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Western Digital sold off on what looks like profit-taking after a strong quarter and bullish guidance. With AI-driven data-center demand, healthy free cash flow, modest leverage, and an attractive entry after the pullback, I’m upgrading to a buy for a mid-term swing trade with clear entry, stop and target levels.
Activist investor Ancora Holdings has made a cash proposal to buy H.B. Fuller’s Building Adhesive Solutions business for up to $1.2 billion. The firm has asked the company’s board to consider the transaction, saying it would benefit both the adhesives maker and its shareholders, and said it is ready to begin due diligence immediately.
Palantir posted a Q2 that rewrites the AI playbook for large-enterprise software: 93% revenue growth, U.S. commercial up 149%, and a 55% net margin. That operating strength and raised guidance justify a long-term buy thesis, but the stock already prices in years of rapid execution. I outline a disciplined entry at $165.00, a $145 stop, and a $220 t…
The GDL Fund declared a $0.12 per share cash distribution payable on September 23, 2026, with consideration to the fund's net asset value and market conditions. The distribution includes components of net investment income, capital gains, and return of capital, reflecting the Fund's strategy to maintain stable distributions despite fluctuating earn…
Carriage Services (CSV) looks like an asymmetric opportunity today. The stock is trading at $33.96, under pressure from thin volume and a debt load that will likely require refinancing activity in the coming quarters. Fundamentals remain cash-generative - free cash flow of $37.4M and an EV/EBITDA of 8.6 - which gives management room to negotiate te…
Lumentum (LITE) trades at nosebleed multiples - PE ~145, EV/EBITDA ~103, and price-to-free-cash-flow ~560x - pricing flawless execution and sustained hypergrowth. Recent earnings and guidance (market reaction) suggest demand variability and margin sensitivity; that combination creates a high-reward trade to fade optimism. Short at $945.41, stop $1,…
Nutex Health is attractively valued given a $1.27B market cap, $269M in free cash flow and low EV/EBITDA of 4.2x. Recent one-time arbitration true-ups and improving operating metrics set up margin expansion and a re-rating. We upgrade to Strong Buy with an actionable trade plan: entry $170.00, stop $150.00, target $225.00 (long term, 180 trading da…
Netflix is positioned to convert structural subscriber upside and improve margins through its ad-tier rollout, password-sharing monetization, and content spending normalization. We argue the market is underestimating 2027 earnings power. Trade plan: enter $520.00, stop $460.00, target $650.00 over a 180 trading-day horizon.
McDonald's is more than burgers and advertising - its balance sheet and cash flow are anchored by a quasi-real-estate business. With a market cap near $201B, free cash flow of roughly $6.7B and a dividend yield around 2.7%, the stock looks set for a mid-term re-rating if management levers real estate optionality and the consumer stabilizes. This is…
Bicara (BCAX) is a clinical-stage oncology name with encouraging Phase 1b signals for its lead bifunctional antibody and a freshly replenished war chest after an oversubscribed offering. Technicals and short-interest create near-term noise, but the combination of strong response data, $172.5M+ of gross proceeds and a sub-$2B market cap make a long …
Intuit has been punished for a weak TurboTax cycle, a 17% workforce reduction announcement, and a flurry of class-action headlines. At roughly $96 billion market cap and a P/E near 19-20, the company still generates meaningful free cash flow ($7.76B) and retains solid profitability metrics (ROE ~22%, EV/EBITDA ~14.2). This trade idea proposes a mea…
Astrana Health (ASTH) is a physician-centric, risk-bearing healthcare platform that is profitable and generating free cash flow. With recent revenue acceleration, a manageable valuation on an EV/sales basis, and heavy short interest, the stock sets up as a high-conviction swing trade. This idea is a defined-risk long: entry $35.25, stop $30.50, pri…
Richardson Electronics, Ltd., a global provider of engineered solutions for green energy, power management, and custom display markets, announced it will present at the 17th Annual Midwest IDEAS Investor Conference on August 26, 2026. Key executives will deliver a formal presentation and host one-on-one investor meetings, showcasing the company's o…
Intuitive Surgical (ISRG) is a high-quality, cash-generative medtech franchise trading below prior multiples after a rocky product transition and tariff-driven margin pressure. The stock sits near $400 with a market cap around $151B, an installed base north of 11,700 da Vinci systems, and recurring parts & service revenue that drives predictable ca…
Ellsworth Growth and Income Fund Ltd. announced a 16% increase in its quarterly cash distribution to $0.22 per share, up from $0.19. The Fund aims to maintain an annual distribution of at least 5% of its trailing 12-month average market price and is managed to balance income and capital appreciation over the long-term, primarily investing in conver…
RTX's Q2 profile centers on a $289 billion backlog that provides multi-year revenue visibility and defense cashflow resilience. That strength supports a constructive long idea, but the stock's valuation and exposure to cyclical commercial aerospace demand mean the trade is best sized as a patient, pullback-driven long with a clearly defined stop.
