Podcast Episodes
Back to SearchSS&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…
3 months ago
Deckers (DECK) Q1 FY2027: HOKA & UGG Beat and Raised — So Why Is the Stock Near Its Lows?
Deckers Outdoor Corporation (DECK) Q1 FY2027 — Deckers Brands (DECK), the parent of HOKA and UGG, reported fiscal Q1 FY2027 (quarter ended June 30, 2…
3 months ago
Tenet Healthcare Stock: It CRUSHED Q2 and Raised Guidance — Is There Value Left?
Tenet Healthcare (THC) Q2 2026 — Tenet Healthcare (THC), the Dallas hospital + ambulatory-surgery operator, delivered a blowout Q2 2026 and RAISED fu…
3 months ago
Freeport-McMoRan (FCX) Q2 2026: Record Copper & Gold, a Big Beat — So Why Did the Stock Fall?
Freeport-McMoRan Inc. (FCX) Q2 2026 — Freeport-McMoRan (FCX), the largest US copper producer, reported a strong Q2 2026: a record realized copper pri…
3 months ago
Tractor Supply Stock: Cut in Half, ~16x Earnings — Quality on Sale, or a Broken Grower? (TSCO)
Tractor Supply Company (TSCO) Q2 2026 — Tractor Supply (TSCO) reported Q2 2026 and missed: net sales rose 2.3% to $4.54B, but comparable-store sales …
3 months ago
Summit Therapeutics (SMMT): Landmark Cancer Data, a $10B Binary — We Say HOLD (~$16)
Summit Therapeutics Inc. (SMMT) Q2 2026 — Summit Therapeutics (SMMT) reported Q2 2026 after the close on July 23, 2026. GAAP net loss was $215.7M, or…
3 months ago
Edwards Lifesciences Stock: Beat & Raised, But Near 52-Week Lows — Why We Say BUY (EW)
Edwards Lifesciences Corporation (EW) Q2 2026 — Edwards Lifesciences (EW) reported Q2 2026 with a clean beat-and-raise: sales grew 13.6% to $1.74B (+…
3 months ago
Tootsie Roll Stock: A Debt-Free Candy Fortress — But Why We Say HOLD After Q2 Earnings (TR)
Tootsie Roll Industries (TR) Q2 2026 — Tootsie Roll Industries (TR) reported a soft Q2 2026 (quarter ended June 30): net sales slipped ~1% to $151.9M…
3 months ago
Comcast Stock: 5x Earnings, ~6% Yield, a Spinoff Catalyst — Why We Say BUY While Wall Street Cuts (CMCSA)
Comcast Corporation (CMCSA) Q2 2026 — Comcast (CMCSA) reported Q2 2026 with a soft headline that was mostly optics: revenue of $29.94B (-1.2% YoY, bu…
3 months ago
SLB Stock: 10% Pop on a Beat — But Earnings Are Still DOWN. Time to Chase? (Schlumberger Q2 2026)
SLB (Schlumberger) (SLB) Q2 2026 — SLB (Schlumberger) reported Q2 2026 and the stock jumped ~10-11%: adjusted EPS of $0.55 beat the ~$0.51 estimate o…
3 months ago