Warren Buffett's Berkshire Trims Stake in 147-Year-Old Oil Stock
Berkshire Hathaway sold roughly 35% of its Chevron stake in Q1 2026, offloading over 45 million shares at an average of $182.59 and generating about $8 billion. The sale reduced Berkshire’s holding to 4.2%, keeping it the fourth‑largest institutional shareholder. Buffett’s team originally bought Chevron at $65 in 2020 and added more at $124 in 2022, now locking in an estimated 180% cumulative return. The move coincided with Chevron’s stock hitting record highs as Middle‑East tensions drove oil prices sharply higher.
American Steel: How Kirby Became an $8bn Tank-Barge Titan
Kirby Corp's market capitalization surged past $8 bn as its shares hit record highs near $158 in April, positioning it among the largest independent tank‑barge operators in the United States. The rally reflects booming demand for inland fuel transport and the...
Zee Steadies the Script Despite Q4 Setback
Zee Entertainment reported a Q4 FY26 standalone net loss of about $22 million, down from a $19 million profit a year earlier, as higher operating and marketing costs squeezed margins. Revenue fell 9% YoY to roughly $227 million, but the full‑year FY26 remained...
8x8 Inc (EGHT) Q4 2026 Earnings Call Transcript
8x8 reported Q4 fiscal 2026 revenue of $185.2 million, marking a fourth straight quarter of year‑over‑year growth and the first GAAP‑profitable year since 2015. Usage‑based offerings surged over 70% YoY, now representing roughly 23% of service revenue, while gross margin...
Auna SA (AUNA) Q1 2026 Earnings Call Transcript
Auna SA reported record Q1 2026 results, producing 82,100 gold‑equivalent ounces and generating $383 million in revenue. Adjusted EBITDA surged to $244 million, three times last year’s level, while free cash flow rose 109% to $95 million. The company paid $65 million in dividends,...
3 Oversold Consumer Centric Stocks with Big Dividends and Strong Buy Ratings
Three consumer‑focused companies—H&R Block, Kohl’s and Upbound Group—have become technically oversold amid macro‑headwinds, yet each offers a dividend yield above 3% and a Zacks Rank #1 (Strong Buy). H&R Block trades under $40 with a 4.5% yield, Kohl’s hovers around $11 delivering...
NextEra’s Dominion Megamerger: How It Affects Your Portfolio
NextEra Energy announced an all‑stock acquisition of Dominion Energy valued at roughly $67 billion, creating a combined utility with an estimated market value of $249 billion. The merger will make the new entity the third‑largest energy company in the United States, behind...
Service Corporation International: Still A 'Buy' For Long-Term Stability
Service Corporation International (SCI) remains a cash‑generating leader in the fragmented death‑care market, operating 1,487 funeral homes and 503 cemeteries. Analyst Daniel Jones reaffirms a “Buy” rating, citing attractive valuation, consistent shareholder returns, and resilience amid a challenging economy. The...
Intuitive Surgical: A Comforting Stock for Troubled Times
Intuitive Surgical (ISRG) remains the dominant player in robotic surgery, holding roughly 60‑70% of the global installed base and about 80% of general soft‑tissue systems. The company reported 2025 revenue of $10.1 billion, up 20.5%, and pre‑tax profit of $3.31 billion, up...
As U.S. Debt Surpasses GDP, These 2 ETFs Are Emerging Winners in the “Sell America” Trade
U.S. federal debt has surged past $39 trillion, pushing the debt‑to‑GDP ratio above 100% for the first time since 1946. Credit‑rating agencies have responded with downgrades, heightening concerns about sovereign risk. International equity ETFs Vanguard VXUS and BlackRock IXUS, which together...
India Poised for Strong Growth Revival Despite Global Risks: Morgan Stanley
Morgan Stanley’s new India Equity Strategy Playbook says the country is on the brink of a fresh growth cycle, driven by supportive fiscal and monetary policies, robust domestic demand, and a rebound in corporate earnings. Earnings growth is turning after...
