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Insider Monkey Blog

Opendoor (OPEN) Rebounds From Record Low: Two Catalysts That Could Drive Its Next Move

Opendoor Technologies Inc. (NASDAQ:OPEN) rebounded as much as 21 percent in intraday trading on Thursday to $2.34 apiece as traders snapped up shares at its 52-week low.

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October 15 - Market Movers, News

EMCOR Group (EME): Why Claude Put 14.5% of Its AI Portfolio in a Data Center Contractor

EMCOR Group, Inc.

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October 15 - News, Stock Analysis

Recursion (RXRX) Enters New Growth Phase as Sanofi Kicks Off Drug Collab, Shares Soar

Recursion Pharmaceuticals Inc.

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October 15 - Market Movers, News

10 Most Promising Technology Stocks to Buy Right Now

A price target is where analysts think a share will be in a year. The share price is what buyers are actually paying for it today.

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October 15 - Hedge Funds, News

Starwood Property Trust (STWD) Earnings Fell 95%. Is the Stock Still Cheap?

Starwood Property Trust, Inc. (NYSE:STWD) closed at $12.48 on October 13.

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October 15 - Hedge Funds, News

Rithm Capital (RITM) Trades at 0.76 Times Book Value. Should You Buy It?

Rithm Capital Corp. (NYSE:RITM) closed at $8.50 on October 13.

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October 15 - Hedge Funds, News

Dynex Capital (DX) Trades at 4 Times Last Year’s Earnings and 8 Times Next Year’s. Which is Right?

Dynex Capital, Inc. (NYSE:DX) closed at $10.85 on October 13.

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October 15 - Hedge Funds, News

Essent Group (ESNT): Good Investment or Just a Cheap One?

Essent Group Ltd. (NYSE:ESNT) closed at $62.04 on October 13.

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October 15 - Hedge Funds, News

Is UWM Holdings (UWMC) the Most Expensive Cheap Stock in Mortgage Lending?

UWM Holdings Corporation (NYSE:UWMC) closed at $1.03 on October 13.

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October 15 - Hedge Funds, News

Annaly Capital (NLY) Borrows $7 for Every $1 of Equity. What Does That Buy?

Annaly Capital Management, Inc. (NYSE:NLY) closed at $18.16 on October 13.

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October 15 - Hedge Funds, News

MGIC Investment (MTG) Earns 80% Margins on Falling Revenue. Is the Stock Cheap Enough?

MGIC Investment Corporation (NYSE:MTG) closed at $27.12 on October 13.

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October 15 - Hedge Funds, News

AGNC Investment (AGNC) Is the Most Expensive Mortgage REIT on Book Value. Why?

AGNC Investment Corp. (NASDAQ:AGNC) closed at $8.61 on October 13.

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October 15 - Hedge Funds, News

Radian Group (RDN) Bought a Lloyd’s Insurer. Is It Still a Mortgage Stock?

Radian Group Inc. (NYSE:RDN) closed at $33.75 on October 13.

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October 15 - Hedge Funds, News

Why Does Rocket Companies (RKT) Earn Just 3% on Equity After Doubling Revenue?

Rocket Companies, Inc. (NYSE:RKT) closed at $10.83 on October 13.

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October 15 - Hedge Funds, News

BioCryst (BCRX) Trades at Just 11x Forward Earnings. Is the Market Pricing In Trouble?

BioCryst Pharmaceuticals, Inc.

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October 15 - Hedge Funds, News

QXO (QXO) Has an $18 Billion Revenue Base. Can Earnings Grow in a Housing Slump?

Why QXO’s Expansion Faces a Housing Test QXO, Inc. (NYSE:QXO) has built a substantially larger building products business just as the housing market is losing momentum.

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October 15 - Hedge Funds, News

On Holding (ONON) Targets Nearly $7 Billion in Sales. Can Premium Pricing Sustain Growth?

A Global Sportswear Ambition With a Pricing Constraint On Holding AG (NYSE:ONON) wants to grow from a specialist running-shoe brand into a broader sportswear competitor while ...

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October 15 - Hedge Funds, News

Dutch Bros (BROS) Is Growing Sales 32%. Why Are Targets Falling?

The Beverage Boom Is Drawing Bigger Competitors Dutch Bros Inc.

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October 15 - Hedge Funds, News

DraftKings (DKNG) Is Attracting More Bettors. Why Are Earnings Falling?

The Betting Market Has a Monetization Problem DraftKings Inc. (NASDAQ:DKNG) is winning more betting activity but collecting less revenue from it.

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October 15 - Hedge Funds, News

Grab (GRAB) Reported $235 Million in Profit. Why Is Its Cash Flow Falling?

A Profitable Platform Faces a New Capital Commitment Grab Holdings Limited (NASDAQ:GRAB) is attempting to turn its Southeast Asian ride-hailing and delivery network into a larger...

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October 15 - Hedge Funds, News

Toast (TOST) Has Restaurant Scale. Can It Defend the Software Upsell?

The Restaurant Platform Is Becoming a Competitive Battleground Toast, Inc.

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October 15 - Hedge Funds, News

Liberty Energy (LBRT) Is Building an AI Power Business. Can It Outgrow Weak Oilfield Margins?

The Data Center Opportunity Meets a Cyclical Core Business Liberty Energy Inc.

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October 15 - Hedge Funds, News

BILL (BILL) Is Growing Earnings Faster Than Revenue. What Is Driving the Gap?

AI and Cost Cuts Are Improving the Profit Outlook BILL Holdings, Inc.

