Canadian Natural Resources shows strong FCF, resilient assets, disciplined capital allocation, and accretive Shell AOSP swap.

Walmart trades at an extreme valuation with a 40x P/E, lagging yields, ~10% growth outlook, and echoes of its 2000-era peak.

I share Q3 updates on many of my top holdings, and why I still think REITs are a better bet over tech. Read more here.

The Fed delivered an expected rate cut and QE-lite T-bill buying, while an overlooked yield-curve widening threatens income ...

So, right now, analysts are expecting the Mag 7 to report 20% EPS growth in 2026, while the remaining 493 see their earnings ...

RiverNorth Managed Duration Muni targets discounted CEFs, shows a 7.7% yield adjusting to 3.66%, with leverage and modest ...

TTM Technologies targets long-term growth with aerospace, defense, and data center demand, solid EBIT and new global ...

Opendoor's new CEO drives cost cuts, AI-led growth with Q3 revenue down 34%, inventory cuts, and a cash-focused posture. Read ...

Cocoa prices look bullish into 2026 as West Africa faces aging trees, climate and disease limits, and Latin America adds ...

I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. Read about ...

Nasdaq gains and rate cuts create elevated valuations with strong growth potential, requiring a disciplined, long-term ...

Fidus Investment shows weak dividend coverage, premium to book, rising fees and interest costs compressing NII and dividend ...