Jonathan Kitchen/DigitalVision via Getty Images Overview If you're a follower of mine, you'll know that I almost exclusively publish analyses related to dividend stocks and high-yield funds. I previously published an article titled ' A Warning To Young Dividend Investors ', which highlighted some of the mistakes I made along my investing journey from a decade ago. As a dividend investor, you may d...
Jonathan Kitchen/DigitalVision via Getty Images Overview If you're a follower of mine, you'll know that I almost exclusively publish analyses related to dividend stocks and high-yield funds. I previously published an article titled ' A Warning To Young Dividend Investors ', which highlighted some of the mistakes I made along my investing journey from a decade ago. As a dividend investor, you may dismiss many high-quality companies that don't offer the best dividend value. However, I believe that ignoring the potential growth of the technology sector in this era of AI would be a mistake. Therefore, I wanted to cover the Invesco NASDAQ 100 ETF ( QQQM ), which I believe is one of the most straightforward ways to participate in the expansion of AI. Looking at the performance of the ETF, we can see that QQQM has delivered a total return of more than 12.3% over the last twelve months. The fund offers a small dividend yield of 0.5% while providing exposure to many of the highest-quality companies in the world. However, QQQM is the younger sibling to the more popular Invesco QQQ Trust, Series 1 ETF ( QQQ ). Despite this, I believe that QQQM is the better holding for long-term investors who want to implement a buy-and-hold strategy. Data by YCharts Sentiment in the technology sector can shift quickly, so my approach has always been to exclusively remain exposed to the large-cap players in the space. These tend to be businesses with diversified revenue streams that can produce consistent cash flows to help navigate any headwinds that AI faces. This reduces the speculative nature of the sector and makes it a lot less stressful for investors. Although I am bullish on technology, I believe the path forward will be filled with uncertainty and periods of elevated volatility, like we are currently experiencing. However, QQQM is a great way to navigate potential risks since it provides a healthy level of diversity across the Nasdaq-100 index. Fund Strategy According to the latest fu...
Taking inspiration from Chile’s traditional borgoña , this red-wine cocktail makes for a great aperitif A Chilean twist on a wine cocktail: elegant, vibrant and built on the balance between the depth of pinot noir and the bright sweetness of cherries. It takes inspiration from Chile’s traditional borgoña , a drink where red wine meets fruit (usually strawberries), but layers in cherry liqueur and ...
Taking inspiration from Chile’s traditional borgoña , this red-wine cocktail makes for a great aperitif A Chilean twist on a wine cocktail: elegant, vibrant and built on the balance between the depth of pinot noir and the bright sweetness of cherries. It takes inspiration from Chile’s traditional borgoña , a drink where red wine meets fruit (usually strawberries), but layers in cherry liqueur and soda for a modern, effervescent edge. I sometimes add a few drops of fresh lime juice to sharpen the sweetness and make the fruit flavours really pop. It’s refreshing yet sophisticated, and a great aperitif. Nico Einersen, head chef, Mareida , London W1 Continue reading...
She might have the same producer as Graham Norton, but will Claudia Winkleman’s new series succeed? Seasoned pros from Esther Rantzen to Kirsty Wark for the tips and tricks of creating interview gold Claudia Winkleman’s new chatshow will land next month, and its enthusiast army are already excited. Winkleman herself, who doesn’t come off at all breathy, said: “I can’t quite believe it and I’m incr...
