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From Decline to Momentum: Primo Brands’ (PRMB) Impressive Q2 Comeback
Insider Monkey25d agoneutral
From Decline to Momentum: Primo Brands’ (PRMB) Impressive Q2 Comeback

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]

What Makes Dominion Energy (D) an Attractive Bet?
Insider Monkey25d agoneutral
What Makes Dominion Energy (D) an Attractive Bet?

Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held businesses with a 23.0% pre-tax return on invested capital versus 16.1% for the S&P 500. The […]

Martin Marietta Materials (MLM) Stock Pulls Back on Expectations, Fundamentals Intact
Insider Monkey25d agoneutral
Martin Marietta Materials (MLM) Stock Pulls Back on Expectations, Fundamentals Intact

Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held businesses with a 23.0% pre-tax return on invested capital versus 16.1% for the S&P 500. The […]

Entegris (ENTG) Surged on Increased Demand
Insider Monkey25d agobullish
Entegris (ENTG) Surged on Increased Demand

Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held businesses with a 23.0% pre-tax return on invested capital versus 16.1% for the S&P 500. The […]