A 2026 outlook on Northern Trust (NTRS) covering its asset-servicing custody business, ultra-high-net-worth wealth management franchise, fee income versus net interest income mix, rate sensitivity, scale disadvantages versus State Street, BNY Mellon, and JPMorgan, and key risks for investors.
Conagra Brands (CAG) stock analysis for 2026 — Birds Eye, Healthy Choice, Slim Jim, and Banquet against private-label pressure, GLP-1 demand shifts, and Pinnacle Foods debt. A qualitative framework for the dividend, valuation, and risks investors should check in current IR filings before buying.
A 2026 outlook on Verisk Analytics (VRSK) covering its insurance underwriting and claims data network effects, the ISO standard forms moat, Xactware and XactAI's generative AI push, catastrophe modeling competition, and tax notes for international investors.
A deep-dive into UMC United Microelectronics for 2026: why mature-node specialty foundry earns a premium, the Singapore expansion, China overcapacity threat from SMIC, ADR dividend tax for US investors, and why UMC is a value-income play rather than a TSMC growth story.
General Mills (GIS) stock analysis — Blue Buffalo pet food growth thesis, GLP-1 cereal demand fears examined, FY2025 revenue $19.49B, EPS $4.10, dividend yield 7%+. P/E 8.3x. Is this a value trap or the deepest discount in consumer staples right now?
Keurig Dr Pepper (KDP) stock analysis — JDE Peet's acquisition closed April 2026, Starbucks K-Cup partnership expanded, Q1 2026 net sales +8.1%. Forward P/E 12.6x vs Coca-Cola 24x. Is KDP's discount to peers an opportunity or a value trap?