Key Takeaways SCCO reported 2025 copper output of 956,270 tons, down 1.8% year over year and below guidance.SCCO guides 2026 production of 911,400 tons but targets 1.6M tons by 2035 via $19.9B investments.Key projects in Peru and Mexico are set to drive phased output growth through 2035.Southern Copper Corporation (SCCO) reported copper production of 956,270 tons in 2025, reflecting a modest 1.8% year-over-year decline and falling 1% short of its guidance. Lower output at Buenavista and the Peruvian mines, ...

Morgan Sindall Group logo Morgan Sindall Group (LON:MGNS) used its latest earnings call to highlight what management described as another “good year,” extending a decade-long run of record profits in every year except the COVID period. Executives emphasized sustained growth, strong cash generation, and a rising level of forward workload visibility, while also acknowledging pockets of softer demand—particularly in London apartments—and a likely moderation in Fit Out performance after an exceptional year. ...

Group 1 - The core idea is that turning $100,000 into $1 million in a decade requires a CAGR of almost 26%, which is higher than the market's long-term average and even exceeds Vertex Pharmaceuticals' CAGR of 18.2% over the past 10 years [1] - Vertex Pharmaceuticals was much smaller a decade ago and was earlier in its efforts to transform the cystic fibrosis (CF) market, having received FDA approval for Kalydeco in 2012 [2] - The CF franchise will continue to be a growth driver, but the company has a smaller patient population to address now, making it unlikely for the CF business alone to achieve the necessary growth to turn $100,000 into $1 million in the next decade [3] Group 2 - Vertex Pharmaceuticals is looking to its pipeline candidates, inaxaplin and povetacicept, which aim to treat diseases without current medicines, but success will depend on flawless clinical execution and sustained market leadership [4] - There is a precedent in the biopharma industry, as Eli Lilly achieved a CAGR of 29.9% after developing a top-selling drug, but it is uncertain if Vertex can replicate such success [5] - Despite challenges, Vertex Pharmaceuticals remains a buy due to consistent revenue and earnings from its CF products, with new additions like Journavx for acute pain expected to contribute positively [6]

Core Insights - T. Rowe Price Group, Inc. (TROW) reported preliminary assets under management (AUM) of $1.80 trillion as of January 31, 2026, marking a 1.2% increase from the previous month despite net outflows of $5.2 billion, which were partially mitigated by favorable market performance [1][11] AUM Breakdown - As of the end of January, T. Rowe Price's equity products remained at $879 billion, unchanged from December 2025. Fixed income products increased slightly to $213 billion, while multi-asset products rose nearly 3% to $646 billion, indicating strong client demand. Alternative products also saw a 1.7% increase to $59 billion [2][11] - The company's target-date retirement portfolios reached $580 billion, reflecting a 3.4% increase from the prior month, showcasing the strength of its retirement-focused offerings [3] Growth Trends - Over the five-year period from 2020 to 2025, T. Rowe Price's AUM experienced a compound annual growth rate (CAGR) of 3.8%, driven by market appreciation and sustained demand for multi-asset and fixed-income solutions [4] - In terms of long-term performance, 46% of T. Rowe Price's U.S. mutual funds' AUM outperformed the Morningstar median, while 43% exceeded the passive peer median over the five years ending December 31, 2025. Additionally, investment advisory clients outside the United States accounted for 8.8% of total AUM, highlighting geographic diversification [5] Competitive Position - T. Rowe Price benefits from a well-diversified AUM mix across various asset classes, client segments, and geographies, which provides stability to its asset base. The company is well-positioned to sustain AUM growth in the future, supported by a strong brand and consistent investment track record [6] - Peers such as Franklin Resources, Inc. (BEN) and Invesco Ltd. (IVZ) have also shown steady AUM growth, with Franklin reporting a preliminary AUM of $1.71 trillion as of January 31, 2026, up 1.3% sequentially, and Invesco achieving a five-year CAGR of 10% [7][8][9]

Core Insights - Aubrey Capital Management Ltd has completely exited its position in MercadoLibre, selling 5,638 shares for an estimated value of $13.18 million, which was 4.15% of the fund's assets under management [2][9] - As of February 3, 2026, MercadoLibre shares were priced at $2,099.90, reflecting a 10% increase over the past year, although underperforming the S&P 500 by 5.4 percentage points [3][10] - The company's market capitalization stands at $106.46 billion, with a revenue of $26.19 billion and a net income of $2.08 billion for the trailing twelve months [4] Company Overview - MercadoLibre operates a leading e-commerce and fintech platform in Latin America, providing services such as online marketplaces, digital payments (Mercado Pago), credit solutions, logistics, and advertising [6][7] - The company generates revenue through transaction fees, fintech services, advertising, logistics, and value-added services for merchants and consumers [7] - MercadoLibre's logistics network and diversified service offerings provide a competitive advantage in high-growth emerging markets [8] Performance Metrics - The stock has shown strong performance over the years, with a 77% increase since 2023, translating to a compound annual growth rate (CAGR) of 20.9%, compared to the S&P 500's CAGR of 20.4% [10] - Despite recent challenges, including a decline in operating margins from nearly 13% to under 10%, the company continues to grow, with revenue increasing from $22.4 billion to $26.2 billion over the last 12 months [11][12]

