to pay invoices with digital assets, while recipients receive a regular bank...

Keep Reading →

October 13 - Press Releases

Investors Are Paying More for Walmart Than Amazon. Here’s Why That Doesn’t Add Up.

Walmart Inc. (NASDAQ:WMT) has opened a fulfillment center of more than 900,000 square feet in Stockton, California.

Keep Reading →

October 13 - Hedge Funds, News

Becton Dickinson (BDX) Grew Revenue 5.4% While Earnings Fell 34.3%. Why Did Profit Fall So Much Further?

Becton, Dickinson and Company (NYSE:BDX) closed at $188.89 on October 12.

Keep Reading →

October 13 - Hedge Funds, News

Pfizer (PFE) Pays Out Over 226% of Earnings and Trades at 36.7x Trailing Against 9.8 Forward. What Is the Yield Telling You?

Pfizer Inc. (NYSE:PFE) closed at $28.40 on October 12.

Keep Reading →

October 13 - Hedge Funds, News

TSMC vs. ASML: Which Stock Needs Less Growth to Deliver 10%?

TSMC and ASML both qualified for our recent quality-stock list.

Keep Reading →

October 13 - News, Stock Analysis

Nvidia (NVDA) or Apple (AAPL): Which Is the Better Bet on Dan Ives’ $4 Trillion AI Wave?

Former Wedbush analyst Dan Ives is bullish on Nvidia Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), Palantir Technologies Inc. (NASDAQ:PLTR), Apple Inc.

Keep Reading →

October 13 - Hedge Funds, News

What is MSCI’s (MSCI) Economic Moat, and is it Widening or Narrowing?

MSCI Inc. (NYSE:MSCI) closed at $568.01 on October 12.

Keep Reading →

October 13 - Hedge Funds, News

Marvell (MRVL) Raises Its 2028 Revenue Target to $20 Billion. Can Growth Justify the Premium?

Marvell Technology, Inc.

Keep Reading →

October 13 - Hedge Funds, News

Is Qualcomm (QCOM) a Good or Bad Investment at Today’s Price?

QUALCOMM Incorporated (NASDAQ:QCOM) closed at $174.43 on October 12.

Keep Reading →

October 13 - Hedge Funds, News

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Top 10 Medical AI Companies to Buy According to Analysts

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10 Best Bank Stocks to Buy According to Billionaires

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