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...
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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...
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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),...
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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...
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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.
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