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3 Reasons to Avoid CARR and 1 Stock to Buy Instead
StockStory29d agobullish
3 Reasons to Avoid CARR and 1 Stock to Buy Instead

Carrier Global’s 22.3% return over the past six months has outpaced the S&P 500 by 15.1%, and its stock price has climbed to $67.75 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

1 Consumer Stock with Exciting Potential and 2 We Avoid
StockStory29d agoneutral
1 Consumer Stock with Exciting Potential and 2 We Avoid

Consumer staples are considered safe havens in turbulent markets due to their inelastic demand profiles. The flip side is that they frequently fall behind growth industries when times are good, and this perception became a reality over the past six months as the sector was down 2.2% while the S&P 500 was up 7.2%.

Do You Believe in Warrior Met Coal’s (HCC) Growth Trajectory?
Insider Monkey29d agoneutral
Do You Believe in Warrior Met Coal’s (HCC) Growth Trajectory?

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, bringing the year-to-date return to +1.5%. Meanwhile, the S&P 500 dropped- 1.0% in June and has a YTD return of +10.2%. The HFRI […]

Tidewater (TDW): Constructive Long-term Fundamentals Outweigh Short-Term Concerns
Insider Monkey29d agoneutral
Tidewater (TDW): Constructive Long-term Fundamentals Outweigh Short-Term Concerns

Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Black Bear Value Fund lost -3.6% in March, bringing the year-to-date return to +1.5%. Meanwhile, the S&P 500 dropped- 1.0% in June and has a YTD return of +10.2%. The HFRI […]

Magnificent Meta Is Up Again, Leading the S&P 500
Barrons.com29d agoneutral
Magnificent Meta Is Up Again, Leading the S&P 500

There were multiple recent catalysts that sent Meta stock higher from reports that the company plans to rent out its surplus compute to Mark Zuckerberg announcing the release of Muse Spark 1.1, and a reported internal memo about expanding its computing capacity and a new AI chip through a partnership with Broadcom. The Roundhill Magnificent Seven ETF was up 1.2%, mostly thanks to Meta’s climb.

Alphabet (GOOG) Surged as Investors’ Confidence Boosted Amid Durable Execution
Insider Monkey29d agobullish
Alphabet (GOOG) Surged as Investors’ Confidence Boosted Amid Durable Execution

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2026 investor letter. You can download a copy here. Despite economic uncertainties, US equities rose in Q2, driven by resilient growth and broadening leadership. Confidence was restored despite ongoing uncertainties, with the S&P 500® and Nasdaq achieving their […]

3 Consumer Stocks with Questionable Fundamentals
StockStory29d agoneutral
3 Consumer Stocks with Questionable Fundamentals

Most consumer discretionary businesses succeed or fail based on the broader economy. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 1.6% return over the past six months has trailed the S&P 500 by 5.6 percentage points.

Magnera (MAGN) Shows Strong Execution, Cheap Valuation
Insider Monkey29d agoneutral
Magnera (MAGN) Shows Strong Execution, Cheap Valuation

Kingdom Capital Advisors, a registered investment advisor, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In Q2 2026, Kingdom Capital Advisors’ KCA Value Composite returned 11.97% net of fees. YTD, the composite returned 20.94% net of fees compared to 22.57% for the Russell 2000 TR, 10.18% for the […]

Is United Natural Foods’ (UNFI) Earnings Power Set to Rise?
Insider Monkey29d agoneutral
Is United Natural Foods’ (UNFI) Earnings Power Set to Rise?

Kingdom Capital Advisors, a registered investment advisor, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In Q2 2026, Kingdom Capital Advisors’ KCA Value Composite returned 11.97% net of fees. YTD, the composite returned 20.94% net of fees compared to 22.57% for the Russell 2000 TR, 10.18% for the […]

Kingdom Capital Advisors’ Re-established a Position in Entravision (EVC). Here’s Why
Insider Monkey29d agoneutral
Kingdom Capital Advisors’ Re-established a Position in Entravision (EVC). Here’s Why

Kingdom Capital Advisors, a registered investment advisor, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In Q2 2026, Kingdom Capital Advisors’ KCA Value Composite returned 11.97% net of fees. YTD, the composite returned 20.94% net of fees compared to 22.57% for the Russell 2000 TR, 10.18% for the […]

Navigating Beasley Broadcast Group’s (BBGI) Debt Position
Insider Monkey29d agoneutral
Navigating Beasley Broadcast Group’s (BBGI) Debt Position

Kingdom Capital Advisors, a registered investment advisor, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In Q2 2026, Kingdom Capital Advisors’ KCA Value Composite returned 11.97% net of fees. YTD, the composite returned 20.94% net of fees compared to 22.57% for the Russell 2000 TR, 10.18% for the […]