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News
Merck’s Keytruda Cliff Is Real. The Panic Might Be Overdone
Keytruda was about $31.7 billion of Merck's $65.0 billion in 2025 sales, and its US patents start to expire in 2028. Her…
News
A 50% Loss Needs a 100% Gain: How to Write a Stock Sell Rule
A stock that falls 50% has to double to break even, and at 70% down it must gain 233%. Here is the recovery arithmetic a…
PFE
Pfizer (PFE): 9.5x Adjusted Earnings and a 6.2% Yield
Pfizer guides to $2.80 to $3.00 of adjusted EPS and pays $1.72 a share, so the stock costs about 9.5 times guidance. Is …
SO
Southern Company (SO): A 3.5% Yield and a Premium Multiple
Southern pays $2.98 a share on $4.15 of earnings, and the stock trades at 20.6 times those earnings. Is a 3.5% yield eno…
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…