$Hexcel(HXL)$ remains a solid investment following its recent Q2 report, which showed sales rising 8% to $529.3 million and adjusted EPS climbing to $0.66, supported by strong commercial aerospace demand, continued dividend growth, and a valuation that still looks reasonable relative to its multi-year revenue recovery potential.
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HXL Remians a Solid Investment
HXL Remians a Solid Investment
ALV: Autoliv looks like a Compelling Investment as the Global Leader
$Autoliv(ALV)$ Autoliv looks like a compelling investment as the global leader in automotive safety systems (airbags, seatbelts, steering wheels) with ~44% market share and consistent outperformance versus light vehicle production. It delivers resilient demand from rising safety content per vehicle, margin expansion to 10.5-11% in 2026, strong cash flow for buybacks ($300 - $500 planned) plus a ~2.9% dividend, all at an attractive ~12x P/E. According to Yieldr the stock appears to be trading for a small discount at this time. What are your thoughts?
ALV: Autoliv looks like a Compelling Investment as the Global Leader
UNP: $0.08 Above The Consensus
$Union Pacific(UNP)$ announced their Q3 earnings this morning with Non-GAAP EPS of $3.08 per share, $0.08 above the consensus, on revenue of $6.24B, up slightly YoY, but missed expectations by $10M. Here’s a quick one-pager with some of the company’s financials.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!
UNP: $0.08 Above The Consensus
ER: TT, LRCX, MSFT& QCOM
Hello everyone! Today i want to share some ER with you!1. $Trane Technologies PLC(TT)$ Announced Q2 Non-GAAP EPS of $3.88 per share, beating estimates by $0.09, on revenue of $5.75B which missed the consensus by $20M, but was a YoY increase of 7.7%. Additionally, weak demand in the Asia market overshadowed the EPS growth, as shares were down about 8% in midday trading.2. $Lam Research(LRCX)$ Announced Q4 normalized EPS of $1.33, beating analyst expectations by $0.12, on revenue of $5.17B, which also topped the consensus by $170M, and was a whopping 34% increase from the same period a year ago. Shares are up 4% in after-hours trading.3. $Microsoft(MSFT)$ crushed Q4
ER: TT, LRCX, MSFT& QCOM
WM: Q2 Highlights
Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
WM: Q2 Highlights
ER for HCA& AON
1. $Hca Healthcare Inc(HCA)$ Healthcare Q2 2025 Earnings Snapshot✅ Revenue: $18.61B (+6.4% YoY)✅ Adjusted EPS: $6.84 (+24%) - beat expectations✅ Net Income: $1.65B (+13%)✅ Free Cash Flow: $4.21B - more than doubled YoY✅ Adjusted EBITDA: $3.85B (+8.4%)Same-facility admissions rose 1.8%, ER visits up 1.3%, and revenue per admission grew 4%. Slight decline in surgeries but strong pricing and volumes offset it.🔼 Management raised full-year guidance for revenue, EPS, and EBITDA.💵 $2.5B in share buybacks during the quarter + dividend declared.HCA continues to show operational strength, efficient capital returns, and improving patient volumes even in a complex healthcare environment.FYI - the company is part of my Quality Investable Universe2.
ER for HCA& AON
Trading Ideas| Investing Strategies
$SPDR S&P 500 ETF Trust(SPY)$ Most people prefer instant gratification.That’s why investors swing for the fences with speculative stocks and chase momentum.A small, but consistent, margin of outperformance will compound exponentially over time.Achieving a 2% higher rate of return will give you the following.-20% more capital in 10 years-50% more capital in 22 years-100% more capital in 39 yearsConsistency and Patience = WealthIf you want to outperform the stock market by 2% consistently focus on Quality, Valuation and stay within your circle of competence.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlim
Trading Ideas| Investing Strategies
.SPX: How Long can it Reach Target Price?
Hello eeryone! Today i want to share some trading ideas with you!1.The $S&P 500(.SPX)$ returns on average about 10% per year, measured over longer periods of time.To achieve this rate of return annually, the index needs to grow by 0.038% daily (~252 trading days per year).How many trading days have you actually seen where the S&P 500 rose by this minuscule percentage?For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.
