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%.
The Melt-Up, The Ugly Truth And The New 60/40
Equity markets have experienced a pronounced melt‑up as investors poured record inflows into global stock funds, topping $1 trillion for the year. In the week to April 22, U.S.‑focused equity funds captured $18 billion of the $26 billion weekly net inflow, driven by a panic‑buying surge that lifted realized volatility on up‑days. Meanwhile, geopolitical tension around the Strait of Hormuz threatens energy supplies, adding left‑tail risk despite the rally. Analysts suggest a “new 60/40” barbell approach—mixing semiconductor and energy longs with volatility hedges—to navigate the upside and downside.
Wall Street Firm Makes a Bullish New Call on Rocket Companies
Wall Street analysts are turning bullish on Rocket Companies after a series of upgrades, most recently Stephens initiating coverage with an Overweight rating and a $22.50 price target, implying about 44% upside from the current $15.60 price. The optimism stems...
Phillips Edison Posts $30.4M Q1 Net Income, Core FFO Up 6.2% on Retail Strength
Phillips Edison & Co. announced Q1 2026 net income of $30.4 million and a 6.2% rise in Core FFO per share, driven by strong performance at its grocery‑anchored shopping centers. The REIT added $125.5 million in assets and raised occupancy to 97.1%,...
Iluka Cuts Output to Accelerate $660 M Eneabba Rare‑Earth Refinery Build‑out
Iluka Resources reduced zircon, rutile and synthetic rutile production and idled its Cataby plant, redirecting capital to the Eneabba rare‑earth refinery, now 99% engineered and $660 million invested, with a 2027 operational target.
Greg Abel Becomes CEO of Berkshire Hathaway as Buffett Steps Down, $373 B Cash
Warren Buffett announced his retirement and installed Greg Abel as chief executive of Berkshire Hathaway. The conglomerate entered the transition with a record $373 billion cash pile, while its stock has slipped 14% since the surprise announcement, raising questions about leadership...
SLB Reports 10% Revenue Drop as Middle East Turmoil Hits Earnings, While Digital Push Fuels Growth
SLB (formerly Schlumberger) posted a 10.5% sequential revenue decline, driven by Middle East disruptions, while its digital division grew 9% to $640 million. Management flagged a $0.06‑$0.08 EPS headwind from the region and confirmed a $451 million share‑repurchase program.
Alphabet Shares Climb 1.6% After Earnings Beat and Raised Guidance
Alphabet Inc. shares jumped 1.6% after the company reported earnings per share of $2.82, beating consensus by $0.25, and posted revenue of $113.83 billion. Analysts upgraded ratings and raised price targets, while insiders sold nearly $94 million of stock in the past...
How Would The Greats Like Buffet, Lynch, & Templeton Invest In Today's Market? | Pieter Slegers
Pieter Slegers, founder of the Substack Compounding Quality, outlines how legendary investors like Warren Buffett, Peter Lynch and John Templeton would navigate today’s volatile market. He stresses a timeless formula: acquire wonderful companies led by managers with skin in the...
Avoid Fear‑Driven Missed Gains, Size Positions Wisely
Peter Lynch got it right decades ago. The real risk in investing isn't a crash. It's the years you spent hiding from one that never came. 1️⃣ Economists predicted 33 of the last 11 recessions. 2️⃣ Six right out of ten? That's a...
ServiceNow and Salesforce Flagged with 85% and 70% Upside in SaaS Bear Market
Analysts have identified ServiceNow and Salesforce as the two SaaS stocks most likely to rebound, projecting 85% and 70% upside respectively. The forecasts hinge on each company's AI‑centric product roadmap and deep integration into enterprise data workflows, offering a hedge...
Only a Handful of SaaS Firms Outpace the Rest
A Few SaaS Names Are Pulling Away From the Pack This chart ranks SaaS companies by NTM revenue growth estimates, and the message is pretty clear: A small group is pulling away, while most of the sector still sits in the mid-teens...
Sanofi's Dividend Streak Faces Dupixent Patent Cliff
A few weeks ago I published my deep dive on 🇫🇷 Sanofi $EPA:SAN 32 consecutive years of dividend growth. A true European Dividend Aristocrat 💪 Currently their main blockbuster Dupixent accounts for 36% of revenue, and compound patent protection expires in 2031....
