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%.
Johnson & Johnson Beats Q1 2026 Earnings, Raises Full-Year Outlook
Johnson & Johnson reported first‑quarter 2026 revenue of $24.1 billion and adjusted earnings per share of $2.70, exceeding analyst expectations. The health‑care mega‑cap also lifted its full‑year sales forecast to $100.8 billion, driven by strong performance of Darzalex, Tremfya and early uptake of Icotyde.
KREF Posts $62 Million Q1 Loss as CECL Provisions Surge
KKR Real Estate Finance Trust (KREF) posted a GAAP net loss of $62 million, or $0.96 per share, for Q1 2026, after a $74 million boost to its CECL allowance. The company also slashed its quarterly dividend to $0.10 per share and...
BlackRock’s Spring 2026 Investment Directions Calls for AI‑Heavy, Large‑Cap Equity Tilt
BlackRock released its Spring 2026 Investment Directions, recommending a stronger bias toward AI‑focused large‑cap equities, emerging‑market stocks and a diversified basket of alternatives. The commentary comes as oil supply shocks and Middle‑East tensions keep volatility high, prompting the firm to...
UBS Forecasts Over 40,000 U.S. Store Closures in Next Five Years
UBS analysts project that more than 40,000 U.S. retail stores will close by 2029, driven by accelerating e‑commerce, AI‑enabled shopping, and tariff pressures. The forecast follows a recent drop of 5,000 stores between Q3 2024 and Q3 2025 and signals a shift...
Yifan Pharmaceutical Posts 4% Profit Rise on New Drug Launches
Yifan Pharmaceutical Co., Ltd. announced a full‑year profit of RMB402.02 million, up 4% from the prior year, as new product launches boosted earnings. Revenue slipped 0.5% to RMB5.132 billion, highlighting a shift toward higher‑margin offerings.
IGO Cuts Greenbushes Lithium Output by 270,000 Tonnes, Sparking Supply Concerns
Western Australia's IGO announced that its flagship Greenbushes hard‑rock lithium mine will produce 1.38‑1.43 million tonnes this year, down from the previously guided 1.50‑1.65 million tonnes. The 270,000‑tonne shortfall, a 13% cut at the top end, triggered a 14% intraday drop in...
Canadian Investors Face Mixed Market Signals as Oil Shock Looms
Canadian investors were briefed on a volatile market outlook as the TSX fell 0.05% to 33,896.07. Desjardins’ chief economist warned that a temporary oil‑price shock could reshape risk calculations, while U.S. benchmarks posted gains.
UnitedHealth Group Beats EPS Forecast, Shares Rise 2.2% on Strong Q1 Results
UnitedHealth Group reported first‑quarter earnings of $7.23 per share, beating the $6.76 consensus and delivering $111.65 billion in revenue, above expectations. The results lifted the stock 2.2% and underscored the health insurer’s defensive positioning amid a volatile market.
Schwab’s SCHE ETF Lures Investors with 0.07% Fees and 2.7% Yield
Schwab’s Emerging Markets Equity ETF (SCHE) is gaining traction after analysts highlighted its ultra‑low 0.07% expense ratio and 2.7% distribution yield, making it the cheapest high‑yield EM fund. The ETF’s 2,200‑plus holdings and sector tilt toward technology and finance position...
Keurig Dr Pepper Posts 8.1% Net Sales Rise in Q1 FY2026, Completes JDE Peet's Deal
Keurig Dr Pepper announced an 8.1% year‑over‑year increase in net sales for the first quarter of fiscal 2026 and confirmed the closing of its JDE Peet's acquisition. The company also detailed its plan to separate into two independent public entities focused...
L3Harris Secures $1 Billion Department of War Investment to Scale Missile Solutions
L3Harris Technologies closed a $1 billion investment from the Department of War to fund its newly created Missile Solutions (MSL) unit. The capital will fund plant upgrades, R&D and a planned IPO in the second half of 2026, while the DoW...
Lockheed Martin Reaffirms FY26 Outlook as Shares Jump 4.6%
Lockheed Martin Corp. (LMT) reaffirmed its full‑year 2026 earnings and sales guidance, prompting a 4.6% rise in its shares during pre‑market trading. The company kept FY2025 earnings forecasts at $29.35‑$30.25 per share on $77.5‑$80.0 billion in net sales, offering a rare...
