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Category: Portfolio

Fed Makes Interest Rate Decision Amid ‘Elevated Uncertainty’

Avatar photo Chris Versace on July 29, 2026

The market is offering an immediate reaction to the Federal Reserve’s interest rates decision on Wednesday.

New Waste Management Price Target Amid Margin Changes     

Avatar photo Chris Versace on July 29, 2026

Price Targets, Expectations

As recent earnings showed, the company is a margin and free cash flow story, and that’s more than fine with us.

Chart of the Day: Can Microsoft Deliver?

Avatar photo Bob Lang on July 29, 2026

Microsoft (MSFT)

Recent disappointment following earnings has plagued this company for about a year now.

Why We’re Boosting Our Boeing Price Target, Eyeing Eaton

Avatar photo Chris Versace on July 29, 2026

Rising production and improving margin prospects have us bullish on BA; also, let’s connect the dots to ETN.

Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on July 29, 2026

Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.

Stocks & Markets Podcast: Catching Up With Neostellar Capital CEO Mark Klein

Avatar photo Chris Versace on July 28, 2026

The current AI market, private capital raises and valuations, and why portfolio discipline is critical.

Here’s Our Game Plan for Applied Materials and Marvell

Avatar photo Chris Versace on July 28, 2026

game plan

The demand picture remains strong, but market conditions mean focusing on support levels.

New Paccar Price Target, Checkpoint After Earnings Release

Avatar photo Chris Versace on July 28, 2026

PACCAR (PCAR)

Rising production volumes and favorable pricing point to a stronger second half ahead.

Chart of the Day: Meta’s Day of Reckoning Is Here

Avatar photo Bob Lang on July 28, 2026

Meta Platforms

This mega-cap is set to report earnings on July 29 amid downbeat expectations.

New Welltower Price Target as Pricing Power Kicks in

Avatar photo Chris Versace on July 28, 2026

We discuss two items we’re watching as we layout where we’d revisit our Two rating.

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