She might have the same producer as Graham Norton, but will Claudia Winkleman’s new series succeed? Seasoned pros from Esther Rantzen to Kirsty Wark for the tips and tricks of creating interview gold Claudia Winkleman’s new chatshow will land next month, and its enthusiast army are already excited. Winkleman herself, who doesn’t come off at all breathy, said: “I can’t quite believe it and I’m incredibly grateful to the BBC for this amazing opportunity.” Kalpna Patel-Knight, who commissioned The Claudia Winkleman Show, observed: “Claudia is a true national treasure – warm, witty and endlessly entertaining.” Graham Stuart, long-term producer/buddy of Graham Norton, who runs So Television, which produces both, said of his new venture: “How can you possibly follow [Graham Norton]? By booking a host equally as brilliant. So we have.” And if anything proves how hard it is to create great chat, it’s those quotes. If anyone was ever that bland and blow-hard on one of their chatshow sofas, most TV people would punch themselves in the head. No wonder so many chatshows struggle when they first come out – it’s not that the expectation is too high, exactly, so much as the fanfare is too boasty. Brilliant as she is, then, the success of Claudia’s new series is far from given. But how exactly do you go about creating chatshow magic? Continue reading...
In a university ecosystem that breeds hunger for status, Epstein made scholars feel like celebrities The Jeffrey Epstein story is often told as the intersection of two obsessions: sexual abuse and money. The recently released emails certainly contain significant evidence of both. But after more than two decades as a professor at Harvard, Cornell, and Cambridge, I am most struck by the limitation o...
In a university ecosystem that breeds hunger for status, Epstein made scholars feel like celebrities The Jeffrey Epstein story is often told as the intersection of two obsessions: sexual abuse and money. The recently released emails certainly contain significant evidence of both. But after more than two decades as a professor at Harvard, Cornell, and Cambridge, I am most struck by the limitation of that frame – in part because it fails to explain why academics show up so consistently in these files. Certainly, money played a role in Epstein’s university connections. A rich man using donations and access to burnish his ego and legitimacy is a well-worn script, from Andrew Carnegie’s libraries more than a century ago to Bill Gates ’s more recent global health philanthropy. As a college drop-out, Epstein clearly craved “respect” from high-profile academics. Universities, meanwhile, are perpetually fundraising and institutions that rely on donations often avoid asking hard questions about where the money came from. As the Bard College president, Leon Botstein, put it when defending his Epstein connections: “Among the very rich is a higher percentage of unpleasant and not very attractive people.” Institutions sometimes learn to stop asking hard questions about where the money came from. Christopher Marquis is the Sinyi professor of management at the University of Cambridge and author of The Profiteers: How Business Privatizes Profits and Socializes Costs Continue reading...
Former Manchester United, Spurs, Everton and Arsenal players are preparing for AS Trencin’s clash with Zemplin Michalovce “I wish I’d done it a bit younger,” says the former Manchester United midfielder Sean Goss of moving abroad. He is one of six Britons who could do battle when AS Trencin host Zemplin Michalovce on Saturday in a battle of eighth v sixth in the Slovakian top flight. Trencin have ...
Former Manchester United, Spurs, Everton and Arsenal players are preparing for AS Trencin’s clash with Zemplin Michalovce “I wish I’d done it a bit younger,” says the former Manchester United midfielder Sean Goss of moving abroad. He is one of six Britons who could do battle when AS Trencin host Zemplin Michalovce on Saturday in a battle of eighth v sixth in the Slovakian top flight. Trencin have Goss, Roshaun Mathurin, a graduate of Tottenham’s academy, and Cody David, who went through the ranks at Everton. Zemplin’s squad includes two players who started at Arsenal, Kido Taylor-Hart and Ben Cottrell, and Kai Brosnan, who had played non-league football until joining them last summer. There are further British links at Trencin because Markus Poom, the son of the former Estonia goalkeeper Mart, was born in Derby. Continue reading...
Yin Xiuzhen builds cities from donated clothing while Chiharu Shiota weaves found objects into vast webs of thread. Now the two are exhibiting their massive, moving installations in two parallel exhibitions These clothes are not “secondhand”, says Yin Xiuzhen, the Beijing-born artist known for creating large-scale installations out of found garments and keepsakes. “I prefer to call them ‘used’ or ...
