Today's Stock Investing Pulse
Buffer ETFs Offer Downside Protection for Cash‑Shy Investors
Goldman Sachs and Innovator analysts say buffer ETFs can help advisors bring cash‑shy clients back into equities. The funds embed predefined downside buffers of roughly 5%‑15% while preserving upside potential, letting investors hold a diversified basket with limited loss. The built‑in loss limits reduce the psychological barrier of market volatility.
Ackman’s Pershing Square Adds Microsoft, Completing Magnificent Seven Quartet
Bill Ackman announced that Pershing Square Capital Management has taken a new stake in Microsoft, making it the hedge fund’s fourth Magnificent Seven holding. The move follows a February entry at about 21 × forward earnings and reflects Ackman’s belief that Azure and Microsoft 365 drive roughly 70% of the company’s profit.
Wedbush Lifts Oracle Price Target to $275 on $553B Backlog Surge
Wedbush analyst Dan Ives raised his price target for Oracle to $275 from $225, reaffirming an outperform rating. The upgrade rests on a $553 billion performance‑obligation backlog and an 84% year‑over‑year jump in cloud infrastructure revenue, positioning Oracle as a core...
ICICI Bank, Bajaj Finance to SBI: Axis Securities Picks Top Banking, NBFC Stocks to Buy Post Q4 Results 2026
Axis Securities lifted its outlook on India’s banking and NBFC sector after the Q4FY26 earnings season, citing improving asset quality, steady credit growth and lower credit costs. The brokerage named ICICI Bank, Kotak Mahindra Bank, State Bank of India, Federal...
Morgan Stanley Lifts S&P 500 Year‑end Target to 8,000 on Earnings Surge
Morgan Stanley chief U.S. equity strategist Mike Wilson raised the firm’s 2026 year‑end S&P 500 target to 8,000, up from 7,800, and set a mid‑2027 target of 8,300. The upgrade rests on a projected 23% rise in earnings per share...
Analysts Say PayPal Stock Still a Bargain After 86% Slide
Financial analysts contend that PayPal shares are dramatically undervalued, trading at just nine times trailing twelve‑month sales despite an 86% drop from its peak. The case rests on a $464 billion Q4 payment volume, a modest earnings rebound and a new...
Warren Buffett's 10 Most-Shared Investing Lessons
The article curates Warren Buffett’s ten most‑shared investing clips, using share counts as a filter for timeless advice. It highlights three key lessons: stocks don’t care about purchase price, investors must tolerate 50% drops, and mastering business valuation is essential....
Kevin Warsh Confirmed as Fed Chair; Markets Gauge Impact on Equity Rally
The Senate confirmed Kevin Warsh as Federal Reserve Chair by a 54‑45 vote, prompting modest gains in equity futures and a steady 10‑year Treasury yield of 4.47%. Investors are weighing Warsh’s hawkish pedigree against a market that is already near...
Emeth Value Capital Takes $5.9 Million Stake in Shift4 Payments, Boosting Large‑Cap Fintech Exposure
Emeth Value Capital, LLC filed a 13F showing a new $5.91 million purchase of 107,016 Shift4 Payments shares, a stake worth $4.68 million at quarter‑end and representing 7.09% of its reportable assets. The move highlights growing investor interest in the under‑performing yet...
Bill Ackman Gets Into Microsoft for Reasons Similar to Cramer's Arguments to Hold It
Bill Ackman's Pershing Square disclosed a sizable Microsoft stake, sending the stock up about 4% on the news. Ackman highlighted the company’s strong balance sheet, ongoing AI Copilot investments, and a valuation gap after a roughly 12% year‑to‑date decline. Jim...
11 Best Rising Dividend Stocks to Buy Right Now
Morningstar argues that the best rising‑dividend stocks are those with durable moats and undervalued prices, not merely the highest yields. The article’s methodology screens for companies that have increased dividends for at least a decade and are favored by hedge...
Berkshire Sold Amazon, Bought These Stocks After Warren Buffett's Exit
Berkshire Hathaway’s first 13F under new CEO Greg Abel shows a fresh portfolio direction, adding positions in Macy’s and Delta Air Lines while dramatically expanding its Alphabet stake. The conglomerate fully exited Amazon, selling over 2.2 million shares, and trimmed holdings...
