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3M’s Dividend Is Growing Again. Can PFAS Derail It?

The Cheap InvestorOctober 20, 20260

With personal-injury claims still unresolved and the Solventum stake swinging reported earnings, income investors need to look past the headline number today.

  • Top News

France’s Budget Has No Majority. The OAT Spread Keeps Score.

The Cheap InvestorOctober 18, 20260

Saturday’s 550,000-person protest is the backdrop. Monday’s bonds are the verdict.

  • Top News

Varonis Got a 52% Premium. What That Tells You About Data Security Prices.

The Cheap InvestorOctober 16, 20260

Thoma Bravo’s $6.3 billion all-cash bid for Varonis says something specific about where buyers think AI-era data security is undervalued.

  • Top News

NatWest Walks Away From the Bond Market at Its Most Expensive in 24 Years

The Cheap InvestorOctober 12, 20260

The bank’s exit from US and European primary dealing raises a harder question: who fills the gap when government debt is this hard to sell?

  • Top News

Medicare Just Got More Complex for 2027 Enrollment

The Cheap InvestorOctober 12, 20260

Fewer plan choices open Oct. 15, and Humana’s star surge is moving stocks.

  • Top News

Boots Is Worth $8.9 Billion. You Were Never Going to Own It.

The Cheap InvestorOctober 9, 20260

The Weston family and Fairfax just claimed a storied UK retailer. The lesson is about who gets the best assets.

  • Top News

Insurance Giants Are Settling Claims in Seconds. Here Is What That Costs Adjusters.

The Cheap InvestorOctober 7, 20260

Computer vision and agentic AI are compressing claim cycles, but the ROI story is messier than the headlines.

  • Top News

Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?

The Cheap InvestorOctober 6, 20260

The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.

  • Top News

Constellation Brands Reports Monday. Beer Is Stabilizing.

The Cheap InvestorOctober 3, 20260

STZ at 9.6x forward earnings near its 52-week low. Does October 6 mark the bottom?

  • Top News

Accenture Is Down 33% in 2026. Today’s Numbers Tell Us Why.

The Cheap InvestorOctober 1, 20260

Q4 results are out today. Federal stabilization and FY2027 guidance matter most.

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