Daily investing analysis.

Energy and semiconductor capital equipment anchor the dividend board after last week's rotation, while biotech picks up three slots with insider activity in every name. KLA Corporation sits at...

Fear & Greed sits at 41—a neutral backdrop, neither euphoria nor panic—but the energy complex is trading as if the market forgot oil runs at 60% of U.S. energy consumption and natural gas is set...

The S&P 500 CAPE sits at 38.9, still in the top decile historically, while the value screener is pulling up names trading at single-digit P/Es and 40–88% drawdowns off their 52-week highs.

Fear sits at 32 while energy ETFs own three of the top four Pixie Ranks, down 15–16 percent from highs and paying earnings yields near 5 percent at 20× trailing earnings.

Energy leads the board again while semiconductor capital equipment pushes into the top three at an 85% drawdown and 9.7% free cash flow yield. ConocoPhillips holds Pixie Rank 1 with a 5.7% FCF...

Fear & Greed sits at 25 while the S&P 500 CAPE holds near 39, a combination that puts every dip into high-relief. Energy ETFs claim three of the top four Pixie Ranks with drawdowns of 14–15...

The screen surfaces eight names trading below ten-year average multiples while generating double-digit earnings yields, a setup that narrows sharply when the S&P 500 CAPE remains pinned at 38.9.

Fear sits at 37, VIX below 17, and the top three Pixie Ranks all show energy exposure down 16 percent from 52-week highs while trading at earnings yields near 5 percent and dividend yields above...

KLA Corporation pushes to Pixie Rank 1 with an 11.6% free cash flow yield and a 66% ROIC, trading at a 7.01 forward multiple while down 88% from its 52-week high.

Fear & Greed at 41 signals caution, but the utility screen this week surfaces oil and gas names with free cash flow yields between 4.1% and 8.9%, drawdowns up to 25% off 52-week highs, and...

Earnings yields range from 5.9% to 15.4% across eight names while the S&P 500 CAPE sits at 38.9, compressing the opportunity set into companies trading materially below the long-cycle average.

Fear and Greed sits at 33, the VIX under 16, and yet the top four Pixie Ranks all wear drawdowns near 8–25 percent from 52-week highs.

The dividend screener rotates precious metals and energy to the top five ranks, parking Newmont and ConocoPhillips at 6.2% and 5.1% FCF yields with drawdowns stretching to 18% and 14%. Fear at 33...

Fear sits at 39 on the index, but this week's utility screen surfaces oil and gas names with drawdowns between 8% and 20% off 52-week highs, free cash flow yields between 3.8% and 8.3%, and...

Four energy and mining names sit 18 to 26 percent off their peaks while printing ROIC above 19% and free cash flow yields beyond 6%, a combination that historically marks structural undervaluation...

Utilities and energy claim the top two Pixie Ranks as risk appetite stalls at neutral, with XLE and XLU both down 8–9% from 52-week highs and yielding above 3.7% while trading at 21× earnings.

The dividend screener parks gold and energy at the top four ranks with FCF yields above 4.6% and drawdowns stretching to 18%, while pharma names land in the middle with narrower pullbacks and fat...

The Fear & Greed Index at 57 signals a market leaning into greed, but this week's utility screen surfaces oil and gas names trading at EV/EBITDA ratios between 5.7x and 13.4x with drawdowns up to...

Six of eight names print earnings yields above 6.5% while sitting below 15× P/E, and three post ROIC above 16% while trading at drawdowns beyond 18%.

Energy sits at Pixie Rank 1 with XLE down 10% from its 52-week high, trading at 20.7× earnings and yielding 3.8% while Trump delays strikes on Iran and ceasefire hopes lift crude above...

The dividend screener rotates back to energy and pharma, parking ConocoPhillips and Newmont at Pixie Ranks 1 and 2 with FCF yields above 5% and drawdowns stretching to 18%. Greed at 61 keeps...

Six of the eight names print earnings yields above 6% while sitting below 16× P/E, and three post ROIC above 16% while trading at or below 1.5× book.

Gold miners and gold itself occupy Pixie Ranks 1 and 2, with GDX down 26% from its peak and GLD trailing 18% below its high despite Modi's call for Indians to pause gold buying for a year.

The dividend screen rotates from resource and steel names at highs to healthcare and financials sitting 15–26% below 52-week peaks. Medtronic, Becton Dickinson, and Biogen own Pixie Ranks 1...

Fear & Greed at 61 pushes into greedy territory for the first time in two weeks, while S&P 500 CAPE holds at 38.9, pricing 30-year peak valuations into the broad market.

