Leila Farooq

Post Holdings (POST): Cash Generation, Strategic M&A, and a Reasonable Long Opportunity

Strong operating cash flow, an active capital-allocation stance and an inexpensive implied valuation make POST a buyable consumer-staples idea from here.

Post Holdings has delivered consistent operating cash flow, completed accretive M&A and shows balance-sheet flexibility that management appears willin...

Service Corporation International (SCI) - Buy the Durable Demand; Ride Pricing and Dividend Tailwinds

Visible demand, steady cash flow, rising payout and a defensible local market moat - an actionable long with clear entry, stop and targets.

Service Corporation International offers a rare combination of predictable demand, expanding pricing power and cash flow visibility. Recent quarters s...

Jabil Upgrade: Buy on Improved Revenue Visibility and AI/Datacenter Tailwinds

Rating upgraded to Buy — entry on strength or disciplined pullback, targets out to ~320; margins and working capital are key watch items.

Jabil's top-line momentum and exposure to AI/datacenter infrastructure justify a tactical upgrade. Recent quarter (ended 11/30/2025) showed revenue of...

Talen Energy Pullback: Buy the Dip With a Defined Risk Plan

Q3 strength and strategic deals make TLN a tactical long after the recent ~18% retreat — trade plan included

Talen Energy (TLN) has pulled back from recent highs into a cleaner risk/reward band. The company delivered strong Q3 2025 operating cash flow (489M) ...

Smithfield Foods Acquires Nathan's Famous for $450 Million in Cash Deal

Historic Coney Island hot dog brand sold as inflation pressures mount for food sector

Nathan's Famous, the iconic hot dog brand established in 1916 at Coney Island, has been acquired by Smithfield Foods in a cash transaction valued at $...

U.S. Bancorp Exceeds Fourth-Quarter Projections, Inspires Analyst Price Target Raises

Robust deposit growth and diversified fee income drive optimism amid fiscal 2026 revenue forecast revision

U.S. Bancorp delivered stronger-than-expected financial results for the fourth quarter of 2025, with adjusted earnings per share surpassing analyst co...

Assessing Market Stability for 2026: Strategic Portfolio Steps Amid Elevated Valuations

Investors Face High Market Valuations and Uncertainty; Emphasis on Quality Investments Advised

As the U.S. stock market reaches historically high valuations relative to GDP, investor anxiety about potential downturns in 2026 intensifies. While p...

Jamie Dimon Warns Against 10% Credit Card Interest Rate Cap, Citing Widespread Economic Consequences

JPMorgan CEO highlights potential credit access loss for Americans and broader impacts beyond banking sector

JPMorgan Chase & Co. CEO Jamie Dimon criticized the proposed 10% cap on credit card interest rates as an "economic disaster," warning it would elimina...

Prince Harry Testifies in Court Over Daily Mail Privacy Violations Case

Duke of Sussex emotionally recounts impact of alleged unlawful information gathering on his family during London High Court proceedings

Prince Harry appeared in London’s High Court to provide heartfelt testimony against Associated Newspapers Limited, publisher of the Daily Mail, alle...

Charles Schwab Reaches $11.9 Trillion in Client Assets as Trading Activity Accelerates

Trading volumes soar 31% with quarterly revenue climbing 19% amid strong client engagement

Charles Schwab Corporation posted solid fiscal fourth-quarter 2025 results highlighted by a surge in client assets to $11.9 trillion and a robust incr...