Yin Xiuzhen builds cities from donated clothing while Chiharu Shiota weaves found objects into vast webs of thread. Now the two are exhibiting their massive, moving installations in two parallel exhibitions These clothes are not “secondhand”, says Yin Xiuzhen, the Beijing-born artist known for creating large-scale installations out of found garments and keepsakes. “I prefer to call them ‘used’ or ‘worn’,” she explains. “Clothes that have been ‘worn’ carry a lot of information … like a second skin, imprinted with social meaning.” In some of Yin’s works the clothes are her own, telling a personal story. In others, the clothes are collected, stained and stretched across towering steel frames resembling planes, trains or organic forms. Yin is showing a selection of these works in Heart to Heart , an exhibition occupying the lower floor of London’s Hayward Gallery. “Worn clothing acts as a narrator in my work … the lived experience is embedded in the fabric,” she says. Continue reading...
China has defended the World Trade Organization’s non-discrimination principle after the United States and the European Union recently proposed reforms that could weaken it – though analysts say the rule would likely remain despite deepening divisions within the global trading system. Beijing called for “most-favoured nation treatment” to remain the “bedrock” of the WTO, in a new position paper on...
China has defended the World Trade Organization’s non-discrimination principle after the United States and the European Union recently proposed reforms that could weaken it – though analysts say the rule would likely remain despite deepening divisions within the global trading system. Beijing called for “most-favoured nation treatment” to remain the “bedrock” of the WTO, in a new position paper on reforming the international body. The rule mandates that any trade advantage granted to one country...
Customers near a Ford Maverick pickup truck at a Ford dealership in Richmond, California, US, on Wednesday, April 16, 2025. David Paul Morris | Bloomberg | Getty Images DETROIT – The strength of the U.S. automotive industry will face an early test this spring that has nothing to do with cars or trucks. With tax season starting, industry experts are projecting that some Americans, many of whom have...
Customers near a Ford Maverick pickup truck at a Ford dealership in Richmond, California, US, on Wednesday, April 16, 2025. David Paul Morris | Bloomberg | Getty Images DETROIT – The strength of the U.S. automotive industry will face an early test this spring that has nothing to do with cars or trucks. With tax season starting, industry experts are projecting that some Americans, many of whom have been priced out of the new vehicle market, will use anticipated higher tax returns to purchase a new or used vehicle. Extra cash on hand could lend a needed boost to an industry that's suffering from slowing vehicle sales — or it could reveal continued problems for the automotive industry with inflated prices and consumers still reluctant to spend on big-ticket items. "Their new tax bill is actually going to be less, and they're going to be getting more in their tax return. It's going to be a little bit of a surprise, we think, for a lot of potential buyers out there," said Cox Automotive senior economist Charlie Chesbrough at a recent auto analyst conference. The average IRS tax refund is up 10.9% so far this season, compared to the same point in 2025, according to early filing data. As of Feb. 6, the average refund amount was $2,290, compared with $2,065 reported about one year prior. The increases were expected under tax changes by the Trump administration, including the One, Big Beautiful Bill Act signed in July. That legislation removed taxes on overtime and tips and allowed eligible taxpayers to deduct up to $10,000 in annual interest paid on loans for new, U.S.-assembled vehicles purchased, among other adjustments. Stock Chart Icon Stock chart icon Auto dealer stocks Many of the tax changes were made retroactive to January 2025, which means taxpayers may have withheld more than they will ultimately owe. "Although it's a bit of an unknown, it feels like it could be really beneficial to vehicle sales, particularly in that sort of Q1-Q2 timeframe," said David Oakley, G...
REDWOOD CITY, Calif., Feb. 20, 2026 (GLOBE NEWSWIRE) -- Pulmonx Corporation (Nasdaq: LUNG) (“Pulmonx”), a global leader in minimally invasive treatments for lung disease, today announced that it will release financial results for the fourth quarter and full year of 2025 after the close of trading on Wednesday, March 4, 2026. Company management will host a conference call to discuss financial resul...
