Business Morph

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We’re adding to an industrial-focused stock that should be doing much better after earnings
07/08/2025

We’re adding to an industrial-focused stock that should be doing much better after earnings

We don't think the price action in DuPont reflects what we saw in the release and heard on the post-earnings conference call.

We’re raising our DuPont price target after a beat and raise and ahead of breakup
07/08/2025

We’re raising our DuPont price target after a beat and raise and ahead of breakup

Given the upcoming break-up catalyst, along with a strong quarter and full-year guidance raise, we're reiterating our buy-equivalent 1 rating.

S&P 500 struggles to make it two wins in row — plus, a portfolio name leads the M&A race
07/08/2025

S&P 500 struggles to make it two wins in row — plus, a portfolio name leads the M&A race

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

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