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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 > 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 > 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 > forestar-group-for-stock-looks-undervalued-after-its-30-five-year-gain-2026-07-22

Forestar Group (FOR) Stock Looks Undervalued After Its 30% Five Year Gain

1+ mon, 2+ week ago   (390+ words) Forestar Group stock has delivered a 30.3% gain over the past 5 years, and today the valuation checks point to a stock that screens as undervalued relative to an intrinsic value estimate and to market multiples, rather than one that is obviously…...

Sahm
sahmcapital.com > news > content > tesla-beat-eps-estimates-by-3667-last-quarter-can-it-repeat-tonight-2026-07-22

Tesla Beat EPS Estimates by 36.67% Last Quarter — Can It Repeat Tonight?

1+ mon, 2+ week ago   (411+ words) Tesla Inc. (NASDAQ:TSLA) shares are trading in a narrow range ahead of today’s second-quarter earnings report, with a bearish technical setup and mixed Benzinga Edge Rankings keeping traders on alert. Tesla is scheduled to report second-quarter earnings today after…...

Sahm
sahmcapital.com > news > content > att-surprises-wall-street-with-strong-subscriber-growth-2026-07-22

AT&T Surprises Wall Street With Strong Subscriber Growth

1+ mon, 2+ week ago   (610+ words) Charter Communications, Inc. Class A AT&T Inc. (NYSE:T) stock rose more than 4% in Wednesday premarket trading after the telecom giant reported second-quarter fiscal 2026 earnings that topped Wall Street expectations, even as revenue came in slightly below estimates. The company,…...