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%.
FOF: Blended Portfolio Proven To Yield Long-Term Results
Cohen & Steers Closed‑End Opportunity Fund (FOF) posted a 25.5% total return over the past year and now offers a 7.6% yield with monthly, tax‑efficient distributions. The fund’s blended portfolio—49% equity, 23% commodities, and the remainder in debt—provides diversification that cushions it against pure‑play debt market stress. Active management enables dynamic allocation shifts, helping the fund adapt to volatile interest rates and shifting market cycles. Long‑term capital gains account for 80.4% of its payouts, enhancing after‑tax returns for investors.
Buying Now Equals Holding All Along, No Extra Gain
Wrong analysis. For example, If person sitting on cash invests on Monday then from Monday evening onwards he is in the same position as the one who was holding the same stock all through. There is no additional benefit in buying...
3 American Century Funds for Long-Term Growth
American Century Investments, founded in 1958, recommends three mutual funds—BIGRX, ASQIX and ARYVX—for long‑term investors. Each fund holds a Zacks Mutual Fund Rank of #1, reflecting strong buy signals, and posts solid three‑ and five‑year annualized returns. Their expense ratios...
Wells Fargo Upgrades This Discount Retail Chain on Store Growth and Value-Shopping Tailwinds
Wells Fargo upgraded discount retailer Ollie’s Bargain Outlet (OLLI) to overweight and raised its price target to $130, about 24% above the current share price. The upgrade follows a fourth‑quarter report that showed earnings in line with expectations and same‑store...
This Helium Supplier Is a Winner as Middle East Conflict Tightens Supply, Says JPMorgan
JPMorgan upgraded industrial‑gas giant Linde to overweight, raising its price target to $525 from $455, implying roughly a 7% upside. The analyst cites tightening helium supplies after the Middle East conflict, which halted Qatar’s production and constrained ISO‑tank availability. Linde’s...
Age‑Based Stock Rule Costs More Than 60/40
Most investors follow a rule nobody ever properly tested: subtract your age from 100, put the rest in stocks. A new Yale study finally ran the numbers. Following that rule costs the equivalent of 2% of lifetime consumption. A static 60/40...
Smart Strategies to Diversify Concentrated Stock Positions
My conversation with Wes Gray (@alphaarchitect) & Brent Sullivan (@TaxAlphaInsider) on how to handle concentrated stock positions. We cover: • 351 to ETF conversions • Tax managed long/short • Direct indexing • Exchange funds 🍎 Apple: https://t.co/8EyAQJRS2b 🍏 Spotify: https://t.co/2KzvgNXoiD 📺 YouTube: https://t.co/8ibUEisaZM
10 Best Non-Tech Stocks to Buy and Hold for 5 Years
The article spotlights ten non‑tech stocks deemed optimal for a five‑year hold, positioning them as the core of the emerging HALO (Heavy Assets, Low Obsolescence) investment trend. It argues that investors are rotating out of AI‑centric Mag 7 names toward sectors...
Stocks Were Once Held for Years, Not Days
Im so old, I recall the average stock holding time period was several years https://t.co/bi8akmSzNq
Time Horizon, Not Volatility, Determines Investment Risk
The biggest risk in investing isn’t volatility. It’s a short time horizon. Worst S&P 500 annualized returns since 1928: 1 year: -44% 5 years: -13% 10 years: -2% 20 years: +2% 30 years: +8% The longer you stay invested, the smaller the risk of a bad outcome. https://t.co/E6zeCB4Ir8
How Much of Your Portfolio Should Be in Stocks?
A new Yale working paper challenges the ubiquitous “100‑minus‑your‑age” rule for equity allocation, showing it costs investors about 2 % of lifetime consumption compared with the true optimum. The research treats future salary as human capital—a bond‑like asset that dramatically shifts...
AI and Economic Moats: Which Stocks Are Most at Risk?
