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Updated 2/8/2026 7:25:17 AM

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Heartland Mid Cap Value Strategy Q4 2025 Portfolio Activity

J.B. Hunt Transport Services was our top contributor in the sector and for our portfolio in the quarter. In the quarter, we initiated a new position in MarketAxess Holdings, a Quality Value company that owns and operates the largest e-trading platform in the U.S. for corporate bonds. One holding that ran into difficulties last quarter is Kimberly Clark, the tissue company behind well-known brands such as Huggies, Cottonelle, and Kleenex....

Seeking Alpha - 2/8/2026 8:12:00 AM More News for JBHT
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Brandywine Realty Trust: Turnaround Efforts Advance As The 2027 Challenge Looms

Brandywine Realty Trust remains a Buy, offering a turnaround opportunity as management advances balance sheet improvements and asset sales to address 2027 debt maturities. BDN's Q4 results showed stable FFO, solid leasing, and a disciplined capital plan focused on $280–$300 million in property sales and zero acquisitions. Risks include a higher-for-longer rate environment and the IBM lease expiration in 2027, but asset sales and refinancing efforts continue....

Seeking Alpha - 2/8/2026 8:10:00 AM More News for BDN
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This Nuclear Energy ETF Is Quietly Powering Past the Competition

Seen as a key power source for AI, nuclear energy is a potent investment theme. This ETF is a practical idea for investors who don't want to pick stocks....

The Motley Fool - 2/8/2026 7:45:00 AM More News for NUKZ
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5 Zodiac Signs Have Great Horoscopes On Sunday, February 8

Five zodiac signs have great horoscopes on February 8, 2026. They are: Aquarius, Pisces, Taurus, Gemini, and Virgo....

YourTango - 2/8/2026 1:01:31 AM More News for
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This Stock Up Over 900% in 10 Years Looks Like a Genius Buy Right Now

The Trade Desk is still growing its revenue at a strong rate. The stock is cheaper than it has ever been before....

The Motley Fool - 2/8/2026 7:25:00 AM More News for GNS
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FRAUD ALERT: Ardent Health, Inc. ($ARDT) Hit with Securities Fraud Allegations After Collectability Issues Lead to 33% Stock Drop, Contact BFA Law

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a class action lawsuit against Ardent Health, Inc. (NYSE: ARDT) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Ardent Health, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for ARDT
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FRAUD ALERT: PennyMac Financial Services, Inc. ($PFSI) Hit with Securities Fraud Investigations After Refinancing Issues Lead to 37% Stock Drop, Contact BFA Law

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into PennyMac Financial Services, Inc. (NYSE: PFSI) for potential violations of the federal securities laws. If you invested in PennyMac, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/pennymac-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for PFSI
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FRAUD ALERT: Fermi Inc. ($FRMI) Hit with Securities Fraud Allegations After Customer Agreement Leads to 33% Stock Drop, Contact BFA Law

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/fermi-inc-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for FRMI
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FRAUD ALERT: Hub Group Inc. ($HUBG) Hit with Securities Fraud Investigations After Financial Restatements Lead to 24% Stock Drop, Contact BFA Law

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Hub Group Inc. (NASDAQ: HUBG) for potential violations of the federal securities laws. If you invested in Hub Group, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/hub-group-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for HUBG
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FRAUD ALERT: BellRing Brands, Inc. ($BRBR) Hit with Securities Fraud Allegations After Inventory Levels Lead to 33% Stock Drop, Contact BFA Law

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a class action lawsuit against BellRing Brands, Inc. (NYSE: BRBR) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in BellRing, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases-investigations/bellring-brands-inc-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for BRBR
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FRAUD ALERT: Integer Holdings ($ITGR) Hit with Securities Fraud Allegations After Lowered Sales Outlook Leads to 32% Stock Drop, Contact BFA Law by Tomorrow's February 9 Deadline

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading international securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Integer Holdings Corporation (NYSE: ITGR) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws. If you invested in Integer, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for ITGR
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FRAUD ALERT: Plug Power Inc. ($PLUG) Hit with Securities Fraud Allegations after Construction Suspension Leads to 17% Stock Drop, Contact BFA Law

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Plug Power Inc. (NASDAQ: PLUG) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Plug Power, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/plug-power-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for PLUG
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FRAUD ALERT: CoreWeave, Inc. ($CRWV) Hit with Securities Fraud Allegations After Infrastructure Delays Lead to 16% Stock Drop, Contact BFA Law

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ: CRWV) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-inc-class-action-lawsuit....

