Articles by Daniel Marsh
Social Security 2027 COLA Estimates Rise as Inflation Stays Elevated
Early estimates for 2027 Social Security COLA rise to 3.8%-4.7%, driven by May CPI-W inflation of 4.4%. Lawmakers consider $200 monthly benefit boosts and solvency measures.
MSGS Stock in Focus After Knicks' NBA Title Win, Spin-Off in View
Madison Square Garden Sports (MSGS) shares await Monday's trading after the Knicks' championship win, with the tax-free spin-off of the Knicks and Rangers as the next catalyst.
Fairly Valued Defensive Stocks: J&J, Coca-Cola, P&G in Focus
Johnson & Johnson, Coca-Cola, and Procter & Gamble ended higher on Friday, but their valuations suggest they are fairly priced. Upcoming earnings calls will be crucial as the companies navigate litigation, tariffs, and input cost pressures.
Sumitomo Electric's Rally Raises Fair Value Questions Amid Pullback
Sumitomo Electric stock surged 300% in 12 months but pulled back 15.7% last week, trading near its DCF fair value of ¥10,975. CVR Energy and Icahn Enterprises also show mixed valuation signals.
Kraft Heinz Stock Extends Rally; Dividend Yield Attracts Despite Weak Sales
Kraft Heinz shares rallied for a sixth session, closing at $24.39, as the high dividend yield offset weak organic sales and cautious analyst targets. The next earnings report is seen as a crucial test for the turnaround plan.
EPD Holds Near $37 as Yield Attracts Income Investors Amid Oil Volatility
Enterprise Products Partners (EPD) stayed near $37 amid oil price drops, offering a 5.91% yield. Key catalyst is the June 23-24 JPMorgan energy conference.
Boeing Stock Drops on Air India Delivery Delay Concerns
Boeing shares fell 1.16% on Friday following reports that Air India plans to defer hundreds of jet deliveries, casting doubt on Boeing's cash flow recovery.
Teradyne Jumps 5.7% on Nasdaq-100 Addition, Valuation Concerns Linger
Teradyne shares jumped 5.72% on news of its inclusion in the Nasdaq-100, but a high P/E ratio and analyst targets below the close suggest caution.
Constellation Energy Rises on AI Demand, Eyes June Lock-Up Release
Constellation Energy jumped 2.86% to $253.76, beating the S&P 500, but remains 38.51% below its 52-week high. The June 30 release of Calpine-related shares is a key event.