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October 15 - Hedge Funds, News

Alamos Gold (AGI) Plans to Double Production. Can Gold’s Windfall Become Lasting Cash Flow?

Gold Prices Have Helped. New Mines Must Do the Rest Alamos Gold Inc.

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October 15 - Hedge Funds, News

10 Best Growth Stocks Under $50 to Buy Now

A Record Market Is Leaving Many Stocks Behind Growth stocks under $50 offer investors a way to buy shares in companies expanding their businesses without a high per-share purchase...

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October 15 - Hedge Funds, News

Kolibri Global Energy Inc. Announces Operations Update

Thousand Oaks, California - Kolibri Global Energy Inc.

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October 15 - Business, News, Press Releases

Rocket Doctor AI Announces Strong Q3 2026 Patient Visit Growth and Expects Record Quarterly Revenue

Rocket Doctor AI completed 53,348 patient visits across the U.S. and Canada in Q3 2026, including 6,101 U.S. visits and 47,247 Canadian visits. S.

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October 15 - Business, News, Press Releases

Coca-Cola’s 64-Year Dividend Growth Streak Faces a Valuation Reality Check

The Coca-Cola Company (NYSE:KO) is a classic example of a steady dividend-growth stock.

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October 15 - Dividend Stocks, Hedge Funds, News

McDonald’s Dividend King Status Is Impressive, but Valuation Still Matters

McDonald's Corporation (NYSE:MCD) has earned a reputation for steady dividends thanks to its global network of franchises, strong royalty income, and pricing power.

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October 15 - Dividend Stocks, Hedge Funds, News

PepsiCo’s Dividend Keeps Growing, but this Key Metric Deserves Attention

PepsiCo, Inc. (NASDAQ:PEP) brings together a lineup of well-known drinks and snacks, from Lay’s and Doritos to Gatorade and Pepsi-Cola.

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October 15 - Dividend Stocks, Hedge Funds, News

Starbucks Has Raised Its Dividend for 16 Consecutive Years. Is the Payout Still Sustainable?

Starbucks Corporation (NASDAQ:SBUX) is a household name in coffee and has a track record of growing its dividend.

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October 15 - Dividend Stocks, Hedge Funds, News

Mondelez International’s 3.4% Yield: How Safe is the Payout?

Mondelez International, Inc.

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October 15 - Dividend Stocks, Hedge Funds, News

This High-Yield Stock Pays Investors 7%+, but There’s a Catch

The Kraft Heinz Company (NYSE:KHC) is well known for its generous dividend yield, but there’s more to the story than just the payout.

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October 15 - Dividend Stocks, Hedge Funds, News

McCormick’s 4% Yield Comes With a Catch

McCormick & Company, Incorporated (NYSE:MKC) appeals to income-focused investors because of its popular consumer brands and its long record of raising dividends.

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October 15 - Dividend Stocks, Hedge Funds, News

Keurig Dr Pepper’s 2.8% Dividend Yield Raises an Interesting Question

Keurig Dr Pepper Inc. (NASDAQ:KDP) offers investors exposure to well-known beverage brands, steady consumer demand, and a consistent cash dividend.

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October 15 - Dividend Stocks, Hedge Funds, News

Brown-Forman’s Dividend Growth Depends on a Recovery that Has Yet to Materialize

Brown-Forman Corporation (NYSE:BF-B), which produces Jack Daniel’s, Woodford Reserve, and other premium spirits, has a well-established track record of rewarding its shareholders...

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October 15 - Dividend Stocks, Hedge Funds, News

ArcherDaniels’ Dividend Reliability Meets Cyclical Uncertainty

Archer-Daniels-Midland Company (NYSE:ADM) provides income investors with both regular dividends and the possibility of earnings recovery.

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October 15 - Dividend Stocks, Hedge Funds, News

10 Best Beverage Dividend Stocks To Buy According to Hedge Funds

The beverage industry is undergoing significant changes as consumers around the world become more cautious about drinking. Companies are performing at different rates.

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October 15 - Dividend Stocks, Hedge Funds, News

Hedge Fund Investor Letters Q3 2026

In this article, we will share the hedge fund investor letters for the second quarter of 2026.

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October 15 - Hedge Fund Investor Letters, News

Burke Wealth Focused Growth Strategy’s Q3 2026

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter.

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October 15 - Hedge Fund Investor Letters, News

Madison Small Cap Fund’s Q3 2026 Investor Letter

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter.

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October 15 - Hedge Fund Investor Letters, News

Polen 5Perspectives Small-Mid Growth Strategy’s Q3 2026 Investor Letter

Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter.

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October 15 - Hedge Fund Investor Letters, News

Trimas (TRS): Slow & Steady Growth Meets Rebound

Middle Coast Investing, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Why the Fund Owns CF Industries (CF) Despite Rooting Against Its Catalyst

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Guinness Sustainable Energy Fund Discusses First Solar, Inc. (FSLR) Amid Solar Industry Weakness

Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Guinness Sustainable Energy Fund Highlights Hubbell Incorporated (HUBB) Amid Utility Growth Concerns

Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Guinness Sustainable Energy Fund Sees Improving Demand Indicators for NXP Semiconductors N.V. (NXPI)

Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Guinness Sustainable Energy Fund Highlights Eaton Corporation plc (ETN) Amid Grid Modernization

Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Ameresco (AMRC) Expands Investor Exposure to Clean Energy and Energy Efficiency

Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

Guinness Sustainable Energy Fund Highlights Enphase Energy, Inc. (ENPH) Amid Residential Solar Weakness

Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.

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October 15 - Hedge Fund Investor Letters, News

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