Episodes

These 12 holdings earn a fresh BUY if you're still building your portfolio.

Take profits on two steady earners and put the cash to work where our modeling sees more upside.

A $95 billion stock sale, a fight over data center power bills and a $1 billion fiber backlog. Here’s what each means for your money.

Plus, seven pricing-power holdings that earn a fresh BUY if you’re still building your portfolio.

Money is leaving the AI trade. Here's where you should put yours.

Midterm Octobers have been far rougher on nerves than on returns. Here's our new BUY.

This stock keeps turning steady contract wins into steady cash.

Here’s why the trade deficit isn't a recession signal, and five ways to profit from it.

Just 29,000 jobs in September, and stocks rallied. Here's why, and what it means for your paycheck and our portfolio.

Costco and today's consumer sentiment data say the shopper is choosy, not broke. Here's what that, and the rest of the week, means for our holdings.