This energy stock is eyeing a fresh buy point following a powerful recent rally. The land management play also offers AI exposure.
My investment strategy centers on concentrated positions in high-quality, dividend-growing companies within energy, defense, logistics, and construction, favoring long-term value over short-term trend
As of Nov. 7, 2025, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Significant Transaction in LandBridge Co LLC On September 9, 2025, Murray Stahl (Trades, Portfolio) executed a noteworthy transaction involving LandBridge Co LL
I rarely change my portfolio, but this time I made one of my biggest moves ever, selling a major winner to strengthen my core holdings. I reinvested the proceeds across key themes I believe will defin
These companies are of a size that excludes them from the indexes. WaterBridge's revenue and operating margin in this business, per barrel of water, are about $0.85 and $0.45. Tejon Ranch's strategy i
Comfort Systems USA (FIX) now dominates my portfolio after a strong rally, but its high valuation raises concerns about future returns. FIX's fundamentals remain robust, driven by AI, data center buil
St. Louis-based Cortland Associates increased its position in LandBridge Company by 260,812 shares in the third quarter. The transaction value of approximately $14.4 million represents 1.7% of Cortlan
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) ("LandBridge") today announced that it will release its financial results for the third quarter of 2025 after market close on Wednesday, Nov
My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/wate
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced it has finalized the sale of a solar project to a leading, publicly-traded energy infrastructure develope
The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality ch
HOUSTON--(BUSINESS WIRE)--LandBridge Company LLC (NYSE: LB) (“LandBridge”) today announced that it has entered into an agreement to acquire approximately 37,500 total acres, across Loving, Reeves,
Building a resilient retirement portfolio requires a mix of disruption-proof income from REITs, midstream energy, and high-yielding assets, plus growth stocks and ETFs. Current market challenges—AI
Investors need to pay close attention to LB stock based on the movements in the options market lately.
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