Upgrading Eaton After Beat-and-Raise Results
Here’s our plan for picking up some shares.
We’re Trimming Our Apple Price Target After Earnings
Here’s our plan for the shares amid strong product demand and expected gross margin pressure.
Getting Flavorful With This Bullpen Addition
We like the business transformation underway at this company, but the key remains oil and input costs.
New Microsoft Price Target as $33 Billion Cloud Update Turns Heads
Waiting for answers on 2027 free cash flow and capex questions could keep the shares capped near term.
New Waste Management Price Target After Shortfall
Management may be lowballing current quarter diesel prices.
Increasing Exposure to This Chip Name as Shortage Endures
Plus, two other Portfolio positions we’re keeping close tabs on.
New Boeing Rating as Credibility Weakens and Shares Take a Nosedive
We’re revisiting our stance on Boeing stock amid some significant dissapointments.
Adding to This REIT Holding on Weakness and Lifting Our Rating
We’re also flagging another holding for some possible prudent Portfolio action.
We’re Buying Shares of 3 Portfolio Holdings
After AI infrastructure funding deals and learnings from Celestica and Cadence Design, we’re making several moves.
Locking in Gains and Making a Sale With Volatility Ahead
An improving outlook in investment banking fees leads us to picking up shares of this holding.