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%.
Jamie Dimon Warns Private‑credit Risks, Backs Regulatory Rollbacks in JPMorgan Letter
JPMorgan Chase CEO Jamie Dimon used his 2026 annual shareholder letter to flag growing risks in the private‑credit market and to argue for rolling back recent bank‑regulation reforms. The remarks, dissected on a Motley Fool Money podcast, are already influencing how investors price bank and credit‑focused stocks.
Mothercare FY26 Sales Fall 22% as Adjusted EBITDA Slumps, Shares Dive 15%
Mothercare plc announced a 22% year‑over‑year decline in FY26 global retail sales to £180 million (≈$225 million) and warned of a sharply lower adjusted EBITDA. The earnings miss triggered a roughly 15% slide in the stock on the London Stock Exchange.
Follow the Earnings North Star With This Blue Chip Growth ETF
Investors seeking stable growth amid rapid tech shifts and rate uncertainty can look to Fidelity’s Blue Chip Growth ETF (FBCG) as a guiding North Star. The actively managed fund targets companies with consistent earnings expansion, emphasizing AI‑related hardware, utilities, and...
Oxford Instruments Forecasts FY26 Revenue of £420.7 M, Aligning with Market Expectations
Oxford Instruments Plc said it anticipates FY26 revenue of £420.7 million (about $526 million) and adjusted operating profit of £71.3 million (about $89 million), matching analyst forecasts. Order intake rose roughly 8% and the book‑to‑bill ratio stood at 1.07, underscoring resilient demand for its...
AstroNova Posts 5.6% Revenue Drop in Q4 2025, CFO Flags Higher Expenses and Goodwill Hit
AstroNova (ALOT) posted net revenue of $37.4 million for Q4 2025, a 5.6% year‑over‑year decline, while CFO Tom DeByle highlighted a $13.4 million goodwill impairment and rising operating costs. The company issued FY 2026 guidance of $160‑$165 million revenue and an adjusted EBITDA margin of...
Pool Corp Posts $1.4B Q3 Sales, 3% Decline, EPS $3.27 as Discretionary Pool Demand Weakens
Pool Corp (NYSE: POOL) posted third‑quarter 2024 results showing $1.4 billion in sales, a 3% decline versus a year ago, and diluted EPS of $3.27, down 7%. The company kept its full‑year EPS guidance, highlighted margin stability, and warned that weak...
Wall Street Lunch: Big Banks Open Earnings Season With Mixed Results
Earnings season began with mixed results from the major U.S. banks. JPMorgan Chase trimmed its 2026 net interest income outlook despite beating Q1 estimates, while Citigroup reaffirmed its guidance and posted beats, and Wells Fargo fell short on both net interest...
CarMax: Patience Can Be Rewarded After Cautious 2027 Guidance
CarMax (KMX) remains a buy at low‑$40s with a fair value around $50, implying over 15% upside despite a 30% share decline this year. The retailer faces margin pressure from soft used‑car prices, higher loan‑loss provisions and a pivot toward...
Synchrony Financial Posts Q1 2026 Earnings, Details Pending
Synchrony Financial announced its first‑quarter 2026 results, giving investors a view of the lender's revenue trends and balance‑sheet condition. While the filing did not disclose specific figures, analysts will watch the release for clues on consumer‑credit demand and cash‑flow outlook.
COPP: Copper Is King Of Commodities
Sprott Copper Miners ETF (COPP) earned a Buy rating as copper demand surges from electrification and data‑center expansion, with projected consumption of 42 million tonnes by 2040. The fund offers dual exposure to commodity price appreciation and miner cash‑flow improvements via...
Investors Should Judge CEOs by Their Future Reputation
Buffett met Gianni Agnelli once. One line changed how he thought about people: "When you get old, you've got the reputation you deserve." Here's what that means for investors: 1️⃣ The market is short-term forgiving, long-term honest. 2️⃣ Management track records are lagging indicators...
FTAI Aviation: Great Business, Tougher Entry Point
FTAI Aviation has shifted to an asset‑light, higher‑margin model, with its Aerospace Products segment now the primary profit engine. The 2025 fiscal year delivered $2.5 billion in revenue, $477 million net income, $1.19 billion adjusted EBITDA and $724 million free cash flow. Module production...