Stable Income In Uncertain Times: The Hidden Opportunity In RIV And RIV.PR.A
The RiverNorth Opportunities Fund (RIV) blends closed‑end funds, SPACs, and BDCs into a tactical asset‑allocation vehicle. It trades at a 3.7% discount while delivering a 12% three‑year annualized NAV return and carries a 24.1% leverage ratio. Its preferred share, RIV.PR.A,...
Avoid FOMO; Build Wealth Through Consistent Compounding
I’ll never tell someone they can’t make money chasing FOMO, meme stocks, or hot trends trading at unjustified valuations. In bullish markets, it can work…. Can’t argue with that. But what happens (almost every time) is that when the market finally breaks,...
⚙️ ServiceNow ($NOW) Deep Dive 📉
ServiceNow reported a strong quarter with revenue growth north of 20%, accelerating large‑enterprise contracts, and an uplift to its full‑year guidance. Despite the upbeat fundamentals, the stock fell sharply and remains below its pre‑announcement level. The market’s sell‑off signals that...
SaaS Valuations: Growth Premiums Vary Widely
Not all SaaS valuations are expensive. Looking at forward P/E vs NTM revenue growth gives a cleaner view of how the market is pricing expected growth across SaaS. $PLTR stands out as one of the fastest growers at roughly 62% expected growth,...
Bill Ackman’s Pershing Square Puts $5.7 B on Three AI Giants
Bill Ackman’s Pershing Square Capital Management has earmarked about $5.7 billion—38% of its $15 billion equity portfolio—for three artificial‑intelligence leaders: Alphabet, Amazon and Meta. The concentrated bet underscores Ackman’s long‑term, value‑focused approach and could sway sentiment across AI‑heavy equities.
Invest in Few ETFs, Stay Long‑term, Use Tax‑advantaged Accounts
5 principles to follow to become a successful investor: > no individual stocks, 1-2 ETFs only > stay invested regardless of media clickbait > have a long term mindset > invest consistently > prioritize tax advantageous accounts Anything you would add?
Vanguard S&P 500 ETF Serves as Core Holding While Three Vanguard Funds Show Five‑Year Edge
A recent analysis highlights the Vanguard S&P 500 ETF as a reliable long‑term core for investors, yet points to three Vanguard ETFs—VGT, VBK and VYMI—that have outperformed the S&P 500 over rolling five‑year periods. The piece argues that adding these...
Cameco's Uranium Surge Gains Traction as Oil Prices Spike on Middle East Conflict
Cameco's shares have surged more than 200% over the past year as soaring oil prices from the Middle‑East conflict spotlight nuclear power as a clean‑energy alternative. The uranium producer’s recent 50% stake in Westinghouse and rising uranium prices have boosted...
Top Wall Street Analysts Pick These 3 Dividend Stocks for Reliable Income
Top Wall Street analysts, ranked by TipRanks, recommend three dividend‑paying energy stocks—ConocoPhillips, Viper Energy, and Kinetik Holdings—as reliable income sources amid heightened market volatility. ConocoPhillips offers a 2.64% yield with a $0.84 quarterly payout and strong free‑cash‑flow projections. Viper Energy...
Two Topics Likely to Come up in the First Berkshire Hathaway Annual Meeting without Buffett
Berkshire Hathaway’s first annual meeting without Warren Buffett will be led by new CEO Greg Abel and insurance chief Ajit Jain, signaling a pivotal leadership transition. Share repurchases resumed in March, with roughly $225 million bought back, while the stock trades...
5x EBIT For This Mispriced SaaS
A small‑cap SaaS firm is trading at roughly five times its projected 2026 operating income, despite delivering 26% annual sales growth, 89% recurring revenue and minimal churn. The company is gaining traction with new enterprise customers and government contracts, signaling...
Drilling Into LandBridge's Value with Chadd Garcia $LB
In a recent episode of the Yet Another Value Podcast, Chadd Garcia breaks down LandBridge’s (ticker $LB) land‑based royalty model, emphasizing surface rights, produced‑water handling, and infrastructure as core revenue drivers. He details the company’s expansion through pore‑space growth, strategic...
