We have argued for a few years that mega forces are transforming the world.

Celldex’s cash runway extends into 2027, but potential delays or hurdles could necessitate earlier fundraising, exerting downward pressure on valuation. Read why CLDX is a hold.

Standard Lithium's ongoing negotiations and lack of urgency raise concerns. Read why I downgrade SLI stock from buy to hold.

SoFi's pullback into the $10 range makes for an extremely compelling valuation. Read more about SOFI stock here.

Google is expected to announce strong earnings on April 24, based on several key indicators. See why I upgrade GOOGL stock from buy to strong buy.

Telus has outperformed Bell and Rogers, supported by a stronger balance sheet and a better growth engine in Health Services and Agriculture & Consumer Goods...

The following slide deck was published by Synchrony Financial in conjunction with their 2025 Q1 earnings call.

Many popular high-yielding stocks will cut their dividend in 2025. Check out 3 REITs that I expect to cut their dividend.

Explore Fidelity National Financial's title insurance growth amid rate cuts and annuities demand. Learn how market trends weigh on opportunities and risks.

Despite being overvalued, Procter & Gamble's profitability remains robust, with reliable cash flow and a solid gross profit margin above industry medians. Read why PG stock is a hold.

Crowdstrike's growth outlook is very healthy, driven by strong customer adoption of its Falcon Platform.

Wendy’s shows resilience amid economic uncertainty with strong sales growth & expansion.

Meta's stock is near oversold at $483. Learn why long-term investors should buy despite FTC challenges and tariffs.

The following slide deck was published by Genuine Parts Company in conjunction with their 2025 Q1 earnings call.

Worldpay is a prime exhibit of how sharp-toothed buyout barons are masters of getting a good deal from a flailing industry. Click to read.

HBT Financial shares surge 21% in a year, fueled by strong capital, deposits, and credit quality. Find out why I view HBT stock as an attractive buy.

Explore why Qualcomm (QCOM) remains a strong 'Buy' with resilient growth, record Q1 2025 earnings, and >22% upside potential despite market challenges.

Discover 4 dividend-growth stocks with high yields, strong growth, and resilience to recession and inflation.

The following slide deck was published by Elevance Health, Inc.

The following slide deck was published by RTX Corporation in conjunction with their 2025 Q1 earnings call.