Pfizer: The 10-Year Is At 5%, And I'm Still Buying This 6%+ Yield
Pfizer offers a 6.22% yield at 9.3 times 2026 consensus EPS, backed by cost cuts and 5% operational growth in its non-COVID portfolio.
Steven Fiorillo 3 clicksPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
Steven Fiorillo 3 clicks
Arcturus Therapeutics: A Speculative Buy For Their OTC Deficiency Program
Arcturus Therapeutics is advancing ARCT-810 for OTC deficiency after phase 2 data normalized glutamine and ammonia levels, with $191.5…
C. C. Abbott 1 click
Intel: Buy The SK hynix Optionality, But Foundry Still Has To Prove It
Intel's $16.1 billion Q2 revenue rose 25%, while potential SK hynix foundry collaboration could lift U.S.
Sharon McArd 2 clicks
Goldman Sachs Sinks Toward Bear-Market Territory - Time To Buy
Goldman Sachs posted $20.98 in Q2 EPS on $20.3 billion of revenue and raised its dividend to $5 per share, with M&A and issuance activity…
Mike Zaccardi, CFA, CMT 3 clicks
Genuine Parts: NAPA Self-Help, Motion Recovery, And The 2027 Separation Support Upside
Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…
Value Capital Research 3 clicks
Bioventus: Cash Flow Anchors The Bull Case Beyond A Potential Sale
Bioventus uses established-product cash flow to cut debt and fund launches, while its 2030 term loan extension and lower margin support its…
Equity Eagle 1 click
Berkshire Hathaway: The World Isn't Ready For Warren Buffett's Successor
Berkshire Hathaway's Greg Abel has overseen a $10 billion Alphabet investment, $6.8 billion Taylor Morrison deal and resumed buybacks as…
Bohdan Kucheriavyi 3 clicks
Berkshire Hathaway: Warren Buffett Steps Down As Chairman While Higher Rates Turn The Cash Pile Into A Bigger Asset
Berkshire Hathaway's $324.9 billion T-bill portfolio benefits from higher rates as Greg Abel succeeds Warren Buffett and BHE adds 11,000 MW…
Steven Fiorillo 1 click
Southwest Airlines: Buy The Transformation Despite The Oil Shock
Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…
Dhierin Bechai 7 clicks
Karman: Why I'm Upgrading To Buy After A 68% Drop
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
Dhierin Bechai 1 click
Planet's Next Constellation Is Bigger Than Just An Upgrade
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
Petri Dish Reports 4 clicks
Generac: Amazon Gives The Story More Credibility
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
Fernanda Galvez Jalil 1 click
DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 1 click
Chicago Atlantic Real Estate Finance: A Lower Yield Can Still Work
Chicago Atlantic Real Estate Finance's NAV-for-NAV merger with Chicago Atlantic BDC could reset its dividend to $0.37–$0.40 quarterly,…
SiliconBytes Insights 1 click
Quantum Computing: Continuing To Evolve And Transition From The Lab To Commerce
Quantum Computing, QUBT, sold its first Dirac-3 system, added a second fab through acquisition and is building photonics capabilities…
Marc Gerstein 
Wheaton Precious Metals: The Premium May Have Outrun The Fundamentals
Wheaton Precious Metals trades near $150, above its $99–$139 DCF range, despite 61% net margins and 88% year-over-year revenue growth from…
Alexander Grover 
OptimizeRx: Gross Margin Gains And Improved Long-Term Outlook
OptimizeRx's gross margin reached 76.5% in Q2 2026, its fifth straight quarterly gain, while it reaffirmed $95 million to $100 million in…
David Zanoni 
Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait
Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…
The Market Auditor 2 clicks
Pioneer Bancorp Has One Too Many Red Flags
Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…
Crimson And Gold Research 5 clicks
Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027
Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…
Robert J. Lake 
Viridian Therapeutics: Two Products, One Commercial Buildout
Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…
Equity Eagle 
PBF Energy: Even If It's Cyclical, I'm Not Passing It Up
PBF Energy benefits from elevated crack spreads as refinery capacity cuts and oil prices support margins, with 67.5% of spread increases…
Andres Veurink 6 clicks
Pool Corporation: A Rising Dividend At A Bargain Price
Pool Corporation trades at a claimed 33.8% discount to fair value, supported by a 64% recurring-revenue base, buybacks and a rising…
Mark Bern, CFA 5 clicks
DiamondRock Hospitality Company: Still A Buy, Though Not As Cheap
DiamondRock Hospitality raised 2026 guidance after Q2 RevPAR rose 7%, AFFO climbed 25.7% to $0.44 a share, and net debt to EBITDA reached…
Philip Wang 