Today's Stock Investing Pulse
Devon Energy’s $8B Marcellus Asset Offer Signals Aggressive Growth Post-Merger
Devon Energy completed its merger with Coterra, creating a larger diversified oil and gas operator. Stone Ridge Asset Management has signaled an $8 billion opening offer for Devon’s Marcellus assets, and the combined company expects to lift its dividend by roughly 30%.
Same Inputs. Different Conclusions. We Were Right.
The Intelligence Council outlines a behavior‑focused research method that pits actual institutional actions against public statements, claiming it uncovers mispricings that consensus analysts miss. The approach was demonstrated with two recent theses: Stride, a virtual‑school operator whose stock jumped over 40% after the firm showed districts rarely terminate contracts despite political pressure; and Skillsoft, a workforce‑training provider whose shares fell more than 50% when hidden debt and declining SaaS metrics were revealed. By combining short‑seller instincts, strategic discipline, and game‑theory modeling, the Council argues its intelligence changes how executives view market dynamics.
Cloudflare Leverages Edge AI for Scalable Growth
IGV is down 27.5% YTD — 5 software stocks to watch👇 $NET — Cloudflare | Forward EV/S: 24.05x Cloudflare runs workloads at the edge through Workers AI and charges for execution, not GPU rental. AI traffic rising across search, agents, and...
CAPE Predicts 10‑year Returns Slipping to Single Digits
However, the CAPE model (which holds that today’s 10-year P/E ratio determines the 10-year forward return) suggests that a secular peak may not be that far away. As scary as it sounds, all the CAPE model is predicting is that...
This Bird You Cannot Change: Allbirds’ Downfall From $4 Billion to $39 Million Fire Sale
Allbirds agreed to sell substantially all of its assets for $39 million, roughly 1% of its $4 billion peak valuation and less than 2% of its $2 billion IPO valuation. The March 31, 2026 10‑K filing includes a going‑concern warning, indicating the company expects to...
Small‑cap Growth Outpaces Large Caps, Defying Value Expectations
FT: "US small caps are outperforming big caps by a whopping 8.5% YTD. That’s a lot, especially given the chronic underperformance of small stocks over the past six years or so...Given the environment we are in (energy up, software down,...
Broker’s Call: JM Financial (Buy)
JM Financial, a leading Indian financial‑services conglomerate, is being initiated with a Buy rating. The broker sets a target price of ₹160 (≈ $2,000) versus a current market price of ₹134.05 (≈ $1,640). Management is pivoting away from legacy real‑estate and distressed‑credit...
Morgan Stanley's 30 Picks to Grow Competitive Edge by 2027
Morgan Stanley recently revealed the 30 stocks they believe will expand their competitive advantages through the year 2027. Here is their full portfolio of stocks:
CPI Trend Indicator Remains Bullish for S&P 500
Today's CPI report was in line, with the core better than expected. Our long-term CPI trend indicator doesn't care about economists' expectations or excluding short-term moves in volatile sectors. It simply compares the headline CPI to its 6-month average. It...
Closing Long Ideas That No Longer Provide Quality Risk/Reward
New Constructs, a subscription‑based equity research firm, announced a systematic quarterly review of its long‑stock ideas using the latest Form 10‑Q and Form 10‑K filings. Analyst Kyle Guske applies a proprietary risk‑to‑reward framework that assesses earnings quality, cash‑flow trends, balance‑sheet strength, and forward‑looking...
60/40 Portfolio No Longer Works in Today's Market
"Remember the old days? When bonds rose and provided an offset to weaker equity returns? The days when the “60/40” portfolio was built to better withstand short-term fluctuations in volatile market conditions? That’s so yesterday." Our latest quarterly...
Karsan Value Funds: 2026 Q1 Results
Karsan Value Fund posted a modest 2% pre‑tax gain in Q1 2026, lifting its share price to CAD 84.01 (≈ US $62). The fund outperformed the S&P 500’s –5% decline and the flat Russell 2000, though it lagged the S&P/TSX’s 3% rise. Gains were driven by exits from...