REDWOOD CITY, Calif., Feb. 20, 2026 (GLOBE NEWSWIRE) -- Pulmonx Corporation (Nasdaq: LUNG) (“Pulmonx”), a global leader in minimally invasive treatments for lung disease, today announced that it will release financial results for the fourth quarter and full year of 2025 after the close of trading on Wednesday, March 4, 2026. Company management will host a conference call to discuss financial results beginning at 1:30 p.m. PT / 4:30 p.m. ET.
NEW YORK, Feb. 20, 2026 (GLOBE NEWSWIRE) -- National Healthcare Properties, Inc. (Nasdaq: NHPAP / NHPBP) (the “Company”), a self-managed diversified healthcare real estate investment trust focusing on senior housing and outpatient medical facilities, today announced results for the fourth quarter and full year ended December 31, 2025.
NEW YORK, Feb. 20, 2026 (GLOBE NEWSWIRE) -- National Healthcare Properties, Inc. (Nasdaq: NHPAP / NHPBP) (the “Company”), a self-managed diversified healthcare real estate investment trust focusing on senior housing and outpatient medical facilities, today announced results for the fourth quarter and full year ended December 31, 2025.
Facial recognition has been a requested feature for smart glasses, but the risks are high. Whenever I write about Meta's Ray-Ban smart glasses, I already know the comments I'm going to get. Cool hardware, but hard pass on anything Meta makes; will wait for someone else to come along. It's hard to imagine that sentiment changing anytime soon after The New York Times reported that Meta mulled launch...
Facial recognition has been a requested feature for smart glasses, but the risks are high. Whenever I write about Meta's Ray-Ban smart glasses, I already know the comments I'm going to get. Cool hardware, but hard pass on anything Meta makes; will wait for someone else to come along. It's hard to imagine that sentiment changing anytime soon after The New York Times reported that Meta mulled launching facial recognition software "during a dynamic political environment" precisely because privacy advocates would be distracted. Smart glasses evangelists often tell me this fear is somewhat overblown. After all, the phone in your pocket also has a camera. The government already uses facial recognition tech, and CCTV feeds are everywher … Read the full story at The Verge.
TEL AVIV, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Nasus Pharma Ltd. (NYSE: NSRX) ("Nasus Pharma" or the "Company"), a clinical-stage pharmaceutical company focused on the development of innovative intranasal products, today announced that Company management will participate in upcoming investor conferences in February and March.
TEL AVIV, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Nasus Pharma Ltd. (NYSE: NSRX) ("Nasus Pharma" or the "Company"), a clinical-stage pharmaceutical company focused on the development of innovative intranasal products, today announced that Company management will participate in upcoming investor conferences in February and March.
Michael Ver Sprill/iStock via Getty Images Introduction Like the live oak tree, deep roots and wide branches help a company survive. Angel Oak Mortgage REIT, Inc. ( AOMR ) has built a wide platform to help it survive when the yield curve is not favorable to mREITs. AOMR has only Notes available for investors wanting Angel Oak exposure outside its common stock. Those Notes are: Angel Oak Mortgage R...
Michael Ver Sprill/iStock via Getty Images Introduction Like the live oak tree, deep roots and wide branches help a company survive. Angel Oak Mortgage REIT, Inc. ( AOMR ) has built a wide platform to help it survive when the yield curve is not favorable to mREITs. AOMR has only Notes available for investors wanting Angel Oak exposure outside its common stock. Those Notes are: Angel Oak Mortgage REIT, Inc. 9.50% Senior Notes due 07/30/2029 ( AOMN ). Angel Oak Mortgage REIT, Inc. 9.75% Senior Notes due 6/1/2030 ( AOMD ). Since my last review , the FOMC has cut the FFR by a total of 50 basis points [bps], with maybe only 50bps more this year. If these cuts start affecting longer rates, both Notes should do well. econforecasting: FFR Forecast After bottoming, the FFR is not forecast to be as high as today until 2030. Like last time, my preference would be to own AOMD (higher coupon, more call protection), but I am leaving my rating at Hold as I think better options exist, with one listed. Angel Oak Mortgage REIT reviewed Data by YCharts Seeking Alpha describes this mREIT as: Angel Oak Mortgage REIT, Inc., a real estate finance company, focuses on acquiring and investing in first lien non- qualified mortgage loans and other mortgage-related assets in the United States mortgage market. It offers investment securities; residential mortgage loans; and commercial mortgage loans. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Angel Oak Mortgage REIT, Inc. was incorporated in 2018 and is headquartered in Atlanta, Georgia. Here is how Angel Oak describes themselves: Angel Oak Mortgage REIT, Inc is a real estate finance company focused on acquiring and investing in first lien non-QM loans and other mortgage-related assets in the U.S. mortgage markets. The company’s objective is to generate attrac...