Morningstar’s equity research team reassessed the economic moats of 132 technology‑adjacent companies, downgrading roughly 40 stocks as artificial intelligence erodes traditional competitive advantages. The analysis highlighted moat cuts for enterprise‑software leaders such as Workday, Adobe, Salesforce and ADP, while semiconductor‑design...
The Tax Alpha Arms Race (W/ Wes Gray & Brent Sullivan) | #622
In this episode, hosts MedFaber, Wes Gray, and tax analyst Brent Sullivan dissect the growing "tax alpha" landscape, focusing on how investors can manage and mitigate tax drag, especially with concentrated stock positions. They explore a menu of strategies—from exchange...
Wheaton Precious Metals Corp. (WPM): Silver Production Growth and Sustainable Mining Investment
Wheaton Precious Metals Corp. (WPM) granted a $1 million award to Cetos Water for a solvent‑based technology that turns mining wastewater into reusable water. The company reported fourth‑quarter silver production of 22,434 ounces, hitting the top of its guidance range, and...
Is Fortuna Mining Corp. (FSM) One of the Best Silver Stocks to Watch for in 2026?
Fortuna Mining Corp. (FSM) is highlighted as a top silver stock to watch in 2026, with analysts estimating a 22% upside. The company posted record Q4 cash flow of $132.3 million and a 40% revenue jump to $947.1 million for the full...
Japan's Corporate Overhaul Fuels Small‑cap Upside, Software Bounce
Interview with Jamie Halse of Senjin Capital. - Japan is in the midst of a corporate transformation - Significant upside in the small cap segment - Hitachi, Nintendo and Open House: better-managed companies in Japan - Software stocks are beaten down, IT services...
VIEs Aren’t Simple: Mainland Investment Doesn’t Guarantee Safety
1/ Michael Burry made the argument that VIEs are fine because Mainland Chinese invest in them as well I think there's more nuance to it than that
Canaccord Lifts Ausgold Price Target to $3.00 After DFS Update
Canaccord Genuity raised its price target for Ausgold Ltd. to $3.00 while keeping a Speculative Buy rating, citing an updated definitive feasibility study for the Katanning Gold Project. The DFS forecasts an average annual production of 121,000 ounces over a...
Caterpillar Inc. (CAT): Our Calculation of Intrinsic Value
Caterpillar’s discounted cash flow model estimates an intrinsic share price of about $182, far below the current market level near $707, indicating a roughly 74% negative margin of safety. The analysis applies a 10% discount rate, 3% terminal growth, and...
Crocs, Inc. (CROX): Deep Value Global Footwear Consumer Brand
Crocs, Inc. trades at an Acquirer’s Multiple of 6.70 and an IV/P of 1.4, indicating roughly 40% upside under conservative valuation. The company generates $659 million of free cash flow, delivering an 11‑12% FCF yield on enterprise value, and maintains a...
Size Positions by Risk, Quality, Not Just Upside
Position sizing is more art than science. I don't just size based on upside potential. I think about business quality, how bad things could get if I'm wrong, and how likely the thesis is to play out. The upside matters,...
US Stock Market $1 Trillion Cheaper—Rethink Your Strategy
CHANGE your investing mindset: 🇺🇸 The US stock market nearly $1 trillion less expensive today.
What, Me Worry?
Investors confront two distinct threats to wealth: inflation and market bear markets. Historical data shows bear markets can plunge 20‑50% in months, with recoveries ranging from five months to seven years, while a steady 3% inflation rate trims purchasing power...
MELI Plunges 35% Despite Booming Growth Metrics
MELI is down 🔻35% from its 52-week high, meanwhile: • 25+ quarter of >30% revenue growth • 83 million unique active buyers (+24%) • Total payment volume of $83B (+42%) And now trading at its lowest valuation ever.
Our Portfolios Cheapened, Outperformed as Market Overvalued
"We’ve been operating in what we see as an anomalous market environment for the past two years; specifically, the momentum-driven U.S. market has been one of the most extreme in history. [This] has also created compelling company-specific opportunities moving forward. [O]ur portfolios’...
