Realty Income: YTD Lows Make The Monthly Dividend Attractive Again
Realty Income trades at 12.7 times forward AFFO with a 5.8% yield, supported by high occupancy, a 73% payout ratio and raised 2026 guidance.
Sharon McArd 4 clicksPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
Sharon McArd 4 clicks
Kronos Worldwide: Benefiting From Sulfur Shortage
Kronos Worldwide’s 27% inventory reduction added $120 million in cash inflows as chloride-based TiO₂ demand rises amid a sulfur shortage.
Given Mahlangu 1 click
B2Gold: Mali Said Yes, And The Buybacks Can Now Do The Heavy Lifting
B2Gold targets output growth from 870,000 ounces in 2024 to about 1.04 million by 2028 as Fekola’s permit and Goose’s ramp lift margins and…
The Bullionaire 1 click
Cognizant: Rogue AI Agents Need Guardrails
Cognizant trades at 10.65 times forward earnings as its AI agent integration and safety tools target enterprise demand for human controls…
Chetan Woodun 2 clicks
Nebius Raised Prices Again - Now $7.8 Billion Has To Earn Its Keep
Nebius raised on-demand Nvidia GPU prices as Q2 AI cloud revenue reached $574.9 million and $7.8 billion of infrastructure awaited…
Joseph Montezuma 1 click
Quest Diagnostics Incorporated: Testing Growth Keeps Me Bullish Despite Medicare Headwinds
Quest Diagnostics, DGX, is expanding through hospital partnerships, dialysis services and advanced diagnostics while Medicare reimbursement…
Myriam Alvarez 2 clicks
Turning Point Brands: The Market Is Now Overly Concerned (Rating Upgrade)
Turning Point Brands reaffirmed 2026 guidance after a CEO change, while ALP and FRE expansion has compressed margins through marketing and…
Caffital Research 2 clicks
Intel: The Party Is Only Getting Started
Intel reported Q2 2026 revenue of $16.13 billion, up 25.4%, as AI PCs and data-center CPUs lifted margins and narrowed foundry losses.
Danil Sereda 3 clicks
New Era Energy & Digital: 207 MW Deal Could Unlock 1.4 GW AI Giant
New Era Energy & Digital secured a 20-year Vistra power deal for 200 to 207 MW, reducing Phase 1 risk for its planned 1.4 GW West Texas AI…
Ryan Canady 1 click
Vox Royalty: Revenue Could Double By 2030
Vox Royalty targets doubling revenue by 2030 from existing mining royalties, with producing assets projected to rise from 10 to 20 by 2028.
The Supercycle Investor 5 clicks
SiTime: Wall Street May Be Underestimating Its Growth
SiTime’s MEMS timing portfolio, Renesas acquisition and 1.6T transition are positioned to drive growth and margin expansion as supply…
Gil Rotstein 3 clicks
ZIM Integrated Shipping Services: Strategic Crossroads - Acquisition Or Dividend Bonanza Ahead
ZIM faces Israeli review of Hapag-Lloyd’s $35-per-share bid, with $2.46 billion cash and elevated transpacific rates supporting potential…
Melissa Tucker 1 click
Abbott: Quality Remains, But Exact Sciences Has Raised The Bar For Buy
Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…
PV Research 2 clicks
Reddit's Valuation Is A Compelling Opportunity: Upgrading To Strong Buy
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 5 clicks
Applied Materials: Opportunity Is Brewing Again (Rating Upgrade)
Applied Materials' AI-driven demand lifted Q3 revenue 25%, with Q4 guidance implying 51% growth and further margin expansion.
Bay Area Ideas 3 clicks
Undercovered Dozen: Rithm Capital, Sterling Infrastructure, Corning And More
Undercovered Dozen spotlights 12 lesser-covered stocks, including Rithm Capital, Sterling Infrastructure and Corning.
The Undercovered Dozen 1 click
McDonald's Stock Selloff Is Hiding An Even Better Setup
McDonald’s trades at $248 versus a $309.29 intrinsic-value estimate as its U.S.
Future Stack Investment 5 clicks
Copart's Return To Growth Starts Now: Adair's $1.9B Bet On ACV Auctions
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 3 clicks
UnitedHealth: Margin Recovery And Earnings Growth Support Further Upside
UnitedHealth’s Q2 revenue reached $112 billion and adjusted EPS $6.38 as UnitedHealthcare and Optum Health margins recovered through cost…
Value Capital Research 2 clicks
AI Needs More Electricity, And NextEra Is Building Ahead Of Demand
NextEra Energy’s Q2 2026 EPS rose 9.5% to $1.15 as FPL lifts large-load forecasts and advances gas and nuclear power projects for…
The Curious Analyst 1 click
Southwest Airlines: A $900 Million Fuel Bill Is Hiding A Different Company
Southwest Airlines grew adjusted unit revenue 20% on flat capacity and operating income 27% despite a $900 million fuel headwind, driven by…
Jaden Mealy 2 clicks
Atlas Energy Solutions: The Frac Sand Cycle Is Turning, And Power Is In Tow
Atlas Energy Solutions expects proppant price recovery and a 2GW power business by 2030 to lift EBITDA, alongside low-cost Permian sand,…
Ron Ferrie 2 clicks
Microchip: Growth Accelerates, Margins Soar
Microchip’s data-center revenue surged 97.8% year over year as Q1 FY2027 gross margin reached 63.2%, with Q2 guidance of 66% to 67%.
Khaveen Investments 1 click
Tempus AI: Data And Applications Will Unlock More Upside
Tempus AI’s Q2 oncology testing volumes rose 31%, while data and applications revenue grew 28% as its clinical data flywheel expands.
Bay Area Ideas 3 clicks