XLF: Strong Buy For U.S. Financials During A Multi-Year Earnings Reset
State Street’s Financial Select Sector SPDR ETF (XLF) has been upgraded to a strong buy, positioning it as a premier vehicle for large‑cap U.S. financial exposure. The fund stands to benefit from a resurgence in investment‑banking fees, the regulatory release...
Sodexo Shares Plunge 15% as H1 Profit Falls 57% and FY26 Outlook Cut
Sodexo SA saw its Paris‑listed shares slide about 15% after the French services giant posted a 56.7% plunge in first‑half net profit and cut its fiscal 2026 organic revenue growth forecast to 0.5‑1%. The earnings miss rattled the Euro‑Stoxx 600,...
The Hidden Risk on Company Balance Sheets
Professors Darrol Stanley and Michael Kinsman examined whether S&P 500 companies with unusually high goodwill and intangible assets perform differently from their peers. Analyzing 399 firms that stayed in the index from late 2018 through 2023, they split the sample...
ServiceNow Shares Drop 35% Amid AI‑Driven ‘SaaSpocalypse’ Sell‑Off
ServiceNow’s shares have tumbled 35% year‑to‑date after the market’s “SaaSpocalypse” was reignited by Anthropic’s Mythos AI model. The sell‑off highlights mounting investor anxiety that generative AI could erode the per‑seat licensing model that underpins SaaS valuations.
Broker’s Call: Physicswallah (Buy)
Physicswallah (PWL) is being launched with a Buy rating by Elara Securities, targeting a share price of ₹140 (≈ $1.68) versus the current ₹101.76 (≈ $1.23). The company’s omnichannel strategy leverages free digital content to build trust, then monetises through paid JEE/NEET...
AMLM Poised for Rebound as Technicals Cool
Disseminated on Behalf of American Lithium Minerals Inc $AMLM $AMLM has been actively announcing acquisitions to build a diversified portfolio (Lithium, REE, Gold, Silver, Copper) in mining-friendly areas. It's also mentioned interest in real-world asset (RWA) tokenization for its projects (gold,...
Focus List Stocks: Long – Update 4/10/26
The Focus List Stocks: Long Model Portfolio outperformed the S&P 500 by 20% in the first quarter of 2026, adding to its track record of 35% excess return in 2021 and 11% in 2022. The portfolio aggregates New Constructs’ long‑idea...
2 Supermarket Stocks Well-Positioned to Capitalize on Industry Trends
Zacks highlights rapid digital transformation, diversified growth platforms and margin pressure reshaping the U.S. supermarket sector. Walmart and Kroger emerge as the best‑positioned players, leveraging omnichannel fulfillment, automation and higher‑margin advertising and private‑label strategies. The Retail‑Supermarkets industry outperformed the S&P 500...
Weekly Wrap: The Fight over MSS Spectrum Is in Full Swing
Amazon is in advanced talks to acquire Globalstar in a deal valued around $9 billion. Globalstar holds valuable mobile‑satellite service spectrum in the L/S‑band and, more critically, Band 53/n53 (2483.5‑2495 MHz) licensed in 11 countries, which Amazon could integrate into its Leo network...
Wells Fargo Downgrades Sherwin-Williams because of Rising Raw Materials Costs Due to Iran Conflict
Wells Fargo downgraded Sherwin‑Williams to equal‑weight and cut its price target to $365 from $410, citing an 8.7% upside from the latest close. The bank attributes the downgrade to rising raw‑material costs driven by the Iran conflict, which is inflating...
Global Chaos Has Become a Permanent Guest in Your Portfolio. This Strategist Says Big Tech and Emerging Markets Are Now...
Nuveen strategist Laura Cooper warns that markets are under‑pricing the escalating Iran war and its broader geopolitical fallout. She advises investors to tilt toward U.S. large‑cap technology and AI, overweight emerging markets such as South Korea and Brazil, and add...
Coal Miner Secures 6% Debt, yet Equity Multiples Stagnant
And just like that as we enter the final year of the price contingent window...we see the debt termed out another ~5 years Obviously coal price dependent but the Koala definitely feels like it doesn't own enough Whitehaven $WHC.AX Take a bow...
