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News

Sahm
sahmcapital.com > news > content > cme-group-cme-stock-looks-expensive-after-an-81-five-year-run-2026-08-29

CME Group (CME) Stock Looks Expensive After An 81% Five Year Run

2+ week, 3+ hour ago   (339+ words) CME Group Inc. Class A CME Group has delivered a strong 80.5% return over the past 5 years, yet current valuation checks suggest the stock is trading at a premium to what its fundamentals imply. Both the Excess Returns intrinsic value estimate…...

Sahm
sahmcapital.com > news > content > should-chubbs-earnings-beat-and-dividend-affirmation-reshape-how-cb-investors-view-its-cash-returns-2026-08-21

Should Chubb’s Earnings Beat and Dividend Affirmation Reshape How CB Investors View Its Cash Returns?

3+ week, 18+ hour ago   (166+ words) We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Chubb's narrative projects $50.2 billion revenue and $10.2 billion earnings by 2029. This implies revenues declining by 6.8% per year and an earnings decrease of $1.0 billion from $11.2 billion…...

Sahm
sahmcapital.com > news > content > the-right-tail-for-stocks-just-got-better-heres-the-number-behind-it-2026-08-14

The ‘Right Tail’ for Stocks Just Got Better: Here’s the Number Behind It

4+ week, 15+ hour ago   (500+ words) PowerShares QQQ Trust,Series 1 The S&P 500 closed at a record 7,798.99 on Thursday, clearing 7,800 intraday for the first time, after two straight inflation reports came in cool enough to push a September rate hike out of the picture. One Wall…...

Sahm
sahmcapital.com > news > content > accounting-stocks-repriced-after-the-grant-thornton-cbiz-deal-2026-07-29

Accounting Stocks Repriced After The Grant Thornton CBIZ Deal

1+ mon, 1+ week ago   (360+ words) Operations: Franklin Covey generates most of its revenue from the Enterprise Division in North America at about US$142.7m. There are additional contributions from the Education Division at about US$77.0m and a segment adjustment of US$43.0m, while the Americas region accounts…...

Sahm
sahmcapital.com > news > content > ford-q2-preview-stock-outshines-tesla-gm-in-2026-can-earnings-fuel-the-trend-2026-07-27

Ford Q2 Preview: Stock Outshines Tesla, GM in 2026 — Can Earnings Fuel the Trend?

1+ mon, 2+ week ago   (423+ words) Automotive giant Ford Motor Company (NYSE:F) looks to keep momentum going when the company reports second-quarter financial results Tuesday after market close. Here are the earnings estimates, analyst ratings and key items to watch. Analysts expect Ford to report second-quarter…...

Sahm
sahmcapital.com > news > content > oil-prices-put-natural-gas-services-group-and-two-energy-stocks-in-focus-2026-07-27

Oil Prices Put Natural Gas Services Group And Two Energy Stocks In Focus

1+ mon, 2+ week ago   (430+ words) Natural Gas Services Group, Inc. Overview: Natural Gas Services Group provides natural gas and electric compression equipment, flares, and related services to US oil and gas producers, renting, designing, installing, and maintaining compressors that keep production and processing facilities running…...

Sahm
sahmcapital.com > news > content > 3-energy-stocks-retail-investors-may-recheck-as-iran-tensions-raise-oil-risk-2026-07-26

3 Energy Stocks Retail Investors May Recheck As Iran Tensions Raise Oil Risk

1+ mon, 2+ week ago   (351+ words) Cactus, Inc. Class A Overview: Ensign Energy Services is a Calgary based oilfield services company that provides drilling rigs, well services, and related equipment rentals to oil and gas producers in Canada, the US, and several international markets. Its work…...

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sahmcapital.com > news > content > earnings-volatility-watch-12-stocks-with-double-digit-implied-moves-this-week-2026-07-26

Earnings Volatility Watch: 12 Stocks With Double-Digit Implied Moves This Week

1+ mon, 2+ week ago   (807+ words) It is one of the most important weeks of the second-quarter 2026 earnings season. Four of the Magnificent Seven, Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and Meta Platforms Inc. (NASDAQ:META), all report between…...

Sahm
sahmcapital.com > news > content > flowserve-stock-and-2-infrastructure-picks-tied-to-red-sea-security-risks-2026-07-25

Flowserve Stock And 2 Infrastructure Picks Tied To Red Sea Security Risks

1+ mon, 2+ week ago   (378+ words) Overview: Flowserve is a global supplier of pumps, valves, seals and related services that keep critical infrastructure running, from oil and gas facilities and power plants to water treatment and chemical processing sites. Its equipment and aftermarket services help customers…...

Sahm
sahmcapital.com > news > content > whats-going-on-with-synopsys-stock-on-monday-2026-07-20

What’s Going on With Synopsys Stock on Monday?

1+ mon, 3+ week ago   (423+ words) Entropic Communications, Inc. - Common Stock Alger Mid Cap 40 ETF VanEck Fabless Semiconductor ETF Synopsys Inc (NASDAQ:SNPS) shares are trading slightly higher during Monday’s premarket session as traders lean into a firmer overnight tone and look for stabilization after a…...