.SPX: How Long can it Reach Target Price?
ABM: The Selective about Buying back Shares
1. $ABM Industries Inc(ABM)$ Industries is being selective about buying back shares, as indicated by the dark blue columns (not occurring in every quarter). I think more companies should be this selective, instead of just buying back shares for the sake of buying back shares. ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
ABM: The Selective about Buying back Shares
4 Dividend Champions: MO, PII, EPD& NNN
1.4 Dividend Champions all with a yield over 5%, including two over 6%, and one over 7%. The question is are these yields sustainable. $Altria(MO)$ $Polaris(PII)$ $Enterprise Products Partners LP(EPD)$ $NNN REIT INC(NNN)$ Image2. $UnitedHealth(UNH)$ is a perfect example of a falling knife. If you’ve bitten on the way down the cuts are still coming.Down another 15% today.In this type of market action timing the bottom is a real gamble.If you love the stock bubble on the at down and nibble on its eventual rise up. DCAImageFor whom haven't open CBA can know more from below:🏦 Open a CBA t
4 Dividend Champions: MO, PII, EPD& NNN
UNH: A Projected Long Term Return Assumption of 16.54%
1. $UnitedHealth(UNH)$ is down just about 16% after the CEO stepped down and suspended guidance.This drop has brought the dividend yield to an all time bight of 2.64%.UNH has never paid a yield this high, not even during the pandemic.The chart below shows the TTM yield but it’s the forward yield that should interest you more.$8.4 annual dividend / $317.87 = 2.64%.I realize guidance has been suspended and there is a lot of uncertainty around $UNH which is why the stock is falling like a knife right now.If we take a step back and look at the business it still looks fundamentally strong.Long term earnings are projected to grow by 7.25%.It currently pays a 2.64% yield.Based on its FCF multiple the stock has a potential upside of 6.65% per year.This giv
UNH: A Projected Long Term Return Assumption of 16.54%
10 Best S&P 500 Stocks!!
10 Best S&P 500 Stocks Yesterday!1. $NRG Energy Inc(NRG)$ +26.21%2. $Stanley Black & Decker(SWK)$ +15.73%3. $Zebra(ZBRA)$ +12.52%4. $Masco(MAS)$ +11.37%5. $Old Dominion Freight Lines(ODFL)$ +11.24%6. $Monolithic Power(MPWR)$ +11.20%7. $First Solar(FSLR)$ +11.04%8. $Microchip Technology(MCHP)$ +10.18%9. $JB Hunt Transport(JBHT)$ +9.73%10. $Carnival(CCL)$ +9.61%In h
10 Best S&P 500 Stocks!!
LEG: Upside Potential to Buy!
Hello everyone! Today i want to share some earning results with you!1. $Leggett & Platt(LEG)$ is having a good day following some optimism on the execution of its restructuring initiatives.Still, long-term shareholders, even after this pop, are very much upside down.Since May 2021 LEG is down about 84%Image2.The stock market is not a zero sum game (derivatives excluded). What that means is someone doesn’t have to lose for you to win.We can all win and we can all lose.Derivatives are a different story, there are clear winners and losers because you buy or sell a contract with another entity on the opposite side.Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs un
LEG: Upside Potential to Buy!
Earning Week is Coming!
Hello everyone! Today i want to share some earning reports with you!1. $Roper(ROP)$ announced earnings this morning, here's a glimpse from their presentation. What are your thoughts?Image2.Lots of earnings this week!! $Domino's Pizza(DPZ)$ $Waste Management(WM)$ $SoFi Technologies Inc.(SOFI)$ $Visa(V)$ $United Parcel Service Inc(UPS)$ $Roper(ROP)$ $Microsoft(MSFT)$ $Humana(HUM)$ $M
Earning Week is Coming!
What's Going on After the Release of GOOG's Earning Reports?