International Seaways Remains Top Shipping Pick for Giant US Investor Fidelity
Fidelity Investments increased its stake in International Seaways by 5.7%, bringing the holding to 4.94 million shares and making it the asset manager’s largest shipping position by share count. The move was disclosed in Fidelity’s quarterly report covering 20 listed shipping...
Roth Capital Factors In Centrus Energy (LEU)’s Long-Term Growth, Raises PT To $230
Roth Capital lifted its price target for Centrus Energy Corp. (LEU) to $230, up from $137, citing long‑term growth potential. The company reported Q1 2026 revenue of $76.7 million, a 5% YoY increase, while GAAP net income fell to $10 million but...
Franklin Templeton’s ‘What a Move’ Mantra Highlights S&P 500’s Historic Rally
Franklin Templeton senior market strategist Chris Galipeau summed up the S&P 500’s 17% bounce from late‑March lows with the three‑word phrase “What a move.” The rally, the fastest RSI swing in over four decades, was driven by record earnings beats...
Price-to-Cash Flow: Investment Uses, Formula and Calculation
The price‑to‑cash‑flow (P/CF) ratio measures a stock’s price against its operating cash flow per share, offering a valuation that sidesteps earnings manipulation. It is calculated by dividing the share price by cash flow per share or market cap by total...
Rising Rates First Narrow Market Breadth, Then Indices Fall
Since 2023, I've been highlighting that investors should be more concerned with rising rates rather than growth scares. EVERY macro problem first shows up in a very narrow way, affecting market breadth, before it becomes a systemic issue (pushes the...
Only Four Moats Last Decades, Seven Analyzed
Most "moats" investors rely on aren't actually durable. Brand fades. Technology gets disrupted. Scale gets matched. I analyzed 7 moat types and ranked them by how long they actually hold. 4 that compound quietly for decades. 3 that look safe until they aren't.
Vanguard VXUS vs SPDR SPGM: Expense, Yield and Scope Drive Value Gap
Vanguard’s Total International Stock ETF (VXUS) charges a 0.05% expense ratio and delivers a 2.70% trailing‑12‑month yield, while State Street’s SPDR Portfolio MSCI Global Stock Market ETF (SPGM) costs 0.09% and yields 1.70%. The two funds differ sharply in scope—VXUS...
Invest with a Margin of Safety, Like Overbuilt Bridges
If you build a bridge for a 10-ton truck, you make sure it can hold 50 tons. Why should your portfolio be any different? Seth Klarman on why buying with a "Margin of Safety" is so important.
IShares ITOT Vs. Schwab SCHB: Identical Fees, Near‑Identical Performance in Total‑Market ETFs
BlackRock’s iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Charles Schwab’s U.S. Broad Market ETF (SCHB) each charge a 0.03% expense ratio, offer roughly a 1% dividend yield, and track virtually the same basket of 2,400‑2,500 U.S. stocks....
We’re Buying Top Tech Franchises Amid Market Dislocation
As two of the largest forces in equity markets -- growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors -- converge, we have found occasional opportunities to acquire some of the most dominant long-term...
McDonald's Is the Cheapest It’s Been in Years—Does That Make It a Buy?
McDonald’s shares have slipped to $276, their lowest price and valuation in nearly two years, with the price‑to‑earnings ratio shrinking to 22.8. The stock’s relative‑strength index dropped to 25, an oversold signal that historically preceded a bottom. Despite weaker consumer...
Merck & Co. (MRK): Our Calculation of Intrinsic Value
Merck & Co.’s discounted cash‑flow model values the stock at $96‑98 per share, roughly 14% below its current $113 market price. The analysis assumes an 8% discount rate and 2% terminal growth, projecting free cash flow of $15‑18 billion from 2026...
50 Years of Stock Market Returns
The S&P 500 posted a 31% gain over the past 12 months, placing that return in the 88th percentile of rolling one‑year performances since 1975. The best 12‑month surge was 61% in the early 1980s, while the worst was a 43%...