Signify N.V. Q1 Profit Plummets 91% as B2B Lighting Demand Slows
Signify N.V. posted first‑quarter profit of €6 million ($6.5 million), a 91% drop from €67 million a year ago, while revenue slipped 12% to €1.274 billion ($1.39 billion). The decline reflects slower adoption of its lighting solutions among commercial customers, prompting a reassessment of its...
Investing Fundamentals: A Simple Guide for Beginners
The article breaks down investing fundamentals for beginners, stressing that cash left in savings loses value to inflation and that owning shares or diversified index funds can preserve purchasing power. It explains how stocks are bought through brokerages and why...
ETFs: Steady Long-Term Wealth Builders, Not Hot Picks
ETFs aren’t the next "hot stock" but they'll build wealth for you over the long term
This 'Sleep Like a Baby' Portfolio Strategy Is Having Its Best Year in Nearly a Century, BofA's Hartnett Says
Bank of America chief investment strategist Michael Hartnett promotes a “sleep like a baby” portfolio that allocates equally to stocks, bonds, cash and commodities. The mix posted its strongest annual gain since 1933 and ranks the third‑best outperformance versus the...
This TSX Stock Rebounds From 'Excessive' Negative Sentiment as Analyst Prices in 22% Upside
Rogers Communications (Rogers) stock rebounded to $49.26 CAD after TD Cowen raised its price target to $60 CAD (≈$44 USD) and upgraded to buy, citing undervalued sports‑asset stakes and debt‑reduction progress. Desjardins also lifted its target to $59 CAD, noting lower capital spending. Enbridge shares...
SLB Sees Mideast Supply Crunch Driving Investment
SLB reported a first‑quarter earnings decline tied to the ongoing Middle East crisis, which disrupted oil‑field service supply chains. The company said the regional supply crunch is prompting operators to accelerate capital spending on new projects. While short‑term results were...
Valuation: Pay for Proven Earnings, Not Future Guesswork
Most people think valuation means guessing the future. It doesn't. It means buying proven earning power cheap. Here's the difference: 1️⃣ Forecasting asks: what will this earn? 2️⃣ Valuation asks: what has this already earned, and what am I paying for it? 3️⃣ One is...
Warren Buffett Quietly Sold 75% of His Biggest Holding. This Is Where the Money Went.
Warren Buffett’s Berkshire Hathaway sold about 75% of its Apple stake, cutting the holding to a $61.6 billion position that remains the conglomerate’s largest asset. The reduction lowers Apple’s share of Berkshire’s portfolio from nearly half to a more balanced level....
Sunwoda's 2025 Revenue Rises 12.9%, Overseas Share Reaches 38.64%
Sunwoda reported record 2025 revenue of 63.25 billion yuan (about $8.9 billion), a 12.9% increase year‑over‑year. Overseas markets contributed 38.64% of sales, reflecting the payoff of its global expansion strategy. Consumer batteries accounted for roughly half of revenue, while EV and energy‑storage...
Rare Earths Vs. Critical Materials: Navigating 2 Distinct Opportunities
Rare earth elements (REEs) are a specific subset of the broader category of critical materials defined by the U.S. Department of the Interior, which also includes lithium, cobalt, copper and uranium. While all REEs are critical, not every critical material...
Alphabet’s Investment Engine Beats Buffett‑Style Value Play, Delivering $900 M SpaceX Gain
Alphabet’s strategic portfolio, highlighted by a $900 million early stake in SpaceX and a 48% surge in Google Cloud sales, is delivering returns that outpace classic value‑investing benchmarks. The tech giant’s approach is prompting wealth managers to rethink long‑term allocation models...
Hitachi Construction Machinery Posts 10% Profit Drop as Revenue Climbs 2.5% to $9.4 Bn
Hitachi Construction Machinery Co., Ltd. announced full‑year earnings of ¥73.193 bn ($487 m), a 10% decline from the prior year, even as revenue grew 2.5% to ¥1.405 tn ($9.4 bn). The results highlight a slowdown in construction‑equipment demand that is pressuring margins across Japan’s...
