Fidus Investment's portfolio, heavily weighted toward technology and IT services, remains healthy with 79.5% first lien debt.

Berkshire is a hold at 1.4x book value as high cash levels and leadership shifts cap near-term gains. Find out why BRK.B ...

Krystal Biotech leverages its HSV-1 gene delivery platform, with VYJUVEK generating strong cash flow. Read why I rate KRYS ...

Sandisk (SNDK) surges on AI data center SSD demand but trades at 11.9x sales—valuation risk ahead. Here's what investors need ...

Dell is positioned to capture accelerating AI server demand as agentic AI workloads scale, supported by a growing revenue ...

Colgate-Palmolive's Q1 EPS fell 6% amid weak organic growth and FX risks due to US headwinds. Learn why CL stock is a hold.

UTG is an aggressive, actively managed fund that is focused on key companies set to benefit from rising electricity demand.

Comcast is a strong buy at 7.1x P/E as Peacock nears profit and high yields offset Q1 connectivity risks. Learn more on CMCSA ...

H&R Block (HRB) looks like a long-term buy at 7x forward earnings, with strong Q3 beats, 13% shareholder yield, and AI risks ...

Nutrien is mispriced as the market overweights European sustainability policy, ignoring surging synthetic fertilizer demand.

Carpenter Technology has delivered exceptional YTD and multi-year returns. Click here to read why I recommend holding CRS ...

Wall Street analysts are increasingly bullish on lower rates in the long term as AI reshapes lending economics. Read more ...