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- Is it curtains for COLA? Saving Social Security could mean changing the cost-of-living adjustment.
- Microsoft Sees Azure Growth Accelerating Further in 2Q
- Chipotle now has more demand from lower-income diners than higher-income ones
- Marvell Shares Fall on Report of Talks to Acquire Lumentum
- Lumentum's stock pops as investors cheer a possible sale to Marvell
- LHLabcorp Holdings Inc
Labcorp Rides Wave of Strong Medical Utilization, but PAMA and Pressure on Insureds Loom
- Rating
- Price
- $360.25
- Fair Value
- WS?
- Uncertainty
- LOCK|@&j&<
- Economic Moat
- LOCK|L>F<
- Capital Allocation
- LOCK|^d?K%?%
- AIRAirbus SE
Airbus Jet Delivery Ramp-Up Is Constrained by Its Enormous Supply Chain
- Rating
- Price
- €191.92
- Fair Value
- TjH
- Uncertainty
- LOCK|gLp!y
- Economic Moat
- LOCK|J$
- Capital Allocation
- LOCK|%tQppl^%
- PMPhilip Morris International Inc
Combustibles Drive Robust Free Cash Flow Generation as Phiip Morris' Reduced-Risk Products Grow
- Rating
- Price
- $202.64
- Fair Value
- RWp
- Uncertainty
- LOCK|?%#>>
- Economic Moat
- LOCK|P?$
- Capital Allocation
- LOCK|XQbq?y@<
- IEXIDEX Corp
Idex Is a Cash Compounder With a Strong Record of Capital Allocation and Margin Expansion
- Rating
- Price
- $238.54
- Fair Value
- LOCK|kt
- Uncertainty
- LOCK|YC$$x
- Economic Moat
- LOCK|mQ#
- Capital Allocation
- LOCK|jX>$<x>?
- SPGIS&P Global Inc
S&P Global Has an Array of High-Margin, Moaty Businesses That Underpin a Solid Outlook
- Rating
- Price
- $449.33
- Fair Value
- LOCK|j^
- Uncertainty
- LOCK|TXXB
- Economic Moat
- LOCK|%%
- Capital Allocation
- LOCK|B#jqV!nt
- BSXBoston Scientific Corp
Boston Scientific Faces Heightened Competition and a Lull in Its PFA New Products in 2027
- Rating
- Price
- $42.43
- Fair Value
- H!B
- Uncertainty
- LOCK|wkwh
- Economic Moat
- LOCK|ly^hd
- Capital Allocation
- LOCK|Y$x$ls
- TELTE Connectivity PLC Registered Shares
TE Is Diversifying Its Commanding Automotive Connector Position Into Data Centers and AI
- Rating
- Price
- $225.35
- Fair Value
- LOCK|!#
- Uncertainty
- LOCK|Ld??
- Economic Moat
- LOCK|^<Rrw
- Capital Allocation
- LOCK|fV#XkhY
- APHAmphenol Corp Class A
Amphenol Is a Well-Diversified Infrastructure Behemoth Riding the AI Tidal Wave
- Rating
- Price
- $80.96
- Fair Value
- LOCK|h&
- Uncertainty
- LOCK|B^<X!
- Economic Moat
- LOCK|#Y#
- Capital Allocation
- LOCK|b!!?Tn&k
- HAYWHayward Holdings Inc
We Expect Smart Swimming Pool Solutions To Drive Strong Long-Term Growth for Hayward
- Rating
- Price
- $14.79
- Fair Value
- LOCK|.%S
- Uncertainty
- LOCK|Tl#
- Economic Moat
- LOCK|RF!%%
- Capital Allocation
- LOCK|$^$$X#
- WMWaste Management Inc
WM's Free Cash Flow Is Set to Grow Strongly in 2026 As Sustainability-Related CapEx Moderates
- Rating
- Price
- $225.15
- Fair Value
- LOCK|l@
- Uncertainty
- LOCK|dz#c
- Economic Moat
- LOCK|n%
- Capital Allocation
- LOCK|J!n&R&h
- TEXTerex Corp
Terex Is Refocused on Specialty and Vocational Vehicles
- Rating
- Price
- $53.37
- Fair Value
- bfw
- Uncertainty
- LOCK|Qw$
- Economic Moat
- LOCK|s$np<
- Capital Allocation
- LOCK|&hW$RNZ
- ADPAutomatic Data Processing Inc
ADP Is a Leading HCM Solutions Vendor
- Rating
- Price
- $285.37
- Fair Value
- Sw&
- Uncertainty
- LOCK|<H#w
- Economic Moat
- LOCK|!$mfq
- Capital Allocation
- LOCK|V@?@Q^<
















