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%.
Maverick Capital’s Lee Ainslie Loads Up on AI, Boosts Tech Holdings to 44% of Portfolio
Maverick Capital disclosed that AI‑related stocks now account for roughly 44% of its assets, highlighted by a $504 million stake in Taiwan Semiconductor and a $358 million position in Alphabet. The shift underscores Lee Ainslie’s conviction in semiconductor and cloud infrastructure growth.
This Convenience Store Made Josh Brown's Best Stocks List. It's a Rare Winner From Higher Gas Prices
Casey's General Stores (CASY) earned a spot on Josh Brown’s Best Stocks list as higher gasoline prices boost its top‑line revenue. The Midwest‑focused chain reported 4% same‑store sales growth this quarter and an 8% rise over two years, driven largely...
Small Caps Thrive as Large Caps Falter in Risk‑Off
IWM up 1.76% on the year. SPY down 2.88%. Small caps outperforming large caps by nearly 460 basis points. Nobody covers this because the narrative is pure risk-off. But small caps — domestic, value-oriented, less exposed to global supply chains —...
Citigroup Initiates Coverage on This Electric Vehicle Manufacturer with a Rare Buy Rating
Citi has initiated coverage on electric‑vehicle maker Lucid, issuing a rare buy rating and a $17 price target that implies roughly 71% upside from the current price. Analyst Michael Ward cites a "positive inflection point" with projected 2026 revenue of...
War, Debt, and Inflation Will Cripple Growth Stocks
Growth stocks will be severely decapitated from this war. I just check some data and growth stocks valuations will get capped. Working overtime to get the data ready. It’s not as simple as just buying the dip with 1. Cost of War 2. Escalation of...
Consistently Beating the S&P? Just Buy the Market
Beating the S&P 500 isn't difficult. But beating the S&P 500 consistently, over the long term, is very very difficult. Many people overestimate their ability to pick good stocks over the long term. They eventually realize that it’s a losing game. That's why...
Maverick Capital Unveils $9.3 Bn Portfolio, Doubling Down on AI and Semiconductors
Lee Ainslie’s Maverick Capital filed a 13‑F showing a $9.3 bn portfolio, with AI‑related semiconductor and tech stocks comprising a sizable share. The filing signals a strategic tilt toward growth‑at‑reasonable‑price assets and a rotation out of older positions.
ZEQT vs VEQT vs XEQT: Why Is Everyone Ignoring This ETF?
ZEQT, VEQT and XEQT are Canada’s leading all‑equity asset‑allocation ETFs, but VEQT and XEQT command tens of billions in assets while ZEQT lags far behind. The three funds share almost identical global equity exposures, diversification across U.S., international and emerging...
Cim Investment Management Cuts Microsoft Stake by 51%, Signals Rebalancing
Cim Investment Management reduced its Microsoft holding by 51.1%, selling 24,365 shares and retaining a $12.08 million stake that still represents about 3.3% of its portfolio. The move reflects a tactical rebalancing rather than a full exit, as the firm continues...
Microcap Success: Rare, Unpredictable, Right Time, Right Place
It’s always been amazing to me how you can have 10 microcaps in the portfolio with a similar positive fundamental/solid management setup over the next two years. You think they can 2-3x. A few will and several won’t quite make...
S&P 500’s Narrow Bias Challenges Passive Portfolio Strategies
The S&P 500 remains the standard benchmark—but its current makeup may no longer reflect the broad, diversified U.S. exposure investors assume. What does that mean for passive investing, manager evaluation, and portfolio decisions? https://t.co/WLekmvu2T3
Wall Street Just Gave Devon Energy Investors a Big Surprise
Devon Energy (DVN) received bullish upgrades from Raymond James, raising its price target to $62, and TD Cowen to $50, reflecting optimism amid soaring oil prices. The company posted Q4 revenue of $4.12 billion, beating forecasts, and delivered a 9% free‑cash‑flow beat while...
DFA Leverages Section 351 After Exchange Fund Attempt
DFA entering the Section 351 game... https://t.co/ScNBQmXbwU A smart move after their attempt at an exchange fund.
Long US Equities Remain Top Relative-Value Pick
caught up with Politico earlier this week—reiterated that long US on a relative value basis is the best bet for DM https://t.co/Fp6nW6gQDZ
GLJ Research Lowers First Solar, Inc. (FSLR) From Buy to Hold
GLJ Research downgraded First Solar (FSLR) to Hold on March 4, 2026, citing heightened policy uncertainty and tariff pressures. The company now projects 2026 net sales of $4.9‑$5.2 billion, falling short of the $6 billion consensus. Executives warned of $125‑$135 million in anticipated tariffs and...