Core Viewpoint - Amazon.com Inc. has been a significant success in the stock market, with a stock price prediction for 2030 presenting bullish, bearish, and baseline scenarios based on various growth metrics and market conditions [1]. Group 1: Historical Performance - Amazon's stock has surged over 1,025% from 2014 to 2024, rising from $19.94 to $223.75, with a notable increase of 150.70% from March 2020 to December 2024 [1]. - Revenue increased from $89 billion to $638 billion, a growth of over 616%, while net income grew from $0.241 billion to $59.2 billion, a staggering increase of 24,664.3% [1]. Group 2: Key Drivers of Future Performance - E-commerce: Amazon accounted for 41% of all U.S. e-commerce sales in 2025, despite e-commerce representing only 17% of total retail sales [1]. - Amazon Web Services (AWS): AWS generated $107.6 billion in sales in 2024, remaining the largest cloud provider, although facing competition from Microsoft Azure and Google Cloud [1]. - Advertising: Amazon's advertising revenue reached $56.2 billion in 2024, nearly doubling from the previous three years, and is expected to be a high-margin business line [1]. Group 3: Price Predictions for 2030 - Bull Case: Amazon's stock could reach $431 per share, assuming continued growth in advertising, e-commerce, and AWS, leading to an estimated $150 billion in operating profits [2]. - Bear Case: In a less favorable scenario, the stock could drop to $77 per share due to unsustainable investments and competition, applying a lower P/E ratio of 20x [2]. - Baseline Case: Analysts predict a share price of about $250, with revenue expected to rise from $710 billion in 2025 to $1.153 trillion by 2030, and net income projected to grow from $48.9 billion to $100 billion [2].

Core Insights - The Andersons announced a growth plan targeting a 36% compound annual growth rate (CAGR) in earnings per share (EPS) from $2.56 to $7.00 by 2028 [1] Company Performance - The company has experienced a year-over-year decline in EPS for four consecutive fiscal quarters, including a -26.25% drop in Q3 2025 [7] - The upcoming Q4 earnings report on February 17, 2026, will be crucial in determining if the company is on the right path towards its growth objectives [7] Insider Trading Activity - William E. Krueger, the President and CEO, gifted away 38,200 shares, while Director John T. Stout Jr. executed multiple sales, including a direct open-market sale of 12,500 shares on December 10, 2025, totaling approximately $647,088 [2][5] - Stout's total holdings after his recent transactions amount to 25,940.57 shares, valued at $1.45 million [3] Company Operations - The Andersons Inc. specializes in planting, storing, manufacturing, and merchandising various agricultural products, including grains, ethanol, and plant nutrients [4] - The company is investing $60 million in an ethanol plant to boost capacity by 30 million gallons and is expanding food export terminals to support its growth strategy [6]

Industry Overview - The U.S. plastics industry is expected to experience significant growth, with a forecasted compound annual growth rate (CAGR) of just under 4% [3] - The market is projected to expand from over $195 billion last year to more than $266 billion by 2033, driven by rising demand in sectors such as automotive, construction, and packaging [3] Company Performance - Dow's stock surged by more than 6% following the optimistic analysis of the plastics market, marking a notable change after being a laggard over the past year [1][4] - The current stock price of Dow is $28.26, with a market capitalization of $19 billion [4][5] - Dow's stock had previously underperformed due to oversupply, rising input costs, and weak global demand, compounded by a 50% cut to its dividend [5] Market Sentiment - Despite the recent stock surge, there are concerns that Dow's struggles may continue, as the chemical industry is cyclical and dependent on the resolution of negative factors [6] - The company has a gross margin of 6.92% and a dividend yield of 7.91%, indicating some financial strain [5]

Key Points Netflix's messy acquisition battle does little to alter its dominance in the streaming market. E-commerce specialist Shopify has finally turned profitable and has a vast opportunity to tap. 10 stocks we like better than Netflix › Those who have held shares of Netflix (NASDAQ: NFLX) or Shopify (NASDAQ: SHOP) for a while are sitting pretty, as both companies have delivered outstanding returns over the long run, even with significant volatility along the way. Although they are far more matu ...

Core Insights - Cardinal Health has raised its fiscal year 2026 non-GAAP diluted EPS outlook to at least $10.00, up from the previous range of $9.65 to $9.85, reflecting strong performance across its operating segments [3][9] - The company anticipates Specialty revenues to exceed $50 billion in fiscal year 2026, representing a 16% compound annual growth rate (CAGR) over three years [4][9] - Cardinal Health has successfully transitioned its manufacturer distribution service agreements in response to the 2026 Medicare Drug Price Negotiation Program changes [7][9] Financial Outlook - The updated non-GAAP diluted EPS for fiscal year 2026 is projected to be at least $10.00, indicating a positive trend in the company's financial performance [3][9] - The increase in EPS expectations is attributed to effective execution of the company's strategic growth plan across its five operating segments [2][3] Specialty Growth - Cardinal Health expects Specialty revenues to surpass $50 billion in fiscal year 2026, driven by strong demand in specialty distribution and a projected 30% revenue growth in BioPharma Solutions [4][9] - The BioPharma Solutions segment has seen significant wins, including partnerships with leading manufacturers for patient support programs, serving over 1 million patients [5][9] Strategic Initiatives - The company introduced the ContinuCare™ Pathway program to simplify diabetes supply management for pharmacies and patients, enhancing access to diabetes supplies [10][11] - Publix Super Markets Inc. has enrolled its entire pharmacy network in the ContinuCare™ Pathway program, expanding its reach to over 11,000 retail and grocery pharmacies [12][9] Investor Engagement - Cardinal Health will present at the J.P. Morgan Healthcare Conference, providing further insights into its strategic initiatives and financial outlook [13]