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%.
Alphabet Will Surge 40% as Google Becomes an AI Leader, Wells Fargo Says
Alphabet's stock could climb 40% as Wells Fargo upgrades its outlook, raising the price target to $397 and maintaining an overweight rating. The bank cites Google’s AI leadership, highlighted by its partnership with Anthropic to deploy over a gigawatt of TPU compute and the recent $32 billion acquisition of cloud‑security firm Wiz. Analysts expect GCP and operational‑intelligence revenues to grow 4%‑6% in 2026, with high‑margin cloud revenue from TPU licensing projected at $2.5 billion in 2026 and $7.5 billion in 2027. Despite a 10% year‑to‑date decline, 53 of 60 analysts remain bullish on Alphabet.
Hold ESCO $ESE: 10X Growth, Multi‑Sector Resilience
In this week's edition of Friday Hidden Stars... ESCO $ESE is now a 10X rolling out the wayback machine today... but continues to thrive, get a combo of Aero/Defense (Navy), Utility (Grid/Electricity) and RF Test This is also a reminder....find...
Ray Dalio Urges Investors to Craft a Back‑tested Game Plan Amid Market Turbulence
Billionaire investor Ray Dalio posted on X urging investors to develop a well‑tested, back‑tested game plan to steer through inflation fears, geopolitical tension and sharp market swings. He argues that a disciplined strategy reduces stress and improves decision‑making, offering a...
High‑Yield Dividend ETFs Beat S&P 500 with Over 10% YTD Gains
Schwab U.S. Dividend Equity (SCHD), iShares Core High Dividend (HDV) and Vanguard High Dividend Yield (VYM) have each delivered more than 10% year‑to‑date returns, while the S&P 500 fell 5%. Their strong energy sector weightings and attractive yields make them...
Quiet BNY and Northern Trust Reward Patient Investors
BNY Mellon reported a record 2025 net income of about $5.3 billion, driving a nearly 40% share price increase and returning over $5 billion to shareholders through dividends and buybacks. Northern Trust posted solid revenue growth and a 2.5% dividend yield, though...
Know Fundamentals or Treat Stock Picking as Gambling
Buying stocks = gambling? For some people, yes. For others, no. If you understand what you’re buying and why, it’s not gambling. But if you’re buying stocks without knowing how to read a balance sheet or what a P/E ratio is, it is gambling. If...
Mears Boosts Dividend, Signals Strong Cash Flow
Mears proposes 9% FY25 dividend increase to 17.5p — shows free-cashflow strength from govt contracts. Risk: contract renewals & cost inflation. Trade insight: buy on modest pullbacks. 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Barry FitzGerald: Looking for Upside in the Oil Crisis? Find It in ASX Lithium Stocks
A surge in petrol and diesel prices caused by the Strait of Hormuz blockade is creating a tailwind for lithium demand, especially from electric‑vehicle (EV) buyers seeking to avoid record fuel costs. Macquarie’s research now expects the global lithium market...
MediClin Posts Modest 2025 Growth; Watch 2026 EBIT
MediClin: 2025 revenue +4.8% to €784.5m, EBIT +3.5%. Drivers: post‑acute growth, stable occupancy; acute fell after Heart Centre sale. Risk: narrow 2026 EBIT range. Buy, watch 2026 EBIT. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Ukrainian Agriculture Stocks – the World’s Ultimate Land Bargain?
Four years after a 2022 primer warned that Ukrainian farmland was priced at just 10% of Polish values, the sector has proved remarkably resilient despite the ongoing war. The London‑listed agribusiness MHP SE has doubled its share price, posted a...
Canaccord Genuity Group Lowers TELA Bio (NASDAQ:TELA) Price Target to $2.00
Canaccord Genuity lowered its price objective for TELA Bio (NASDAQ:TELA) from $4.00 to $2.00 while maintaining a buy rating, implying a potential upside of about 168% from the stock’s $0.75 close. The consensus among analysts is a hold rating with...