Invest Fully, Skip Cash When Companies Outperform 5%
Francois Rochon on being fully invested "If we continue to find companies that we believe can do five percentage points better than that on an annualized basis over many years, why would we hold cash?"
Ford Ramps up US Production yet Still Hemorrhages Billions
"Ford Is Building More Cars in the U.S. Than Ever—But Still Losing Billions" https://t.co/6FpXn1NHjv https://t.co/dX4BPjDl07
This US Small Cap Has a ROIC Close to 60%
The latest Stock Analysis episode spotlights OTC Markets, a US small‑cap that delivers a return on invested capital near 60%. The company operates an asset‑light, toll‑bridge model that provides listing services, real‑time market data, and trade‑execution technology for thousands of...
Regime Signals Reveal Winning Portfolio Framework Ahead
Gold near all-time highs. Oil elevated on Hormuz risk. IWM holding while long bonds struggle. These are regime signals — and they tell you exactly which portfolio construction framework survives what comes next. Wednesday I'm sitting down with Greg Babij of Sundial...
Soaring Oil Prices Set to Boost BP Earnings
Nice to get a mention in the Standard on BP results next week What impact will soaring oil prices have on BP’s earnings? https://t.co/Ty95yw49pH
Survival Over Hype: The Hidden Trait that Builds Long-Term Wealth
Veteran investor Thomas Russo argues that long‑term wealth stems from a company’s "capacity to suffer"—the willingness to endure short‑term pain for future growth. In a tightening monetary environment, firms that sacrifice margins to reinvest in brands, distribution or new markets...
Forward Revenue Multiples Span From 1.2× to 8.1×.
This slide is money. Bottom left *forward* revenue multiple 1.2x. Top right 8.1x. (From the Redpoint 2026 Market Update.) https://t.co/Cj83biPeLo
Bear Markets Average 14 Months; Bull Runs Span 70 Months
The average bear market lasts 14 months and is followed by a 70-month bull market. JPMAM Had to manually update the current bull run... up to 42 months https://t.co/fr7efuYage
Realty Income REIT Posts 13.3% Annualized Return Since 1994, Beats S&P 500
Realty Income (O) has logged a 13.3% annualized total return since its 1994 listing, surpassing the S&P 500's 11.1% over the same period. The REIT’s 5% dividend yield, 114 straight quarters of dividend growth and solid balance sheet make it...
AI Opportunities Revive Growth for Traditional Companies
More true today. But, it doesn’t mean you shouldn’t consider old school, boring Cos. finding ways to reignite lost growth due to opportunities that AI and related markets like data centers are creating for them. Some may be core buys...
Barron's Poll Predicts S&P Decline—Contrarian Signal
The Barron’s Big Money Poll is out. Twice a year they survey portfolio managers and strategists across the country. We like to use it as a contrarian indicator. Right now, they’re telling you the S&P 500 is headed lower for...
Schwab Rolls Out Covered‑Call Platform for Retail Investors
Charles Schwab introduced a new covered‑call platform that enables retail investors to sell call options against shares they already own. The rollout comes as retail participation drives record daily options volume, positioning Schwab to capture a larger slice of the...
Trend‑following Beats 60/40; UHNW Go Beyond Passive Mix
The 60/40 portfolio fell 17.5% in 2022. Trend-following returned +20.1% the same year. Passive equity + bonds = the minority in a UHNW portfolio. Wed April 29, 12pm ET — Greg Babij (CIO, $500M+ MFO) breaks down how it's actually built. $5M+ only:...
Equity Risk Premium Remains Positive: Stocks Outperform Bonds
S&P 500 equity risk premium (earnings yield minus the 10yr TIPS yield) is still solidly positive... stocks are a better buy than bonds. @wisdomtreefunds https://t.co/JAZ7YxWZqN
Why Should Investors Approach a 'Buy on Dips' Strategy Amid Earnings Season? Explained
India’s Q4 earnings season shows a split picture: IT firms face headwinds from AI‑driven pricing pressure and cautious FY27 guidance, while consumer‑focused sectors such as FMCG, retail and durables post robust demand and lower input costs. Banking results reveal margin...