Newsfile Corp - 2/8/2026 7:46:00 AM More News for CRWV
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SCHO Offers 4.88% Yield, But Reinvestment Risk Could Change Everything Soon

If you're holding cash and want to earn something while you wait, short-term Treasury ETFs like Schwab Short-Term U.S....

24/7 Wall Street - 2/8/2026 7:40:42 AM More News for SCHO
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Yes, there really was a 'March for Billionaires' rally in San Francisco

The march drew only about a dozen participants, but organizer Derik Kauffman said it was meant to be a sincere protest against a potential new tax on the state's wealthiest residents....

latimes.com - 2/8/2026 12:42:42 AM More News for
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2026 WM Phoenix Open leaderboard: Hideki Matsuyama eyes third win at event

Matsuyama has been nearly unstoppable in this tournament historically, and a run up the leaderboard on Moving Day has him positioned for yet another trip to the winner's circle...

CBS Sports - 2/8/2026 12:27:58 AM More News for
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N. Korea to hold party congress in February, first since 2021

North Korea's leadership will hold a party congress later this month, state media announced Sunday, in what will be the first such major gathering since 2021.The 2021 meeting came just days before the......

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Top Wall Street analysts like these stocks for long-term growth potential

In recent earnings, some companies proved their ability to capitalize on solid growth opportunities offered by the ongoing AI boom through strong execution....

CNBC - 2/8/2026 7:36:57 AM More News for AAPL
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Costco Stock Is Up 15% This Year. Time to Buy?

Costco's stock price increase is consistent with the rise in Walmart's and Target's stocks. Investors need to watch Costco's valuation....

The Motley Fool - 2/8/2026 7:10:00 AM More News for COST
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This Superstar Fintech's Profits Are Expected to Skyrocket 72% This Year

Huge growth is leading to operating leverage, as certain expenses represent a smaller percentage of revenue. This bank's deposit base is surging, providing low-cost funding that supports net interest margin....

The Motley Fool - 2/8/2026 7:00:00 AM More News for SOFI
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Boxing: Nick Ball knocked out by Brandon Figueroa to lose world title fight in Liverpool

Nick Ball is beaten for the first time in his professional career in front of hometown fans in Liverpool, relinquishing his world title....

BBC - 2/8/2026 12:25:36 AM More News for
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Former MLB speedster Terrance Gore dies at age 34

Terrance Gore, a dynamic baserunner whose speed impacted postseason games for the better part of a decade, has died at age 34....

ESPN - 2/8/2026 12:14:00 AM More News for
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CME Group's Strength Is Clear, But The Stock Looks Fully Valued

CME Group remains a Hold; shares reflect robust fundamentals but limited near-term upside at 25x forward earnings. CME posted record annual revenue and earnings, with Q4 operating margins near 67% and strong trading volumes in key segments. Recent fee hikes and product innovations provide incremental growth, but future returns hinge on sustained trading activity....

Seeking Alpha - 2/8/2026 7:20:07 AM More News for CME
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Federal Signal: Worth A Buy Before Q4 Results

Federal Signal Corporation delivered robust Q3 2025 results, with double-digit revenue and EPS growth, and raised full-year guidance. Both Environmental Solutions and Safety & Security Systems segments posted strong demand and margin expansion, with notable international contract wins boosting backlog. Despite recent share price weakness, Federal Signal now trades near fair value, with a projected 3-5 year return exceeding 16%, driven by 15.46% EPS growth....

Seeking Alpha - 2/8/2026 7:14:42 AM More News for FSS
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Here's How Micron Technology, AMD, and Nvidia Could Help This Magnificent ETF Turn $500 Per Month Into $1 Million

The iShares Semiconductor ETF holds 30 of the world's best semiconductor stocks, and it has produced blistering returns over the last decade. Its top three holdings are Micron Technology, AMD, and Nvidia, which are three of the largest suppliers of AI chips and components....

The Motley Fool - 2/8/2026 6:52:00 AM More News for AMD
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Japan votes in snap election as PM Sanae Takaichi takes a gamble

Observers say Sanae Takaichi's personal popularity may boost the ruling party's showing at the polls....

BBC - 2/8/2026 12:00:43 AM More News for
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Everything in Roger Goodell's NFL is designed to make you feel sick

Exciting night. Can’t wait for pandering Roger Goodell’s latest halftime extravaganza in tribute to the continued degradation of American society....