IBM Q1 Revenue Grows 9% to $15.9B as Software Growth Slows, Shares Drop 6.5%
IBM posted first‑quarter revenue of $15.92 billion, a 9% rise that lagged the 12.2% growth of the prior period, prompting a 6.5% after‑hours slide in its stock. The slowdown, driven by softer software sales, has heightened investor worries about AI‑driven competition.
Vietnam’s VN Index Beats FTSE 100 YTD, FTSE Russell Upgrade Sparks $5‑6 Bn Inflow
Vietnam’s VN index has outpaced the UK’s FTSE 100 in year‑to‑date returns, buoyed by a FTSE Russell upgrade from frontier to secondary emerging market. Analysts expect the move to channel $5‑6 bn of foreign money into a market valued at roughly...
Netflix Q1 2026 Beats Guidance but Stock Seen Overvalued at $80 Target
Netflix released its Q1 2026 earnings on April 16, reporting sales and margins that topped guidance and confirming its 2024 outlook. Morningstar analysts, however, deem the shares moderately overvalued, assigning a fair‑value estimate of $80, a 25× P/E and a...
Rexford Sees Record Leasing, Lower NOI in First Quarter Under New Leadership
Rexford Industrial Realty entered 2026 under new CEO Laura Clark, shifting from an acquisition‑heavy model to a capital‑recycling strategy. The REIT sold five properties for $127.4 million and aims for $400‑$500 million in dispositions this year while curbing development spend. Leasing surged...
Activist Push Targets Genco; Aim for $26
Macro: activist pressure on Genco; Key: Diana 14.8%, offer $23.50 vs $23.42, FV $26; Risks: poison pill, board resistance; Trade: long Genco toward $26. 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Flash Drives and Funny Numbers: What Elevance Health’s Earnings Really Reveal
Elevance Health posted Q1 adjusted earnings of $12.58 per share, surpassing analysts' forecasts and lifted its full‑year adjusted EPS outlook. The company simultaneously disclosed a $935 million charge representing its best estimate of potential Medicare Advantage overpayments tied to seven years...
Rethink 60/40: Adopt 60/20/20 with Uncorrelated Assets
With bonds and stocks once again positively correlated (per the chart below), the current/recent market episode served as another reminder to look beyond the 60/40 for that balance between returns and risk. Since 2022 I have been advocating for a 60/20/20...
Wolfe Research Lowers Tractor Supply Stock Price Target on Guide Concerns
Wolfe Research lowered its price target for Tractor Supply Company (TSCO) to $48, down from $57, while maintaining an Outperform rating. The stock is trading at $36.96, a 15% drop over the past week and just 3% above its 52‑week...
Tesla Is Headed Down a Path of ‘Runaway, Unsustainable’ Spending, Analyst...
Tesla announced a 2026 capital‑expenditure target exceeding $25 billion, surpassing its prior $20 billion estimate and setting a record for the company. CFO Vaibhav Taneja warned that the aggressive spending will push free cash flow into negative territory for the remainder of...
Ultra‑rich Wealth Surge Fuels Market Resilience, Analysts Miss
WSJ: "There are about 430,000 U.S. households worth $30 million or more, according to an analysis of Federal Reserve data by Zidar. Within that, there are about 74,000 worth $100 million or more. Over the past few decades, the growth...
Even at Market Highs, Long Opportunities Remain
Sentiment feels worse now that we're at all-time highs than it did in the lows of March. In this week's episode we discuss the concentrated leadership and why there's still so much opportunity on the long side. $SPY $QQQ $SMH $XLE...
Urban One Prepares For Its Q1 Fiscal Report
Urban One, the nation’s largest African‑American‑focused broadcast group, will release its Q1 2026 earnings on May 14. The company operates over 90 radio stations and expanding digital and TV assets that reach roughly 30 million listeners monthly. After five straight quarters...
S&P 500 Forward P/E Tops 5‑Year and 10‑Year Averages
The forward 12-month P/E ratio for the S&P 500 is 20.9. This P/E ratio is above the 5-year average (19.9) and above the 10-year average (18.9). @factset https://t.co/spURH0fHEF
Most S&P 500 Firms Beat EPS and Revenue, Grow 15%
84% of S&P 500 companies have reported a positive EPS surprise, and 81% of S&P 500 companies have reported a positive revenue surprise. @factset The blended (year-over-year) earnings growth rate for the S&P 500 is 15.1% https://t.co/Nsrr48cr7k
Why the Party for Intel and Other Chip Stocks Could Last a Long Time
Intel’s stock has surged 81% year‑to‑date and jumped another 25% after a surprise first‑quarter earnings beat that lifted gross‑margin and server‑chip revenue. The results pushed Intel’s forward price‑to‑sales ratio down to 7.1, making it cheaper than peers like Nvidia, Broadcom...