It’s Not Just What We Own – It’s How We’ve Owned It.
Loomis Sayles emphasizes that true long‑term investing isn’t about dodging market swings but about holding high‑quality companies through them. The Growth Equity Strategies Team outlines a disciplined, differentiated approach to owning great businesses, with performance data current through December 31 2025. The...
Record Hedge Levels Signal Potential Upside Rally
This chart, which has been doing the rounds, shows one of the most hedged equity markets in years. That usually means fear is already priced in, and the risk asymmetry increasingly favors upside surprises rather than further panic selling. This chart...
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Top 4 Total Market Index Funds for Comprehensive U.S. Equity Coverage
Total‑market index funds give investors a single‑ticket exposure to the entire U.S. equity market, tracking benchmarks like the CRSP Total Market Index or Russell 3000. Vanguard VTSAX, Schwab SWTSX, iShares IWV, and Wilshire WFIVX are highlighted for their low fees, diversification,...
Eos Energy’s Ambitious Targets Clash With Execution Lag
Eos Energy Enterprises ⚡ 🔋 🇺🇸 $EOSE +244% 3Y 🟢 -61% 3M 🔴 🔴 🔴 - Non-Existent Margins - $702M Backlog - 116% 2028 Revenue CAGR - 234% 2028 EBITDA Increase - Demanding Valuation - 33% Below Consensus Price Target Strong outlook, but execution has struggled. Can the company deliver...
Buffett Chooses Stocks Over Real Estate for Liquidity
Investing legend Warren Buffett explains why he often prefers the stock market over real estate. Stocks can be bought or sold in seconds, while real estate deals can take months of negotiations. A powerful lesson in value investing, smart capital...
Stagflation Sojourn
U.S. equities posted their worst weekly decline in nearly a year as an energy‑driven stagflation scenario unfolded following a sharp spike in oil prices tied to the closure of the Strait of Hormuz. The article attributes the shock to escalating...
Emerging Market Bulls Rejoicing, But Will It Last?
Emerging‑market indices have outperformed both the MSCI World and the S&P 500 in early 2026, driven by easing inflation, a weaker dollar, and shifting investor sentiment. Forecasts show EM economies growing around 4 % this year, roughly three times the pace of...
Master Industry DD in 5 Minutes with Three Key Questions
A 5-minute industry DD framework for any new ticker: ✅ Geography: Is the competition local or global? ✅ Entrants: How high is the "Wall" (Barriers to Entry)? ✅ Profitability: Why is it what it is? (Cyclical vs. Structural) If you can't answer the questions...
60/20/20 Beats Traditional 60/40 with Gold, International
It has been my thesis for the past 5 years that the “new” 60/40 is more like a 60/20/20. To illustrate this the chart below shows that a hypothetical 60/20/20 portfolio, allocated as noted in the chart, could have sharply...
Why Investors Won’t Know What to Make of AI for a While
Investors are struggling to price artificial‑intelligence companies because revenue models are still evolving and traditional valuation metrics lag behind rapid adoption. The article argues that AI’s impact is broader than past tech waves, but the market lacks reliable data on...
Don't Forget Dilution: Share Value Beats Company Size
Many investors ignore dilution. But if a company keeps issuing shares, your ownership percentage shrinks over time. Long-term investing isn’t about how big the company gets…it’s about how much each share becomes worth. #investingtips #investingstrategy #investingmindset
5 No-Load Mutual Funds With Strong Returns to Watch for 2026
Zacks Investment Research highlights five no‑load mutual funds that combine strong three‑ and five‑year returns with low expense ratios, positioning them as attractive options amid heightened market volatility driven by geopolitical tensions and inflation concerns. The funds—spanning precious metals, semiconductors,...
Dividend Aristocrats List For 2026
The S&P 500 Dividend Aristocrats index for 2026 comprises 69 companies that have raised their cash dividends for at least 25 consecutive years. To qualify, firms must belong to the S&P 500, have a float‑adjusted market cap of at least $3 billion and...
