Posts
Dutch Bros..
If anyone's been following the stock I'm sure you know it's been getting dismantled as of late.. down from high 60s to $50-51 after earnings then another huge leg down leading it to as low as $39 IIRC (last friday) I currenetly have a good amount of shares but have …
The price target says buy. The valuation says wait.
>For most of the last four and a half years **Nike's** average analyst target has sat above the share price, often by 20% or more. The stock went from $134 to $36. > >I did not think the analysts were lying, so I went through it month by month to …
Which one is the better buy between Uber and stryker right now?
Both stocks are way down from all time highs but valuations are looking really good right now. They are still running the same yet the stock prices have dropped considerably. People say positive stuff about both and it seems like both will come back in the future but which would …
There are a lot of risks right now and it’s pretty odd that this sub ignores them
Diesel going up is going to make food more expensive. Customers cut back. Interest rates being raised causes debt to become more expensive. Right now the large caps are mostly operating on debt. Margin is at the highest it’s ever been. This is all aside from the fact that valuations …
Australia Mid& Large Cap: Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units
|\#|Company|Ticker|Yield|2026 YTD|Market cap|First regular dividend| |:-|:-|:-|:-|:-|:-|:-| |1|**GQG Partners**|GQG|19.06%|−32.53%|A$3.17B|**2022**| |2|**Harvey Norman**|HVN|6.71%|−39.13%|A$5.11B|**1988**| |3|**Fortescue**|FMG|6.50%|−19.60%|A$51.51B|**2011**| |4|**Metcash**|MTS|6.38%|−11.82%|A$3.12B|**2005**| |5|**New Hope Corporation**|NHC|6.27%|\+60.95%|A$5.38B|**1981**| |6|**Aurizon Holdings**|AZJ|6.22%|\+7.53%|A$6.23B|**2011**| |7|**Bendigo and Adelaide Bank**|BEN|6.08%|\+4.34%|A$5.98B|**1986**| |8|**Bank of Queensland**|BOQ|6.02%|\+7.47%|A$4.33B|**1988**| |9|**AGL Energy**|AGL|5.92%|−4.24%|A$5.64B|**2007**| |10|**TPG Telecom**|TPG|5.17%|\+7.23%|A$7.55B|**2008**| Extended list [30-High-Yield-Australian-Dividend-Companies-to-Watch-in-2026](https://briidgeanalytics.com/30-High-Yield-Australian-Dividend-Companies-to-Watch-in-2026)
FOUR — very good value
FOUR’s position serving stadiums, resorts, and specialized venues is unique and defensible (specializing in cross serving spa’s, restaurants, pool service, stadium vendors…. and integrating into their systems. This is not what square or toast do). Earlier in 2026 Four chairman Isaacman eliminated his super voting shares. All common now. Good. …
UK Mid& Large Cap: Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units
|\#|Company|Ticker|Recurring yield|2026 YTD total return|Market cap|First dividend| |:-|:-|:-|:-|:-|:-|:-| |1|**Ithaca Energy**|ITH|9.06%|\+85.85%|£4.71B|**2022**| |2|**Legal & General**|LGEN|7.44%|\+18.90%|£16.12B|**1836**| |3|**Imperial Brands**|IMB|6.50%|\+19.57%|£19.18B|**1996**| |4|**M&G**|MNG|6.18%|\+16.00%|£8.03B|**2019**| |5|**Aberdeen Group**|ABDN|6.06%|\+20.12%|£4.44B|**2005**| |6|**Standard Life**|SDLF|6.03%|\+28.00%|£9.36B|**2006**| |7|**Investec**|INVP|5.89%|\+19.95%|£4.18B|**1988**| |8|**British American Tobacco**|BATS|5.80%|\+0.24%|£91.17B|**1902**| |9|**Aviva**|AV|5.65%|\+4.56%|£21.37B|**2000**| |10|**Harbour Energy**|HBR|5.65%|\+42.69%|£4.33B|**2021**| Extended list [30 High-Yield UK Dividend Companies: Recurring Income Across the FTSE in 2026](https://www.briidgeanalytics.com/30-high-yield-uk-dividend-companies--recurring-income-across-the-ftse-in-2026)
Alpargatas S.A., a great turn around strong moat Brazilian footwear company.
I have analyzed two companies in this Report. Alpargatas S.A is one of them. Alpargatas S.A. is a Brazilian manufacturing company headquartered in São Paulo. Established in 1907, it is one of Brazil's largest companies in the footwear and canvas business. Alpargatas’ main product is Havaianas, one of Brazil's largest …
Boston scientific and TjMaxx
I want to do DD after I ask reddit. I am curious what you think about bsx and tjx. Tjx had a good report last quarter and for some reason it's down. Bsx got cyber attacked recently recently and there's the whole thing with their watchman. Nonetheless I see those …
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
|Company|Ticker|TTM net margin|Dividend yield|2026 YTD|Market cap| |:-|:-|:-|:-|:-|:-| |**NVIDIA**|NVDA|63.66%|0.47%|\+11.71%|$5.14T| |**CME Group**|CME|63.12%|1.89% regular|\+4.00%|$99.79B| |**Texas Pacific Land**|TPL|60.32%|0.65%|\+22.59%|$25.85B| |**Visa**|V|50.35%|0.71%|\+8.31%|$710.91B| |**Taiwan Semiconductor Manufacturing**|TSM|49.92%|≈1.1%|\+30.79%|$1.94T| |**VeriSign**|VRSN|49.77%|1.09%|\+24.14%|$27.19B| |**Brookfield Asset Management**|BAM|48.89%|4.38%|−12.76%|$74.76B| |**Royal Gold**|RGLD|48.05%|0.76%|\+12.31%|$21.10B| |**Mastercard**|MA|46.34%|0.61%|\+2.00%|$504.75B| |**Futu Holdings**|FUTU|46.20%|2.39% irregular|−37.74%|$15.58B| Extended list: [30-Exceptionally-Profitable-Large-Cap-Companies-to-Watch-in-2026](https://briidgeanalytics.com/30-Exceptionally-Profitable-Large-Cap-Companies-to-Watch-in-2026)