Where to Find Long-Term Investment Opportunities in Energy
Stacey Morris of VettaFi argues that long‑term energy investing should focus on infrastructure and baseload power rather than short‑term oil price swings. Midstream ETFs such as AMLP and ENFR provide fee‑based exposure to North American LNG, propane and butane exports...
CarMax, Inc. (KMX) Q4 2026 Earnings Call Transcript
CarMax, Inc. convened its fiscal 2026 fourth‑quarter earnings call on April 14, 2026, featuring CEO Keith Barr, CFO Enrique Mayor‑Mora, interim chair Tom Folliard and other senior leaders. The call opened with standard safe‑harbor disclosures and introduced the executive team that will...
FTAI Aviation: A Multiyear Compounder
FTAI Aviation has evolved from a traditional aircraft‑leasing firm into a multi‑segment operator that combines high‑ROE leasing, a fast‑growing MRO business and a nascent power‑generation franchise. The Strategic Capital Initiative (SCI) raised $2 billion of equity, targeting up to 375 mid‑life...
176-Year-Old Bank Stock Pays Warren Buffett $576M in Annual Dividends
Warren Buffett’s Berkshire Hathaway owns 151.6 million American Express shares, a 22.1% stake that generates about $576 million in annual dividend income. The credit‑card giant’s dividend per share rose to $3.80, a 16% increase year‑over‑year, while its payout ratio sits at roughly...
Capstone Poised for Multi‑bagger as Growth Accelerates
I think it might soon be $CGEH time again. Def no chartist here, but I like what I'm seeing. Results are backing the story. Continued good revenue and profitability growth. Capstone is getting more and more traction. This will feed momentum...
Measuring How Long Competitive Advantages Last
We have a new report out today on the concept of "competitive advantage period." A company’s anticipated value creation is measured by how much its return on invested capital (ROIC) exceeds its cost of capital as well as how long...
Johnson & Johnson’s Spravato Sales Growth Signals Upside for Psychedelics Peers
Johnson & Johnson reported Spravato generated $468 million in Q1 2026, a 46% year‑over‑year increase that translates to an annualized run rate above $1.9 billion. Quarterly sales slipped 7% versus the prior quarter due to seasonal insurance resets, but the company reaffirmed guidance...
Earnings Preview: What to Expect From Pfizer’s Report
Pfizer (PFE), a $155.5 billion biopharma giant, will report fiscal Q1 2026 earnings on May 5. Analysts forecast earnings per share of $0.74, a 19.6% drop from the year‑ago quarter, while full‑year EPS is projected at $2.98, down 7.5% YoY. The company’s...
What to Expect From Xylem’s Next Quarterly Earnings Report
Xylem Inc., a $31.3 billion water‑technology leader, will report fiscal Q1 2026 earnings on April 28. Analysts forecast earnings per share of $1.09, a 5.8% year‑over‑year rise, and project FY2026 EPS of $5.48, up 7.9% from the prior year. The company recently...
Cloudflare's Edge Network Powers Essential AI Infrastructure
Why I’m Bullish on Cloudflare $NET Cloudflare leverages its expansive global network to become critical infrastructure for emerging AI workloads — and it is the kind of infrastructure without which AI cannot function. Cloudflare operates a distributed network that delivers security, networking,...
Datacenter Power Scarcity Fuels Long Positions in CIFR, WULF
Energy and capacity are both still highly constrained. I continue to be long $CIFR and $WULF as I accessible datacenter power will to be in short supply. 💪🏻🚀
Prediction: The Biggest Winner From Agentic AI Won't Be Nvidia. It Will Be This Other Chip Stock That No One...
The article argues that Arm Holdings, not Nvidia, will be the primary beneficiary of the emerging agentic AI wave. Agentic AI moves beyond chatbots to autonomous systems that continuously operate on edge devices, demanding low‑latency, cost‑effective compute. Arm’s CPU designs...
Quantum Market Set to 10x by 2035, Stocks Cheap
McKinsey estimates quantum computing market to grow ~10x by 2035 Quantum computing stocks were crushed during the recent selloff and the risk/reward now looks good. https://t.co/Bgr7oW49kB
Western Digital (WDC) Q1 2026 Earnings Transcript
Western Digital posted Q1 FY2026 revenue of $2.8 billion, a 27% year‑over‑year rise, propelled by strong cloud and hyperscale hard‑drive demand. Gross margin expanded to 43.9% non‑GAAP, and exabyte shipments climbed 23% to 204 EB, highlighted by 2.2 million ePMR drives. Management accelerated...