SPHQ Outpaced JQUA by 500 Basis Points Over Five Years Despite Being the Riskier Trade
The Invesco S&P 500 Quality ETF (SPHQ) has outperformed JPMorgan’s U.S. Quality Factor ETF (JQUA) by roughly 500 basis points over the past five years, delivering a 92.36% total return versus JQUA’s 84.42%. While both funds target high‑return‑on‑equity, low‑accrual, financially strong...
Our Top 10 High Growth Dividend Stocks - May 2026
Financially Free Investor released its May 2026 list of the top ten high‑growth dividend stocks, chosen from roughly 400 candidates using proprietary quantitative and qualitative models. The selection emphasizes dividend growth and sustainability, sector diversification, and positive price momentum, aiming at...
ADT Has A Clear AI-Driven Future (Rating Upgrade)
ADT’s investment case sharpened after Apollo’s complete exit and aggressive share repurchases, freeing cash for growth initiatives. While 2026 revenue and EPS guidance remain flat, the company targets a 5% revenue and 10% EPS compound annual growth rate by embedding...
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...
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...
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...
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...
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...
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...
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....
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...
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...
Compass Pathways PLC (CMPS) Q1 2026 Earnings Call Transcript
Compass Pathways reported robust Phase 2 results for its COMP360 psilocybin program in treatment‑resistant PTSD, showing a roughly 30‑point reduction in CAPS‑5 scores and high response and remission rates. The trial was well tolerated with no serious adverse events and...
Free Cash Flow Investing: Why VFLO Holds Merck Amid Healthcare Headwinds
VictoryShares Free Cash Flow ETF (VFLO) retains Merck (MRK) as a 2.92% portfolio weight, citing a 5.72% free‑cash‑flow (FCF) yield based on trailing and forward estimates. Merck’s recent performance shows sales up 4.92% and EBITDA rising 9.24%, underscoring durable cash...
Ouster: Ride Robotics Wave
Ouster, Inc. reported a 49% year‑over‑year revenue surge in Q1 2026, powered by record LiDAR sensor shipments and the integration of Stereolabs technology. The company also unveiled the Rev8 native color LiDAR sensor, yet its stock remained flat, valuing the firm...
FESM: Active Small-Cap ETF With Superior Returns And Low Fees
Fidelity’s actively managed Fidelity Enhanced Small‑Cap Core ETF (FESM) has continued to outpace the Russell 2000 and its value and growth sub‑indexes over the past ten years. Using a multi‑factor, bottom‑up approach, the fund delivers superior risk‑adjusted returns while keeping expenses...
Stratec SE ADR (STSEY) Q1 2026 Earnings Call Transcript
Stratec SE reported Q1 2026 revenue of €115 million, a 3% decline year‑over‑year but a 5% rise quarter‑over‑quarter, driven by a solid instrument business that grew 8%. EBIT margin expanded to 12% as cost‑saving measures took effect. The company highlighted a 4%...
Nvidia: Still A Buy Despite Mounting Risks
Nvidia remains the AI and semiconductor bellwether despite recent under‑performance versus peers. The company targets over $88 billion in Q2 sales and maintains margins near 75 percent. Analyst Victor Dergunov keeps a Buy rating, raising the 12‑month price target to $275 while...
Hennge K.K. (HNNGF) Q2 2026 Earnings Call Prepared Remarks Transcript
Japanese cloud‑security provider HENNGE reported solid Q2 FY2026 results, with net sales continuing to rise on the back of its recurring HENNGE One platform. Year‑over‑year gross profit margin improved, reflecting higher average revenue per user. The company also lifted operating...
AIRR: The Re-Industrialization Alpha
First Trust RBA American Industrial Renaissance ETF (AIRR) targets U.S. reshoring and manufacturing renaissance themes, heavily weighting industrials and community banks with a mid‑cap tilt. The fund has outperformed peer ETFs by over 5% YTD, driven by fiscal stimulus, expanded...
Veteran Analyst Doubles Down on Rocket Lab Stock After Earnings
Veteran analyst Stephen "Sarge" Guilfoyle raised Rocket Lab's price target to $112 after the company posted a record Q1 2026 revenue of $200.3 million, a 63.5% year‑over‑year jump. The earnings beat sparked a 34% one‑day surge, pushing the stock to an...