Steel Dynamics (NASDAQ:STLD) Coverage Initiated at KeyCorp
KeyCorp has initiated coverage of Steel Dynamics (NASDAQ:STLD) with an overweight rating and a $190 price target, implying roughly a 9% upside from the recent close of $174.42. The brokerage’s outlook joins a mixed set of analyst opinions, leaving the...
Cantor Fitzgerald Issues Pessimistic Forecast for Zillow Group (NASDAQ:ZG) Stock Price
Cantor Fitzgerald lowered its Zillow Group price target to $46 from $56, maintaining a neutral rating, while other analysts also trimmed their targets, leaving an average consensus of $77.05 and a Hold rating. The stock opened at $42.04, near its...
Barclays Boosts Privia Health Group (NASDAQ:PRVA) Price Target to $25.00
Barclays raised its price objective for Privia Health Group (NASDAQ:PRVA) from $23 to $25, implying roughly a 24% upside. The stock posted a 1.8% decline to $20.18, while recent earnings showed a $0.25 EPS beat and a 17.4% revenue increase...
Strata Critical Medical (NASDAQ:SRTA) Coverage Initiated at Craig Hallum
Research analysts at Craig Hallum initiated coverage on Strata Critical Medical (NASDAQ: SRTA) with a Buy rating. They set a price target of $8.00, implying roughly 88% upside from the current $4.25 share price. B. Riley Financial issued a concurrent...
Financial Analysis: Galectin Therapeutics (NASDAQ:GALT) & Phio Pharmaceuticals (NASDAQ:PHIO)
Phio Pharmaceuticals (NASDAQ:PHIO) and Galectin Therapeutics (NASDAQ:GALT) are small‑cap biotech stocks compared across nine investment factors. Phio enjoys stronger institutional backing (57% vs 12%) and a higher consensus target price of $14, implying over 1,000% upside, while Galectin’s target is...
Financial Analysis: Quaint Oak Bancorp (OTCMKTS:QNTO) & Shore Bancshares (NASDAQ:SHBI)
Shore Bancshares (NASDAQ:SHBI) outperforms Quaint Oak Bancorp (OTCMKTS:QNTO) across virtually all evaluated metrics. Shore delivers a 2.6% dividend yield with a modest 27% payout ratio, while Quaint Oak’s 1.0% yield is backed by a 133% payout, raising sustainability concerns. Profitability...
The Big Problem with UK Investment Trusts
UK investment trusts, a £250bn (≈$317bn) market, face chronic discounts of 20‑40% to net asset value, eroding investor confidence. The article attributes the discount to entrenched external managers and fee structures that reward assets under management rather than performance. Ben...
Fidelity Select Health Care Portfolio Q4 2025 Commentary
Health‑care stocks surged 11.47% in Q4 2025, the strongest sector gain in the S&P 500, while the Fidelity Select Health Care Portfolio (FSPHX) posted an 11.10% return, slightly trailing the MSCI health‑care index. The fund’s underperformance stemmed from an underweight position...
J. M. Smucker: Punishment For Past Mistakes Shouldn't Last Forever (Rating Upgrade)
J.M. Smucker is entering fiscal 2026 with another year of asset impairments and continued under‑performance, leaving its stock down 21% over the past five years. Despite a portfolio of iconic spreads, pet‑food, coffee and baked‑goods brands, recent capital‑allocation missteps have...
Special Dividends Are Not Quite Enough To Make Bnccorp Appealing
BNCCorp (BNCC) remains on a Hold rating as analysts flag overvaluation despite a track record of sizable special dividends. The stock trades at a 13.9‑times price‑to‑earnings multiple and a PEG ratio of 1.3, both above sector averages, indicating stretched valuation....
John Hancock Classic Value Fund Q4 2025 Commentary
John Hancock Classic Value Fund outperformed the Russell 1000 Value Index in Q4 2025, driven by strong gains in consumer discretionary, financials, and consumer staples. Dollar General emerged as the top contributor, delivering robust same‑store sales and margin expansion. Despite quarterly outperformance, the...
Productivity‑Led Boom Still Likely, War Sparks Stagflation Fears
YARDENI RESEARCH CHART OF THE DAY (March 26, 2026) We've been betting on the productivity-led Roaring 2020s. That's still our 60% base case. So far, this scenario has been on the money. However, the war has increased the risks of a...
