Core Viewpoint - Gamehost Inc. has announced a cash dividend of $0.05 (CDN) per common share for February 2026, which translates to an annualized rate of $0.60 (CDN) per share, to be paid on March 13, 2026, to shareholders of record on February 28, 2026 [1][2]. Company Overview - Gamehost Inc. is incorporated under the laws of Alberta, Canada, and operates various facilities including the Rivers Casino & Entertainment Centre in Ft. McMurray, the Great Northern Casino, Service Plus Inns & Suites, Encore Suites hotels, and the Deerfoot Inn & Casino in Calgary [3][4]. - The company's common shares are traded on the Toronto Stock Exchange (TSX) under the symbol GH [4].

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”. You can download a copy of the letter here. Small-cap stocks delivered marginal gains in the fourth quarter of 2025. The Russell 2000® Value Index outperformed the Russell 2000® Growth Index in the quarter, with more balanced results. In line with the broader stock market, small-cap stocks delivered solid results in 2025. The Russell 2000 Growth Index re ...

Core Insights - Guardant Health has launched a Community Colorectal Cancer Screening Grant Program to enhance access to colorectal cancer screening during March, which is Colorectal Cancer Awareness Month [1] - The program will provide selected organizations with up to 100 Shield tests at no cost to support community health fairs, screening events, and educational outreach [1] - Shield is the first FDA-approved blood test for colorectal cancer screening for adults aged 45 and older at average risk, offering a more convenient option compared to traditional methods [1] Company Initiatives - The grant program aims to remove barriers to screening, particularly in underserved communities, and supports organizations that focus on health outreach [1] - Applications for the grant are open until February 17, 2026, with notifications of approval sent on February 20, 2026 [1] - Organizations interested in applying are encouraged to review the Request for Proposals and complete the application form [1] Product Information - Shield is a non-invasive blood-based screening test that detects alterations associated with colorectal cancer, intended for individuals aged 45 and older at average risk [1] - A positive result from the Shield test indicates the need for further evaluation through colonoscopy [1] - Guardant Health is focused on transforming patient care and accelerating cancer therapies through advanced testing and analytics [1]

Core Insights - Guardant Health, in collaboration with Mayo Clinic, published the largest study to date on circulating tumor DNA (ctDNA) for minimal residual disease (MRD) detection in resected stage III colon cancer patients, indicating that ctDNA detection is a better predictor of recurrence and overall survival compared to standard staging [1][2] Group 1: Study Findings - Approximately 20% of patients in the phase III trial had detectable ctDNA post-surgery, with Guardant Reveal identifying a four-to-six-fold higher rate of disease recurrence or reduced survival [2] - Patients with smaller tumors or fewer affected lymph nodes also showed over a six-fold higher rate of events when ctDNA was detected, supporting the integration of ctDNA testing into routine postoperative management [2][4] Group 2: Clinical Implications - The amount of ctDNA, known as tumor fraction, further distinguishes patients at the highest risk of early recurrence and worse survival, aiding clinicians in prioritizing intensive surveillance or alternative therapies [3][4] - ctDNA testing enhances the accuracy of estimating cancer recurrence risk, allowing for more tailored recommendations for adjuvant chemotherapy and follow-up monitoring [4] Group 3: Company Overview - Guardant Health is a leading precision oncology company focused on providing insights into disease drivers through advanced blood and tissue tests, real-world data, and AI analytics, aiming to improve outcomes across all stages of cancer care [5] - The company has expanded its Reveal test to support late-stage therapy response monitoring, reinforcing its clinical utility in molecular residual disease and personalized care [4]

Core Insights - Guardant Health is experiencing significant growth, with shares rising substantially over the past six months and recent key collaborations enhancing its market position [1][2] - The company is at an inflection point, making it an attractive investment opportunity for growth investors [2][3] Financial Performance - In Q3 2025, Guardant Health's core oncology business achieved positive free cash flow, one quarter ahead of its target, and management anticipates maintaining this positive cash flow into Q4 and throughout 2026 [3] - The current market capitalization of Guardant Health is $14 billion, with a gross margin of 63.76% [2] Partnerships and Collaborations - Guardant Health is collaborating with Path Group to market the Shield blood test for colorectal cancer screening across more than 250 health systems [4] - The partnership with Quest Diagnostics is set to expand in Q1 2026, aiming to make the Shield test available to U.S. physicians and patients [4] Regulatory Approvals - The company received FDA approval for Guardant360 CDx as a companion diagnostic for Pfizer's Braftovi in combination with Eli Lilly's Erbitux, marking a significant milestone in colorectal cancer treatment [5] Market Outlook - Although the recent partnerships and FDA approval will not impact Q4 results, they are expected to create positive momentum for the stock in the long term [6] - Investors are advised to consider the long-term investment thesis for Guardant Health, as immediate results may not reflect the company's future potential [7]

