Podcast Episodes
Back to SearchCoca-Cola FEMSA (KOF) Q2 2026: Mexico Stalled, South America Surged — Buy or Already Fully Priced?
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 — Coca-Cola FEMSA (KOF), the world's largest Coca-Cola franchise bottler by volume, reported Q2 2026 (q…
3 months ago
Alliance Resource Partners (ARLP): A 9.6% Covered Yield From Coal — Income Gem or Value Trap?
Alliance Resource Partners, L.P. (ARLP) Q2 2026 — Alliance Resource Partners (ARLP), one of the largest coal producers in the eastern US and a growin…
3 months ago
Ensign Group Stock: The Quiet Skilled-Nursing Compounder Beat AND Raised — Our BUY Call (ENSG)
The Ensign Group (ENSG) Q2 2026 — The Ensign Group (ENSG), a decentralized operator of skilled-nursing and post-acute facilities plus its captive rea…
3 months ago
AstraZeneca Stock: Beat, Raised, Near 52-Week Lows — So Why We Say HOLD (H1 2026)
AstraZeneca (AZN) H1 2026 — AstraZeneca (AZN), the UK-based global pharma giant and world leader in oncology, reported H1 & Q2 2026 this morning (per…
3 months ago
D.R. Horton Stock: America’s #1 Homebuilder Beat Earnings — So Why We Say HOLD
D.R. Horton (DHI) Q3 FY2026 — D.R. Horton (DHI), America's largest homebuilder by volume, reported fiscal Q3 2026 (quarter ended June 30, 2026): dilu…
3 months ago
Honeywell Stock: The 3-Way Breakup Is Done — It Beat and Raised, So Why We Say HOLD
Honeywell (HON) Q2 2026 — Honeywell (HON) — now branded Honeywell Technologies and a pure-play automation company after spinning off Aerospace (HONA)…
3 months ago
3M Stock: It Beat Earnings and RAISED Guidance — So Why We Say HOLD
3M Company (MMM) Q2 2026 — 3M (MMM), the Post-it and Scotch-tape industrial icon, reported a clean Q2 2026 adjusted beat: adjusted EPS of $2.40 toppe…
3 months ago
Cleveland-Cliffs Stock: EBITDA Tripled, Cash Flow Turned Positive — So Why We Say HOLD (CLF Q2 2026)
Cleveland-Cliffs (CLF) Q2 2026 — Cleveland-Cliffs (CLF), the largest flat-rolled steelmaker in North America, delivered a genuine inflection quarter …
3 months ago
Cleveland-Cliffs Stock: EBITDA Tripled, Cash Flow Turned Positive — So Why We Say HOLD (CLF Q2 2026)
Cleveland-Cliffs (CLF) Q2 2026 — Cleveland-Cliffs (CLF), the largest flat-rolled steelmaker in North America, delivered a genuine inflection quarter …
3 months ago
Novocure Stock: Its First-Ever Profit — and the Stock STILL Round-Tripped. Why We Say SPEC BUY (NVCR Q2 2026)
Novocure (NVCR) Q2 2026 — Novocure (NVCR), the pioneer of Tumor Treating Fields cancer therapy (Optune), reported its strongest quarter ever for Q2 2…
3 months ago