Detailed analysis of GD (General Dynamics) stock for 2026: Columbia-class and Virginia-class submarine programs, Gulfstream business jets, GDIT defense IT, backlog fundamentals, and the case for defense sector investors.
Deep-dive into ICE (Intercontinental Exchange) stock for 2026: NYSE operations, Black Knight mortgage tech, fixed-income data infrastructure, energy futures, and the bull/bear case for long-term investors.
Comprehensive analysis of SPGI (S&P Global) stock for 2026: credit ratings moat, S&P 500 index licensing, Platts commodity data, IHS Markit integration, and what drives EPS growth for long-term investors.
In-depth analysis of TRV (Travelers Companies) stock for 2026: combined ratio fundamentals, hard market pricing, catastrophe reserves, dividend growth history, and the bull/bear case for US P&C insurance investors.
Enbridge (ENB) stock analysis for 2026: the $14B Dominion gas utility acquisition, Mainline crude oil pipeline dominance, Canadian midstream structure (not a US MLP), dividend growth history, 401(k) vs Roth IRA tax treatment for Canadian dividends, and three investment scenarios.
Analog Devices (ADI) stock analysis for 2026 covering industrial semiconductor cycle recovery, Linear Technology and Maxim Integrated merger synergies, automotive BMS opportunity, and suitability for long-term dividend-growth portfolios.