Insiders Pile Into PTX Metals as Drills Turn
@inkresearch reports officers at @PTXMetals $PTX.V $PANXF have bought relentlessly since Jan 2024, adding over $870,000 worth of shares, including CEO @GregFerron who has bought over $230K worth of shares. Indeed, it often pays to follow the insiders- especially as...
Charter CEO Eyes Cable Acquisitions as Shares Tumble
'We'd like to acquire more cable assets if can be done at an appropriate price [and] conditions,' said Charter CEO Chris Winfrey. Meanwhile, Charter shares are slumping amid disappointing Q1 results. @Light_Reading https://t.co/Yr519C4o2H
Edwards Raises 2026 Forecast as TAVR Sales Surge
Edwards Lifesciences raised its full‑year 2026 sales‑growth outlook to 9‑11% after reporting a 16.7% jump in first‑quarter revenue to $1.65 billion, driven by a 14.4% increase in TAVR sales to $1.2 billion. The company also lifted its TAVR growth forecast to 7‑9%...
Olstein Capital Boosts Korn Ferry Stake by $2.8M, Echoing Activist Private‑Equity Tactics
Olstein Capital Management increased its Korn Ferry holding by 43,050 shares, an estimated $2.78 million transaction that lifts the position to 120,000 shares valued at $7.55 million, or 1.65% of its assets. The move, coupled with a recent $5.2 million sale of Kulicke...
BP vs Shell: Which Oil Giant Offers Better Returns as Prices Rally?
Private investors are snapping up oil stocks as Brent crude slipped below $90, prompting a 7.36% drop in BP and a 5.57% fall in Shell. With Morgan Stanley projecting Brent at $110 in Q2 and BP’s trading desk delivering “exceptional”...
Trump's Executive Order Fast‑Tracks Psychedelic Therapy Review, Boosting Compass Pathways
President Donald Trump signed an executive order this weekend to shorten clinical‑trial and regulatory timelines for psychedelic medicines. The move shines a spotlight on Compass Pathways, whose late‑stage psilocybin candidate COMP360 is poised for an FDA filing and has $149.6 million...
Elixir Energy (EXR.AX): Imminent Catalysts and a 50% Peer Discount
Elixir Energy (EXR.AX) has expanded its booked contingent resources by 24% to 3,455 BCFe, lifting its intrinsic baseline. Near‑term de‑risking events include the Xstate Diona‑1 well test in April and Elixir’s Lorelle‑3 horizontal test in June. The company’s market cap of...
Sticking with Four Secular Growth Sectors for Long-Term Gains
In mid-March, I discussed the 4 secular growth sectors that I would focus on for the long-term: Aerospace and Defense, Semiconductors, Data Center related, and Biotech. They continue to be my area of focus from a growth perspective. Many stocks...
Anthropic Hits $1 Trillion Valuation, Surpassing OpenAI in AI Race
Anthropic’s shares on secondary markets have surged to a $1 trillion valuation, eclipsing OpenAI by more than $100 billion. The jump, driven by a 211% price rise and strong revenue growth, has investors scrambling for stakes ahead of any potential IPO.
Intel Shares Surge Nearly 20% After Blockbuster Q1 Earnings Beat
Intel reported Q1 revenue of $13.58 billion and EPS of $0.29, beating forecasts and propelling its stock up 19.9% to $80.10. The earnings beat fuels optimism across large‑cap stocks as the S&P 500 nears record highs.
Safran Posts €8.62bn Q1 Revenue, Beating Forecasts, Lifts Paris Stock
Safran announced adjusted first‑quarter revenue of €8.62 billion (about $9.3 billion), surpassing analysts' expectations. The result pushed the company's Euronext‑Paris shares up 2.3% in early trade, underscoring the aerospace and defense sector's strength despite broader market headwinds.