JPMorgan Cuts India to Neutral, Boosts Asian Tech Amid AI Surge
JPMorgan has downgraded Indian equities to a Neutral rating and increased its allocation to Asian technology, especially Taiwan, as AI‑driven market dynamics accelerate. The bank cites rising inflation, earnings pressure and India's limited exposure to next‑gen tech as key reasons...
Iridian Asset Management Sells $5.5 M of DigitalBridge Shares, Hinting at Portfolio Shift
Iridian Asset Management sold 360,253 DigitalBridge Group shares for an estimated $5.54 million, trimming its digital‑infrastructure exposure to 0.25% of its reportable assets. The move comes as SoftBank prepares to acquire DigitalBridge at $16 per share, prompting the hedge fund to...
Vanguard's VEU ETF Gains Attention as Defensive Play Amid Global Uncertainty
Vanguard highlighted its FTSE All‑World ex‑US ETF (VEU) as a defensive diversification tool while announcing cash distributions for its Canadian ETFs. The fund’s 0.04% expense ratio, 2.9% dividend yield and exposure to 3,760 non‑U.S. stocks make it attractive amid geopolitical...
Bawag's $1.75 Bn Bid for PTSB Sparks Shareholder Revolt and Price‑collapse Fears
Austria's Bawag Group has put forward a €1.6 billion ($1.75 billion) takeover offer for Ireland's Permanent TSB. While the Irish government, holding 57% of PTSB, pledges to vote in favour, research firms label the bid derisory and minority shareholders warn a blocked...
Alphabet to Report Q1 2026 Earnings as CFO Ashkenazi Previews $175B‑$185B AI‑Driven Capex
Alphabet is set to release its first‑quarter 2026 earnings on April 29, with CFO Anat Ashkenazi expected to outline a $175‑$185 billion capital‑expenditure program aimed at scaling AI infrastructure. Investors will watch cloud revenue growth, depreciation pressure and the CFO’s allocation...
Chinese Firms Post Q1 Gains: Tianjin Capital Up 8% and Bank of Shanghai Beats Full-Year Forecast
Tianjin Capital Environmental Protection Group reported an 8% rise in first‑quarter profit to RMB276.4 million and a 4.2% revenue increase to RMB1.148 billion. Bank of Shanghai posted full‑year earnings of RMB24.19 billion, up 2.7%, with revenue climbing 3.4% to RMB54.76 billion, underscoring robust performance...
South Korea's KOSPI Surpasses 6,500, Powered by Tech Earnings and Fed Outlook
The KOSPI topped 6,500 for the first time, buoyed by robust earnings from Samsung Electronics and other big‑tech firms, while foreign investors poured in. Analysts say the rally reflects profit momentum outweighing geopolitical risks and a hopeful Fed stance.
SpaceX Poised for $2 Trillion IPO, Sparking Questions on Elon Musk’s Liquidity Strategy
SpaceX is preparing a June IPO that could value the rocket maker between $1.5 trillion and $2 trillion, making it the largest public offering ever. The move puts a spotlight on Elon Musk’s personal liquidity, especially his sizable Bitcoin holdings, and forces...
Etsy Shares Plunge 78% as Growth Stalls and Profitability Wanes
Etsy's stock has tumbled 78% from its November 2021 high as gross merchandise sales fell 4% in 2025 and net income slumped 67% since the pandemic peak. Rising operating expenses and a slump in consumer confidence have deepened profitability concerns,...
Dan Ives Calls Oracle Stock Oversold, Sets $225 Target Amid $553 Billion SaaS Backlog
Wedbush Securities' Dan Ives initiated coverage of Oracle with an Outperform rating and a $225 price target, arguing the stock is undervalued despite a 24% year‑to‑date decline. Ives points to a $553 billion remaining performance obligations backlog and a $50 billion capex...
Saga Outperforms the FTSE 250 – Here's How to Profit From the Grey Pound
Saga, the UK‑based provider of services to the over‑50s, is emerging from a costly turnaround after selling its insurance‑underwriting arm to Ageas and slashing debt. Revenue has surged 75% since 2021, driven by a revived travel business and strong forward...