Warwick Investment Management Adds $8.5 Million to Vanguard Corporate Bond ETF
Warwick Investment Management, Inc. bought an additional 109,583 shares of the Vanguard Total Corporate Bond ETF (VTC) for roughly $8.5 million in Q1 2026. The purchase lifted its holding to 3.8% of its 13F‑reportable assets, a move that underscores growing institutional interest...
UBS Strategist Joni Teves Stays Bullish on Gold and Silver as Prices Slip 16% and 26%
UBS metals strategist Joni Teves reaffirmed a bullish stance on precious metals, setting a $5,600 year‑end target for gold and $100 for silver even as gold has fallen 16% and silver 26% since their January peaks. She cited geopolitical tension,...
FPS Posts Explosive Growth, Becomes Top Fund Pick
Very strong earnings report this morning by $FPS (Forgent Power Solutions)... we increased our position today... now a top 15 position at @FirstWaveFund Here is the press release: https://t.co/vNSIoTbsZx FY2026 Q3 results: Revenues of $379M, up 103% YoY Bookings of $867M, up 308% YoY Backlog...
Buy Dillard's (DDS) Stock After Its Massive Q1 Earnings Beat?
Dillard’s (DDS) posted a Q1 earnings per share of $16.04, shattering the $10.13 consensus by 58% and lifting revenue 3% to $1.56 billion. A $104.1 million pre‑tax litigation settlement contributed $5.10 per share, but even without it the retailer beat expectations for...
Amazon: Most Attractive Of The Hyperscalers
Amazon.com, Inc. received a Buy rating with a $327 price target, driven by accelerating growth and record operating margins. The company’s Q2 guidance projects 18% revenue growth and an operating profit between $20 billion and $24 billion, underpinned by a strong AWS...
Michael Burry Snaps up Beaten‑down MercadoLibre Stock After Earnings Miss
Michael Burry announced a full purchase of MercadoLibre shares in the $1,600 range after the Latin‑American fintech fell nearly 13% on its Q1 earnings miss. Burry says the stock is well below his IV15 target, promising 15% annualized returns over...
Analysts See 11% Upside for Teva Despite 100% Rally
Thirteen analysts surveyed by S&P Global in May rated Teva Pharmaceutical as a buy or strong buy, forecasting an 11% price target upside even after the stock doubled in the past year. The optimism rests on strong branded drug sales,...
Marc Rowan Flags 35% Correction Risk, Backs Berkshire Hathaway as Safe Bet
Marc Rowan, founder of Apollo Global Management, warned that the S&P 500 and Nasdaq could face a 35% correction despite record highs. He urged investors to add Berkshire Hathaway to their portfolios, pointing to its $400 billion cash reserve and decades...
Morgan Stanley Raises MSCI Europe Target to 2,700, Flags Hormuz Risk
Morgan Stanley upgraded its MSCI Europe index target to 2,700 points, signaling roughly an 11% upside to June 2027 and a 16% total return when dividends and buybacks are included. The bank warned that a prolonged Strait of Hormuz closure...
Why UBS Is Bullish On Take-Two Ahead Of Grand Theft Auto VI Launch
UBS reaffirmed Take‑Two Interactive as its top U.S. gaming pick, maintaining a Buy rating and a $300 price target. The firm projects a record fiscal 2027 with $9 billion in bookings, driven by an estimated $2 billion in full‑game sales from the...
Franklin Templeton Strategist Labels S&P 500 Surge "What a Move"
Chris Galipeau, senior market strategist at Franklin Templeton Institute, described the S&P 500's 17% rebound from late‑March lows as "What a move," noting a record‑fast RSI swing and unprecedented earnings beat rates. The comment underscores a rare market pattern that...
Why Satellogic Could Be One of the Biggest Space Winners of 2026
Satellogic (NASDAQ: SATL) posted its first positive operating cash flow in Q1 2026, with revenue soaring 80% and a cash balance near $122 million. The firm added more than $30 million in defense contracts and is expanding its Aleph‑1 constellation, underpinning a projected...
IonQ Could Deliver 10× Return by 2035 If It Secures Dominant Share of $72B Quantum Market
A new analysis projects that IonQ's stock could multiply tenfold by 2035 if the trapped‑ion specialist captures roughly 30% of the $72 billion quantum‑computing market. The firm would need $21.4 billion in revenue to justify a $193 billion market cap, a target that...
