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EPS
AbbVie at $264: Humira Is Replaced, but the EPS Is Not Clean
AbbVie paid $6.74 a share in dividends against $3.54 of trailing earnings, yet sells at 25.7 times forward EPS. Which ea…
WM
WM Stock at $211: Price Hikes Are Working, Volumes Are Not
WM raised its margin outlook in July while cutting its revenue outlook and reporting lower volumes. Is a 25x forward mul…
LLY
Eli Lilly (LLY) at 31 Times Forward Earnings: What $1,150 Assumes
Lilly earned $7.1 billion in one quarter and still trades at 31 times forward earnings. The revenue is real. The questio…
EPS
Stock Buybacks: When They Lift EPS and When They Only Offset Dilution
Booking's profit fell 8.1% last year while its EPS fell only 4.1%. That gap is a buyback at work. Twelve large companies…
Broker
Robinhood Review: Fees, Options, Crypto and the Real Catch
Robinhood's real edge in 2026 isn't zero-commission trades. It's the Gold-linked IRA match and one login for stocks, opt…
Broker
Fidelity Review: What the Full-Service Broker Still Does Best
Fidelity charges nothing to open an account, nothing to trade stocks and ETFs, and nothing to hold its own index funds. …
News
Truist and the Regional-Bank Rate Trade Everyone Half-Remembers
Truist's profit jumped 37% last quarter, but the deposit mix and credit numbers inside that report complicate the rate-c…
News
Datadog’s Multiple Assumes Cloud Spend Keeps Accelerating
Datadog's trailing P/E of 864.94 is nearly meaningless. The real bet in its $96 billion valuation is that 36% revenue gr…
News
Barrick Mining: The Gold Trade That Still Has a Cost Problem
Gold sits above $4,293 an ounce, but Barrick's stock is really a bet on the spread over its $1,760-$1,950 cost guidance,…
News
Verizon’s 5.9% Yield: What the Payout Ratio Actually Says
Verizon pays 5.9% at 11.6 times earnings, numbers that usually signal a value trap. I checked free cash flow against the…
UPS
UPS at a 7% Yield: Priced for a Problem or Priced for Fear?
UPS yields almost 7% after freezing its dividend for the first time since 1999. I checked free cash flow against the pay…
News
DoorDash at 91 Times Earnings: What Has to Keep Going Right
DoorDash trades at 90.78 times trailing earnings while GAAP profit just fell 30% year over year. Here is the take-rate m…