Vanguard S&P 500 ETF (VOO): The Smartest Investment You Can Make Today
Vanguard’s S&P 500 ETF (VOO) is being pitched as a timely buy amid heightened market volatility and geopolitical uncertainty. The fund tracks the S&P 500, offering exposure to over 500 large‑cap U.S. companies with an ultra‑low 0.03% expense ratio. At $677.23 per...
Broker’s Call: Affle 3i (Buy)
Elara Securities reaffirmed a Buy rating on Affle 3i, keeping its target price at ₹2,240 (≈ $27) while the stock trades around ₹1,584.40 (≈ $19). The firm posted Q4 revenue up 20.3% YoY, led by India and emerging markets, and lifted its EBITDA...
This Ridiculously Cheap Growth Stock Could Make You a Millionaire
Hormel Foods (HRL) trades near $20 per share, down about 47% over the past five years, marking its cheapest valuation since the early 2010s. The company has posted five consecutive quarters of organic net‑sales growth, led by foodservice and international...
CT REAL ESTATE INV TRUST Q1 2026 Earnings Call Transcript
CT Real Estate Investment Trust posted a solid Q1 2026, with occupancy at 99.4% and same‑property NOI up 2.3% year‑over‑year. AFFO per unit rose 2.8% and the board approved a 3.5% increase in monthly distributions effective July, the 13th hike since...
Broker’s Call: Physicswallah (Buy)
Physicswallah, the Indian ed‑tech firm that began as a YouTube channel in 2016, is now being launched by HSBC with a Buy rating. The broker sets a target price of ₹135 (≈$1.63) versus a current market price of ₹107.25 (≈$1.29)....
Transcript: Super Group (SGHC) Q1 2026 Earnings Conference Call
Super Group (SGHC) posted a record Q1 2026 with revenue of $612 million, up 18% year‑over‑year, and adjusted EBITDA of $152 million, a 36% increase. The company split reporting into Africa and International segments, with Africa revenue rising 33% and International up 9%....
Schafer Cullen: Why Discipline Still Defines Value Investing
Schafer Cullen reaffirms classic value investing by targeting cheap, dividend‑paying companies with strong balance sheets, holding them for three to ten years. The firm runs concentrated portfolios of 30‑45 names, using dividends as both income and a defensive buffer. It...
LightInTheBox Holding Reports Q1 2026 Results: Full Earnings Call Transcript
LightInTheBox Holding posted a record first‑quarter profit of $1.2 million, up from $0.1 million a year earlier, while revenue climbed 11% to $52 million, marking its second consecutive quarter of top‑line growth. Branded apparel surged more than 81% year‑over‑year, now representing 24% of...
Can Japanese Stocks Keep Running After Hitting Historic Highs?
Japan’s equity market has surged, with the Nikkei 225 up more than 20% year‑to‑date and 66% over the past 12 months, reaching levels 150% above its 1989 peak. ClearBridge’s Grace Su attributes the rally to a strong AI‑driven demand for Japanese...
Mitek (MITK) Q2 2026 Earnings Transcript
Mitek Systems posted a record Q2 2026 with total revenue of $54.8 million, up 6% year‑over‑year, and a record adjusted EBITDA of $22.3 million, representing a 41% margin. SaaS revenue grew 18% YoY and now accounts for roughly 44% of trailing‑12‑month revenue, while...
Massive News for Marvell Stock Investors: Nvidia Just Changed the Story
Marvell Technology (MRVL) announced a strategic partnership with Nvidia to supply custom silicon for AI data‑center workloads, bolstering its position in the growing AI infrastructure market. The collaboration has already spurred a sharp share price rally, with the stock up...
Is Peloton Broken, or Is It About to Make a Comeback?
Peloton Interactive reported a modest 1% year‑over‑year revenue increase in Q3 FY2026, while gross margin rose to 52% and free cash flow jumped 59% to $151 million. However, connected‑fitness subscriptions slipped 7.6% to 2.7 million, keeping the subscriber base under pressure. Management...
Buy This Drone Stock as Demand for Unmanned Aircrafts Grows, Goldman Sachs Says
Goldman Sachs has initiated coverage of Aevex, a newly listed drone manufacturer, with a buy rating and a $34 price target, implying roughly 39% upside from the recent close. The company debuted on the NYSE at $20 per share and...