New York Post - 2/7/2026 11:22:00 PM More News for
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NetApp: The Valuation Upside Reflects Growth In 2026E

NetApp is rated a 'Buy' at $105/share, offering a 15%+ annualized upside to a fair value of $136/share by 2028-2029E. NTAP's stable margins, proven 12%+ long-term EPS growth, and high customer retention underpin its investment case, despite sector volatility. Risks include heavy customer concentration (45% of revenue from two partners) and macro/IT sector exposure, limiting valuation premium....

Seeking Alpha - 2/8/2026 6:58:24 AM More News for NTAP
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Despite Some Uncomfortable Circumstances, La-Z-Boy Doesn't Deserve A Downgrade

La-Z-Boy remains a soft ‘buy' due to its fortress balance sheet, attractive valuation, and resilient strategy amid industry headwinds. LZB faces near-term margin and same-store sales pressure, but management's restructuring and store expansion should drive long-term growth and margin improvement. Despite macroeconomic challenges, LZB's U.S.-centric manufacturing and strategic acquisitions position it favorably versus import-reliant peers....

Seeking Alpha - 2/8/2026 6:55:30 AM More News for LZB
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What to Expect in Markets This Week: Delayed January Jobs Report, Inflation and Retail Sales Data, Earnings From Cisco, Coca-Cola, McDonald's, Ford

A trifecta of key economic releases and earnings from several noteworthy firms will be of interest to market watchers this week....

Investopedia - 2/8/2026 6:50:45 AM More News for F
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Chewy Stock Is Quietly Becoming a Buy Again. Here's Why.

After a massive drop in 2021, Chewy stock has traded in a range for the last four years. Valuations appear increasingly attractive, particularly to value investors....

The Motley Fool - 2/8/2026 6:20:00 AM More News for CHWY
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Washington Post C.E.O. Will Lewis Steps Down After Stormy Tenure

His departure came days after the company cut 30 percent of the staff. He will be replaced in the interim by Jeff D’Onofrio, the chief financial officer, the company said....

The New York Times - 2/7/2026 11:54:46 PM More News for
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Appeals court affirms Trump policy of jailing immigrants without bond

A federal appeals court has ruled that President Donald Trump's administration can continue detaining immigrants without bond....

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Qualcomm's Memory Warning Sounds Scary, But It's Not All Bad News for Investors

Memory chip shortages will pressure smartphone supply this year. Qualcomm is already seeing some OEMs pull back on orders....

The Motley Fool - 2/8/2026 6:10:00 AM More News for QCOM
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Julius Baer CEO calls for Swiss public register of rogue bankers to protect reputation

Switzerland should maintain a public register of bankers who have violated their professional duties, as it continues to rebuild its reputation following the Credit Suisse collapse, the director of Zurich‑based private bank Julius Baer said in an interview....

Reuters - 2/8/2026 6:18:20 AM More News for JBARF
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Is Apple Falling Behind in Artificial Intelligence (AI)? Here's What CEO Tim Cook Just Said.

Apple reported a huge increase in iPhone sales in the 2026 fiscal first quarter. CEO Tim Cook is confident in Apple's AI platform....

The Motley Fool - 2/8/2026 6:05:00 AM More News for AAPL
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MAGA’s favorite rockers ‘quietly removed’ from Kid Rock’s tour as he faces controversy

It's another big blow for Rock's tour....

PennLive.com - 2/7/2026 11:19:00 PM More News for
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Meta CTO says cuts to Reality Labs are 'real cause for sadness' — but the company is still 'bullish' on VR

Meta CTO Andrew Bosworth said that cuts to the company's VR efforts were "a real loss." Bosworth said Meta was still "bullish" on VR, but that the company's investment had to "match the size of growth....

Business Insider - 2/8/2026 6:15:01 AM More News for META
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One Dietary Supplement Was Found to Reduce Aggression by Up to 28%

Keep calm and try omega-3....

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Could Investing $5,000 in IonQ Stock Make You a Millionaire?

IonQ has made some notable breakthroughs in quantum computing. Massive operating losses and competition from tech giants make the journey to $1 million uncertain....

The Motley Fool - 2/8/2026 5:25:00 AM More News for IONQ
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Sandisk Stock Is Up 1,560% in the Past Year -- but This AI Storage Stock Is a Better Buy, According to Wall Street

Wall Street analysts currently forecast 20% upside in Sandisk stock and 40% upside in Pure Storage stock. Sandisk is gaining share in NAND flash memory chips, a market where prices have soared due to a severe supply shortage caused by demand for AI infrastructure....