War Devalues Money; Real Assets Outperform Over Decades
Warren Buffett on asset allocation during war: "The one thing you can be quite sure of: if we went into some very major war, the value of money would go down. You’re going to be a lot better off owning...
A New Focus for GoPro: Is a Takeover in the Frame?
GoPro reported a 26% YoY revenue drop to $99 million in Q1 2026, with GAAP gross margin sinking to 4.3%. Adjusted for one‑time charges, the underlying gross margin is about 31%, and direct‑to‑consumer sales rose to 39% of total, boosting pricing power....
Value Vs. Growth Rotation Strategy
A value‑vs‑growth rotation strategy swaps exposure between the two styles based on relative performance, typically using ETFs such as IUSV (value) and IUSG (growth). Backtested from 2000, the rule‑based approach generated an 8.96% compound annual growth rate, outpacing pure value...
Seven Billionaires Hold Over $12 B in Alphabet, Spotlighting Quantum Computing as a Hot Stock Theme
Seven high‑profile billionaires – including Warren Buffett’s Berkshire Hathaway, Li Lu’s Himalaya Capital, and Ken Griffin’s Citadel – together hold more than $12 billion in Alphabet shares. Their stakes highlight quantum computing as a fast‑growing investment theme within the broader stock...
Clipper Realty Inc (CLPR) Q1 2026 Earnings Call Transcript
Getty Realty reported a 13.1% year‑over‑year increase in annualized base rent and a 6.8% rise in AFFO per share to $0.63 in Q1 2026. The company lifted its full‑year AFFO guidance to $2.50‑$2.52 per share while maintaining a 99.7% occupancy...
Serenity Capital Sells $7 Million of Mattel, Trims U.S. Exposure
Serenity Capital Management disclosed a $6.99 million sale of 383,611 Mattel shares, cutting the toy maker to 7.02% of its reportable assets. The move reflects the fund’s shift away from a lone U.S. consumer play amid tariff‑related margin pressure. Investors watch...
Quantedge Capital Dumps Supernus Stake for $4.56 Million, Shifts Focus to 10x Genomics
Quantedge Capital liquidated its full 89,600‑share holding in Supernus Pharmaceuticals for an estimated $4.56 million in the first quarter, while simultaneously buying $4.25 million of 10x Genomics and selling its United Natural Foods position for $3.37 million. The moves suggest a strategic tilt...
Prioritize Core 90% Portfolio, Reserve 10% for Edge Bets
Been working on my financial plan. Sharing in case it's useful. The frame. You have more than enough. The job now is contentment and not screwing it up, not maximizing. AppSumo is your alpha. Family time is finite. Investing is a...
CSU.TO: Undervalued SaaS with Near‑Zero Churn
Giverny Capital thinks $CSU.TO is way too cheap - Critical, data-rich SaaS that's near impossible to rip out - Switching=data nightmare, so churn is near zero - FCF compounding 18%/yr while the stock barely moves - At 8% fwd FCF yield, mkt pricing in...
Vanguard S&P 500 Growth ETF Forecast to Outpace Index in 2026
A Fool.com analyst projects that Vanguard's S&P 500 Growth ETF (VOOG) will generate a 10% return this year, beating the broader S&P 500's 8% gain. The forecast hinges on the fund’s heavy tilt toward high‑growth tech stocks and a rebound...
Focus List Stocks: Long – Update 5/13/26
The Focus List Stocks: Long Model Portfolio delivered a 20% outperformance versus the S&P 500 in the first quarter of 2026. The model has a track record of beating the benchmark by 35% in 2021 and 11% in 2022. It aggregates...
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
The Acquirer’s Multiple® Large‑Cap screen this week spotlights a broad set of mature, cash‑generating companies that trade at deep discounts relative to their current earnings strength. Financials such as Synchrony Financial, energy majors like Equinor and BP, and cyclical firms...
Berkshire Hathaway Stock Outlook: $767 Target in Five Years as Abel Stays the Course
Berkshire Hathaway's stock, currently trading around $476, is projected to reach roughly $767 within five years, reflecting a continued 10% annual growth rate. The outlook hinges on the conglomerate's defensive businesses, sizable equity stakes, and Greg Abel’s commitment to preserve...