Today's Stock Investing Pulse
Devon Energy eyes $8B offer as Stone Ridge targets Marcellus assets post‑merger
Devon Energy completed its merger with Coterra, creating a larger oil and gas operator. Stone Ridge Asset Management signaled interest in Devon’s Marcellus assets with an $8 billion opening offer, and the combined company expects to lift its dividend by roughly 30 %.
Lument Finance Trust Posts $7.5 M Net Loss for 2025, Stresses Real‑Estate Debt Outlook
Lument Finance Trust (NYSE:LFT) announced a GAAP net loss of $7.5 million for the full year 2025, or $0.14 per share, after a $8.9 million loss in Q4. The REIT highlighted $7.6 million in distributable earnings for the year and reiterated its commitment to real‑estate debt investments amid a volatile mortgage‑backed securities market.
NHTSA Expands Probe to 3.2 M Teslas, Raising Robotaxi Timeline Risks
The U.S. National Highway Traffic Safety Administration has broadened its investigation of Tesla's Full Self-Driving software to 3.2 million vehicles, intensifying safety concerns that could delay the company's robotaxi rollout. Analysts warn a forced recall could erode the premium investors have...
Micron's $23.9B Revenue Surge Triggers Sharp Stock Drop as CEO Warns of AI Memory Shortage
Micron Technology reported record fiscal Q2 revenue of $23.86 billion and adjusted EPS of $12.20, yet its stock fell sharply after CEO Sanjay Mehrotra warned the company can only meet a portion of near‑term AI memory demand. The clash between booming...
PXH: Emerging Markets ETF With Solid Value, Overweight In China
Invesco’s PXH ETF provides diversified exposure to roughly 350 emerging‑market stocks using a fundamental size weighting. It trades at markedly lower valuation multiples than the benchmark iShares MSCI Emerging Markets ETF (EEM) while delivering a 4 % yield. However, 58 % of...
Market Prices Over One Std Below Long‑Term Trend
"When we map recent developments onto our Valuation vs Profitability framework, we can see that the market is now trading more than one standard deviation below its long-term trend." -Duality Research
Does Life360's Slower User Growth vs Stronger FY26 Guidance Reframe Its Ad-Driven Strategy (ASX:360)?
Life360’s first‑quarter guidance signals monthly active user growth below 20%, raising concerns about near‑term expansion. Despite this, the company issued FY26 revenue and adjusted EBITDA guidance that modestly exceeds consensus, buoyed by stronger advertising contributions from its Nativo acquisition. Management...
Forget FalconBridge. NexGen Is Gilman's Big Score
In this episode, host Trav sits down with Warren Gilman, head of Queens Road Capital and board member of NextGen, to recount his 25‑year career in mining investment banking. Gilman details landmark deals—including the $1.4 billion Falconbridge IPO, a record‑size secondary...
HDFC Bank a “Screaming Buy” Amid Uncertainty: Sameer Dalal
Market strategist Sameer Dalal labeled HDFC Bank a "screaming buy" despite heightened uncertainty in Indian equities. He highlighted the bank's 1.6× price‑to‑book valuation and current 10‑12% earnings growth, arguing the stock offers a meaningful margin of safety. Dalal downplayed governance...
What Market Drop? 2 Dividend Kings That Are Soaring in 2026
Coca‑Cola and Walmart, both members of the Dividend Kings, are outperforming the broader market in 2026 despite a modest S&P 500 dip driven by oil‑price worries. Coca‑Cola’s stock is up about 12% year‑to‑date, with a 2.74% yield after its 64th consecutive...
PEO: Energy Income Fund Capitalizing On Resources With Market Outperformances
Adams Natural Resources Fund (PEO) leverages its 85‑year distribution pedigree to deliver a current yield of roughly 7.5%, with upside potential toward 10% if net asset value climbs. The fund’s concentrated energy portfolio—top ten holdings account for 64%—captures sector rallies...
Chewy Is Down 30% in 2026. Is This a Once-in-a-Lifetime Buying Opportunity?
Chewy (CHWY) has seen its share price tumble nearly 30% in 2026, despite delivering consistent revenue growth and achieving profitability. The company’s business model now relies heavily on recurring autoship orders, which account for more than 80% of total sales,...
