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Category: Portfolio

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.

Our Quick Takes on Welltower, Paccar Earnings Beats

Avatar photo Chris Versace on July 28, 2026

As we await calls for these two Portfolio names (and Boeing), we’ll give our views on how earnings so far confirm our positions.

Earnings Heat Up Amid Conflicting US-Iran Comments: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on July 28, 2026

Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.

VIDEO: Discussing This Week’s Portfolio Plan With the Schwab Network

Avatar photo Chris Versace on July 27, 2026

Strategy

We discuss earnings vs. capex comments, the Fed and single-stock futures.

Amazon Puts SpaceX, AT&T and Verizon on Notice

Avatar photo Chris Versace on July 27, 2026

Plus, let’s get ready for Apple’s upgrade program that begins this week.

Chart of the Day: Is Costco Finding a Low?

Avatar photo Bob Lang on July 27, 2026

Costco

The big retailer may be basing here before making its next move.

We’re Upping Our Price Target, Downgrading Our Rating on This Holding

Avatar photo Chris Versace on July 27, 2026

Price Target

A 14% dividend increase fuels our target change, but these factors foster the downgrade.

VIDEO: What We’re Watching as a Flurry of Holdings Prepares to Report

Avatar photo Chris Versace on July 27, 2026

Plus, what’s on our Palantir radar screen and an upcoming podcast guest.

Trump Giving Diplomacy ‘Some Space’: 8 Key Items Shaping the Stock Market Monday

Avatar photo Chris Versace on July 27, 2026

President Trump

Oil falls, single stock futures to come and other headlines are moving stocks this morning.

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