Sanofi to acquire US biotech Dynavax for $2.2 billion — Positive
DVAX SNY Reuters — December 24, 2025French drugmaker Sanofi has entered into an agreement to acquire U.S. vaccines company Dynavax Technologies Corporation for around $2.2 billion (1.87 billion euros), it said on Wednesday.
Agree Realty: A Monthly Dividend REIT Worth Accumulating — Positive
ADC Seeking Alpha — December 24, 2025Agree Realty Corporation offers a high-quality, diversified net lease retail REIT portfolio, with peer-leading investment-grade tenant concentration and robust lease terms. ADC trades below intrinsic value, supported by ramped-up investment guidance and solid AFFO growth, despite overall weakness in the macro environment. Financial strength is underpinned by low leverage, no significant debt maturities until 2028, and a manageable 4.07% average interest rate, providing flexibility, amid macro uncertainty.
Advantest Wins Excellent Performance Award at TSMC's 2025 Supply Chain Management Forum — Neutral
TSM GlobeNewsWire — December 24, 2025TOKYO, Dec. 24, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) today announced that it has been named a winner of TSMC's Excellent Performance Award, recognized in the category of Excellent Production Support. This was Advantest's first time winning an award at TSMC's annual Supply Chain Management Forum.
Shares of Reddit have soared more than 400% since their debut last spring. Just wait until next year.
BP sells majority stake in Castrol in $10bn deal to cut debt — Positive
BP Proactive Investors — December 24, 2025BP PLC (LSE:BP.) has agreed to sell a 65% stake in its Castrol lubricants business to the investment firm Stonepeak, valuing the business at about $10 billion and marking one of the biggest steps yet in the oil major's plan to slim down and shore up its finances.
Oil giant BP to sell 65% stake in $10 billion Castrol unit — Neutral
BNO BP DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC — December 24, 2025BP has agreed to sell a 65% shareholding in lubricants business Castrol. The deal comes as the company looks to divest of $20 billion of assets by the end of 2027.
Fidelity High Dividend ETF: A High-Yield Dividend Growth And Value Hedge — Positive
FDVV Seeking Alpha — December 24, 2025The Fidelity High Dividend ETF offers an attractive combination of growth and value characteristics for investors seeking balanced exposure. My current value bucket includes SCHD, FDVV, and BRK.B, reflecting a diversified approach. FDVV stands out for blending dividend growth with high capital appreciation potential holdings.
STAG Industrial: Strong Leasing Performance Highlights Improving Demand And Portfolio Stability — Positive
STAG Seeking Alpha — December 24, 2025STAG Industrial demonstrates robust leasing momentum, with new leasing activity up over 34% in the last three quarters. Q3FY25 leasing volumes reflect a normalized market, with 2.15 million sq. ft. leased and stable renewal rates averaging 22.5%. STAG trades at a 25% discount to estimated NAV, with a calculated net asset value of $51.18 per share versus the current market price.
Natural Gas and Oil Forecast: Rally Extends, but Descending Trendlines Cap Upside Potential — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP FXEmpire — December 24, 2025Oil and gas prices rebound 6% from five-year lows as geopolitical tensions add a risk premium, while technical resistance and surplus forecasts cap longer-term upside.
Could Lululemon Be a Multimillionaire-Maker Stock? — Positive
LULU The Motley Fool — December 24, 2025Lululemon's sales in the U.S. have been disappointing. The business still has a powerful brand that supports its impressive profits.
BP to sell 65% stake in Castrol to Stonepeak for $6 billion — Neutral
BP Reuters — December 24, 2025BP on Wednesday said it has agreed to sell a 65% stake in its Castrol unit to investment firm Stonepeak for about $6 billion.
Stonepeak to Acquire Majority Controlling Interest in Castrol from bp — Neutral
BP Business Wire — December 24, 2025LONDON & NEW YORK--(BUSINESS WIRE)--Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, today announced an agreement to acquire a majority controlling interest in Castrol (or “the Company”), a global leader in lubricants, from BP p.l.c. (“bp”) (NYSE: BP) (LON: BP), in a transaction valuing the business at an enterprise value of approximately $10.1 billion. bp will retain a 35% minority interest in Castrol as part of the transaction. In connection wit.
DIVERSIFIED ENERGY COMPANY ("Diversified", or the "Company") DIVERSIFIED ENERGY COMPANY (NYSE:DEC; LSE:DEC) announces that, in accordance with the terms of its share buyback program announced on March 20, 2025, the Company has purchased 54,988 shares of common stock, par value $0.01 per share of the Company (the "Shares") in the market at a volume-weighted average price of $13.9712 per Share through Mizuho Securities USA LLC (MSUSA). The Shares acquired will, in due course, be cancelled.
Bristol Myers Squibb: A Pharma Giant Trading Like Growth Is Over - It's Not — Positive
BMY Seeking Alpha — December 24, 2025Bristol Myers Squibb remains significantly undervalued, trading at a forward P/E of 8x, versus the sector median of 19.5x. BMY's growth portfolio now generates 57% of total revenue, growing 18% YoY and overtaking legacy drugs, supporting a bullish outlook. Despite modest 3% total revenue growth, BMY maintains robust margins, strong cash flow, and a 4.65% dividend yield, enhancing its defensive appeal.
Turning Point Brands is significantly undervalued because investors are not adequately pricing in the growth of its modern oral nicotine pouch segment (FRE/ALP). A sum-of-the-parts DCF analysis, which separately values the declining legacy business and the high-growth pouch segment, results in a combined fair value of $194 per share. Value realization relies on three main factors: onshoring production to expand margins, securing a national rollout in major convenience stores like 7/11, and increased marketing.
PAG and KKR to Acquire Sapporo Real Estate from Sapporo Holdings — Neutral
KKR Business Wire — December 24, 2025TOKYO--(BUSINESS WIRE)--PAG and KKR to Acquire Sapporo Real Estate from Sapporo Holdings.
Sanofi to Buy Vaccine Maker Dynavax in $2.2 Billion Deal — Positive
DVAX SNY WSJ — December 24, 2025The cash deal seeks to strengthen the French drugmaker's immunization portfolio after it suffered setbacks in clinical trials.
TOKYO--(BUSINESS WIRE)--KKR Completes Tender Offer for Forum Engineering.
Ascent Industries: Priced For Stagnation, Pivoting For Growth — Neutral
ACNT Seeking Alpha — December 24, 2025Ascent Industries has completed its strategic pivot, divesting steel assets and emerging as a focused, high-margin specialty chemicals platform. ACNT boasts a fortress balance sheet, with $58–65 million in cash, no debt, and an enterprise value at a deep discount to potential EBITDA. Management's proven turnaround playbook has already doubled gross margins, with further upside, as plant utilization rises from 50% toward 85%.
Sanofi to Acquire Dynavax, Adding a Marketed Adult Hepatitis B Vaccine and Phase 1/2 Shingles Candidate to the Pipeline — Neutral
DVAX PRNewsWire — December 24, 2025Dynavax stockholders to receive $15.50 in cash, a 39% premium to Dynavax closing share price on December 23, 2025 EMERYVILLE, Calif. , Dec. 24, 2025 /PRNewswire/ -- Sanofi announced today that it has entered into an agreement to acquire Dynavax Technologies Corporation (Nasdaq: DVAX), a publicly traded vaccines company with a marketed adult hepatitis B vaccine (HEPLISAV-B®) and a differentiated shingles vaccine candidate.