U.S. Market Community

Curtiss-Wright (CW): The Silent Architect of the Nuclear Renaissance and Naval Supremacy Curtiss-Wright (CW) is having a standout 2026, closing the March 18 session at $690.24 USD , up 1.57% for the day. While the broader industrial sector has faced headwinds, CW is currently trading near its all-time highs, supported by a massive $4.1 billion backlog —an 18% increase year-over-year.Read more

United Therapeutics (UTHR) is currently navigating a transformative 2026, closing the March 18 session at $530.35 USD , down 1.79% as the stock takes a breather following a historic rally. Over the past six months, UTHR has surged approximately 32% , driven by the realization that it is no longer just a "niche lung company." With a market capitalization of $23.2 billion , the company is executing a dual-track strategy: dominating the pulmonary hypertension market with its blockbuster Tyvaso franchise while aggressively advancing a "sci-fi" pipeline of 3D-printed and gene-edited organs.Read more

I recently came across AII - American Integrity Insurance Group. AII insures homes in Florida, an area you could generously describe as "a bit windy sometimes".Read more

I am NOT an expert. The only point I make is that all of the recent price targets published were PRIOR to the earnings announcements, many of which put a $300 price target, before the blowout earnings numbers were known.Read more

The Vanguard High Dividend Yield ETF (VYM) is often viewed as slightly undervalued compared to the broader market, primarily due to its concentration in value-oriented sectors that trade at a discount to high-growth tech stocks. As of early 2026, VYM carries a forward price-to-earnings (P/E) ratio of approximatelywhich is significantly lower than the S&P 500's P/E, often hovering nearduring recent bull runs.Read more

For me, the story behind this company is the following. I read Alex Carpe's book, The Philosopher in the Valley, and I loved how structured and driven he was.Read more

Key Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read more

Business Overview Key Metrics Total: 4/17 +1 ✅ Projected Operating Margin: 18.84% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.73% +2 ✅✅ Last 5-Year ROIC: 45.98% +1 ✅ Estimated Cost of Capital: 7.18% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.51% -1 ❌ Projected 5-Year EPS CAGR: 6.92% (lower than 10%) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +2 ✅✅ Estimated Debt Rating: Aaa -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values; Historical P/E - we assume mean reversion to the historical P/E values; Historical P/S - we assume mean reversion to the historical P/S values.Read more

Most investors look at BBWI and see a mall candle retailer. That framing undersells it significantly.Read more