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1 Industrials Stock for Long-Term Investors and 2 We Question
StockStory8d agoneutral
1 Industrials Stock for Long-Term Investors and 2 We Question

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 4.5% has fallen short of the S&P 500’s 14% rise.

Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals
Insider Monkey8d agoneutral
Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Weather-Related Production Disruptions Weigh on Cameco (CCJ)
Insider Monkey8d agoneutral
Weather-Related Production Disruptions Weigh on Cameco (CCJ)

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]