Weekly Update (IDT, MSGS, MSGR)
The S&P 500 is sitting near 7,800, a record high. At the same time, the 25-day average of new lows on the NYSE has spiked to levels we last saw in...
69 Views
IDT: Closing Out a 320% Winner
I’m closing out my IDT recommendation. Not because I’ve soured on the company — I still like the business and the management team — but because the...
87 Views
Buy 99 Shares of MDT. MMED/MDT Exchange Offer – Special Situation
Medtronic (MDT) announced an exchange offer on September 14, 2026 whereby investors can exchange their MDT shares for shares of MiniMed (MMED),...
112 Views
Weekly Update (IDT, VYLR, CTVA)
IDT reported record Q4 and full-year fiscal 2026 results this week, and the numbers were strong across the board. FY2026 revenue rose...
88 Views
THRM: A Diversification Deal I’d Rather Watch than Buy
Gentherm (THRM) will complete its reverse Morris trust with Modine’s (MOD) Performance Technologies business (PT) on October 1, 2026.
89 Views