Hello everyone! Today i want to share some earning reports with you!1.The average dividend yield for $Schwab US Dividend Equity ETF(SCHD)$ since October 20, 2011 is 3.62%.If you purchased shares of SCHD when its yield was 3.62% or higher, on average, you would have seen a 46% 😳 higher total return than purchasing when the yield was below this threshold.Just something to think about…2. $Sysco(SYY)$ with a 5.9% dividend increase.Forward Yield: 2.98%Congrats to all SYY shareholders!🎉3. $Alphabet(GOOGL)$ EPS $2.81 🟢 beat by $0.80Revenue $90.23B 🟢 beat by $1.08BShares up +3.79% AHGreat results, now let’s see if the DOJ leaves them alone…Open a CBA today and enjoy priv
What's Going on After the Release of GOOG's Earning Reports?
Do You Think We Will Ever See a 5%+ Yield from SCHD?
Hello everyone! Today i want to share some earning information with you!1. $Schwab US Dividend Equity ETF(SCHD)$ is currently offering a very attractive 4.09% dividend yield.Earlier this month SCHD peaked at a yield of 4.35% - on April 9th.Since inception there have been 44 days (based on adjusted close prices) where SCHD paid a higher than 4.35% dividend yield.That means April 9th, 2025 was the 45th best Dividend Yield day for SCHD.The absolute highest dividend yield SCHD has ever paid was 5.25%, on March 23, 2020.Matter of fact there have only been 2 days where SCHD paid a yield greater than 5%. That’s 2 days out of 3,395 since SCHD ‘s inception. That means you had a 0.06% chance to grab that juicy yield.Do you think we will ever see a 5%+ yield
Do You Think We Will Ever See a 5%+ Yield from SCHD?
10 ETFs with the Lowest Relative Strength Index (RSI)
1.Looks like we are going to kick the week off in the red.Pre-market movements.Dividends. $Schwab US Dividend Equity ETF(SCHD)$ -0.47% $WisdomTree U.S. Quality Dividend Growth Fund(DGRW)$ -0.64%Large Cap Growth. $Schwab U.S. Large-Cap Growth ETF(SCHG)$ -1.41% $Vanguard Growth ETF(VUG)$ -1.30%Technology. $Invesco NASDAQ 100 ETF(QQQM)$ -1.46% $Vanguard Growth ETF(VUG)$ -1.83%Image2.10 ETFs with the lowest Relative Strength Index (RSI) $KINGSBARN DIVIDEND OPPORTUNITY ETF(DVDN)$ 22.08
10 ETFs with the Lowest Relative Strength Index (RSI)
Earning Reports: IBKR
Hello everyone! Today i want to share some earning reports with you!1. $Interactive Brokers(IBKR)$ announced a 28% dividend increase during its earnings call today.This is only the second time the company has raised its dividend which it has paid since 2010.While the raise is exceptional the consistency is a bit disappointing.2.On Monday $S&P 500(.SPX)$ formed the dreaded Death Cross for the first time since March 2022.But don’t worry, apparently it only has a 46% success rate of predicting market losses. Even casinos wouldn’t like these odds🤔ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom h
Earning Reports: IBKR
DPZ: A Fantastic Dividend Grower
1. $Domino's Pizza(DPZ)$ is a fantastic dividend grower that has also offered exceptional total returns.10-year CAGR +17.7%10-year DGR +19.2%You can read my full thoughts here.ImageImage2.Keep this chart in mind with all the market volatility recentlyImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
DPZ: A Fantastic Dividend Grower
How to Escap the Choppy Water?
As the stock market bounces up and down trying to process the uncertainty of tariffs and reciprocal tariffs, I continue steadfast along my investing path.When the market falls 🔴, I look for opportunities 📉When the market rises 🟢, I look for opportunities 📉When the market stays flat 🟡, I look for opportunities 📉Here’s how I look for opportunities.I try to find High Quality Companies 💎I value them using FCF or DYT 📊I focus on companies that are attractively priced 🟢I forecast long-term total return potential 🚀When all these points align I start my due diligence process before investing 📚In the words of The Patriot „Aim small, miss small” 🎯2. $CVS Health(CVS)$ will just not quit rising this year.+7.36% today+52.71% year-to-dateBest performing stock in
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