HeyJaredChris Markoch
- Indexed articles, last 90 days
- 34
- Latest publication
- Sep 22, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Microsoft's 8% Dividend Hike: Confidence Signal or Distraction From Capex Math? (opens the original)
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Interested in Microsoft Corporation? Here are five stocks we like better. Microsoft raised its quarterly dividend to 98 cents per share, marking 23 consecutive years of increases while it ramps up massive AI-related capital spending. Despite heavy capital expenditures pushing free cash flow down about 6.5% in fiscal 2026, Microsoft's dividend costs roughly $29 billion annually, less than half its free cash flow. Analysts remain bullish on Microsoft, with a consensus price target near $567 and Ca
Nucor and Steel Dynamics Just Pulled Back—The Steel Story Still Looks Strong (opens the original)
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Interested in Steel Dynamics, Inc.? Here are five stocks we like better. Basic materials have outperformed the broader market in 2026, with major U.S. steelmakers benefiting from higher prices and tighter domestic supply. Nucor and Steel Dynamics sold off after third-quarter guidance missed expectations, even though both companies still forecast substantial sequential earnings growth. Elevated hot-rolled coil prices, strong shipments and healthy backlogs suggest the steel market remains supporti
These 3 Stocks Under $20 Have Wall Street Looking Past the Share Price (opens the original)
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Interested in Nokia Corporation? Here are five stocks we like better. A stock's nominal share price says little about its underlying value, making fundamentals and forward growth more important than the sub-$20 price tag itself. With another earnings season approaching, analyst sentiment can help distinguish lower-priced stocks with improving outlooks from those that may simply be cheap for a reason. Nokia, Huntington Bancshares, and CNH Industrial each combine a sub-$20 share price with catalys
Homebuilders Are Down for the Year, Is Wall Street in Denial? (opens the original)
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Interested in D.R. Horton, Inc.? Here are five stocks we like better. Rising Treasury yields and mortgage rates near 7% are pressuring homebuilder stocks despite analysts citing strong structural housing demand of about five million units. D.R. Horton, Pulte Group, and Lennar all carry analyst price targets implying double-digit upside, even as cancellation rates rise and stock prices trend lower in 2026. Institutional ownership and buying patterns diverge sharply among the three builders, with
Navan's Strong Quarter Meets an AI Spending Reality Check (opens the original)
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Interested in Navan, Inc.? Here are five stocks we like better. Navan shares fell over 15% after Q2 earnings despite 35% revenue growth, as investors worried rising AI spending could outpace future growth. The company also acquired BoomPop, an AI-powered event-planning platform, expanding its bundled travel, expense, and meetings offering without affecting guidance. Despite the sell-off, 17 analysts give NAVN a consensus Moderate Buy rating with a $30.50 price target, suggesting about 43% upside
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