Testing Complaints: Turning Trends Into Real Numbers
“One of my favorite things to do is take a trend that everybody’s complaining about and then see if we can actually see it in the numbers.” ~@a_m_mastroianni
LSL Shows Strong Fundamentals Amid Iran Risk
#LSL results read well and they say current trading is decent; but of course Iran mess could rock this. ShareScope has fwd p/e 9.2 falling to 7.9 and fwd Divvy 5% rising to 5.2% AND Buybacks on top. Certainly interesting....
Morgan Stanley Maintains an Equal Weight Rating on Sunrun Inc. (RUN)
Morgan Stanley kept an Equal Weight rating on Sunrun Inc. while trimming its price objective from $21 to $15 after the company’s fourth‑quarter 2025 results. The brokerage cited slower year‑on‑year solar origination growth but highlighted Sunrun’s storage‑first strategy and expanding...
IGG Valuation Improves: Lower P/E, Higher Dividend, Buybacks
ShareScope has #IGG on fwd p/e 11.6 falling to 10.5 and fwd Divvy 3.5% rising to 3.6%, BEFORE 5% jump today - BUT remember there are Buybacks on top. With a strong history of growth it seems reasonable value still.
Micron
MS note on $MU. I get it, and this both makes sense and makes no sense at the same time. https://t.co/eXaRfWNQ04
David Tepper Triples Micron Stake While Cutting Nvidia and Alibaba Holdings
Billionaire investor David Tepper increased Appaloosa’s Micron position by 1 million shares, tripling his stake to 1.5 million shares, and simultaneously reduced exposure to Nvidia and Alibaba. The moves highlight confidence in memory‑chip demand and skepticism toward overvalued AI names.
Salesforce Insider Purchase Signals Potential SaaS Bottom
Is someone tracking the insider buying across the broader SaaS complex? In Japan, only 5%+ holders need to disclose buying and selling, so there's limited data. But feels like we're nearing a bottom.
Most Stocks Lose Money, Yet Market Adds $91T
Self Recommending: "One Hundred Years in the U.S. Stock Markets" by Hendrik Bessembinder. A century of data for nearly 30,000 U.S. public companies. Fun fact: "Shareholders' wealth was enhanced by $91 trillion over the century, but long-term investors in nearly...
British American Tobacco: The Ideal Defensive Asset With A12x P/E
British American Tobacco (BTI) trades at a forward price‑to‑earnings multiple of roughly 12×, delivering a 5‑6% dividend yield despite modest growth. The company maintains strong cash generation, with gross margins near 82% and a free‑cash‑flow yield above 10%. BTI’s shift...
Why Starbucks’ Turnaround Plans Might Not Win over the Younger Crowd
Starbucks is confronting heightened competition from agile coffee chains like Dutch Bros and 7 Brew, prompting RBC Capital to downgrade its rating to hold after noting larger‑than‑expected turnaround spending. The company announced over $500 million in labor investments and a $2 billion cost‑cut program...
Netflix More Likely to Raise Prices with Warner Bros. Deal Out of the Way, Citi Says
Citi analysts say Netflix is poised to raise subscription prices later this year now that the Warner Bros. Discovery merger has collapsed. A 5% increase in average revenue per user could boost the stock by up to 6% and move Netflix...
How to Properly Size Investment Positions
The article explains how investors can boost risk‑adjusted returns by properly sizing positions rather than merely finding ideas. It introduces a simple upside‑to‑downside framework, illustrates it with PayPal and Perimeter Solutions, and ties the ratio to a practical allocation rule...
OpenAI’s Strategy Shift Ahead of IPO
The Motley Fool Money team discusses OpenAI's strategic pivot ahead of a rumored 2026 IPO, noting the company's shift from consumer‑focused side projects like a browser and video app to enterprise‑grade products such as the expanded Codex platform. They explore...
How to Invest Like You're on a Boat to Ride Out the Choppiness and Sail Through Market Corrections
Peter Hodson draws parallels between sailing and investing to illustrate five practical strategies for navigating market turbulence. He advises securing expert guidance, employing insurance‑like hedges, diversifying holdings, riding volatility, and taking contrarian positions when sentiment is extreme. The piece uses...
Consensus Bullishness Precedes Market Crashes, Not Insight
277 out of 334 analysts covering the world's seven largest stocks say buy. Five of the seven have zero sell ratings. That's not analysis. It's a standing ovation. New research examined thousands of boom-bust episodes. Before every crash, every expert signal...
Memory Chip Cycle Revives; Micron Still Cheap
Micron reports earnings tonight. The stock is up 350% in a year. And somehow, at 10.7x forward earnings, it might still be cheap. Here's why the memory chip industry is experiencing something that hasn't happened in four decades — and...
‘No Near-Term Catalyst,’ KeyBanc on Apple Stock
KeyBanc analyst Brandon Nispel says Apple lacks a near‑term catalyst, keeping the stock’s upside limited despite a neutral sector‑weight rating. The firm’s consumer‑spending tracker shows a 9% month‑over‑month decline in February, adding uncertainty to demand. KeyBanc raised its FY2026 revenue...
