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BrightView (BV): Buy, Sell, or Hold Post Q2 Earnings?
StockStory2d agoneutral
BrightView (BV): Buy, Sell, or Hold Post Q2 Earnings?

Over the last six months, BrightView’s shares have sunk to $10.66, producing a disappointing 9.3% loss - a stark contrast to the S&P 500’s 16.2% gain. This was partly due to its softer quarterly results and might have investors contemplating their next move.

3 Big Reasons to Love Mastercard (MA)
StockStory2d agoneutral
3 Big Reasons to Love Mastercard (MA)

Mastercard trades at $567.50 and has moved in lockstep with the market. Its shares have returned 13.4% over the last six months while the S&P 500 has gained 16.2%.

Can Visa Stock Keep Climbing After The World Cup?
Trefis2d agoneutral
Can Visa Stock Keep Climbing After The World Cup?

Visa (V) stock has run well ahead of the market, returning 13.5% over the past three months against 4.2% for the S&P 500. It now trades about 4% below its 52-week high. The next leg depends less on card swipes than on the services Visa sells on top of its network, which now bring in almost a third of its revenue.

3 Reasons to Sell MRK and 1 Stock to Buy Instead
StockStory2d agoneutral
3 Reasons to Sell MRK and 1 Stock to Buy Instead

Over the past six months, Merck has been a great trade, beating the S&P 500 by 13.4%. Its stock price has climbed to $149.98, representing a healthy 29.6% increase. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)
Insider Monkey2d agoneutral
Silver Beech’s Investment Thesis for Arthur J. Gallagher (AJG)

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Since its inception, Silver Beech has achieved a net annualized return of 17.8%, representing an annualized outperformance of 3.4% over the S&P 500. The fund returned 10.2% year-to-date through July 2026, compared to the S&P […]

Is It Too Early To Buy Adobe Stock Before Its Free Users Pay Off?
Trefis2d agobullish
Is It Too Early To Buy Adobe Stock Before Its Free Users Pay Off?

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

Why Gabelli Global Growth Fund Added Advanced Micro Devices (AMD) in Q2
Insider Monkey2d agoneutral
Why Gabelli Global Growth Fund Added Advanced Micro Devices (AMD) in Q2

Gabelli Investment Management Firm recently released its “Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 12.84% in the second quarter of 2026, compared with 15.2% for the S&P 500 Index and 15.1% for the MSCI All Country World Index. The Fund benefited from strong […]

Why Gabelli Global Growth Fund Added Micron Technology (MU) in Q2
Insider Monkey2d agoneutral
Why Gabelli Global Growth Fund Added Micron Technology (MU) in Q2

Gabelli Investment Management Firm recently released its “Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 12.84% in the second quarter of 2026, compared with 15.2% for the S&P 500 Index and 15.1% for the MSCI All Country World Index. The Fund benefited from strong […]

Could You Have Seen Merck Stock's Pipeline Run Coming?
Trefis2d agoneutral
Could You Have Seen Merck Stock's Pipeline Run Coming?

Merck (MRK) stock gained about 89% in the year from mid-September 2025, against a 17.1% price gain for the S&P 500. It also beat Johnson & Johnson (JNJ), up 58%, and Eli Lilly (LLY), up 54%. The signs were public long before the run, in what management kept saying about its drug pipeline. The reported sales told a different story.

Sysco (SYY): Buy, Sell, or Hold Post Q2 Earnings?
StockStory3d agoneutral
Sysco (SYY): Buy, Sell, or Hold Post Q2 Earnings?

Sysco currently trades at $78.11 per share and has shown little upside over the past six months, posting a small loss of 4.3%. The stock also fell short of the S&P 500’s 16.2% gain during that period.