Caterpillar is a Great Business. But is CAT Stock a Great Buy?
Caterpillar Inc. (NYSE:CAT) is having a strong year.
Insider Monkey Blog
Eli Lilly’s Valuation Has Changed. Here’s What Investors Need to Know
Eli Lilly and Company (NYSE:LLY) has carved out a strong position in the pharmaceutical industry, with much of its competitive advantage now tied to its leadership in diabetes...
Home Depot Stock is Trading Below its Historical Valuation. Should You Buy?
The Home Depot, Inc. (NYSE:HD) has built one of the strongest businesses in the home improvement industry. Its advantage is not simply the number of stores it operates.
Deere & Company (DE) is Built to Win. But is its Stock a Buy Today?
Deere & Company (NYSE:DE) has built one of the strongest competitive positions in the agricultural equipment industry.
JPMorgan Chase Has One of Banking’s Best Moats. Here’s What the Stock is Worth
JPMorgan Chase & Co. (NYSE:JPM) has something most banks would love to have: scale, but also the ability to actually use that scale to its advantage.
3M Stock Has a 17x Forward P/E. Is it too Cheap to Ignore?
3M Company (NYSE:MMM) has had a rough few years. The company has reshaped its portfolio, faced billions of dollars in legal liabilities, and cut its dividend in half in 2024.
Investors Are Overlooking this Boring Dividend Stock
Kimberly-Clark Corporation (NASDAQ:KMB) is not exactly the stock that gets investors talking.
Newmont (NEM) vs Barrick (B): Which is a Better Stock to Buy?
Newmont Corporation (NYSE:NEM) closed at $115.56 on October 2, and Barrick Mining Corporation (NYSE:B) at $40.23.
What Jim Cramer Says About Space Exploration Technologies’ (SPCX) Starlink and AI Opportunity
Jim Cramer sees Space Exploration Technologies Corp.
SpaceX (SPCX) vs Rocket Lab (RKLB): Which is a Better Stock to Buy?
Space Exploration Technologies Corp. (NASDAQ:SPCX) closed at $158.96 on October 2, and Rocket Lab Corporation (NASDAQ:RKLB) at $73.92.
Logitech’s SEGA Deal Supports Gaming Growth, But Supply Is the Bigger Test
Logitech’s Gaming segment has been one of the company’s stronger growth segments.
Is Cloudflare’s (NET) Cash Flow Real Once Share Issuance Is Counted?
Cloudflare, Inc. (NYSE:NET) closed at $349.07 on October 2, up 57.93% over twelve months.
Look Past the Credit Noise: Jim Cramer’s Case for Accumulating American Express (AXP)
On September 29, when a caller inquired about American Express Company (NYSE:AXP), Mad Money host Jim Cramer stated: I would buy more.
Jim Cramer Says Fermi (FRMI) Never Should Have Gone Public
Starting the lightning round, a caller asked about Fermi Inc.
Jim Cramer Questions Grab Holdings’ (GRAB) Path Forward
During the September 29 episode, toward the end of the lightning round, a caller asked about Grab Holdings Limited (NASDAQ:GRAB), and Jim Cramer commented: Man, I don't know what...
Valero (VLO) vs Phillips 66 (PSX): Which is a Better Stock to Buy?
Valero Energy Corporation (NYSE:VLO) closed at $406.30 on October 2, and Phillips 66 (NYSE:PSX) at $264.58.
Oracle’s Force Majeure Notice on Project Jupiter: Why Bloom Energy Continues To Rise?
Oracle Corporation (NYSE:ORCL) has issued a force majeure notice on Project Jupiter, its New Mexico AI data center campus.
Booking (BKNG) vs Airbnb (ABNB): Which is a Better Stock to Buy?
Booking Holdings Inc. (NASDAQ:BKNG) closed at $159.02 on October 2, and Airbnb, Inc. (NASDAQ:ABNB) at $162.43. The two share prices are almost identical.
Jim Cramer Says Housing Slump Is Hurting QXO More Than Toll Brothers (TOL)
Jim Cramer highlighted the widening effects of the housing slowdown on building-related companies while discussing QXO, Inc. (NYSE:QXO) and Toll Brothers, Inc.
Here is Why RTX (RTX) is a Bad Investment at Today’s Price
RTX Corporation (NYSE:RTX) closed at $184.68 on October 2, up 9.41% over twelve months. Almost everything about the business is going well.
Nvidia’s AI Safety Push Could Strengthen Its Moat. But Is It a Stock Catalyst Yet?
Nvidia Corporation (NASDAQ:NVDA) is adding the Open Agent Safety Platform to its AI infrastructure stack, offering an open software and reference system for securing AI agents...
What is Morgan Stanley’s (MS) Economic Moat, and is it Widening or Narrowing?
Morgan Stanley (NYSE:MS) closed at $190.31 on October 2, up 20.38% over twelve months.
Jim Cramer Believes Airbnb (ABNB) “Is Mostly Insulated From AI Competition”
When discussing the recent sell-off across online travel equities during the September 29 episode of Mad Money, Jim Cramer highlighted Airbnb, Inc.
Jim Cramer on Goldman Sachs (GS): “It’s Come Down Greatly”
When a caller mentioned that they are looking to add to their position in The Goldman Sachs Group, Inc.
Here is Why HSBC Holdings (HSBC) is a Good Investment at Today’s Price
HSBC Holdings plc (NYSE:HSBC) closed at $96.14 on October 2, up 34.48% over twelve months. The bank is barely owned by American investors.
