Putting Capital to Work in 4 Portfolio Holdings
We’re leveraging the market’s pullback and insights from Samsung, Lam Research and Microsoft earnings.
Why We’re Boosting Our Boeing Price Target, Eyeing Eaton
Rising production and improving margin prospects have us bullish on BA; also, let’s connect the dots to ETN.
Our Quick Takes on Welltower, Paccar Earnings Beats
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
Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.
VIDEO: What We’re Watching as a Flurry of Holdings Prepares to Report
Plus, what’s on our Palantir radar screen and an upcoming podcast guest.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Weekly Roundup: When Earnings, Rates, and Oil Collide
We closed out a profitable position, added to two others, and adjusted several price targets. Here’s what we’re watching next.
VIDEO: Reading the Market Tea Leaves With Yahoo! Finance
Prepping for hyperscaler earnings and chatting on three others in the Portfolio.
We’re Buying Shares of 2 Portfolio Holdings
One is in an oversold condition, while the other’s prospects for higher production levels improve.
Market Hopium as Iran Lifts Equity Futures: 8 Key Items Shaping the Stock Market Monday
New inflation math, retail margin usage and other headlines moving stocks this morning.