With zero debt and $7.82 billion in cash, Zoom can pursue strategic investments, buybacks, and withstand market volatility. Check out my Buy thesis on ZM stock.
Conagra Brands historically outperformed S&P 500 during recessions, benefiting from consumers trading down to cheaper food offerings. See why CAG is a Strong Buy.
Portfolio 2037-2040 gained 2.88% in the fourth quarter while slightly trailing its blended benchmark. Read the full analysis for more details.
What happens if the Medicare Hospital Insurance Trust Fund runs dry, and what can Congress do to prevent it? Seeking Alpha analysts weigh in. Read more here.
The S&P 500 earnings yield (SP EY) jumped back over 5% on March 27, 2026 to end the week at 5.06%, the first time since early May ’25 that the S&P 500 earnings yield has been over 5%.
VPL's portfolio is balanced between value and growth, with Industrials and Financials as the top sectors and a 3.82% dividend yield. Find out why VPL is a Buy.
The Fund outperformed its benchmark in Q4 2025, led by strong selection in semiconductors and hardware. Read the full analysis for more details.
Nvidia structurally outperforms Amazon with a ~39 percentage point operating margin premium. Check out the comparison between NVDA and AMZN stocks.
Energy and utilities are favored for Q2 2026 amid geopolitical volatility, while industrials require selectivity. Learn more about the market here.
The Goldman Sachs Emerging Markets Equity Insights Fund returned 3.78% in 4Q 2025, lagging its benchmark. Read the full analysis for more details.
Calamos Long/Short Equity & Dynamic Income Trust offers a complex, actively managed blend of long/short equity and fixed-income strategies. Read more on CPZ here.
ClearBridge Appreciation Portfolios underperformed the S&P 500 in Q4 2025 despite sector gains. Read the full analysis for more details.
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