What is Lam Research’s (LRCX) Economic Moat, and is it Widening or Narrowing?
Lam Research Corporation (NASDAQ:LRCX) closed at $347.49 on October 2, up 132.98% over twelve months.
Jim Cramer Flags PepsiCo’s (PEP) Frito-Lay Problem While Pointing to Procter & Gamble (PG)
Answering a caller’s query about PepsiCo, Inc.
Jim Cramer Says Chipotle (CMG) Has “Bounced Before, and I Think It Will Do so Again”
When a caller inquired about Chipotle Mexican Grill, Inc.
Jim Cramer on Dutch Bros (BROS): “I Think It’s Being Raided”
On September 28, a caller asked for thoughts on Dutch Bros Inc.
What is Wells Fargo’s (WFC) Economic Moat, and is it Widening or Narrowing?
Wells Fargo & Company (NYSE:WFC) closed at $80.45 on October 2, down 0.30% over twelve months. The wider market rose over that period.
How Much Overseas Factory Cost Can TSMC’s Valuation Absorb?
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is expanding overseas production while retaining a highly profitable manufacturing base.
Can Broadcom Keep Growing Its Dividend as AI Customers Gain Power?
Broadcom Inc. (NASDAQ:AVGO) has enough cash generation to cover its dividend comfortably.
Can NVIDIA’s Valuation Withstand a Slowdown in Customer Spending?
NVIDIA Corporation (NASDAQ:NVDA) earns high margins because customers want its systems and suppliers can deliver them. The investment risk sits between those two conditions.
Can Nebius Earn Better Returns by Letting Partners Own the Hardware?
Nebius Group N.V. (NASDAQ:NBIS) wants to serve more AI demand without owning every building and GPU needed to deliver it.
What is Exxon Mobil’s (XOM) Economic Moat, and is it Widening or Narrowing?
ExxonMobil Holdings Corporation (NYSE:XOM) closed at $164.01 on October 2, up 43.62% over twelve months. A moat is whatever stops a competitor taking your profit.
Here is Why Broadcom (AVGO) is a Good Investment at Today’s Price
Broadcom Inc. (NASDAQ:AVGO) closed at $355.14 on October 2, up 5.86% over twelve months. The business underneath moved far faster than the share price did.
What Is Maravai’s (MRVI) Comeback Really Worth to Investors?
Maravai LifeSciences (NASDAQ:MRVI) enters 2026 at a strategic inflection point, balancing its post-pandemic operational transition against a core business model rooted in high...
What Is the Market Really Pricing Into Bandwidth (BAND) Stock?
Bandwidth Inc. (NASDAQ:BAND) sits at a pivotal juncture, balancing strong top-line momentum with market skepticism over its cash conversion quality.
Inventiva (IVA): How Much Is One Make-or-Break Readout Really Worth?
Inventiva (NASDAQ:IVA) presents a high-stakes clinical binary play, anchored by a cash runway that extends only into Q2 2027 against a €69.5 million first-half net loss.
AMD’s $8.2 Billion AI Bet Comes With a $1 Trillion Valuation Problem
On September 29, Rosenblatt reiterated its Buy rating and $700 price target on Advanced Micro Devices, Inc.
Inspire Medical (INSP): How Much Optimism Is Baked Into This Medtech Stock?
Inspire Medical Systems (NYSE:INSP) demonstrates strong core gross economics with a 85.5% gross margin, $415.2 million in cash and investments, and a raised 2026 revenue guidance...
Is the Market Pricing IDT Corp. (IDT) for What It Is Becoming?
IDT Corporation's (NYSE:IDT) long-term fundamental story is defined by a transition away from legacy telecommunications toward high-margin growth drivers, backed by zero debt ...
Vail Resorts (MTN): What Is a Ski Giant Worth After a Historically Bad Winter?
Despite volatile weather cycles, Vail Resorts (NYSE:MTN) maintains a resilient core business model anchored by high recurring advance pass sales, a strong balance sheet generating...
Costco (COST) Keeps Delivering, but What Is the Price Tag Assuming?
Costco Wholesale Corporation (NASDAQ:COST) continues to showcase exceptional fundamental strength, defined by continuous top-line growth, steady cash flow generation, and industry...
Is Scholastic (SCHL) Priced for the Story or the Struggle?
Scholastic (NASDAQ:SCHL) presents a compelling long-term fundamental story anchored by an iconic publishing brand, deep distribution moats across 115,000 schools, and enduring...
Is Accenture (ACN) Really Priced Like Its Best Days Are Over?
Accenture (NYSE:ACN) maintains a formidable financial foundation anchored by $11.6 billion in annual free cash flow, representing 1.4 times net income, alongside a robust return...
What Is Wall Street Really Pricing Into Progress Software (PRGS)?
At its core, Progress Software (NASDAQ:PRGS) operates on a highly disciplined financial blueprint: generating sticky, highly repeatable cash flows from enterprise software while...
What Is Wall Street Really Pricing Into FactSet (FDS)?
FactSet Research Systems (NYSE:FDS) enters fiscal 2027 with a formidable long-term financial foundation, backed by over two decades of consecutive dividend growth, consistent ...
What Is the Market Really Paying for Jabil’s (JBL) Growth?
Jabil (NYSE:JBL) has evolved into a high-margin advanced manufacturing powerhouse, shifting away from low-margin assembly toward AI infrastructure, healthcare, and high-complexity...
What Is The Market Really Paying For With Acuity (AYI)?
Acuity Inc. (NYSE:AYI) is quietly changing what kind of company it is.
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