EQT‑McKinsey Study Shows European Tech Exodus Wiped Out $1.4 Trillion in Value
Swedish private‑equity firm EQT and consulting giant McKinsey released a study that quantifies a €1.2 trillion ($1.4 trillion) loss in value from European technology companies that have either listed overseas or been acquired by foreign buyers since 2014. The findings highlight a...
Rising Oil Prices and Recession Fears Prompt Call for Long‑Term Investing
Oil prices have surged as the war in Iran pushes fuel costs higher, reigniting recession concerns across equity markets. Analysts warn that short‑term volatility may mask the benefits of disciplined, long‑term portfolio construction.
Allocate $10,000 Across Five AI Stocks to Capture the Boom
Investors can follow a $10,000 allocation model that spreads capital across Nvidia, Broadcom, TSMC, Microsoft and Nebius. The mix balances the market leader with diversified exposure to custom chips, foundry capacity, cloud services and fast‑growing AI software.
Pop Mart Shares Dive 22% After Disappointing 2025 Annual Report
Pop Mart's shares plunged 22% following a 2025 annual report that missed revenue and profit forecasts. Investors criticized the outlook, while the company hinted at cost‑cutting and new media partnerships as a path forward.
Vytrus Biotech SA Posts 183% Profit Jump as Revenue Climbs 66% to €8.37M
Vytrus Biotech SA announced full‑year earnings of €2.89 million, up 183% from the prior year, while revenue surged 66% to €8.37 million. The results highlight robust market demand for its pipeline and signal momentum for European biotech firms.
Pfizer Inc (PFE): Our Calculation of Intrinsic Value
Our weekly DCF model values Pfizer Inc. at roughly $14‑15 per share, far below its current trading level near $27. The analysis uses a 9% discount rate, 2% terminal growth, and projects free cash flow stabilizing around $10 billion by 2029,...
Abercrombie & Fitch Co. (ANF) — Deep Value In a Revitalized Global Apparel Retailer
Abercrombie & Fitch has completed a multi‑year transformation that lifted gross margins to 61% and generated over $350 million of free cash flow. The retailer now reports $5.27 billion in revenue, $699 million operating income and a net margin of roughly 10%. Valuation...
Unlock Japan’s Investment Secrets: 10 Key Questions Answered
This morning was for content creation. Watch this space for my filmed answers to the big 10 questions 😅 - What is the downside to following the crowd in the stock market? - How can you create your own upside in stocks? - What...
This Is 'Planting Season' In the Market: Dale Smothers
RDS Wealth president Dale Smothers told viewers on Fox Business’s “Making Money” that the market is entering a “planting season.” He highlighted that strong earnings growth in large‑cap technology companies is creating value‑play opportunities. Smothers urged investors to focus on...
Master One Business Inside Out to Invest Wisely
Li Lu on how to become a great investor "Start learning from the best - listening, studying, and reading. The best way to do it is to study one business inside and out for the purpose of making the investment."
Quality Stocks Need Patience: 20‑year Gains, Short‑term Pain
I just had several days at a planning conference where several presenters discussed the long-term reliability of selecting quality stocks that showed resilience regardless of economic conditions, fiscal stimulus or inflationary environments. Example below of a popular concentrated portfolio of high-quality...
Hengrui Posts 13% Revenue Rise and Record $1.1B Net Profit in 2025
Jiangsu Hengrui Medicine announced 2025 results showing a 13% jump in revenue to RMB 31.63 billion ($4.4 billion) and a 21.8% rise in net profit to RMB 7.72 billion ($1.1 billion). The surge was powered by strong innovative‑drug sales and a landmark Hong Kong...
Quality Businesses Create Value Even without Market Hype
"A high-quality business compounds intrinsic value even when the stock is ignored." Most investors chase attention, smart investors build value.
Terry Smith’s Data‑Driven Calm Amid AI Hype
Terry Smith is currently the favorite punching bag of the investing world. After a period of underperformance, his "Quality" strategy is under heavy fire. But if you actually listen to the 2026 AGM, you’ll find one of the most rational voices...
