Everyone has been talking about Ozempic in recent years. You may have seen the name in the news or even know someone who is taking this blockbuster drug. Though Ozempic, made by Novo Nordisk, is approved for type 2 diabetes, the drug has also been prescribed for weight loss. It's part of the popular GLP-1 class of drugs. Novo was first to market with a GLP-1 drug in 2017 and maintained leadership for a while. But that has changed over the past year, as another player roared into the top spot. So, as an i ...

Optimism has plunged to a new all-time low after intense selling pressure overwhelmed recent demand. OP price collapsed 23% in 24 hours, extending an already fragile downtrend. Weak liquidity and deteriorating sentiment had been weighing on the altcoin for weeks. The decline accelerated after Coinbase’s Layer-2 network Base confirmed it is transitioning away from the Optimism OP Stack. Base announced plans to develop its own unified technology stack. The decision removed a major ecosystem catalyst, amplify ...

Company Overview - FirstService Corporation (NASDAQ:FSV) is a leading provider of essential property services to residential and commercial customers in North America [3] - The company has a market capitalization of $7.182 billion [2] Financial Performance - In Q4 2025, FirstService Corporation's stock closed at $156.86 per share, with a one-month return of -1.90% and a 52-week loss of 10.27% [2] - The company reported third-quarter revenues that fell short of consensus expectations, although it met earnings per share estimates [3] Investment Sentiment - FirstService Corporation was held by 25 hedge fund portfolios at the end of Q3 2025, a decrease from 27 in the previous quarter [4] - Despite acknowledging the potential of FirstService Corporation as an investment, the company is viewed as having less upside compared to certain AI stocks [4]

Core Insights - Conestoga Capital Advisors reported that US equities had solid returns in 2025, with double-digit gains across major indices, but underlying conditions showed extreme volatility and market leadership [1] Group 1: Company Performance - In Q4 2025, Conestoga Capital Advisors' Small Cap Strategy returned -1.89% net of fees, underperforming the Russell 2000 Growth Index's return of 1.22% [1] - AAON, Inc. (NASDAQ:AAON) had a one-month return of 5.90% but saw a decline of 7.51% over the past twelve months, with a market capitalization of $8.35 billion [2] - Despite solid Q3 2025 results, AAON's shares retreated due to ERP-related delivery delays and extended lead times, with execution concerns impacting sentiment [3] Group 2: Market Position and Sentiment - AAON, Inc. is not among the 30 most popular stocks among hedge funds, with 29 hedge fund portfolios holding the stock at the end of Q3, unchanged from the previous quarter [4] - The company is viewed as having potential, but certain AI stocks are considered to offer greater upside potential and less downside risk [4]

Core Insights - Comfort Systems (NYSE: FIX) has experienced significant stock growth, with a 242% increase in one year and nearly 1,000% over three years, indicating strong investor confidence and performance [1] - The company has a record backlog of $9.4 billion, driven by unprecedented demand, particularly from the technology sector, and has consistently exceeded earnings estimates for 14 consecutive quarters [2][3] Financial Performance - In the last quarter, Comfort Systems doubled its earnings per share (EPS) to $8.25, reflecting a 35% year-over-year revenue growth [3] - The company's backlog increased by 65% year-over-year, reaching an all-time high of $9.4 billion, showcasing robust demand [3] Market Opportunities - The technology sector, especially data centers, has become a significant growth opportunity for Comfort Systems, accounting for 42% of the company's revenue in the first nine months of 2025, up from 32% in the previous year [6] - The demand for data centers supporting AI workloads is driving growth, as these facilities require substantial power and cooling systems [5] Competitive Advantages - Comfort Systems is expanding its footprint by acquiring smaller mechanical and electrical operators, focusing on the high-growth data center market [6] - The modular segment, which represents 17% of the company's revenue in the first nine months of 2025, provides a competitive edge by allowing for cheaper and faster deployment of components at data center sites [7]

You don't need to have millions of dollars to start investing. You also don't need to always chase the hottest investing theme at the moment, such as artificial intelligence (AI). With just $500, you can buy two of the best financial stocks -- Nu Holdings (NYSE: NU) and SoFi Technologies (NASDAQ: SOFI) -- for your portfolio. And yes, they are still growing quickly despite being in an industry like banking that gets little attention from the financial media. Will AI create the world's first trillionaire?  ...

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across all major indices, yet underlying conditions revealed extreme volatility and market leadership. A copy of the letter can be downloaded here. In Q4 2025, Conestoga Capital Advisors Small Cap Strategy returned -1.89% net-of-fees, trailing the Russell 2000 Growth Index’s 1.22% return. The returns were volatile i ...

The No. 1 state where retirees rely on Social Security isn’t California or Hawaii. New research from GOBankingRates reveals 41% of West Virginia households heavily depend on these benefits. Why do retirees in such a low cost-of-living state lean on Social Security this much? As it turns out, West Virginia is one of the few states where it’s possible to fund retirement on Social Security alone. According to an October 2025 Realtor.com analysis, these benefits are sufficient enough to cover all essential li ...

This market is anything but easy. One day, we’re setting a new high and the next day, we might be down 2%. That’s volatility for ya. Not only volatility, but there’s also lots of sector rotation happening. The stocks that are up this year are, generally, not the ones that have been hot over the last few years. The Magnificent 7 aren’t looking so magnificent in 2026. NVIDIA (NVDA) is basically flat, Microsoft (MSFT) is off 18%, Tesla (TSLA) is down 9%. I could go on… What’s doing well? As we’ve discusse ...

Core Insights - Conestoga Capital Advisors reported that US equities had solid returns in 2025, with double-digit gains across major indices, but underlying conditions showed extreme volatility and market leadership [1] - The Small Cap Strategy of Conestoga Capital Advisors returned -1.89% net of fees in Q4 2025, underperforming the Russell 2000 Growth Index's 1.22% return [1] Company Overview: Trex Company, Inc. (NYSE:TREX) - Trex Company, Inc. is a leading manufacturer of composite decking and railing products for residential outdoor living markets [3] - As of February 18, 2026, Trex's stock closed at $41.89 per share, with a one-month return of -3.43% and a 12-month decline of 35.54% [2] - The market capitalization of Trex Company, Inc. is $4.493 billion [2] Performance Analysis - In Q4 2025, Trex's performance was negatively impacted by heightened competitive intensity, including increased pricing pressure and competition from both established and lower-priced alternatives, affecting volumes and margins [3] - Despite maintaining market leadership and a strong brand, investor concerns regarding rising competition and the sustainability of near-term profitability led to the decision to sell the stock in Q4 2025 [3] Hedge Fund Interest - Trex Company, Inc. was held by 41 hedge fund portfolios at the end of Q3 2025, unchanged from the previous quarter [4] - While Trex is acknowledged for its potential as an investment, the company is not considered among the 30 most popular stocks among hedge funds, with certain AI stocks viewed as offering greater upside potential and less downside risk [4]