Mariner's Krumpelman: Buckle up to Ride the S&P to 7,700 by Year's End
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will...
Auditors Flag Uncertainty on Katrina Group’s Ability to Continue as a Going Concern
Singapore‑listed hospitality group Katrina Group disclosed that its independent auditors, EY, raised a going‑concern uncertainty after its December 2025 financials showed net liabilities exceeding assets by about S$6.7 million (≈$5 million). The company posted a net loss of S$2.8 million (≈$2.1 million) and revenue fell 16%...
Opportunities In Gold Explorers And Developers – Part 3
The author resumes the third installment of a series spotlighting opportunities in junior gold explorers and developers. The piece promises to dissect volatile pre‑revenue gold equities, flagging upcoming company catalysts and overlooked value drivers. By revisiting these under‑appreciated assets, the...
Top 4 Mid-Cap Value Funds to Consider in a Volatile Market
U.S. equity markets remain volatile amid Middle‑East tensions, yet the domestic economy shows resilience with solid job growth and steady consumer spending. In this environment, mid‑cap value mutual funds are highlighted as a sweet spot between large‑cap stability and small‑cap...
WD-40 Company Justifies Sell-Side Support With Q2 Results
WD‑40 Company posted Q2 2026 results that exceeded expectations, delivering 10.7% top‑line growth and confirming its cash‑generating profile. The firm maintained a 1.9% dividend yield with a 62% payout and accelerated share buybacks, leaving only $14 million of authorization. Institutional investors...
CANC: I Give A Hold Rating To This ETF That Invests In Cancer-Fighting Stocks
The Tema Oncology ETF (CANC) receives a Hold rating after analysis revealed inconsistent recent returns despite a strong Quant Ranking within the healthcare subclass. The fund offers exposure to 55 cancer‑focused companies spanning biotech, pharmaceuticals, diagnostics, and medical devices, with...
Six Flags Magic Mountain Takes a $533 Million Hit
Six Flags disclosed a $1.5 billion non‑cash write‑down after an accounting test revealed that Magic Mountain’s goodwill was overstated by $533.7 million. The impairment also hit other parks, trimming the trade‑name value by $169.3 million, roughly a 20% decline. The adjustments stem from...
Why PriceSmart’s Discount May Not Last Much Longer
PriceSmart (NASDAQ: PSMT) is trading at roughly 29× earnings, well below peers Costco and Walmart’s Sam’s Club, suggesting ample upside. The retailer posted Q2 revenue of $1.5 billion, up 9.7% YoY, and GAAP EPS of $1.62, beating consensus. Comparable‑store sales rose...
VXUS: Buying International Equity Still Has Upside - Strong Buy
Vanguard's Total International Stock Index Fund ETF (VXUS) has been upgraded to a strong‑buy as it offers a deep valuation discount to the S&P 500 and exposure to over 8,000 global stocks. The fund’s un‑hedged structure lets U.S. investors capture gains...
EWY: Rally Not Over Yet
The iShares MSCI South Korea ETF (EWU) is positioned to capture gains from the country’s high‑tech exporters, especially those riding the AI‑driven memory‑chip supercycle. Analysts cite three structural catalysts: surging memory‑chip demand, sweeping corporate‑governance reforms, and a possible MSCI upgrade...
Nike Shares Are Still Not Cheap After 30% Drawdown This Year, Says Piper Sandler
Piper Sandler downgraded Nike to neutral and cut its price target to $50 from $60. Even after a 31% year‑to‑date slide, the analyst says the stock remains pricey at roughly 22 times FY28E earnings per share and lacks an immediate catalyst....
Best ETFs To Protect You From War And High Stock Prices
EP Wealth Advisors, overseeing roughly $42 billion, recommends three ETFs to shield portfolios from geopolitical risk and elevated valuations. The firm favors Invesco’s S&P 100 Equal Weight for diversified large‑cap exposure, JPMorgan’s U.S. Quality Factor for sector‑neutral quality stocks, and Dimensional’s U.S....