The Motley Fool - 2/8/2026 4:55:00 AM More News for PSTG
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Fake Post About Racist Video Looked to Be Trump’s on Truth Social

The post, which spread widely, appeared to describe the president’s rationale for deleting a racist video about the Obamas that he had shared....

The New York Times - 2/7/2026 10:56:29 PM More News for
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Madison Chock and Evan Bates reign supreme in Olympic team event

Madison Chock and Evan Bates took first place in the Olympic team event final ice dance segment – the free dance. They earned the maximum 10 points for Team USA....

NBC Olympics - 2/7/2026 10:45:00 PM More News for
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Where Will Netflix Stock Be in 1 Year?

Slowing revenue growth and a pause on share repurchases could hurt the stock. Netflix's P/E ratio is well below the five-year average....

The Motley Fool - 2/8/2026 5:15:00 AM More News for NFLX
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Former French minister Lang resigns from Arab World Institute after Epstein correspondence revealed

Jack Lang, a former French culture minister, has resigned as president of the Arab World Institute, the French Foreign Affairs Ministry said on Saturday, after revelations of his past contacts with Jeffrey Epstein and the launch of a financial investigation....

cnn.com - 2/7/2026 10:42:01 PM More News for
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Nuclear sees tipping point as Meta makes deals with Bill Gates’ TerraPower, Sam Altman-backed Oklo

Meta, Google, Amazon, and more all hope to lean on a nuclear construction boom to power AI....

Fortune - 2/7/2026 10:42:00 PM More News for META
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Blood Spatters and Newbie JAG Officers

Pam Bondi appears more interested in rolling out one after another flimsy criminal charge as trophies than actually proving any of the cases she has charged in Minnesota, all while covering up Renee Good's killing....

emptywheel - 2/7/2026 10:41:22 PM More News for
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Teachers, others, jolted to get SFUSD 'assignments' on strike day

On late Friday, workers were given 'redeployment assignments' to 'Staff Centers' opened because of Monday's school closures. They're confused....

Mission Local - 2/7/2026 10:29:52 PM More News for
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Enbridge Preferred Stock: Still The Best Investment Grade Preferred Stock

Enbridge is a diversified energy company with a solid investment-grade credit rating of BBB+, with their preferred stocks rated at BBB-. ENB reset-rate preferred stock, ticker EBBNF (ENB.PF.U) is likely to be called in 20 months for a very generous tax-benefitted yield-to-call of 8.77% (Qualified Dividend). This is a great return on an investment-grade preferred stock. Most “qualified” BBB- rated preferred stocks yield in the 5.5% to 6.4% range....

Seeking Alpha - 2/8/2026 5:25:44 AM More News for ENB
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Nvidia: Buy The Dip

Nvidia is rated a strong buy with a $219 price target, offering 25% upside and countering bearish views of a potential AI bubble collapse. The company's competitive moat is built on vertical integration of hardware, networking, and a dominant CUDA software ecosystem with over 4.5 million active developers. Nvidia shows elite profitability through its fabless model, generating an industry-leading $2.76 million in net income for every employee on the payroll....

Seeking Alpha - 2/8/2026 5:24:14 AM More News for NVDA
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Is This 1 Massively Undervalued Cryptocurrency a Screaming Buy for Investors With $5,000?

Ethereum's price has fallen a lot recently. It has also dramatically improved its throughput while reducing its transaction costs....

The Motley Fool - 2/8/2026 5:00:00 AM More News for ETH
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Nvidia CEO Jensen Huang Has Good News for Investors. Here Are 5 AI Stocks to Buy Now.

Software stocks have entered a bear market due to concerns that artificial intelligence will disrupt the industry. Nvidia CEO Jensen Huang says the current pressure on software stocks is "the most illogical thing in the world....

The Motley Fool - 2/8/2026 4:57:00 AM More News for APP
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Black Widow Orders And 4Q25 Surge Signal Red Cat's Path To Repeat Revenue

Red Cat Holdings is transitioning from a niche drone developer to a scaled defense contractor, driven by rapid contract wins and international expansion. RCAT projects 4Q25 revenue of $24–$26.5M, a dramatic 1,842% YoY increase, reflecting surging defense demand and improved manufacturing scale. Valuation remains elevated at 35x forward sales, justified by aggressive growth expectations, but with profitability still distant due to ongoing investment....