Looking for Small-Cap Exposure? 3 Top-Ranked Funds to Watch
Investors seeking high‑growth exposure are turning to small‑cap blend mutual funds, which target companies under $2 billion in market value. Zacks highlights three top‑ranked funds—Nuveen Quant Small Cap Equity, Federated Hermes Mid‑Cap Small Cap Core, and Fidelity Small Cap Stock—each holding...
Value + Quality + Cash Flow Is King
Scott Kaufman of The Dividend Kings explained that dividend‑focused ETFs have surged 12% year‑to‑date as investors rotate from high‑growth, AI‑centric stocks to value‑oriented, cash‑flow‑rich companies. He highlighted that many SaaS and growth names are now overvalued, while low‑break‑even oil producers...
Undervalued S&P 500 Stocks For Growth & Income, or Both (Part 2)
The FAST Graphs video series highlights that despite the S&P 500’s overall high valuation, many constituents remain attractively priced. Chuck Carnevale demonstrates how to use earnings yield, dividend yield, and cash‑flow multiples to pinpoint stocks offering growth, income, or both. Companies such...
Texas ETFs: Investing in the Lone Star Economy
Texas' economy reached $2.77 trillion in 2024, added 132,500 jobs in 2025 and now ranks as the world’s eighth‑largest, surpassing nations like Canada and South Korea. The state’s pro‑business environment—no personal or corporate income tax, low operating costs, and 54 Fortune 500 headquarters—has...
Management Quality Trumps Cheap Valuation in Investing
A cheap stock with a bad management team is not a good investment. Valuation means nothing if the people running the business are misallocating capital, chasing the wrong metrics, or treating the company like their personal piggy bank. I look for leaders...
Capital Group Private Client Services Inc. Decreases Stock Holdings in VICI Properties Inc. $VICI
Capital Group Private Client Services Inc. sold 342,712 shares of VICI Properties in Q3, reducing its holding to 8,431 shares worth about $275,000, a 97.6% decline. Meanwhile, several hedge funds—including NewEdge Advisors, Woodline Partners, and Savant Capital—expanded their VICI positions,...
Alexander Roepers on Constructive Activism and Concentrated Value in $KEX, $AXTA, and $FLS | S08 E09
In this episode, Alexander Ropers, founder and CIO of Atlantic, explains his firm’s disciplined, concentrated value strategy that targets mid‑cap industrial, product and service companies (US$2‑20 billion) while avoiding high‑tech, biotech, and opaque financial sectors. He emphasizes the importance of margin...
Consistent Dollar‑Cost Averaging Beats Market Timing
This circles back to investing consistently through Dollar Cost Averaging in a low-cost passive index fund that tracks the market. Remember, "Time in the Market, Beats Timing The Market." 📣 https://elmads.com/?p=4958 — The Power of Cost Averaging Investment Strategy
Accelerated Buyback Could Boost $RELY Long-Term Price
Since you have a lot of free time on your hands now @matt_oppy, I would suggest running some quick numbers (can even have Claude do it for you) on what an accelerated buyback program could mean for the long-term share...
Iceye Revenue Doubles to $294M, Targets Another Double
.@Iceye 2025 financials: Revenue doubled, to $294M, & will double again this year; $153M in operating cash flow; EBITDA over $176M; $1.76B in backlog. https://t.co/FaGdnli5TX https://t.co/IqCzJ853gK
Alamos Gold: Undervalued Mid‑Tier Leveraged Pick
. @AlamosGoldInc $AGI top pick ~1M oz by 2030, low-cost North America ops, falling AISC, net cash funding growth, undervalued vs peers. Best mid-tier leverage to gold.
Sony Trades at 13x EV/EBIT Before GTA 6 Launch
Sony at 13x EV/EBIT ahead of the GTA 6 release on 19 November 2026 https://t.co/FBeFJ5c7Bp