Latest Articles
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What Makes Lennar Stock A Buy Today?
Buying a homebuilder while interest rates are testing what buyers can afford can feel like stepping in too early. Lennar (LEN) stock has lost 41% over the past twelve months, while the S&P 500 returned about 16%. Yet the company still earns a...
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Should Dell Stock Be Part Of Your Portfolio?
Dell Technologies (DELL) stock returned about 297% over the past twelve months, against about 16% for the S&P 500. Buyers appear to be betting on its AI servers, but Dell offers a second reason to look. Dell has cut its share count by 11.7% i...
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Is Lowe’s Stock A Real Bargain?
Lowe’s Companies (LOW) stock trades at 15.1 times earnings, against 21.5 for the S&P 500. The stock has also lost 26% over the past twelve months, while the S&P 500 returned 17.1%. That leaves two readings: a sound home improvement ...
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Why Is Everyone Ignoring Home Depot Stock’s High Cash Yield?
Home Depot (HD) stock offers a free cash flow yield of 5.4%, against 4.5% for the median S&P 500 company. A yield that high usually means one of two things: a sound business on sale, or one the market expects to shrink. So why is the market p...
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Are You Sure You Understand Lululemon Stock’s Risk?
Lululemon Athletica (LULU) stock has lost about 47% over the past twelve months, while the S&P 500 returned about 16%. And on September 3, management lowered its revenue and earnings forecasts for the year. The stock now trades at 7.4 times e...
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What Would You Have Needed To Notice In Applied Materials Stock?
Applied Materials (AMAT) stock returned 143.9% in the twelve months to October 5, 2026, against 17.1% for the S&P 500. The run turned out to be about artificial intelligence: chipmakers wanted far more of the machines Applied sells for making...
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Betting On AI Hardware: Is HPE Or Dell The Better Way?
Hewlett Packard Enterprise (HPE) and Dell Technologies (DELL) are bought for the same thing right now: demand for the hardware that fills AI data centers. Both say customers want more than they can supply. Yet they earn from that demand different...
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Nike Stock Has One Thing Left To Prove
Nike (NKE) is losing sales in Greater China faster than anywhere else it sells, and management has not yet put a limit on the decline. Holders have already had a hard year: the stock has lost about 51% over the past twelve months, while the S&...
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Why You Need To Pay Attention To Nike Stock
One business stands out at Nike (NKE) : the performance business, its products for playing sports. Its sportswear business, which includes the Dunk sneaker, is where Nike has struggled. And the stock lost about 51% over the past twelve months, ag...
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What Should Qualcomm Stock Investors Be Watching Now?
Qualcomm (QCOM) stock has returned 45% over the past six months, against 18.2% for the S&P 500. If you own it after a run like that, your worry is what could interrupt it. Sales fell 4.0% from a year earlier in the latest quarter. On top of t...
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Management Set A Higher Bar For Texas Instruments; Does The Chart Agree?
Texas Instruments (TXN) forecast higher third-quarter sales and earnings on July 22, 2026, and the stock has since risen, though by less than the S&P 500. A forecast is only management’s word until buyers act on it, so the share price i...
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What Could Send SanDisk Stock Soaring?
SanDisk (SNDK) stock returned about 1,240% over the twelve months through October 5, 2026, against about 16% for the S&P 500, so you may wonder what is left. Yet the shares trade at about 22 times earnings, close to the index’s 21.5. A ...
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Does AMD Stock’s Run Make Any Sense Now?
Advanced Micro Devices (AMD) stock has returned 272% over the past twelve months through October 5, 2026, against about 16% for the S&P 500. If you are wondering whether you can still buy it, the answer is not simple. AMD’s business is ...
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What Has Changed About Owning Amazon Stock?
If you own Amazon (AMZN) stock, you probably bought it for growth, and you may now wonder what that growth is costing. Management gave you a reason to ask on its July 30, 2026 earnings call, when it raised its spending plan for the year. So how d...
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Are You Overpaying For Caterpillar Stock Versus Its Rivals?
Caterpillar (CAT) stock costs 36.0 times its earnings, more than you would pay for most of the machinery and heavy equipment makers it is compared with. The stock has returned 74.4% over the past twelve months, the most in that group of six. A pr...