Joe Hendrickson/iStock Editorial via Getty Images Co-authored by Kody's Dividends For the longest time, investing in the stock market was an extremely onerous task. Price changes would be published in daily newspapers, meaning that you are looking at old news and not hearing about day-to-day changes. To buy or sell something, you'd often have to call or visit a brokerage's office and place a trade...
Joe Hendrickson/iStock Editorial via Getty Images Co-authored by Kody's Dividends For the longest time, investing in the stock market was an extremely onerous task. Price changes would be published in daily newspapers, meaning that you are looking at old news and not hearing about day-to-day changes. To buy or sell something, you'd often have to call or visit a brokerage's office and place a trade with a representative, which would come along with a hefty fee for them doing that trade for you. This encouraged investors to have a long-term buying and holding mindset and to really feel a level of ownership of the company that they were buying into because it was difficult to get in and difficult to get out. Technology has revolutionized how we interact with the stock market, and because of that, it has forced brokerages to revolutionize how they interact with their consumers. We live in an era of zero-commission trades. It is as simple as opening up an app on your phone or going to a website and logging in to see the price changes of a company and place a buy or sell order in a matter of moments and have that order filled almost instantaneously. This has also created a greater opportunity for brokerages to attract individuals who wouldn't have been willing to go through all of the hoops and the headaches to be able to buy and sell. Brokerages have had to adapt. Many of them have adapted to the best of their abilities, all in an effort to attract dollars from would-be investors. Today, I want to look at one specific brokerage that I find highly attractive in the current environment. Let's dive in! Betting On A Brokerage Charles Schwab Our Company page As of December 31st, 2025, The Charles Schwab Corporation ( SCHW ) had nearly $12 trillion of total client assets spread across nearly 40 million brokerage accounts and almost $1.5 trillion in proprietary mutual funds and ETFs. Beyond the mind-boggling numbers that communicate its scale, the story for SCHW lies in its ope...
Michael Vi/iStock Editorial via Getty Images For some, Palantir Technologies Inc. ( PLTR ) was the one that got away; for some it was the one that generated tremendous returns, and for the rest the valuation made people’s heads spin. PLTR broke out above $200 heading into the end of the year and started to get caught up in the software selloff heading into their Q4 print. PLTR delivered a blockbus...
Michael Vi/iStock Editorial via Getty Images For some, Palantir Technologies Inc. ( PLTR ) was the one that got away; for some it was the one that generated tremendous returns, and for the rest the valuation made people’s heads spin. PLTR broke out above $200 heading into the end of the year and started to get caught up in the software selloff heading into their Q4 print. PLTR delivered a blockbuster Q3 report and couldn’t break out to new all-time highs, and I had discussed how important it would be for PLTR to rebound past $200 if they crushed Q4 earnings . PLTR didn’t disappoint, as they delivered one of the best quarters I have ever seen from a business perspective across all the companies I follow. When you have a company generating more than $1 billion in revenue a quarter that is accelerating growth and delivering 70% YoY growth in Q4 and then guiding for at least 73.78% growth in Q1 2026 YoY, it’s hard to be bearish on the business. PLTR continues to defy the bears from a business perspective as the deal book, revenue growth, and free cash flow (FCF) continue to scale. I have remained neutral on the stock - not the business - because of the valuation. While shares of PLTR are expensive on a fundamental basis, they look much cheaper than they did in 2025 and have a pathway to looking inexpensive in the future. The combination of high margins, revenue growth, and a falling share price is making PLTR interesting again, and PLTR is back on my watchlist as I wait for a certain level to start adding again. Seeking Alpha Following Up On My Previous Article About Palantir I am not a trader, and I write my articles from a long-term investing perspective. In the fall of 2024, I turned neutral on PLTR as the valuation got too expensive for me to add to my position and the share price kept going higher. Since I look at investments with at least a 3-5 year time horizon, I downgraded my outlook to neutral from bullish because I had no interest in exiting my position and b...
