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Wheaton Precious Metals: Quality Company At An Expensive Price
Wheaton Precious Metals (WPM) is a core 3.5% portfolio position, offering high gold and silver exposure with strong growth and capital allocation. WPM targets 7.5% GEO production CAGR to 2030, underpi

Meta: The Case For $1,000 Is Easy To Make
Meta Platforms (META) is undervalued, with a DCF-based fair value estimate exceeding $1,000 per share despite near-term negative FCF (net SBC). Robust advertising revenue growth, resilient user engage

BlackRock to pay dividends on September 22; Here's how much 100 BLK shares will earn
BlackRock, Inc. (NYSE :BLK) has declared a quarterly cash dividend of $5.73 per share of common stock on September 22, 2026, payable to shareholders of record on September 8, 2026.

ISSA and Life Time Launch Guaranteed Interview Program for Eligible Certified Personal Trainers
Expanded partnership creates direct hiring pathway as trainer employment projected to grow 7% nationwide PHOENIX and CHANHASSEN, Minn., Sept. 15, 2026 /PRNewswire/ -- As the U.S. Bureau of Labor Stati

ADP National Employment Report Preliminary Estimate for August 29, 2026
ROSELAND, N.J., Sept. 15, 2026 /PRNewswire/ -- For the four weeks ending August 29, 2026, U.S. private employers added an average of 16,250 jobs per week, according to the NER Pulse, a weekly update o

Coherent: Riding The AI Optics Boom
Coherent Corp. is capitalizing on surging AI data center demand, with 800G and 1.6T optical modules driving record revenues and margin expansion. COHR's Datacenter & Communications segment now generat

Global Shocks Accelerate North American LNG Growth
Middle East supply disruptions and record-low European storage levels have driven international natural gas benchmarks to multi-year highs. While long-term contracts insulate North American exporters

Wells Fargo Series DD Vs. AA Pfds, With The Latter A Buy
Wells Fargo & Company preferred Series AA is rated Buy for its attractive 6.9% yield and low risk profile. Both Series DD and Series AA are now callable, but current pricing indicates low call risk fo

CHIPOTLE EXPANDS RESTAURANT LEADERSHIP PIPELINE, AIMS TO PLACE AN APPRENTICE IN EVERY RESTAURANT BY THE END OF 2027
Enhanced Apprentice program supports Chipotle's long-term goal of developing restaurant leaders from within The company's decade-long partnership with Guild has helped nearly 25,000 employees pursue d

I Doubled Down Aggressively After Credo's Brutal Crash
credo Technology's Q1 revenue surged 115% YoY to $479 million, marking Credo's seventh consecutive quarter of triple-digit annual growth. Management expects 85%+ FY2027 revenue growth and roughly 50%

T. Rowe Price: Zero Analysts Say Buy, Four Say Sell, And The Cash Flow Says Otherwise
T. Rowe Price is undervalued, with a buy rating and 15–20% upside, as its asset outflows are far slower than market fears suggest. A retirement-heavy asset base and expanding alternative vehicles prov

OS Therapies Announces Full Alignment with UK MHRA and EU EMA for Conditional Marketing Authorisation Application Filing
Overall Survival (OS) historical-control data gains HMRA and EMA support for pending CMAA submissions Full alignment achieved on confirmatory Phase 3 trial design Complete CMAA submission expected in

ABM Industries: Boring Business, High-Tech Polish
ABM Industries remains attractively valued at 11x forward earnings, with a compelling margin of safety despite a 20% total return since the last review. ABM demonstrates healthy mid-single-digit reve

Coherent Is A Buy-The-Dip Opportunity
Coherent's valuation has dropped by roughly 28% since their last ATH, recorded in June 2026. But COHR's financials are robust, with revenue up 42%, gross margin expanding 200 bps, and EPS surging 74%

Energy Emerges As The Latest Market Shock
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The Outlook For S&P 500 Dividends In September 2026
The dividend outlook for the S&P 500 turned negative for the current quarter of 2026-Q3 since our August 2026 snapshot. Projected dividends for 2026-Q3 dropped $0.37 per share during the intervening m

B2Gold's Great Inflection: Cash Flow Will Follow As Prepay Overhang Is Gone
B2Gold Corp. remains a 'Buy' as I see significant medium-term upside, driven by operational improvements and capital returns. BTG's restrictive gold prepay contract has ended, with full unhedged statu

Morgan Stanley Direct Lending: 0.75x P/NAV, 12% Yield Not Enough To Pull The Trigger
Morgan Stanley Direct Lending (MSDL) trades at a 0.75x P/NAV and yields more than 12%. But the BDC faces persistent portfolio and earnings headwinds. A recent joint venture failed to drive investment

Venture Global: Gas Markets Strengthen, Guidance Poised To Rise Again
Venture Global is on track to become the largest U.S. LNG exporter by 2027, with major projects progressing as scheduled. VG increased 2026 guidance; I expect another guidance raise close to $10B EBIT

Butler National: The Aerospace Transformation Is Accelerating
Butler National is now driven by its Aerospace segment, which delivered 92% YoY growth and comprises 71% of revenue. Despite a 160% stock rally, BUKS trades at 12x LTM earnings, with a PEG of 0.16x, w