2 Reasons Why Boeing Shares Are Outpacing the Market
Our focus remains on rising production and delivery levels.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
2 Powerful Tailwinds Are Backing This Portfolio Holding
These are the items we’re watching that could trigger a price target increase.
New Meta Rating as Spending Weighs on Expectations
Spending, capex and free cash flow concerns outweigh tangible AI adoption benefits.
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?