A 2026 investment analysis of PHM (PulteGroup): how the homebuilder navigates high mortgage rates, the mortgage lock-in effect, chronic US housing undersupply, its three-brand strategy (Centex, Pulte, Del Webb), land-light land strategy, capital returns, and how it stacks up against LEN and DHI.
Church & Dwight (CHD) 2026 stock analysis: how the Arm & Hammer to Waterpik barbell strategy, disciplined bolt-on M&A, and trade-down demand make CHD a durable defensive compounder. Compared against P&G, Clorox, and Colgate.
NCLH stock analysis for 2026: Norwegian Cruise Line Holdings balances surging cruise demand and premium brand strength against a heavy debt load. Deep-dive into the bull/bear case, fleet expansion, competitive positioning vs RCL and CCL, and investor checklist.
BNY (formerly BNY Mellon, ticker BK) stock outlook 2026: a qualitative look at the ONE BNY operating model, Securities Services and Market & Wealth Services segments, Pershing's wealth platform, fee versus net interest income mix, digital asset custody, and how BK stacks up against State Street and Northern Trust.
TransUnion TRU stock outlook 2026: a qualitative deep-dive into the credit bureau oligopoly, US Markets/International/Consumer Interactive segments, India growth via CIBIL, fraud and identity analytics expansion, debt load versus Equifax, and credit-cycle sensitivity for long-term investors.
A 2026 outlook on Accenture (ACN) stock focused on the bookings model, the generative AI consulting opportunity versus the long-term automation risk to application development and maintenance work, and how ACN compares to IBM, Cognizant, Infosys, TCS, and Deloitte.