UnitedHealth generates triple the free cash flow of CVS, whose pharmacies and MinuteClinics didn’t deliver the hoped-for profit bonanza.
Long readUnitedHealth generates triple the free cash flow of CVS, whose pharmacies and MinuteClinics didn’t deliver the hoped-for profit bonanza.
Long readSallie Mae deals strictly in private student loans, which have traditional underwriting disciplines and whose loss rates are generally lower than credit cards. BofA Securities thinks the stock could rise 24% over the coming year.
Long readU.S. shares are already more expensive than they were back when interest rates were stuck at zero, leaving little room for outperformance as the fed-funds rate comes down.
Long readThe big tech stocks are highly concentrated and pricey. Now may be the time to move into providers of electric power for AI data centers.
Long readPot businesses are confined to within their states, can’t get stock listings, and are heavily taxed. The result, in some states: state-approved pot shops in a sea of thriving illegal ones.
Long readHindenburg Research writes of the tech company’s “glaring accounting red flags.” Meanwhile, a bearish analyst that has followed the company for over a decade declares it a “meme stock” with some fundamental weaknesses.
Long readYearly interest on the debt is already surpassing military spending, and over the coming decade, interest is expected to double to $1.7 trillion. That will be like having a second Medicare.
Long readFresh from a great run at Chipotle, Niccol now faces the daunting task of speeding up service at Starbucks. Success may already be priced into the stock.
Long readWhy J.P. Morgan is bullish on Royal Caribbean but wary on Six Flags. Plus, Walt Disney’s mixed outlook.
2 min readLooking to buy the dip? Recent picks from BofA Securities and Columbia Threadneedle.
4 min readThe slumping airline has an activist investor and a new CEO, with plans to cut costs and expand premium service. Wall Street has given it a second look. The problems: Competition is fierce, and profitability will take time.
Long readBulls point to Apple’s massive base of iPhone users who might want to upgrade, but they could be overestimating demand.
Long readPolitics-based investing doesn’t tend to pay off—but that doesn’t deter analysts from handicapping winners and losers under a Trump or Biden presidency. How stocks such as Intel, Apple, and NextEra could fare.
Long readThe venerable soup maker has diversified through dealmaking, but after a pandemic rally, shares have struggled. Now the hope is a high-priced brand from a hot New York restaurant. Plus: Can cruising bail out Disney?
Long readTop CEO, lays out how Delta recovered from a tough merger and pandemic, and why it’s an exception in a still-struggling industry. Plus, debating Best Buy.
Long readHome inventory is up, but still very low and prices remain high. That means builder profits should remain fat. Plus, exploiting the rush to obesity drugs.
Long readThe chip and software company has quietly come to dominate the market for ASIC chips that allow big buyers to cut their costs. Plus, how telecoms are using fiber to crowd out the cable companies.
Long readInsurance can be a lucrative, if volatile, business. Pricing trends favor stocks such as Progressive, Hartford Financial, and Aon.
Long readAI-driven search could provide the best opportunity in decades for new players to gain share. The task for Google is to keep up in AI without giving away its search economics.
Long readHigher prices are eating into sales at restaurant chains that cater to lower-income households. Chipotle, which skews posh, is doing just fine.
Long read