Coca-Cola Is a Great Company, But I Think This Stock Is a Better Investment — Negative
PEP The Motley Fool — July 14, 2025Coca-Cola (KO 0.20%) is performing very strongly today, with organic sales up 6% in the first quarter of 2025. That comes amid a tough backdrop for consumer staples companies, thanks to inflation and consumers' worries about their finances.

Gold (XAUUSD) & Silver Price Forecast: Tariffs, CPI Data Drive Safe-Haven Demand — Positive
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — July 14, 2025Gold holds near $3,355 as rising tariffs and geopolitical risk boost safe-haven appeal. Silver outperforms, gaining 3.5% amid inflation hedging.

Takeda Announces Positive Results from Two Pivotal Phase 3 Studies of Oveporexton (TAK-861) in Narcolepsy Type 1 — Neutral
TAK Business Wire — July 14, 2025OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) today announced that all primary and secondary endpoints were met in two Phase 3 randomized, double-blind, placebo-controlled studies of oveporexton (TAK-861), a potential first-in-class investigational oral orexin receptor 2 (OX2R)-selective agonist, in narcolepsy type 1 (NT1). NT1 is caused by the loss of orexin-producing neurons in the brain. Orexin agonists are designed to address this underlying orexin deficiency.

Thor Explorations reports solid gold output and maintains 2025 guidance — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL THXPF UGL Proactive Investors — July 14, 2025Thor Explorations Ltd (TSX-V:THX, AIM:THX, OTC:THXPF) has delivered a solid operational update from the Segilola mine in Nigeria for the second quarter, alongside a progress report on its assets in Senegal and Côte d'Ivoire. Between April and June, the company poured just under 23,000 ounces of gold.

iShares MSCI Turkey ETF offers diversified exposure to Turkey's high-growth sectors—industrials, financials, and consumer defensives—positioning it for potential upside amid economic reforms. Risks like currency depreciation, high inflation, and political instability remain significant and could undermine returns for USD-based investors. TUR's lower expense ratio and broader diversification make it more appealing than ITKY, but concentrated holdings and low liquidity add to the risk.

South Korea preparing to order airlines to check fuel switches on Boeing jets — Neutral
BA Reuters — July 14, 2025South Korea's transport ministry is preparing to order all airlines in the country that operate Boeing jets to examine fuel switches in accordance with a 2018 advisory from the U.S. Federal Aviation Administration, the ministry's foreign media spokesperson said on Monday.

British drugmaker GSK said on Monday it had submitted an application to the U.S. Food and Drug Administration to extend the use of its respiratory syncytial virus (RSV) vaccine to adults under the age of 50 at a higher risk of the disease.

Financials Report This Week: Citi And JPMorgan Kick Off The Big Banks' Earnings Tuesday Morning — Neutral
C JPM Seeking Alpha — July 14, 2025If there's a beaten-down “non-correlated” (or uncorrelated) asset class to the S&P 500's bull market, it's the Russell 2000 Value segment, and the biggest concentration within that asset class is financials. Citigroup reports on July 15th before the opening bell, and analyst consensus coming into the Q2 earnings release is expecting $1.60 in EPS on $20.98 billion in revenue, for expected year-over-year growth of 5% and 4% respectively. JPM trades at 15x-16x earnings for expected high-single digit EPS growth over the next 3 years, while it likely can still generate high-teens, low-20% ROTCE or ROE.

Ellomay Capital Ltd. Announces a Proposed Private Placement of Ordinary Shares to Israeli Institutional and Classified Investors for Approximately NIS 50 Million — Neutral
ELLO GlobeNewsWire — July 14, 2025Tel-Aviv, Israel, July 14, 2025 (GLOBE NEWSWIRE) -- Ellomay Capital Ltd. (NYSE American; TASE: ELLO) (“Ellomay” or the “Company”), a renewable energy and power generator and developer of renewable energy and power projects in Europe, USA and Israel, today announced that it received and accepted, following the approval of its Board of Directors, commitments from several Israeli institutional and classified investors to buy 926,000 ordinary shares of the Company in a private placement (the “Private Placement”). As a result of the Private Placement, an affiliate of Menora Mivtachim Holdings Ltd. (one of Israel's largest institutional investors), which holds securities for …

Ventas' recent dividend increase and international exposure position it well for future growth, despite its current yield lagging behind Treasuries. Lower interest rates and management's strong execution could make VTR's dividend more attractive and support further upside. Technical analysis shows bullish price action, improving momentum, institutional support, and rising relative strength vs. the S&P 500.