In Support of Active Management: How Tax Policy Is Undermining Active Management
U.S. tax law forces open‑ended mutual funds to pass through realized capital gains to shareholders, creating a tax drag that pushes investors toward exchange‑traded funds. ETFs avoid immediate taxation through in‑kind creations, making them more tax‑efficient. This shift undermines active...
UTG: Create Dividend Growth From AI Data Centers
Reaves Utility Income Fund (UTG) remains a buy, delivering a 6.2% dividend yield while giving investors direct exposure to utilities that power AI‑driven data centers. The fund trades at a modest 0.92% premium to NAV, slightly above its five‑year average,...
Analyst Picks Pfizer and UnitedHealth as Long‑Term Buys Amid Market Turbulence
A market analyst recommends Pfizer (PFE) and UnitedHealth Group (UNH) as long‑term holdings despite recent market swings. The stocks trade at roughly 9x and 15x forward earnings, respectively, offering perceived discounts in a climate of gold price crashes, rising energy...
Bausch + Lomb’s ELIOS Glaucoma System Shows 76% IOP Reduction, Shares Rise 5%
Bausch + Lomb announced that its implant‑free ELIOS glaucoma treatment system met both primary efficacy endpoints in a 24‑month pivotal study, with 76% of patients achieving a 20% intraocular pressure reduction and 82% remaining medication‑free. The news sent the company’s shares up...
Berkshire Hathaway’s Reinsurance Arm Buys 2.5% Stake in Japan’s Tokio Marine for $1.8 Billion
Berkshire Hathaway, through its reinsurance subsidiary National Indemnity Company, is investing roughly $1.8 billion to acquire a 2.5% stake in Japan’s Tokio Marine Holdings. The deal, announced on March 23, includes a treasury‑stock purchase and sets the stage for deeper reinsurance...
Australia’s Worst Big Gold Miner Could Become A Star Performer
Northern Star Resources, Australia’s largest gold miner, saw its shares plunge 40% after a troubled upgrade at the Kalgoorlie Fimiston mine caused production downgrades and rising costs. The decline outpaced the 15% drop in gold prices, prompting a wave of...
Jeremy Grantham on Market Psychology, AI, and Overinvestment Risk
Jeremy Grantham warns that AI hype mirrors past bubbles, emphasizing that transformative ideas can become overinvested. He notes that railroads, the internet, and AI share a pattern: obvious, serious ideas attract massive capital, leading to valuation excess. Grantham stresses separating...
Top Superinvestors Are Buying Molson Coors Beverage Company (TAP)
Recent 13F filings reveal that top institutional investors added to Molson Coors Beverage Company (TAP). AQR Capital led the charge with a 495,080‑share increase, while Gotham, Fairfax, and Point72 also expanded or initiated positions. The buying spans quantitative, deep‑value, and...
Brazilian Stocks Surge, Early Thesis Underestimated
While all eyes were on metals: Brazilian stocks had an outstanding move today. At times, Brazilian equities feel like a beach ball being held underwater — the pressure keeps building. We’re still in the very early stages of this thesis, in my view. What’s...
CSN’s Strong Results Boost Dividend Yield to 7.8%
#CSN results read well. I keep picking up on the first steps into more European countries bit; lot of opportunity to expand clearly. ShareScope showing fwd Dividend Yield 7.5% rising to 7.8%; no brainer for Income Portfolio.
Scott Kennedy’s BDC Series: Blackstone Secured Lending’s NAV, Valuation, And Dividend Versus 11 BDC Peers – Part 2 (Includes Cal...
Blackstone Secured Lending (BSL) reported its Q4 2025 results, showing a NAV increase to $1.12 per share and a dividend yield of 9.2%, positioning it ahead of eleven comparable BDC peers. The fund’s price‑to‑book multiple compressed to 0.9x, reflecting a modest...
ShareScope's FEVR P/E Drops, Dividend Climbs; US Growth Ahead
ShareScope has #FEVR on fwd p/e 32.1 falling to 27.3 and fwd Divvy 2.3% rising to 2.5%, BEFORE cash stripped out. US should start to pick up now Molson Coors deal is embedded and focus turns to growth.