Seeking Alpha - 2/8/2026 5:19:42 AM More News for RCAT
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Toddler hospitalized with respiratory failure was returned to ICE detention and denied prescribed medication, lawsuit says

A federal lawsuit says an 18-month-old baby became critically ill in a South Texas immigration detention center, was hospitalized with respiratory failure, then sent back to detention without needed medication....

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Wisconsin’s Greg Gard on OT loss to Indiana: ‘I’ve never seen anything like that’

Indiana beat Wisconsin in the closing seconds of overtime following two hotly debated foul calls on the Badgers....

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Gyökeres’ gifts of bundling and poaching suggest Arsenal have found the real thing

After a slow start, the Sweden striker is now appearing regularly on the scoresheet with six goals in eight games...

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United Bankshares: I'm Not Ready To Downgrade This Play Today

United Bankshares remains a soft ‘buy' as fundamentals and profitability have improved, though the easy money has likely been made. UBSI's balance sheet is robust, with rising deposits, expanding commercial loans, and controlled debt, though uninsured deposits slightly exceed preferred thresholds. Net interest income and net profits have surged, aided by margin expansion and disciplined funding costs, supporting continued earnings momentum....

Seeking Alpha - 2/8/2026 5:17:10 AM More News for UBSI
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Boyd Gaming: 2026 Is The Investment Year

Boyd Gaming remains a 'buy,' offering above-average margins, recession resilience, and strong capital returns. Q4 softness stemmed from Las Vegas visitation declines, especially in the Rooms segment, while the Midwest & South faced weather-related headwinds. FY 2026 marks a turning point: major renovations, relocations, and potential M&A, enabled by FanDuel stake sale and robust operating cash flow....

Seeking Alpha - 2/8/2026 5:05:06 AM More News for GMGT
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Warren Buffett Called Gold a Do-Nothing Asset in 2018. Here's What a $10,000 Bet Is Worth Today.

Buffett has long been critical of investing in gold. However, buying gold when he argued against doing so in 2018 would have paid off handsomely....

The Motley Fool - 2/8/2026 4:45:00 AM More News for BRK-A
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Best Mid Cap Stocks To Consider – February 6th

ProShares UltraPro Short QQQ, Cadence Bank, and Applied Digital are the three Mid Cap stocks to watch today, according to MarketBeat's stock screener tool. Mid-cap stocks are shares of publicly traded companies with a market capitalization typically in the range of about $2 billion to $10 billion, though exact cutoffs vary by index provider. Investors...

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Promising Grocery Stocks To Watch Today – February 6th

CAVA Group, Casey's General Stores, and Conagra Brands are the three Grocery stocks to watch today, according to MarketBeat's stock screener tool. Grocery stocks are shares of companies that operate supermarkets, grocery chains, food wholesalers and related retail or distribution businesses that sell food and household staples. Investors typically treat them as consumer-staples or defensive...

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Real Estate Stocks Worth Watching – February 6th

Blackstone, Potlatch, Apollo Global Management, Zillow Group, Digital Realty Trust, Welltower, and American Tower are the seven Real Estate stocks to watch today, according to MarketBeat's stock screener tool. Real estate stocks are shares of publicly traded companies whose primary business is owning, developing, managing, or financing property-this category commonly includes real estate investment trusts...

Defense World - 2/8/2026 4:02:49 AM More News for PCH
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Quantum Computing Stocks To Add to Your Watchlist – February 6th

IonQ, D-Wave Quantum, and Quantum Computing are the seven Quantum Computing stocks to watch today, according to MarketBeat's stock screener tool. "Quantum computing stocks" are shares of companies that develop, manufacture, or commercialize quantum computing hardware, software, algorithms, services, or enabling components (such as control electronics and quantum-safe cryptography). From an investor perspective these equities...

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Best Solar Stocks To Watch Now – February 6th

First Solar, Enphase Energy, and Sunrun are the three Solar stocks to watch today, according to MarketBeat's stock screener tool. Solar stocks are shares of companies that produce, install, finance, or otherwise support solar power - including panel and inverter manufacturers, tracker and balance-of-system suppliers, project developers, installers, and utilities with solar assets. Investors buy...

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Toy Stocks Worth Watching – February 6th

Hasbro, Toyota Motor, Mattel, MINISO Group, and TOYO are the five Toy stocks to watch today, according to MarketBeat's stock screener tool. "Toy stocks" is informal slang for shares that investors treat like speculative playthings rather than serious long-term investments - typically small‑cap, illiquid, or meme/penny stocks bought for quick gains or entertainment. They tend...