Company Overview - Guardant Health, Inc. was founded in 2012 and is based in Palo Alto, CA, focusing on precision oncology to enhance wellness and extend time free from cancer [1] Investment Philosophy - The investment philosophy emphasizes the joy of compounding, the value of dividend reinvesting, and the principle that patient investing yields the greatest rewards [1] - The approach combines steady accumulation of high-quality assets with high-risk/high-reward opportunities and transformative technologies [1] Academic Background - The individual has over 20 years of teaching experience at the college/university level and holds a PhD from Brunel University, indicating a strong academic foundation [1]

Core Insights - The FDA approved Guardant Health's Guardant360 CDx as a companion diagnostic for identifying patients with BRAF V600E-mutant metastatic colorectal cancer who may benefit from Braftovi treatment [1][4] - The approval is based on data from Pfizer's Phase 3 BREAKWATER trial, showing significant improvements in treatment outcomes [2] Group 1: Product and Approval Details - Guardant360 CDx is the first FDA-approved liquid biopsy for comprehensive genomic profiling, detecting multiple genomic alterations across solid tumors [2] - The test aids in identifying patients eligible for FDA-approved treatments using a simple blood draw, which is crucial when tumor tissue is unavailable [3] - Colorectal cancer is the second-leading cause of cancer-related deaths in the U.S., with BRAF V600E mutations found in approximately 8-10% of metastatic colorectal cancer cases [4] Group 2: Financial Performance and Collaborations - Guardant Health reported preliminary fourth quarter 2025 revenues of $280 million, a 39% increase year over year, with 2025 sales reaching $981 million, up 33% [5] - The company entered a multi-year collaboration with Merck to support the development of Merck's oncology portfolio using the Guardant Infinity Smart platform [5] Group 3: Stock Performance and Market Sentiment - Guardant Health's stock is trading 10% above its 20-day simple moving average and 37.8% above its 100-day simple moving average, indicating strong short-term momentum [6] - Over the past 12 months, the stock has increased by 145.23% and is closer to its 52-week highs [6] - Analysts expect a loss of $(0.61) per share in the upcoming earnings report, with revenue projected at $273.83 million, up from $201.81 million a year ago [8] Group 4: Analyst Ratings and Market Position - The stock carries a Buy rating among analysts with an average price target of $87.25, reflecting positive sentiment ahead of the earnings release [9] - Guardant Health scores high on the Benzinga Edge, indicating strong momentum and outperforming the broader market [10]

Core Viewpoint - Guardant Health, Inc. has received FDA approval for Guardant360® CDx as a companion diagnostic for identifying patients with BRAF V600E-mutant metastatic colorectal cancer who may benefit from BRAFTOVI® treatment [1] Company Summary - Guardant Health, Inc. is recognized as a leading precision oncology company [1] - The FDA's accelerated approval allows for the use of Guardant360® CDx in conjunction with BRAFTOVI® (encorafenib) and cetuximab, along with chemotherapy [1]

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equity market ended the fourth quarter on a strong note, with the S&P surging 2.7%, maintaining its steady upward momentum. Investors' optimism was supported by better-than-expected corporate earnings, the US Federal Reserve’s further interest rate easing stance, and a resilient macroeconomic backdrop. Improving clarity on ...

Core Insights - Guardant Health, Inc. is ranked fifth in a list of the Top 10 Oncology Stocks to Buy Now, indicating strong market interest and potential for growth [1] - Analysts from Stifel and Mizuho have raised their price targets for Guardant Health, with Stifel increasing it to $120 and Mizuho to $135, reflecting positive sentiment and expectations for future performance [2][3] Company Overview - Guardant Health, Inc. specializes in precision oncology, focusing on non-invasive liquid biopsy tests for cancer detection, treatment selection, and disease monitoring [3] - The company's flagship products, Guardant360 and Guardant Shield, facilitate early cancer detection, biomarker profiling, and real-time monitoring, which are essential for personalized cancer care [3] Market Expectations - Stifel anticipates strong volume and average selling price growth for Guardant Health in 2026, supported by publication and reimbursement events that are expected to maintain investor interest [1] - Mizuho has revised its models for the diagnostics and medical device sectors, indicating a broader positive outlook for the industry in which Guardant operates [2]