Arm Launches AGI CPU Amid Meta and OpenAI Compute Crunch
Arm announced its AGI CPU, a processor built for AI workloads, after Meta and OpenAI pressed the company for a more energy‑efficient solution. The chip is positioned to tap a $1.5 trillion market and generate $15 billion in revenue by fiscal 2031,...
These Inflation-Protected Plays Can Help Investors Manage the Impact of Higher Prices
Geopolitical tension from the Iran‑U.S. conflict has driven Brent crude up roughly 50% and WTI 41%, reigniting inflation fears across markets. Fixed‑income experts point to Treasury Inflation‑Protected Securities (TIPS) as a primary hedge, with inflation‑linked bond ETFs pulling about $600 million...
BDJ: Strong Long-Term History, Quality Holdings, And Good Z-Score Make This A Buy
BlackRock Enhanced Equity Dividend Trust (BDJ) delivers an 8.5% distribution yield while trading at a 7% discount to NAV, with a three‑month Z‑score of –2.3 indicating undervaluation. The fund’s large‑cap equity portfolio, enhanced by a 50% call‑overwriting strategy, has generated...
Cramer Says Meta Is Not the New Tobacco, Warns Against Selling over Social Media Court Rulings
Meta Platforms faced two jury verdicts this week, a $6 million award in California and a $375 million civil judgment in New Mexico, sending the stock down more than 8% after the rulings and leaving it the worst‑performing megacap tech stock in March...
This Preferred ETF Deserves Preferential Treatment
Investors seeking lower equity volatility and higher income are turning to preferred‑stock ETFs, with VanEck's Preferred Securities ex Financials ETF (PFXF) emerging as a standout. The $2.12 billion fund excludes financial‑sector preferreds, focusing on industrials, REITs, and utilities, and currently offers...
KLAR's Efficiency Gains Outshine Loan Loss Concerns
Investors focus too much on $KLAR loan losses provisions because of strong loan volume growth. They should focus more on $KLAR becoming a more efficient business by improving operating leverage. - Revenue per employee 3.6x from $344K to $1.24M. - The number of...
AI Boom Persists Despite Market Stress, Not a Bubble
The Mag 7 notwithstanding, the AI playbook (led by memory stocks and data centers, with software lagging behind) has not been materially impacted by the stress in the broader market. To me this strongly suggests that the AI boom continues...
XUDV Refreshes for Yield & Tech-Light Exposure
Franklin Templeton’s U.S. Dividend Booster Index ETF (XUDV) completed its March 24, 2026 quarterly rebalance, swapping 13 holdings in the VettaFi New Frontier U.S. Dividend Select Index. The fund added semiconductor and hardware names such as Micron, Western Digital, Seagate and Lumentum...
Buying The GLTR ETF During The Current Price Weakness (Upgrade)
Andrew Hecht upgrades the Aberdeen Physical Precious Metals Basket Shares ETF (GLTR) to a Strong Buy as metal prices retreat from January 2026 highs. Gold, silver, platinum and palladium have fallen 27%‑50% but retain long‑term bullish momentum. GLTR provides diversified...
Long‑term Market Favors Gains: Up Years Outnumber Down Years
Some say the stock market is rigged. If anything, you could argue it is rigged to go higher over the long run. Yes, down years happen, but big down years relative to big up years are quite skewed. You...
Agency Costs Silently Erode Your Investment Returns
Agency costs can quietly drain your portfolio. As Charlie Munger explains, both self-serving executives and poor decision-makers can hurt long-term returns. Learn smarter stock analysis and build wealth with better investing strategies. Most investors ignore this silent portfolio killer—and it’s costing...
Diversification Cost Driven by Funding, Not Strategy
"If You Can't Beat 'It, Stack 'It" Quantica's latest on why the cost of diversification depends on how you fund it, not the diversifier itself. Worth your time. https://t.co/w7oKWKy3Ot
NVDA 15x, MU 4x: Historic AI Investment Opportunities
$NVDA at ~15x and $MU at ~4x Forward EPS. Unless AI is being canceled (it is not) these sure will be seen as historic opportunities at some point 👏🏻