Top Fund That Invests In Gold Miners Delivers Midas-Like Returns
Midas Discovery (MIDSX), a gold‑mining focused mutual fund, delivered a staggering 196% return in 2023 and is up 11.5% through March 2024 as gold prices surged. The metal has rallied 125% year‑to‑date, buoyed by geopolitical risk, a weakening dollar, record...
Why Optimistic Investors Will Triumph over Doom and Gloom
The latest Global Returns Yearbook shows US equities have generated a 9.8% compound annual return since 1900, delivering a 6.6% real return after inflation. Emerging markets have outpaced developed markets with a 10.9% annual return versus 9.6%. While gold has...
Palantir Shares Drop 7% After Michael Burry Warns Anthropic Is Eating Its Lunch
Palantir Technologies fell more than 7% in a single session after Michael Burry posted that rival Anthropic is "eating Palantir's lunch" in enterprise AI. The sell‑off came on heavy volume and highlighted the stock’s lofty forward‑earnings multiple, sparking fresh debate...
Management Quality Determines Small Business Success or Failure
Some investors love to say management doesn't matter, but history has proven otherwise. The fastest way to destroy a small business is to put an idiot in charge of it. Management quality isn't one factor among many, it is the...
CAPE Model Predicts Weaker Future Returns Than Recent Bull Market
Confirming what the CAPE model suggests, the previous two secular bull markets (1949-1968 and 1982-2000) also suggest that future returns will not be as robust as the last decade-plus. https://t.co/aYe3ayil49
HDFC Bank ADRs Plunge After Chairman Resignation, Highlighting Decline of Large‑Cap ADR Premiums
HDFC Bank’s part‑time chairman stepped down, prompting a sharp sell‑off of its U.S.‑listed ADRs that fell over 5% on the first day and more than 7.5% across two sessions. The episode illustrates how the long‑standing premium on large‑cap Indian ADRs...
AI Chip War Sparks Investor Risks in US-China Trade
AI Chips Are A Looming Battlefield In U.S.-China Trade. What Investors Should Know. https://t.co/FcrSZnqDwz $TSMC $AMSL $INTC $MU $NVDA $TSLA
Introducing MAX Factor: Next Evolution in Factor Investing
Investment professionals have long relied on factor investing—strategies built around characteristics like value, momentum, and quality—to generate returns beyond the broad market. Now we have MAX factor... by @larryswedroe https://t.co/DZtxWXTd85 https://t.co/ymSaV8Pukv
Ascend Elements Files for Chapter 11 After Raising $1.1 Billion
Battery recycling startup Ascend Elements announced a voluntary Chapter 11 filing Thursday, ending a decade‑long effort that attracted more than $1.1 bn in equity and government grants. The move highlights the capital intensity of circular‑economy ventures and raises questions about the...
Secular Bull Market Persists, Setting Fresh Highs and Lows
The chart below shows that the secular bull market remains firmly in place, with a clear series of new highs and new lows. https://t.co/QhqNCfk4Bw
CDNL Secures First Data Center Contract, Estimates Look Promising
Added $CDNL to @GeoInvesting infrastructure and data center screens, on its first data center contract win today. At first glance.. not crazy cheap, but estimates look good and this opportunity probably isn’t in estimates. Worth tracking. @InfoArbMonitor https://t.co/690KfBGtyX https://t.co/vI99XC51TC
Mag 7 Valuations Slip to 25x Forward P/E
Even the Mag 7 have come way down in terms of valuation, following their 17% drawdown since last October’s high. The cohort is now trading at a modest 25x forward P/E. https://t.co/EotkZU3iSu
XLP's Persistent Underperformance Offers Strategic Edge
consumer staples $XLP have been WEAK vs. S&P 500 $SPX for years... they're solid & well-defined laggards... use that to your advantage...🚀 https://t.co/CYqDzpargw
Aletheia Lifts LITE Target to $1,225, EPS to Quadruple
Aletheia Capital also bulled up comments on $LITE Price Target Raised to $1,225 from $500 Expect EPS to quadruple in 2026–2028
Seeking the Next China: High‑Upside Emerging Market ETFs
Hey @grok What emerging market or country ETF today feels like buying China in 2003 that most likely has a massive multi-year upside?