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Insider Monkey Blog

Curreen Capital’s Investment Thesis for Fortrea Holdings Inc (FTRE)

Investment management company Curreen Capital released its second-quarter 2025 Investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Curreen Capital’s Q2 2025 Investor Letter

Investment management company Curreen Capital released its second-quarter 2025 Investor letter. In the second quarter, Curreen Capital was up 14.07% vs.

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July 29 - Hedge Fund Investor Letters, News

Here’s Why Conestoga Capital Advisors Sold Mettler-Toledo International (MTD)

Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

Here’s Why Roper Technologies (ROP) Shares Traded Down in Q2

Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 29 - Hedge Fund Investor Letters, News

How Unilever is Restructuring with Precision, Starting with Ice Cream

Unilever PLC (NYSE:UL) is one of the best trade-war resistant stocks to buy.

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July 29 - News

Defensive by Design: How Kimberly-Clark is Weathering the Tariff Storm

Kimberly‑Clark Corporation (NASDAQ:KMB) is one of the best trade‑war resistant stocks to buy now.

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July 29 - News

Resilient Fries: Wells Fargo Sees Long-Term Upside in Lamb Weston Despite Tariff Risks

Lamb Weston Holdings, Inc. (NYSE:LW) is one of the best trade-war-resistant stocks to buy, but not without caveats.

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July 29 - News

Bank of America Stands Firm: Sysco Reaffirmed as a Strong Buy

Sysco (NYSE:SYY) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

UBS Nudges Monster Beverage Target Higher, Keeps Neutral Rating

Monster Beverage Corporation (NASDAQ:MNST) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

JPMorgan Holds Overweight on Keurig Dr Pepper Despite Tariff Clouds

Keurig Dr Pepper Inc. (NASDAQ:KDP) is one of the best trade‑war resistant stocks to buy now.

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July 29 - News

PepsiCo Gets Price Target Boost from JPMorgan, Neutral Rating Held

PepsiCo, Inc. (NASDAQ:PEP) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

Cane Sugar and Strong Margins: JPMorgan Sees More Upside for Coca-Cola

The Coca-Cola Company (NYSE:KO) is one of the best trade-war-resistant stocks to buy now.

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July 29 - News

Valuation Stalls the Bull Case: P&G Cut to Neutral by JPMorgan

The Procter & Gamble Company (NYSE:PG) is one of the best trade-war-resistant stocks to buy now. But not every analyst is ready to double down.

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July 29 - News

New Drug, New Direction: J&J Moves Deeper Into Late-Stage Therapeutics

Johnson & Johnson (NYSE:JNJ) is one of the best trade‑war resistant stocks to buy now. On July 21, 2025, J&J submitted a New Drug Application to the U.S.

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July 29 - News

Merck’s $10B Verona Deal: A High-Stakes Play in Respiratory Care

Verona Pharma plc (NASDAQ:VRNA) is one of the best multibagger stocks according to hedge funds. On July 9, 2025, Merck & Co.

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July 29 - News

JPMorgan Trims Duolingo Target to $500 Amid DAU Slowdown

Duolingo, Inc. (NASDAQ:DUOL) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Cloudflare Gets $225 Target from Wells Fargo on Enterprise Surge

Cloudflare, Inc. (NYSE:NET) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Barclays Bets on Trading Boom, Ups IBKR Target to $73

Interactive Brokers Group, Inc. (NASDAQ:IBKR) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Gaming’s Standout: Roblox Target Raised to $142 on User Surge

Roblox Corporation (NYSE:RBLX) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Needham Ups Reddit Target to $165

Reddit, Inc. (NYSE:RDDT) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Raymond James Raises Tapestry Target to $115 as Coach Momentum Builds

Tapestry (NYSE:TPR) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

KeyBanc Lifts Shopify Price Target to $145

Shopify Inc. (NASDAQ:SHOP) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

UBS Raises Talen Target to $431 After $3.5B Power Plant Buy

Talen Energy is one of the best multibagger stocks according to hedge funds.

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July 29 - News

DoorDash Target Raised to $275 as Analysts Bet on Growth Beyond Delivery

DoorDash, Inc. (NASDAQ:DASH) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Oppenheimer Upgrades Carvana to Outperform, Sets $450 Target on Profit Upside

Carvana Co. (NYSE:CVNA) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

BTIG Lifts AppLovin Price Target to $483

AppLovin Corporation (NASDAQ:APP) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

NRC Renews Perry License, Capping Vistra’s Nuclear Fleet at Full 60-Year Lifespan

Vistra Corp. (NYSE:VST) is one of the best multibagger stocks according to hedge funds. On July 7, 2025, the U.S.

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July 29 - News

GE Vernova to Acquire Alteia, Boosting AI Muscle in GridOS Platform

GE Vernova Inc. (NYSE:GEV) is one of the best multibagger stocks according to hedge funds.

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July 29 - News

Highest Dividend Spotlight: Mesabi Trust’s (MSB) Potential to Deliver Consistent Yield

Mesabi Trust (NYSE:MSB), established in 1961 under New York law, is a royalty trust that earns income from the Peter Mitchell Mine, an iron ore site near Babbitt, Minnesota, on...