Is the iShares CORO ETF a Buy After Kelly Financial Initiated a Position Worth Over $28.5 Million?
Kelly Financial Services LLC filed a 13F showing it initiated a new position in BlackRock’s iShares International Country Rotation Active ETF (CORO) by purchasing 891,885 shares. The trade is valued at roughly $28.58 million, representing a 6.91% increase in Kelly’s reportable...
2 Containers - Paper and Packaging Stocks to Buy Despite Industry Woes
Zacks highlights a struggling Containers‑Paper and Packaging sector that has underperformed the S&P 500 by 7.8% over the past year, yet points to two outliers—Karat Packaging and Brambles Limited—that are delivering strong earnings growth and share price gains. Karat posted a...
Bull Vs. Bear: Is Apple a Buy or Sell?
Apple continues to dominate the high‑end smartphone segment, leveraging a luxury brand image and a tightly integrated ecosystem that fuels high‑margin services and payments revenue. However, the company’s product pipeline has shown little breakthrough innovation since the 2016 AirPods, and...
Could Buying BYD Stock Today Set You Up for Life?
Chinese automaker BYD, now the world’s largest EV producer, has surged from 427,302 vehicles in 2020 to 4.6 million in 2025, with revenue climbing to roughly $118 billion and net income to $5 billion. Despite a market cap of about $134 billion, the stock...
Asset Types
It's an honor to contribute to our team's annual survey of diversification and correlations. Here, @AmyCArnott1 calls out which asset types bring something to the diversification party and which don't deliver. Her piece includes a link to the full paper....
Investing in a 50%+ CAGR Hyper‑Growth Stock
🚨A new Trading Alert is now live📈 We've just invested in a hyper-growth business (its stock was down ~70% from its all-time high). Revenue is projected to grow at 50%+ CAGR over the next few years. Subscribers: Login 👇https://t.co/YKr5pL7G2c
Becton Dickinson (BDX) Q4 2024 Earnings Transcript
Becton, Dickinson (BD) reported a 7.4% revenue increase in Q4 2024, with organic growth of 6.2% and an adjusted operating margin that rose 120 basis points to 26.6%. Adjusted diluted EPS jumped 11.4% to $3.81, while free cash flow surged...
Final Results
Foresight VCT plc reported flat performance for 2025, with a NAV total return of 0.1% and a dividend yield of 16% including a special interim payout. The portfolio’s NAV fell from 82.0p to 71.6p per share after distributing £31.7m in...
Evercore ISI Pounds Table on Sandisk. Bull Case Sees Rally to $2,600
Evercore ISI has initiated coverage of Sandisk (SNDK) with an outperform rating and a $1,200 price target, implying roughly 26% upside from the latest close. The firm’s bull case envisions the stock climbing to $2,600, a 173% gain, driven by...
Johnson & Johnson Financial Chief Sees ‘Clear Line of Sight’ to Double-Digit Growth by 2030
Johnson & Johnson’s chief financial officer announced a clear path to double‑digit revenue growth through 2030, following the 2023 spin‑off of its consumer‑health business. The company now concentrates on pharmaceuticals and medical devices, leveraging a strengthened pipeline and strategic acquisitions....
The R&D Premium: Why Innovation-Intensive Stocks Outperform
A new study of S&P 500 firms from 1995‑2025 finds that companies in the top 20% of R&D intensity generate an average 3.73% higher annual return than low‑R&D peers. The premium holds across large, mid, and small caps and survives after...
What Offers Centene Corporation (CNC) an Attractive Growth Outlook?
Oakmark Equity and Income Fund added Centene Corporation (CNC) to its portfolio, highlighting the managed‑care leader’s growth potential amid rising healthcare cost inflation. Centene, the top provider in Managed Medicaid and the ACA Marketplace, closed Q1 2026 at $37.47 per...
