Ingles Markets trades at a discount, due to hurricane-damaged stores, yet profitability has largely recovered. Three stores ...
Margin pressures persist as Cisco adapts to AI-driven competition. Click here to read why I recommend buying CSCO stock.
OpenAI launching ads on ChatGPT threatens Alphabet search ad revenue as ChatGPT scales. Click here to read why GOOG stock is ...
B in free cash flow by 2029 at ~$65 oil, driven by project completions, LNG growth, and cost cuts. Read why COP stock is a ...
Radian Group (RDN) is upgraded to Buy, driven by a lower-rate housing environment and the transformative Inigo acquisition.
Q3 revenue +10.8% YoY and operating income +11.4%, supported by rising margins and strong cash flow. The “AMETEK Growth Model ...
IGV underperformed, down nearly 20% from its 2025 double top, with weak momentum and poor seasonal trends into March. See why ...
Rollins remains a high-quality, AI-resistant business with a proven M&A-driven growth strategy. Read why I maintain a Hold ...
Q3 beat, China growth, activist catalysts and $1B buyback support a low 15.1x ex-cash valuation—see why it’s a buy now.
Commerce Secretary Lutnick warns memory chipmakers, including those from South Korea and Taiwan could face 100% tariffs ...
Trump threatens up to tariffs on European allies over Greenland military moves amid U.S. ownership push. Read more here.
Even after a strong year like 2025, your capital still needs to be employed. Leaving gains idle as cash is inefficient, while ...