Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 17, 2026SubstackToff Cap Monday MonitorARKO Arko Corp RetailConvenience Stores Neutral NASDAQ Stock MarketArko Corp, business separation, convenience stores, debt reduction, Financial metrics, investor sentiment, operational efficiency, spin-off, wholesale fuel distribution
Feb 17, 2026Fund LettersJames CullenJBSS John B. Sanfilippo & Son, Inc. Consumer StaplesPackaged Foods & Meats Bull NASDAQMargins, Protein, Staples, valuation, vertical integration
Feb 17, 2026Fund LettersJames CullenNSC Norfolk Southern Corporation IndustrialsRail Transportation Bear New York Stock Exchangedividend, merger, Operating Ratio, railroads, valuation
Feb 17, 2026Fund LettersJames CullenJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bear New York Stock ExchangeBook Value, capital allocation, Diversified Bank, dividend, valuation
Feb 17, 2026Fund LettersJames CullenKVUE Kenvue Inc. Consumer StaplesPersonal Care Products Bear New York Stock ExchangeChina Destocking, Competition, Consumer-health, marketshare, valuation
Feb 17, 2026Fund LettersJames CullenUNP Union Pacific Corporation IndustrialsRail Transportation Bull New York Stock Exchangedividend, Free Cash Flow, merger, Pricing, railroads, synergies
Feb 17, 2026Fund LettersJames CullenUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bull New York Stock Exchangedividend, managed care, Margins, Medicare, Optum
Feb 17, 2026Fund LettersJames CullenQCOM Qualcomm Incorporated Information TechnologySemiconductors Bull NASDAQAI, automotive, diversification, dividend, semiconductors, Smartphones
Feb 17, 2026Fund LettersScott L. BarbeeASTL CN Algoma Steel Group Inc. MaterialsSteel Bull New York Stock ExchangeCyclicality, Eaf, Steel, tariffs, turnaround
Feb 17, 2026Fund LettersScott L. BarbeeCVE CN Cenovus Energy Inc. EnergyOil & Gas Exploration & Production Bull New York Stock Exchangeenergy, Free Cash Flow, merger, Oil sands, synergies
Feb 17, 2026Fund LettersScott L. BarbeeCYL AU Catalyst Metals Limited MaterialsGold Bull New York Stock Exchangeconsolidation, Exploration, Gold, NAV, Production
Feb 17, 2026Fund LettersScott L. BarbeeORE CN Orezone Gold Corporation MaterialsGold Bull New York Stock Exchangeacquisition, cashflow, expansion, Gold, Jurisdiction
Feb 17, 2026Fund LettersScott L. BarbeeEQX CN Equinox Gold Corp. MaterialsGold Bull New York Stock Exchangedeleveraging, Gold, NAV, Permitting, turnaround
Feb 17, 2026SubstackToff Cap Monday MonitorAGN Aegon N.V. Financial ServicesInsurance Bull Euronext Amsterdamcompetitive bidding, Insurance, shareholder returns, strategic review, UK operations
Feb 17, 2026SubstackToff Cap Monday MonitorTNOM Talenom Plc Financial ServicesAccounting & Software Neutral Helsinki Stock ExchangeAccounting, customer churn, financial stability, Software, spin-off
Feb 17, 2026SubstackToff Cap Monday MonitorHEXAB Hexagon AB TechnologyIndustrial Automation Neutral Nasdaq Stockholmbusiness focus, EBIT margins, Industrial automation, spin-off, strategic goals
Feb 17, 2026SubstackToff Cap Monday MonitorXBOT Realbotix TechnologyRobotics Neutral Toronto Stock Exchangebusiness separation, growth potential, robotics, spin-off, strategic direction
Feb 17, 2026SubstackToff Cap Monday MonitorARKO Arko Corp. RetailConvenience Stores Neutral NASDAQ Stock Marketconvenience stores, debt reduction, operational efficiency, spin-off, wholesale fuel distribution
Feb 17, 2026SubstackShareholders UniteROKU Roku, Inc. TechnologyStreaming Media Bull NASDAQ Stock MarketAI personalization, digital advertising, international expansion, market leadership, neutral stance, Roku TV OS, Strategic Partnerships, streaming platform, subscription services, The Roku Channel
Feb 17, 2026SubstackRijnberk Invest InsightsADYEN.AS Adyen Financial TechnologyPayment Processing Bull Euronext AmsterdamAdyen, cash generation, Enterprise adoption, Fintech, growth dynamics, market overreaction, payment processing, Platforms segment, Unified Commerce, wallet share

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