Podcast Episodes
Back to SearchPG&E Stock: Trading at HALF the Utility Multiple — Why We Say BUY (PCG Q2 2026)
PG&E Corporation (PCG) Q2 2026 — PG&E (PCG), the largest investor-owned utility in America, reported a clean core beat for Q2 2026: non-GAAP core EPS…
1 month, 1 week ago
SkyWest Stock: It MISSED Earnings and JUMPED 8% — Here’s Why We Say BUY
SkyWest, Inc. (SKYW) Q2 2026 — SkyWest (SKYW), the largest US regional airline, reported a rare Q2 2026 EPS MISS: diluted EPS of $2.54 came in below …
1 month, 1 week ago
Lamb Weston Stock: It BEAT Earnings and Raised Guidance — So Why We Say HOLD
Lamb Weston Holdings (LW) Q4 FY2026 — Lamb Weston (LW), the world's #1/#2 maker of frozen french fries, reported a strong fiscal Q4 2026: adjusted EP…
1 month, 1 week ago
RingCentral Stock: It Beat, RAISED, and Popped 25% — Here’s Why We Still Say BUY
RingCentral (RNG) Q2 2026 — RingCentral (RNG), the cloud-communications pioneer pivoting to AI-powered customer engagement, reported a clean Q2 2026 …
1 month, 1 week ago
American Airlines: Record $16.7B Revenue — Then It Cut the Whole Year. Trap?
American Airlines Group (AAL) Q2 2026 — American Airlines (AAL), the largest U.S. airline by fleet, reported a Q2 2026 that beat the quarter but cut …
1 month, 1 week ago
Mobileye Stock: A Double Beat, a Raised Guide — and a 15% Drop. Bargain or Trap?
Mobileye Global (MBLY) Q2 2026 — Mobileye (MBLY), the dominant supplier of automotive vision (ADAS) chips, reported a Q2 2026 double beat: adjusted E…
1 month, 1 week ago
Kinder Morgan Stock: Record Q2 Earnings, a 3.6% Dividend, and a $9.6B Growth Backlog
Kinder Morgan (KMI) Q2 2026 — Kinder Morgan (KMI), the toll road on America's natural gas, reported a record Q2 2026: adjusted EPS of $0.37 beat the …
1 month, 1 week ago
ASR Stock: Revenue ’Grew 10%’ — But This Cancún Airport Monopoly Just Hit a 52-Week Low
Grupo Aeroportuario del Sureste (ASUR) (ASR) Q2 2026 — Grupo Aeroportuario del Sureste (ASUR, NYSE ADR 'ASR'), the Mexican monopoly that runs Cancún …
1 month, 1 week ago
LG Display Stock: First Profit in 5 Years — So Why Did It Hit a 52-Week Low? (LPL)
LG Display (LPL) Q2 2026 — LG Display (LPL), the Korean maker of the OLED panels inside your TV and a huge share of the world's iPhones, reported Q2 …
1 month, 1 week ago
SS&C Stock: A Record Quarter, a 10% Pop, and It’s STILL Cheap? Why We Say BUY (SSNC Q2 2026)
SS&C Technologies Holdings, Inc. (SSNC) Q2 2026 — SS&C Technologies (SSNC), the software plumbing behind the asset-management industry, reported RECO…
1 month, 1 week ago