EVPL Shares Tumble, yet Fundamentals Remain Solid
#EVPL whacked 13.7% but the Results are pretty good. Revenue down due to ceasing Astragon low-margin business. £51.9m cash (down due to acquisitions). Says expects to meet forecasts but with H2 weighting (maybe that spooked market but I suspect it's...
Microsoft Stock May Be in a Slump. But Here’s Why It Is Wrong to Give up Now
Microsoft’s stock has slipped about 21% in 2026 as its AI ambitions stumble, highlighted by a lagging Copilot assistant and a strained OpenAI partnership. Azure cloud revenue growth decelerated to 39% year‑over‑year, with guidance pointing to 37% growth in the...
Future Gains Matter More than Past Performance
"Incremental returns on capital matter more than historical returns." Stop obsessing over past returns—they don’t pay your future. Smart investors focus on what a business can earn from here, not what it did yesterday.
Deutsche Bank Sees Market Bottom in 3 Weeks
"The historical playbook is for a sharp selloff of about -6% to -8% but a bottom on average in 3 weeks, and a full recovery in another 3, usually long before the underlying escalation is resolved. The current selloff is...
Heritage Global: A Distressed Asset Platform Trading at 5x EV/EBIT and Near Liquidation Value
Heritage Global Inc. (NASDAQ:HGBL) operates a multi‑segment distressed‑asset platform that trades at less than 70% of book value and roughly 5.5 × EV/EBIT, placing it near liquidation pricing. The San Diego‑based firm has posted profits every year since 2018 and exhibits counter‑cyclical...
Asset Managers Urge Investors to Stay Fully Invested, Warn Against Timing
BlackRock CEO Larry Fink, Charles Schwab market analysts, and J.P. Morgan researchers all warned investors that trying to time the market can slash long‑term returns. Their coordinated message stresses staying fully invested through volatility.
Mag 7 Stocks Hit Multi‑year Lows, Earnings Still Rising
While the leveraged crowd was getting margin called, here's what they left behind. $MSFT at 20x forward. Below the S&P 500. $META at 21x. $GOOG at 23x. Cheapest Mag 7 valuations in years. Earnings still growing 12.5%. The stocks got cheaper. The businesses didn't.
Build an All‑Weather Portfolio for Today’s Uncertain Markets
I am at a stage in life where my main objective is to pass along to others the principles I have learned over the last 60 years that have helped me and that I think can help others. I believe...
When Insider Selling Is a Good Thing: 2 Stocks to Watch
Insider sales at Waste Management (WM) and Ionis Pharmaceuticals (IONS) total roughly $25 million and a comparable amount, respectively, but both companies retain strong fundamentals. WM boasts an 80% institutional ownership base, a 1.65% dividend yield and potential inclusion in the...
Discipline Beats IQ in Value Investing
Warren Buffett’s approach is simple: stay rational when others aren’t. Value investing is less about IQ and more about temperament, patience, and consistency in the stock market. Most investors lose money not because they lack intelligence, but because they lack discipline.
Undervalued Gems:
Tim Travis @TimTravisValue on: * Blue Owl $OWL and $OBDC: Hidden Value in Private Credit Stocks? $MSDL * Why Asset Managers Like Blackstone, $KKR, and Blue Owl Are So Cheap * Energy Stocks Rally: $DVN, $OXY, and $EPD Breakdown * Assured Guaranty $AGO:...
Nasdaq Slides Into Correction Territory, Prompting Investor Strategy Shift
The Nasdaq Composite slipped into correction territory, a 10% drop from its recent high, before a late rally limited the weekly loss to 2.1%. Analysts note that corrections occur every 1‑2 years, only a quarter turn into bear markets, and...
Oracle’s $153 Price Offers 35% Safety Margin
Full Deep Dive Thesis: Is ORCL a BUY at $153? Oracle at $153: Why Wall Street’s $50B CapEx & Debt Panic Just Created a Rare 35% Margin of Safety on a $553 Billion Contracted AI Backlog Recent Institutional Rating Upgrades: • JP Morgan...