Michael Vi/iStock Editorial via Getty Images For some, Palantir Technologies Inc. ( PLTR ) was the one that got away; for some it was the one that generated tremendous returns, and for the rest the valuation made people’s heads spin. PLTR broke out above $200 heading into the end of the year and started to get caught up in the software selloff heading into their Q4 print. PLTR delivered a blockbus...
Michael Vi/iStock Editorial via Getty Images For some, Palantir Technologies Inc. ( PLTR ) was the one that got away; for some it was the one that generated tremendous returns, and for the rest the valuation made people’s heads spin. PLTR broke out above $200 heading into the end of the year and started to get caught up in the software selloff heading into their Q4 print. PLTR delivered a blockbuster Q3 report and couldn’t break out to new all-time highs, and I had discussed how important it would be for PLTR to rebound past $200 if they crushed Q4 earnings . PLTR didn’t disappoint, as they delivered one of the best quarters I have ever seen from a business perspective across all the companies I follow. When you have a company generating more than $1 billion in revenue a quarter that is accelerating growth and delivering 70% YoY growth in Q4 and then guiding for at least 73.78% growth in Q1 2026 YoY, it’s hard to be bearish on the business. PLTR continues to defy the bears from a business perspective as the deal book, revenue growth, and free cash flow (FCF) continue to scale. I have remained neutral on the stock - not the business - because of the valuation. While shares of PLTR are expensive on a fundamental basis, they look much cheaper than they did in 2025 and have a pathway to looking inexpensive in the future. The combination of high margins, revenue growth, and a falling share price is making PLTR interesting again, and PLTR is back on my watchlist as I wait for a certain level to start adding again. Seeking Alpha Following Up On My Previous Article About Palantir I am not a trader, and I write my articles from a long-term investing perspective. In the fall of 2024, I turned neutral on PLTR as the valuation got too expensive for me to add to my position and the share price kept going higher. Since I look at investments with at least a 3-5 year time horizon, I downgraded my outlook to neutral from bullish because I had no interest in exiting my position and b...
Getting extra money from Social Security probably sounds great -- until you learn that it was an error and the government intends to collect. You could lose up to 50% of your future checks until you've paid back the excess, unless you can pay it back in a lump sum right away. But there's another option. You can request to keep the extra money, and the Social Security Administration (SSA) may let y...
Getting extra money from Social Security probably sounds great -- until you learn that it was an error and the government intends to collect. You could lose up to 50% of your future checks until you've paid back the excess, unless you can pay it back in a lump sum right away. But there's another option. You can request to keep the extra money, and the Social Security Administration (SSA) may let you if you meet certain criteria. Image source: Getty Images. Continue reading
undefined undefined More than $175 billion in U.S. tariff collections are at risk of having to be refunded if the U.S. Supreme Court rules against President Donald Trump's broad emergency tariffs, Penn-Wharton Budget Model economists said on Friday, according to a Reuters report. Their estimate, produced at a request from Reuters , was derived from a ground-up forecasting model that uses tariff ra...