Oakmark Equity and Income Fund’s Q1 2026 Investor Letter
Oakmark Funds, managed by Harris Associates, released the Oakmark Equity and Income Fund’s Q1 2026 investor letter. The fund held 56.1% equities, 40.2% fixed‑income and 3.7% cash. In the quarter the equity segment fell 5.16% versus a 4.33% decline in the...
Do You Believe in the Long-Term Growth Potential of Marsh & McLennan Companies (MRSH)?
Oakmark Funds’ Q1 2026 investor letter disclosed a new position in Marsh & McLennan Companies (MRSH), buying the stock at $173.55 per share. The fund outperformed the S&P 500, returning –2.47% versus the index’s –4.33% for the quarter. Marsh, the world’s largest insurance...
Investor Survey Shows Most Bearishness in 11 Months. So the Contrarian Call Is to Buy
The Bank of America Global Fund Manager Survey shows investor sentiment plunging to a 3.7 composite score in April, the most bearish reading since June 2025. The poll of 193 fund managers, overseeing $563 billion in assets, revealed cash holdings at...
Oakmark Fund Picks Roper Technologies (ROP) on Varied Growth Drivers
Oakmark Funds’ Q1 2026 investor letter highlighted Roper Technologies (ROP) as a core pick, noting its diversified vertical‑software portfolio and strong cash generation. The Oakmark Fund outperformed the S&P 500, returning –2.47% versus the index’s –4.33% for the quarter. Roper’s stock closed...
Amazon Makes Globalstar Deal Official, Shakes Up Satellite Sector
Amazon announced the acquisition of Globalstar for $11.57 billion, aiming to broaden its Leo satellite constellation and challenge SpaceX’s Starlink. The news lifted Amazon’s shares 2.7% to $246.33 and sent Globalstar stock up 10.2% to $80.30. Options activity surged, with call...
Accenture (ACN) Is Trading at a Low Valuation Multiple Despite Strong Fundamentals
Oakmark Funds’ Q1 2026 letter spotlights Accenture (NYSE:ACN), noting its $117.75 billion market cap and FY2026 revenue of $18.7 billion, up 5% in local currency and 6% in USD. The stock closed at $191.95, down 33.8% over the past year, and now trades...
Accenture (ACN) Is Trading at a Low Valuation Multiple Despite Strong Fundamentals
Oakmark Fund’s Q1 2026 letter highlighted Accenture (NYSE:ACN) as a high‑quality, large‑cap tech services play that is trading at its lowest price‑to‑earnings multiple since 2015. The company posted $18.7 billion in revenue for the quarter, up 6% in USD, and its market...
What Gives Netflix (NFLX) a Valuable Moat?
Oakmark Fund’s Q1 2026 letter added Netflix as a new holding, citing its 325 million subscriber base and $45 billion in revenue as a durable moat. The fund outperformed the S&P 500, returning –2.47% versus the index’s –4.33%, and highlighted Netflix’s stock at...
This Biotech Firm Has Room to Run, Even as Its Drug Royalties Are Set to Shrink
Biogen was upgraded to overweight by Piper Sandler, which lifted its price target to $214, implying about 21% upside. The firm anticipates a dip in Ocrevus royalty income as exclusivity expires between 2028 and 2029, but expects new launches—Syfovre, Empaveli—and a...
Hagerty Director Laurie Harris Sells 5,531 Shares for $61,000
Laurie Harris, a director at specialty insurer Hagerty, sold 5,531 shares for roughly $61,000 on April 7, 2026, reducing his direct ownership by 13.1%. The transaction was executed automatically under a Rule 10b5‑1 sell‑to‑cover plan, not as a discretionary market...
Elmwood Boosts Stake in Goldman Sachs S&P 500 Premium Income ETF to $6.34 M
Elmwood Wealth Management filed a 13F on April 9, 2026 showing it bought 48,851 shares of the Goldman Sachs S&P 500 Premium Income ETF, lifting the position to $6.34 million. The move brings the ETF to 1.75% of Elmwood’s reportable assets, underscoring growing institutional...
Blackstone Upgraded to Outperform as Shares Rise on Valuation Reset
Oppenheimer upgraded Blackstone Inc. (BX) to Outperform from Perform, noting that a recent sell‑off has created a more attractive valuation. The rating change lifted Blackstone’s stock 1.5% in early Monday trading, underscoring renewed confidence in the firm’s operating performance and...