Better Home & Finance (BETR) remains a story stock with real product wins — warehouse lines, Fannie/Coinbase programs — but recent misses, a CEO shakeup and large negative cash flow make this a binary setup. For nimble traders willing to take concentrated risk, a disciplined mid-term long with a tight stop offers asymmetric upside if management sta…
eGain Corporation, a Nasdaq-listed leader in AI-powered customer service knowledge management, has won two Bronze Stevie Awards in the 2026 International Business Awards. The awards recognize eGain's AI Knowledge Hub™ and eGain Composer™ products for their customer experience innovation and advanced enterprise AI knowledge management capabilities, …
Jazz Pharmaceuticals' reported acquisition of Actio Biosciences gives the company immediate scale in epilepsy and complements its existing CNS portfolio. With a $250 stock pivoting off recent clinical wins in oncology and solid free cash flow, a tactical swing long over the next 45 trading days offers asymmetric upside if integration and commercial…
Diamondback Energy offers concentrated Permian exposure, robust free cash flow ($3.68B) and a conservative balance sheet (debt/equity 0.33). Valuation is mixed — a premium P/E (~38x) versus attractive EV/EBITDA (~6.1x) — making this a tactical long for investors who want oil upside with operational resilience. Trade plan: enter at $200.53, target $…
Bancroft Fund Ltd. announced a 17% increase in its quarterly cash distribution to $0.41 per share, up from $0.35 per share. The distribution is payable on September 23, 2026, to shareholders of record on September 16, 2026. The Fund aims to pay at least 5% annually of the trailing 12-month average market price or meet the minimum distribution requi…
Angi Inc., a leading digital home services marketplace listed on NASDAQ, announced its app is now available as a connected app on Gemini, enhancing its AI-first strategy to help homeowners access its network of skilled local pros via conversational platforms. This integration with Gemini complements Angi's existing AI initiatives including AI Helpe…
The Gabelli Healthcare & WellnessRx Trust declared a quarterly cash distribution of $0.17 per share payable on September 23, 2026. The fund reviews distributions quarterly and may adjust the payment in December based on income and realized capital gains. The distribution includes income, capital gains, and a portion considered return of capital, re…
Kimberly-Clark (KMB) is facing near-term headwinds from elevated input costs and restructuring-related charges, but the combination of scale, a 4.7% yield, $1.82B in free cash flow and expected $2.1B in annual synergies from the Kenvue integration argues for a mid-term buy. Valuation is reasonable with a $36B market cap, EV/EBITDA ~13x and P/E near…
Banyan Gold (BYAGF) is showing bullish technicals, increasing short interest and a favorable moving-average structure that together create an asymmetric risk/reward for disciplined, patient traders. We lay out an actionable trade with entry at $1.28, a stop at $0.98 and a $2.20 target over a 180 trading day horizon.
