Jack Hough

Peloton is cheap but is losing business. Roblox is growing nicely, but the price gives pause.

AI chips powered the top two stock returns among current S&P 500 members over the past decade. For Nos. 3 and 4, think credit scores and lumber.

The manager of the Global Select Equity Strategy looks for high margins, cash generation, competitive advantages, and a long runway of growth.

In a pricey market, these stocks have been left behind, at just four to eight times earnings. Some are clear duds. A few look like bargains.

PepsiCo and other snack stocks are suffering as households cut costs. Why tiny Utz Brands looks like a better buy.

UnitedHealth generates triple the free cash flow of CVS, whose pharmacies and MinuteClinics didn’t deliver the hoped-for profit bonanza.

Sallie Mae deals strictly in private student loans, which have traditional underwriting disciplines and whose loss rates are generally lower than credit cards. BofA Securities thinks the stock could rise 24% over the coming year.

U.S. shares are already more expensive than they were back when interest rates were stuck at zero, leaving little room for outperformance as the fed-funds rate comes down.

It’s one of the best entry points in years for the municipal bond market, James M. D’Arcy writes in a guest commentary.

The big tech stocks are highly concentrated and pricey. Now may be the time to move into providers of electric power for AI data centers.