undefined undefined More than $175 billion in U.S. tariff collections are at risk of having to be refunded if the U.S. Supreme Court rules against President Donald Trump's broad emergency tariffs, Penn-Wharton Budget Model economists said on Friday, according to a Reuters report. Their estimate, produced at a request from Reuters , was derived from a ground-up forecasting model that uses tariff rates by product and country for specific duties imposed by Trump, including those under the International Emergency Economic Powers Act (IEEPA), said Lysle Boller, senior economist for Penn-Wharton Budget Model (PWBM), a non-partisan fiscal research group at the University of Pennsylvania. The U.S. Supreme Court could rule on the legality of the IEEPA-based tariffs as early as Friday. If they are struck down, importers are expected to scramble for refunds from the U.S. Customs and Border Protection agency on import duties paid over the past year, the report said. Trump has touted the revenue generated by all of his tariffs, estimated by the Congressional Budget Office at about $300 billion annually over the next decade, but the estimates show that a substantial amount may need to be refunded if the court rules against Trump. Refunds of $175 billion would exceed the combined fiscal 2025 outlays from the Department of Transportation at $127.6 billion and the Department of Justice at $44.9 billion, the report noted. More on markets, Brace For Major Moves Ahead: The SCOTUS Ruling On Tariffs Is Imminent Most investors expect the Supreme Court to block Trump tariffs in 2026, Goldman Sachs says What I Expect To See When The Supreme Court Wraps Up The Tariff Debate
A group of largely authoritarian world leaders and a few observers joined Donald Trump in Washington for the inaugural meeting of the newly established Board of Peace . Guardian Europe reporter Jakub Krupa looks at who attended the organisation's first meeting and what it means for the future world order. The body was created to implement the US president's vision for Gaza’s future after the terri...
A group of largely authoritarian world leaders and a few observers joined Donald Trump in Washington for the inaugural meeting of the newly established Board of Peace . Guardian Europe reporter Jakub Krupa looks at who attended the organisation's first meeting and what it means for the future world order. The body was created to implement the US president's vision for Gaza’s future after the territory was destroyed by Israel , but Trump has widened its scope, calling it 'the most consequential international body in history' Troops for Gaza and money top agenda as Trump’s Board of Peace meets Authoritarians, strongmen and dictators: who is on Trump’s Board of Peace? Continue reading...
Morgan Stanley believes that investors are undervaluing the growth potential for GE Aerospace . The bank launched coverage of the aerospace and defense stock with an overweight rating and $425 price target, implying an upside of 32%. Analyst Kristine Liwag applauded GE Aerospace's durable services growth, strong pricing power and pristine balance sheet. GE 1Y mountain GE 1Y chart "GE Aerospace is ...
Morgan Stanley believes that investors are undervaluing the growth potential for GE Aerospace . The bank launched coverage of the aerospace and defense stock with an overweight rating and $425 price target, implying an upside of 32%. Analyst Kristine Liwag applauded GE Aerospace's durable services growth, strong pricing power and pristine balance sheet. GE 1Y mountain GE 1Y chart "GE Aerospace is a best in class Aerospace and Defense franchise with a deep competitive moat in a long cycle industry defined by high barriers to entry. These traits and the mission critical nature of aircraft engines translate into durable above trend growth and meaningful long term pricing power," she wrote. "In our view, the company is a structural winner positioned to benefit from ongoing upward revisions to earnings and free cash flow." Liwag added that current consensus underestimates GE Aerospace's long-term free cash flow and earnings power, with further upside possible from multiple expansion and earnings revision. She wrote that forecasts exceed consensus by between 8% to 14% from 2027 to 2030, with services growth and aftermarket strength as major drivers, and expects the "positive market enthusiasm" for the stock to persist going forward. The analyst added that despite these growth drivers, shares of GE Aerospace still appear undervalued. "Upside remains via continued estimate revisions, with cumulative 2028–2030 FCF ~12.5% above consensus on mix, pricing, and services momentum," she said. "Shares trade at ~30% discount to top peers on 2028 P/FCF, based upon our estimates, leaving room for valuation upside alongside higher earnings expectations." Shares of GE Aerospace have surged 60% over the past 12 months and have popped 9% this year.