NIO's First Profit Sparks Debate Over Tesla Rivalry
$NIO vs $TSLA Total deliveries growth. $NIO had its first profitable quarter recently. Have they finally turned the corner to sustainable growth and do you think this could rival Tesla? #tsla #investingadvice #stockmarketanalysis #marketvisuals
Expect Regular Double‑digit Drops; only True Investors Persist
The market has had a negative return about 1 in every 4 years. You can expect a drop of over 10% every other year. You can expect a drop of over 20% about every four years. Successful investors know this. If you can’t...
Bear of the Day: Grid Dynamics (GDYN)
Grid Dynamics (GDYN) will release its quarterly results after the market close on October 30, 2025. The company recently posted an earnings beat, matching consensus EPS of $0.10, but Zacks has downgraded the stock to a Rank #5 Strong Sell. The downgrade stems...
Small‑Cap Rotation Gains Momentum as ‘Magnificent 7’ Leadership Fades
The Russell 2000 has risen more than 7% year‑to‑date and logged a 15‑session winning streak, while the Nasdaq‑100’s Magnificent 7 have stalled. The shift reflects a broader rotation toward small‑cap and equal‑weight stocks as the Federal Reserve’s rate cuts ease...
IXUS: A 8.5% Total Return Expected In The Long Term
The iShares Core MSCI Total International Stock ETF (IXUS) is outperforming the S&P 500 in early 2026 despite near‑term headwinds from Middle‑East tensions and a stronger U.S. dollar. Analyst Ivo Kolchev projects an 8.5% long‑term total return and maintains a Buy rating,...
Japanese SaaS Stocks Are Undervalued Growth Gems
The bull case for Japanese software: - Revenues in yen so not hurt by JPY appreciation - SaaS penetration rate is 5-7 years behind the US - Growth is hard to find in Japan, but in SaaS - yes - Incremental margins in...
Agriculture Offers Untapped Value, Says Jeff Currie
Jeff Currie reads Scouting the Tape. "I think the best sector to try to get value in right now would be agriculture, because it hasn't priced it in." https://t.co/toQMBsZcct
Rob Arnott Predicts S&P 500 Will Average Just 3% Annual Returns over Next Decade
Rob Arnott, founder and chairman of Research Affiliates, told Fortune that the S&P 500 is likely to deliver only about 3% annual total returns over the next ten years. The warning came in a recent interview as the index has...
A $1 Altria Investment Grows to $4.4 Million
If grandpappy bought $1 worth of Altria stock 100 years ago and reinvested the dividends, it would be worth $4,421,136 today. (ignoring Uncle Sam's cut) https://t.co/xAeDUtYZMt https://t.co/dD6ILijqop
Micron Mirrors Nvidia's 2023 Surge in Revenue Growth
Micron has been trading like Nvidia circa 2023 because it’s growing top line like Nvidia circa 2023 $MU $NVDA https://t.co/QfTDEfwA3p https://t.co/D5Z0rxoIyB
Analysts Doubt $PSKY Can Replicate $10 WBD Success
My latest for @TheAnkler. Is $PSKY destined to be the $10 stock that $WBD was for so long? Wall Street analysts, debt experts, and investors weigh in. Wall St. Sours on the Ellison Deal: ‘This Should Not Be a Public...
Physical Economy Surge Fuels Small‑cap, Cyclical Rally
Taking the pulse of the physical economy. Growth is accelerating. Bullish for small-caps, cyclicals and value.
Explore Historical Return Stacking with Our New Tool
We get lots of questions around what return stacking looks like. So, we built a simple tool to explore how different stack sizes and blends, when layered on different stock/bond bases, behaved historically. (Link below.) https://t.co/ogWicOHDD6
Active Managers Stuck in Cap‑weighted Comfort Zone
The irony of modern markets: “active” investors moored to the same cap-weighted tide they’re meant to transcend—forsaking a risk-adjusted spread for benchmarked comfort. Betas, indeed.
Time in Markets Beats Trying to Time Them
Time in the markets is superior to timing the markets. Most traders miss the big move trying to time it perfectly.
Shrink Position Size as Discount Narrows
Once a security's discount to underwritten fair market value has appropriately narrowed, and thus your margin of safety has diminished, so too should your sizing.
Premium Valuations Possible Even for Commodity Sellers
I wrote this article a couple years ago before resources went on a tear, but I still like to look at cyclical or hated industries through this lens. How does a business get a premium valuation when they sell a...
Own AI Stocks, Not Bonds, Says Howard Marks
Oaktree's Howard Marks says investors are probably better off buying stock in AI-focused companies rather than lending them money. “If you’re taking fundamental business model risk, shouldn’t you get paid for it by being an owner rather than a fixed-income...