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July 29 - News

Is ORC a Top Contender for Dividend Seekers Looking at Highest Dividend Opportunities?

Orchid Island Capital, Inc. (NYSE:ORC) is a specialty finance firm that focuses on investments in residential mortgage-backed securities (RMBS).

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July 29 - News

Is Oxford Square Capital (OXSQ) Among the Highest Dividend Stocks You Should Own?

Oxford Square Capital Corp.

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July 29 - News

Income Investors’ Guide to Dynex Capital’s (DX) Highest Dividend Potential

Dynex Capital, Inc. (NYSE:DX)  is an internally managed mortgage REIT that focuses on investing in residential and commercial mortgage-backed securities using leverage.

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July 29 - News

Highest Dividend Strategy: What Makes Horizon Technology Finance Corporation (HRZN) Stand Out

Horizon Technology Finance Corporation (NASDAQ:HRZN) is a specialty finance firm that provides loans and makes investments in early-stage companies operating in sectors like technology...

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July 29 - News

How Prospect Capital (PSEC) Maintains One of the Highest Dividend Rates

The company recently completed its acquisition of QC Holdings, a consumer credit provider, with the deal officially closed on June 30.

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July 29 - News

Is AGNC Delivering One of the Highest Dividends in the mREIT Space?

[caption id="attachment_1208017" align="aligncenter" width="1456"] An accountant holding a calculator and paperwork, representing the complex financial regulations the company...

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July 29 - News

Saratoga Investment’s (SAR) Strategy for Maintaining One of the Highest Dividend Payouts

The company reported strong earnings in fiscal Q1 2026.

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July 29 - News

MicroStrategy (MSTR) Stock Target Raised as Bitcoin Strategy Continues to Lead

MicroStrategy Incorporated (NASDAQ:MSTR) ranks among the best momentum stocks to buy.

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July 29 - News

Howmet Aerospace (HWM) Stock Target Raised as Fastener Market Tightens Post-PCC Fire

Howmet Aerospace Inc. (NYSE:HWM) ranks among the best momentum stocks to buy. On July 21, Jefferies increased its price target for Howmet Aerospace Inc.

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July 29 - News

Morgan Stanley Lifts Goldman Sachs (GS) Target as EPS Forecast Improves

The Goldman Sachs Group, Inc. (NYSE:GS) ranks among the best momentum stocks to buy. On July 17, Morgan Stanley kept its Equalweight rating on The Goldman Sachs Group, Inc.

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July 29 - News

Palantir (PLTR) Wins $100M U.S. Army Contract for Next-Gen Command and Control

Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the best momentum stocks to buy. Palantir Technologies Inc. (NASDAQ:PLTR) was awarded a $100 million contract by the U.S.

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July 29 - News

KeyBanc Lifts TransDigm (TDG) Target on MRO and Defense Tailwinds

TransDigm Group Incorporated (NYSE:TDG) ranks among the best momentum stocks to buy.

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July 29 - News

RTX Corporation (RTX) Secures Major Navy Contract, Jefferies Reaffirms Price Target

RTX Corporation (NYSE:RTX) ranks among the best momentum stocks to buy.

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July 29 - News

GE Aerospace (GE) Outlook Strong as UBS Lifts Price Target and Reaffirms Buy

GE Aerospace (NYSE:GE) ranks among the best momentum stocks to buy.

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July 29 - News

BofA Predicts Solid Q2 for GE Vernova (GEV) With $11.8B in Orders

GE Vernova Inc. (NYSE:GEV) ranks among the best momentum stocks to buy. BofA Securities kept its buy rating on GE Vernova Inc.

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July 29 - News

JPMorgan (JPM) Posts Strong Q2, Gets Price Target Bump From KBW

JPMorgan Chase & Co. (NYSE:JPM) ranks among the best momentum stocks to buy. On July 16, Keefe, Bruyette & Woods maintained its Outperform rating on JPMorgan Chase & Co.

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July 29 - News

Citi Raises Netflix (NFLX) Price Target After Solid Q2 Results

Netflix Inc. (NASDAQ:NFLX) ranks among the best momentum stocks to buy. On July 18, Citi raised its price target for Netflix Inc.

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July 29 - News

Acme United (ACU) Buys Tennessee Facility to Expand Spill Magic Manufacturing

Acme United Corporation (NYSE:ACU) ranks among the stocks to benefit from an onshoring boom.

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July 29 - News

Raymond James Lifts Stanley Black & Decker (SWK) Projections Despite Weak Demand

Stanley Black & Decker, Inc. (NYSE:SWK) ranks among the stocks to benefit from an onshoring boom.

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July 29 - News

Whirlpool (WHR) Upgraded by BofA as Tariffs Hurt Overseas Rivals

Whirlpool Corporation (NYSE:WHR) ranks among the stocks to benefit from an onshoring boom.

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July 29 - News

Weyerhaeuser (WY) Maintains Buy Rating Despite Industry Headwinds

Weyerhaeuser Company (NYSE:WY) ranks among the stocks to benefit from an onshoring boom.

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July 29 - News

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