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JPMorgan CEO cuts to the chase on stock market danger
TheStreet27d agobearish
JPMorgan CEO cuts to the chase on stock market danger

JPMorgan Chase just had the most profitable quarter in its history. Second-quarter net income came in at $21.2 billion, powered by a surge in trading revenue and a gain on its Visa stake. The S&P 500 is up close to 10% this year. Consumers are still spending. Inflation has moderated. By most ...

3 Reasons to Avoid KMT and 1 Stock to Buy Instead
StockStory27d agobullish
3 Reasons to Avoid KMT and 1 Stock to Buy Instead

Kennametal currently trades at $34.40 per share and has shown little upside over the past six months, posting a small loss of 0.8%. The stock also fell short of the S&P 500’s 7.7% gain during that period.

3 Reasons CLAR is Risky and 1 Stock to Buy Instead
StockStory27d agobullish
3 Reasons CLAR is Risky and 1 Stock to Buy Instead

Over the past six months, Clarus’s shares (currently trading at $3.37) have posted a disappointing 8.1% loss, well below the S&P 500’s 7.7% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Analysts Fret About Nike's 'Strategic Misstep'
The Wall Street Journal27d agobearish
Analysts Fret About Nike's 'Strategic Misstep'

Analysts who follow Nike are expressing skepticism about its move to consolidate online sales in China. The company said Wednesday that it will cut off most of the third-party e-commerce vendors who sell its products, consolidating sales into about a dozen of the country’s top e-commerce platforms and Nike’s own Chinese-language website and app. “The decision to terminate this very important channel is a strategic misstep in our view,” said Laurent Vasilescu, an analyst at BNP Paribas.

CVS Health Corporation (CVS) Rose on Improving Execution and Payer Margin Outlook
Insider Monkey27d agoneutral
CVS Health Corporation (CVS) Rose on Improving Execution and Payer Margin Outlook

Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The RS Large Cap Value Strategy underperformed the Russell 1000 Value Index in the second quarter of 2026 as unfavorable stock selection and sector allocation weighed on relative performance. U.S. equities remained […]

2 Reasons UFPT is Risky and 1 Stock to Buy Instead
StockStory27d agobullish
2 Reasons UFPT is Risky and 1 Stock to Buy Instead

Over the past six months, UFP Technologies’s shares (currently trading at $244.72) have posted a disappointing 8.2% loss, well below the S&P 500’s 7.7% gain. This may have investors wondering how to approach the situation.

MarketAxess Holdings (MKTX) Remains Attractive Despite Competition and Margin Concerns
Insider Monkey27d agoneutral
MarketAxess Holdings (MKTX) Remains Attractive Despite Competition and Margin Concerns

Victory Capital, overseeing the RS Large Cap Value Strategy, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The RS Large Cap Value Strategy underperformed the Russell 1000 Value Index in the second quarter of 2026 as unfavorable stock selection and sector allocation weighed on relative performance. U.S. equities remained […]

3 Reasons to Avoid BLCO and 1 Stock to Buy Instead
StockStory27d agobullish
3 Reasons to Avoid BLCO and 1 Stock to Buy Instead

Over the past six months, Bausch + Lomb’s stock price fell to $15.99. Shareholders have lost 7% of their capital, which is disappointing considering the S&P 500 has climbed by 7.7%. This may have investors wondering how to approach the situation.

What Makes KLA Corporation (KLAC) an Attractive Bet?
Insider Monkey27d agoneutral
What Makes KLA Corporation (KLAC) an Attractive Bet?

Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI […]

Guidewire Software (GWRE): 3 Reasons We Love This Stock
StockStory27d agoneutral
Guidewire Software (GWRE): 3 Reasons We Love This Stock

Over the past six months, Guidewire Software’s stock price fell to $143.50. Shareholders have lost 8.5% of their capital, which is disappointing considering the S&P 500 has climbed by 7.7%. This may have investors wondering how to approach the situation.

Should You Add KKR & Co.’s (KKR) to Your Portfolio?
Insider Monkey27d agoneutral
Should You Add KKR & Co.’s (KKR) to Your Portfolio?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?
Insider Monkey27d agoneutral
What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]