Shopify (SHOP): Building the Underlying Rails for the Era of Agentic Commerce
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Insider Monkey Blog
Paychex (PAYX): Does Its Payroll Moat Make the Earnings Discount Attractive?
Paychex, Inc. (NASDAQ:PAYX) earns recurring fees from payroll processing, tax compliance, and benefits administration.
Hormel (HRL): Can Foodservice Expansion Earn More Than its Cost of Capital?
Hormel Foods Corporation (NYSE:HRL) sells branded meats, prepared proteins, and grocery products through retailers, restaurants, and other foodservice customers.
Rollins (ROL): Can Repeat Customers Still Justify a Premium?
Rollins, Inc. (NYSE:ROL) provides pest control to households and businesses, earning revenue from repeat treatments, termite protection, and additional services.
Snowflake (SNOW) is Capitalizing on AI as a Demand Engine for Enterprise Data Workloads
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
KLA Corporation’s (KLAC) Critical Role in Zero-Tolerance Defect Environments
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Kroger (KR) Combines a Low Valuation with a Growing Dividend
The Kroger Co. (NYSE:KR) is in a defensive sector since consumers keep purchasing groceries even when their household budgets are strained.
Can Gilead (GILD) Stock Continue Rising in 2027?
Gilead Sciences, Inc. (NASDAQ:GILD) shares are up more than 24% this year, ahead of the S&P 500’s 14%. Gilead makes HIV, liver disease and cancer drugs.
General Motors Stock Has a Low Valuation. Can it Sustain Earnings Growth?
General Motors Company (NYSE:GM) has a solid business involving trucks and SUVs in North America, along with financing activities and prospects in software-enabled services.
NextEra Energy Has Two Growth Drivers. Here’s What Investors Should Watch
NextEra Energy, Inc. (NYSE:NEE) has a regulated electric utility business as well as one of the largest renewable energy development operations in the United States.
ChatGPT Sells Broadcom (AVGO) and Buys This Online Retailer
ChatGPT recently sold all of its Broadcom Inc. (NASDAQ:AVGO) shares and moved the money into Chewy, Inc. (NYSE:CHWY), according to AI Finance Labs.
CVS Health’s Valuation Suggests Opportunity, but Can Earnings Deliver?
CVS Health Corporation (NYSE:CVS) operates across several areas of healthcare, including health insurance, pharmacy benefit management, and retail pharmacy services.
This Lesser-Known Stock Has Paid Consecutive Dividends Since 1939. Is Its Valuation Attractive Enough to Buy?
The attractiveness of Snap-on Incorporated (NYSE:SNA) investment lies in two main strengths: its long-standing record of rewarding shareholders and its capacity to produce large...
Arm Holdings plc (ARM) is Positioned as Specialized Computing Demand Outlasts Near-Term Shortages
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Billionaire Mario Gabelli’s Portfolio Has This Under-the-Radar Data Center Stock
Modine Manufacturing Company (NYSE:MOD) is a data center cooling stock in billionaire Mario Gabelli’s portfolio.
Baillie Gifford US Equity Growth Strategy’s Q3 2026 Investor Letter
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “US Equity Growth Strategy”.
Is American Express (AXP) a Good Finance Stock to Buy For 2027?
American Express (NYSE:AXP) ranks first on our list of the 10 best stocks to buy according to billionaire Mario Gabelli’s fund. The stock is down about 17% so far this year.
Cameco Corporation (CCJ) is Positioned for Long-Term Growth in Nuclear Energy Expansion
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
Billionaire Mario Gabelli Has Held AMETEK (AME) for Over a Decade. Is the Stock Still a Buy?
AMETEK (NYSE:AME) ranks second on our list of the 10 best stocks to buy according to billionaire Mario Gabelli’s fund.
AI Infrastructure Profit-Taking Weighs on STMicroelectronics N.V.’s (STM) Performance
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
Teva Pharmaceutical Industries (TEVA): Transitioning from Generics to High-Margin Branded Drugs
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
Hardman Johnston International Equity Developed Markets Strategy’s Q3 2026 Investor Letter
Hardman Johnston Global Advisors, an investment management firm, issued its Q3 2026 investor letter for the "Hardman Johnston International Equity Developed Markets Strategy".
MercadoLibre (MELI): Focusing on Structural Opportunity Over Short-Term Investment Noise
Eagle Capital Management, an investment management company, released its third quarter 2026 investor letter. The letter can be downloaded here.
Eagle Capital Management’s Q3 2026 Investor Letter
Eagle Capital Management, an investment management company, released its third quarter 2026 investor letter.
Strong Execution Lifted Automatic Data Processing (ADP) in Q3
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Dividend Strategy”. The letter can be downloaded here.
