Couche-Tard Couldn't Outlast Seven & I as Its Own Headwinds Grew
Couche-Tard showed remarkable persistence in the roughly yearlong campaign, which included a publicity blitz in Japan to court consumers and a pledge to find buyers for more than 2,000 US stores to head off antitrust concerns. It even indicated a willingness to sweeten the ¥6.77 trillion ($46 billion) offer, representing a near 48% premium on the undisturbed stock price.
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Insured losses from Jasper wildfire reach $1.3B, Insurance Bureau of Canada says
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BWX Technologies, Inc. (BWXT): A Bull Case Theory
We came across a bullish thesis on BWX Technologies, Inc. on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on BWXT. BWX Technologies, Inc.'s share was trading at $143.37 as of July 23rd. BWXT's trailing and forward P/E were 45.66 and 44.44 respectively according to Yahoo Finance. Copyright: vencavolrab78 / 123RF Stock Photo BWX Technologies holds a uniquely dominant position in the nuclear reactor market, underpinned by its exclusive Nuclear Regulatory Commission Category 1 licensing that allows it to handle, store, and process highly enriched uranium in the U.S. This exclusivity secures BWX's monopoly on nuclear reactors and fuel for U.S. Navy submarines and aircraft carriers, making it an indispensable supplier to the defense sector. The company's portfolio extends beyond defense, offering a differentiated range of heavy nuclear components for commercial markets, further diversifying its growth avenues. Its long-term growth trajectory is strongly supported by a visible build schedule for U.S. Navy submarines and aircraft carriers, providing stable, recurring demand for its highly specialized nuclear technologies. Additional upside comes from Canada's planned investments into refurbishing, expanding, and constructing nuclear power plants, which could significantly expand BWX's addressable market. Moreover, the Trump administration's stated commitment to accelerating U.S. nuclear energy development presents a potential catalyst, positioning BWX to benefit from increased public and private sector investment in nuclear energy infrastructure. Together, these factors reinforce BWX's entrenched competitive advantages, predictable growth, and strategic importance in both defense and commercial nuclear markets. With its unparalleled licensing position, resilient demand base, and multiple structural tailwinds, BWX Technologies represents a compelling long-term investment case with limited competitive threats and considerable upside potential as the global nuclear renaissance gains momentum. Previously, we covered a bullish thesis on AeroVironment, Inc. by Stock Picker's Corner in January 2025, which highlighted rising global demand for UAVs amid heightened geopolitical tensions. The company's stock price has appreciated by approximately 69.43% since our coverage. This is because the thesis played out. The thesis still stands as defense budgets stay elevated. Stock Analysis Compilation shares a similar but emphasizes on BWX Technologies' monopoly-like nuclear defense position. BWX Technologies, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 52 hedge fund portfolios held BWXT at the end of the first quarter which was 55 in the previous quarter. While we acknowledge the potential of BWXT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Sign in to access your portfolio
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Billionaire who called cash 'trash' has a warning
Billionaire who called cash 'trash' has a warning originally appeared on TheStreet. Billionaire investor Ray Dalio believes the feud between U.S. President Donald Trump and Federal Reserve Chair Jerome Powell comes down to one thing: the value of money. In a post on X, Dalio said: "While good central bankers try to get the balance right between being too easy and being too tight, looking at indicators of which way things are leaning to 'lean against the wind.' So, there is a natural tension between central bank leaders and those in office who want to make people happy and get re-elected." He explains that every country that takes on too much debt often lowers its interest rates and devalues its currency, which benefits people who borrow money but disadvantages those who save or lend a July 24 post, Dalio explains: "The classic way of dealing with it is to push real interest rates down and devalue money, which is bad for creditors and good for debtors. That is what Donald Trump is pushing for and what Jay Powell is defending against." This type of friction isn't unique, said the founder of Bridgewater Associates. Presidents often favour loose monetary policy - low interest rates and a high level of money in the economy - because it has a positive impact on the economy in the short term. Central bankers have the mandate to maintain low inflation and manage the economy, acting as an independent force. Dalio has a harsh message Dalio also points out how much the U.S. dollar has lost value when compared to other assets over the past year. He says: 'Over the last year, the dollar was down 5% against a basket of other major currencies, down 27% against gold, and down 45% against Bitcoin.' Over the past year, Bitcoin has surged by more than $52,911, reflecting growing investor interest in alternative stores of value amid ongoing economic uncertainty, as per charts. In contrast, the U.S. Dollar Index (DXY), which measures the dollar's strength against a basket of major currencies, has slipped by 0.02% during the same further cautioned that the government will not take action to correct things until it is a real crisis. "History shows that strong steps to protect money's value usually only happen after serious pain," he wrote. Dalio has never been a cheerleader for the future of the dollar. Dalio told the media in 2023 that he owned Bitcoin and 'cash is trash' and said that he preferred Bitcoin to bonds. Later, that year, he also said that he "owns some Ethereum,".He views both assets as alternative forms of money in a world where the dollar is depreciating. Billionaire who called cash 'trash' has a warning first appeared on TheStreet on Jul 24, 2025 This story was originally reported by TheStreet on Jul 24, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