Juniper Research Reveals Subscription Economy Leaderboard for 2025 — Neutral
JNPR GlobeNewsWire — July 14, 2025HAMPSHIRE, United Kingdom, July 14, 2025 (GLOBE NEWSWIRE) -- A new study from Juniper Research, the foremost experts in fintech and payment markets, has identified the leaders in subscription management platforms globally for 2025. The Leaderboard evaluated 20 key subscription economy players against a robust set of criteria, including the size of their operations, commercial proposition and the comprehensiveness of their billing service.

China grants conditional approval for Synopsys to acquire Ansys — Neutral
ANSS SNPS Reuters — July 14, 2025China's market regulator has granted a conditional approval for software firm Synopsys to acquire Ansys , according to a statement released by the regulator on Monday.

Bank of Montreal remains my top Canadian bank pick, delivering 42% returns since 2023, thanks to its superior risk-reward profile and successful growth strategy. National Bank of Canada has emerged as another core Canadian bank holding, with disciplined expansion, strong capital, and standout revenue growth, especially after acquiring Canadian Western Bank. Royal Bank and CIBC are on my investment radar for future opportunities, while TD and Scotiabank face strategic and regulatory headwinds limiting near-term upside.

HTUS: This Market Timing ETF Still Has To Prove Itself — Negative
HTUS Seeking Alpha — July 14, 2025HTUS employs a tactical, model-driven approach to S&P 500 exposure, combining market timing and options income strategies. In 2024, the fund delivered a very high yield that is not typical of the strategy based on historical data. HTUS has underperformed the benchmark since its inception and is on par with it since 2023, with a deeper drawdown.

Gold News: CPI to Decide If $3,310.48 Pivot Becomes Springboard or Breakdown Point — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL FXEmpire — July 14, 2025Gold price forecast hinges on July CPI data, with $3,310.48 pivot key to breakout toward $3,500.20 or reversal to $3,120.76. Traders brace for volatility.

Tesla, Circle, and 6 Other Stocks to Short, According to J.P. Morgan — Negative
TSLA Barrons — July 14, 2025Analysts at J.P. Morgan are bearish on several high-profile stocks.

Enbridge Justifies Further Upside Thanks To Continued Growth — Positive
ENB Seeking Alpha — July 14, 2025Enbridge remains a 'buy,' due to solid growth prospects, robust demand for energy, and a strong management growth plan, despite recent underperformance, versus the S&P 500. Recent financials show strong revenue and EBITDA growth, especially from Gas Distribution and Storage, boosted by acquisitions and rate increases. Management forecasts continued EBITDA and cash flow growth through 2026, supported by $28 billion in secured capital projects and substantial investment capacity.

TBG: A High-Conviction Dividend ETF Finding Its Footing — Positive
TBG Seeking Alpha — July 14, 2025TBG is an actively managed ETF comprised of 30-40 U.S. companies selected for their dividend sustainability and ability to grow distributions over a 5-7 year market cycle. The fund's 0.59% expense ratio negatively impacts distributions, but its 2.40% trailing dividend yield is likely understated. This article explains why I expect it to gradually increase to the 3.50-3.60% range. TBG has solid quality and dividend growth features, though negative historical earnings growth rates have led to a high 66% payout ratio, 8% more than the four-year average.

TransMedics has rebounded from a sharp sell-off by consistently beating guidance and demonstrating strong execution, restoring investor confidence. I anticipate Q2 2025 will deliver another earnings beat, with flight activity data suggesting sales could surpass analyst estimates. The company is showing clear operating leverage, manageable debt, and is building a vertically integrated logistics network in a niche market.