Celestica (CLS): Initiating a Stake Following the Summer AI Capex Pullback
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
Bloom Energy (BE) Turned Profitable. Can Its Premium Survive the Scale-Up?
For years, Bloom Energy (NYSE:BE) was the kind of clean-energy stock people bought on hope. That’s no longer true.
Verizon (VZ) Keeps Raising Guidance. Is SpaceX Worth the 8x Discount?
For years, the knock on Verizon Communications (NYSE:VZ) was that the business was stuck. That story has been changing quarter by quarter.
Honeywell Aerospace (HONA): Post-Spin Technical Selling Creates Entry Opportunity
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
L3Harris Technologies (LHX): Strategic Asset Sales and Corporate Restructuring as Re-Rating Catalysts
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
AT&T (T) Got Hit by a SpaceX Scare. Is Its Moat Really Cracking?
One headline from SpaceX was enough to rattle the biggest names in US telecom.
ConocoPhillips (COP): Ramping Free Cash Flow Profile Drives Investor Interest
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Value Strategy”. The letter can be downloaded here.
Intel (INTC) Fixed Its Chip Business. Can the Foundry Earn the Premium?
For years, the easy line on Intel (NASDAQ:INTC) was that it had become a fallen giant, losing ground on chip design and manufacturing at the same time.
Johnson & Johnson (JNJ) Survived the Stelara Cliff. Is 23.6 Times Earnings Too Much?
Replacing a blockbuster is the hardest job in the drug business. Johnson & Johnson (NYSE:JNJ) is in the middle of it, and the scoreboard looks oddly calm.
Claude AI Portfolio: 8 Best-Performing Stocks in 2026
The use of AI for stock picking among retail and institutional investors is rising.
Is Walt Disney (DIS) a Good or Bad Investment at Today’s Price?
The Walt Disney Company (NYSE:DIS) closed at $108.05 on October 9.
Nvidia (NVDA): Is Its Moderate Earnings Multiple Justified by Revenue Growth?
The main concerns around NVIDIA Corp.
Constellation’s $4.3 Billion Nuclear Upgrade Could Be Its Smartest Move Yet
Constellation Energy Corporation (NASDAQ:CEG) shares surged 12.2% on October 6, among the S&P 500’s biggest gains that day.
Colgate-Palmolive (CL): Can Hill’s Turn Premium Pricing Into Better Profits?
Colgate-Palmolive Company (NYSE:CL) manufactures and sells toothpaste, personal care products, household cleaners, and pet nutrition worldwide.
Is CrowdStrike (CRWD) Still Worth the Premium After 140% Surge?
CrowdStrike Holdings Inc. (NASDAQ:CRWD) is up 140% year-to-date, and the stock has outpaced the broader market by almost eight times during the 52-week stretch.
Watsco (WSO): Does Its Valuation Leave Room for Weaker Profits?
Watsco, Inc. (NYSE:WSO) distributes heating, cooling, and refrigeration equipment, parts, and supplies to contractors across North America.
What is SBA Communications’ (SBAC) Economic Moat, and is it Widening or Narrowing?
SBA Communications Corporation (NASDAQ:SBAC) closed at $182.49 on October 9.
What is Copart’s (CPRT) Economic Moat, and is it Widening or Narrowing?
Copart, Inc. (NASDAQ:CPRT) closed at $27.32 on October 9.
What is Domino’s (DPZ) Economic Moat, and is it Widening or Narrowing?
Domino's Pizza, Inc. (NASDAQ:DPZ) closed at $309.36 on October 9.
What is Philip Morris’ (PM) Economic Moat, and is it Widening or Narrowing?
Philip Morris International Inc. (NYSE:PM) closed at $201.19 on October 9.
BP (BP) vs Exxon Mobil (XOM): Which Oil Major is a Better Buy?
BP p.l.c. (NYSE:BP) closed at $46.25 on October 9.
Sherwin-Williams (SHW) vs. PPG Industries (PPG): Which Paint Giant Is the Better Buy?
The Sherwin-Williams Company (NYSE:SHW) and PPG Industries, Inc.
Chubb (CB) vs. Travelers (TRV): Which P&C Insurance Giant Is the Better Buy?
Chubb Limited (NYSE:CB) and The Travelers Companies, Inc. (NYSE:TRV) are two of the best property-and-casualty insurers in the world.
10 Best Blue Chip Stocks Under $100 to Buy Now
Blue-chip stocks are shares of large, well-established companies with strong financial positions, leading market positions, and often long operating histories.
Jim Cramer Returns to His Favorite Gold Miner as the Outlook Shifts
During the October 8 episode of Mad Money, Jim Cramer talked about Agnico Eagle Mines Limited (NYSE:AEM) after discussing a more bullish technical outlook for gold earlier in ...
Hedge Fund Resource Center
