Latest Articles
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What Are Accenture Stock Bears Missing?
Accenture (ACN) is winning new artificial intelligence (AI) work, and that is what bears may be missing. You probably expect AI to shrink demand for consultants. The stock lost 24% over the past year, while the S&P 500 gained 18.0%. Over the ...
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Is Booking Stock Worth More Than Its Competitors?
Among six travel and hotel companies, Booking (BKNG) keeps the most operating profit from each sales dollar and grows the second fastest. Its shares are the cheapest on an earnings basis among peers without a loss quarter in their earnings. A $10...
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Dell Stock Looks Less Expensive Once You Count The AI Backlog
Dell Technologies (DELL) stock has more than quadrupled over the past year, while the S&P 500 gained 18% (as of September 25, 2026). At about 32 times trailing earnings, it looks stretched. Those earnings are adjusted: normalized net income w...
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How Low Can Dutch Bros Stock Go?
Dutch Bros (BROS) stock lost 47% over the past three months, while the S&P 500 gained 5.6% (as of September 25, 2026). The shares still cost 55.2 times the coffee chain’s yearly profit, against 22.1 times for the S&P 500. The questi...
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Should You Buy Lowe’s Stock For Its Cash?
Lowe’s Companies (LOW) generates free cash flow equal to 6.6% of its market value, against 4.5% for the median S&P 500 company. Counting its debt as part of the price, the yield is 5.0%. A yield that high usually means either a business...
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Did The Market Read Marvell Stock Right?
Marvell Technology (MRVL) stock fell 7.3% on Monday, September 14. A $10,000 holding at the prior close was worth about $9,270 when trading ended that day. That fall is hard to explain from the company alone. Less than three weeks earlier, manage...
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$85 Billion And Counting: JNJ Stock’s Steady Cash-Return Habit
A healthcare giant sent a torrent of cash back to its owners, but the real story is what that money did, and did not, buy for the stock. With Johnson & Johnson (JNJ) stock up 57% over the last twelve months, what did owners actually get beyo...
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What Needs To Be True To Buy Twilio Stock Now?
Twilio (TWLO), a cloud communications provider, raised its 2026 growth forecast in August after a strong second quarter. A $10,000 holding in the stock bought a year ago is worth about $26,700 today. The same sum in the S&P 500 would be worth...
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How Has Alphabet Stock’s Story Changed?
Alphabet’s management has changed what it talks about on its earnings calls. In April 2024, managing its own cost base was a major strategic focus. By July 2026, spending on AI infrastructure had taken center stage. Management plans 2026 ca...
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Is eBay Stock Priced Right Against Its Peers?
eBay (EBAY) turns more of its sales into operating profit than Amazon, Walmart, MercadoLibre, Etsy or Target. Yet you pay less for each dollar of eBay’s profit than for Walmart’s or MercadoLibre’s. Is eBay stock discounted again...
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How Big Could BSX Stock’s Next Fall Be?
Boston Scientific (BSX) stock has lost more than half its value over the past 12 months, while the S&P 500 returned 18.0%. A subsequent setback occurred in September, when the company said a cyberattack would likely keep it from meeting its g...
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Meta Up 37%: Was It The Muse App Or The Ad Machine?
Meta Platforms (META) stock returned 37% in the three months to September 25, 2026. A $10,000 holding at the start of that window was worth about $13,670 at the end. The run came as Meta’s ad sales kept growing, and news reports tied the su...
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What Would A Stalled MAX Line Do To Boeing Stock?
Boeing (BA) has been lifting 737 MAX output to 47 jets a month. On September 16, its chief executive said steadying that pace was taking longer than expected. The 737 MAX program serves as Boeing’s primary commercial cash driver, making line stab...
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Can CAT Stock Surge Again On A $72B Data Center Backlog?
You want to know what could send Caterpillar (CAT) stock higher again. For one part of Caterpillar, buyers are not the problem. Some customers of its Power & Energy business are already placing orders as far out as 2030. That business—formerl...
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Is GE Aerospace Giving Up Margin for Growth?
GE Aerospace (GE) holders should watch one number: the profit margin of its commercial engine business . Profit margin is the share of sales kept as profit. That margin fell to 27.3% in the second quarter of 2026 from 28.9% a year earlier. This u...