Sean Clark of Clark Capital: This Is No Time for Knee-Jerk Reactions
In this episode, Sean Clark, CIO of Clark Capital Management, explains why markets historically overreact to crises with an initial dip of about 7% but then rebound strongly over the following months, urging investors to avoid knee‑jerk reactions amid the...
Career Risk and Conviction: Inside Jeremy Grantham’s Investment Philosophy
Jeremy Grantham, co‑founder of GMO, has built a reputation for spotting market bubbles and enduring career risk, from the Japanese asset surge to the dot‑com crash and the 2008 housing crisis. His quantitative value‑quality model delivered strong outperformance for decades,...
Only 2 Megacap Tech Names Are on Josh Brown's Best Stocks List. Why They Are in a Tough Spot
Josh Brown and Sean Russo highlight that only Apple and Alphabet remain on their Best Stocks list, yet both face technical weakness. Apple posted record Q1 2026 revenue of $143.8 billion and $30 billion in services, but its price is testing the...
Increases CAPE Ratio Predictability with a Simple Adjustment
A new working paper demonstrates that a simple adjustment to the cyclically adjusted price‑earnings (CAPE) ratio—aligning index constituents and applying market‑cap weights—significantly sharpens its ability to forecast ten‑year equity returns. The revised Component CAPE delivers an out‑of‑sample R² of 0.575,...
Steepening 10‑3 Curve Signals Shift to Cyclical Value Rally
The 10-3 Treasury Yield Curve is as steep as it has been since July 2022 after the 10-year spiked over the weekend. Historical playbook Every cycle: * Curve inverts → tightening / late cycle * Growth slows / recession risk builds * Fed pivots →...
Broker’s Call: 3M India (Add)
3M India’s EBITDA margin reached 19.7% in the first nine months of FY26, the strongest since FY13. The firm has passed on commodity inflation and a weakening rupee to customers, but a negative 0.37 correlation between INR depreciation and margins...
Mild Pullbacks Are Normal; Markets Usually Recover
Yes, this recent bout of volatility hasn't been fun for investors, but remember, volatility is the toll we pay to invest. These three charts are timeless and always come in handy in times like this. Chart 1 - The average years sees...
April Ranks Second-Best Month for S&P 500 Gains
Rubner Citadel: Since 1928, April has been the second-best month for S&P 500 returns, with an average gain of +1.3%. https://t.co/yFgPybpRBD
Earnings Still Drive Markets; Pullback Seen as Healthy Pause
"Periods like this are not uncommon and, in many ways, resemble prior resets within this cycle. Ultimately, earnings drive markets. Until we see a meaningful deterioration in the earnings backdrop, we remain constructive and view this pullback as a healthy...
2026 May Bring Median Stock Multiple Expansion,
Earlier this year, @MorganStanley's Mike Wilson said, “The surprise for 2026 could be that we see multiple expansion for the median stock in addition to strong earnings.” He explains why that hasn't changed. https://t.co/V7xbgUdxvA https://t.co/F0rrEGQbzw
ABT Stock Slides, Yet 54-Year Dividend Streak Persists
If you're looking for a bargain, shares of ABT have been drifting downward. ABT has raised its dividend every year for the last 54 years in a row.
Open Text Stock Uncertain Amid AI Integration Hurdles
Open Text stock faces uncertainty amid #AI integration challenges and enterprise software slowdown. (Ad Hoc News) #Technology #Stocks #Valuations #JVGpost https://t.co/XC8bWoPbBr https://t.co/qLf54XTRUB
CAPE Still Predicts Long‑Term Returns, New Study Shows
CAPE has long been a cornerstone of long-horizon return forecasting. High valuations imply lower future returns. Low valuations imply higher future returns. Critics argue that its predictive power has faded. This paper pushes back. by @ebasilico https://t.co/GagZA56sWf https://t.co/3Zd7kxgT9K
Market Corrections Trigger Upcoming Metal Stock Mania
Fact: Major Market Corrections precede Metal and Resource stock manias - there are many examples in history including: 2009, 2015, 2020, 2025! And today. Gold now well off its lows ... https://t.co/mlzues0wR7