Buying dips now means isolating margin power from revenue noise: six of the eight names print FCF yields above 7% while four carry earnings yields at least 100 basis points above their normalized...

Gold and gold miners claim the top two Pixie Ranks this week, with GDX down 19.5% from its 52-week high and GLD down 16% despite India's Modi calling for a one-year gold-buying pause. Sweden...

The dividend screen is crowded with resource and pharma names sitting 10–17% below 52-week peaks while generating earnings yields above 4.4% and carrying net debt below 1.8× EBITDA. COP, NUE, and...

The utility screen returns eight names with insider net buying and free cash flow yields above 4.7%, but the macro context has shifted: Fear & Greed at 66 marks the highest reading in three weeks,...

The setup this week is valuation meeting operational torque: six of the eight names carry double-digit earnings yields while growing revenue at least 4% year-over-year, and three sit at P/Es below...

Korea extends its top Pixie Rank to six straight weeks, now pricing at 17.8× earnings with a 127 basis-point spread to Treasuries, while regional banks trade at 12.4× and homebuilders at 14.9×...

The screen is stacked with pharma and materials names trading 15–34% below 52-week highs while generating FCF yields north of 4.5%. NEM at 6.3%, BIIB at 7.1%, and DLTR at 7.6% FCF yield pair with...

The utility screen surfaces eight names, seven from energy infrastructure and one solar outlier, all carrying insider buying and free cash yields above 3.7%.

Buying dips this week means pairing revenue growth with margin power, not chasing rebounds. PTCT doubled revenue while printing 121% ROIC and a 7.6 P/E, CNX grew revenue 49% with an 11% ROIC and...

Korea holds the top Pixie Rank for the fifth consecutive week, now pricing at 17.8× earnings with a 124 basis-point spread to Treasuries, while homebuilders and regional banks offer the widest...

FCF yields above 4% plus payout ratios below 65% flag companies with cash flow headroom, and this week the screen is stacked with pharma, energy, and defense names doing both while trading at...

The utility screen returns eight names, but only one lives outside oil and gas: First Solar holds rank #5 with a 31% drawdown, 5.6% FCF yield, and a 24% analyst upside target while insider net...

The setup this week puts banks, energy, and biotech on the same list because the numbers converge: double-digit earnings yields, below-book or single-digit P/Es, and six-month insider dollar flows...

Korea keeps the top slot for a fourth straight week, now trading at 17.8× earnings with an earnings yield 132 basis points above Treasuries, while FRDM and AVEM show emerging-market stocks can be...

FCF yields above 4.5% with dividend cover above 2× is the delta that separates headline yield from cash reality, and this week the screen is stacked with pharma and gold names doing both. NVS...

This gas-heavy utility screen pairs 49% and 60% year-over-year revenue growth with 9–10% FCF yields on CNX and EQT, plus $5.3–$7.7M insider adds across eight names that mix Appalachia gas, majors, refining, and one solar tilt.

The value screen lines up regional banks, gas, solar, gold, biotech, refiners, and Korea in one pass: 8–10% FCF yields on BANC and CNX, a solar OEM down a third with 30% upside to targets, and an 80% ROIC biotech still priced like a cyclical.

ETFriday is a spread and multiple story: Korea at 18× with a 560 bp yield spread, EM sleeves at 13–16× with 610–780 bp spreads, regional banks at 12× with 810 bp, and Japan hedged at 15× while homebuilders sit 16% off highs into spring selling season.

Dividend Wednesday is about cash first: NVS at a 5.3% FCF yield with a 65% payout, BIIB at 7.5% FCF with 55% insider buying, T at a 10.9% FCF yield, and defense at GD where payout sits on top of 10% revenue growth and still room to redeploy cash.

Seven gas names plus FSLR: CNX leads with a 9.8% FCF yield on 49% revenue growth, EQT matches 60% growth with an 8% FCF yield, and EOG brings 15% ROIC with 28× interest coverage while insiders stay net buyers across the list.

The value screen is not about index mood; it is about eight names clustered at 0.94× book to 15× earnings with 7–10% FCF yields, 10–29% drawdowns, and three tickers still printing net insider buys after six months.

EWY still scores 10/10 at 17.8× with a 132 bp spread, FRDM adds a governance-screened EM sleeve at 177 bp, and banks land with 12–13× multiples and 360–377 bp spreads while homebuilders and clean power sit mid-teens on 14–16% drawdowns.

Nine Phase 3 programs at IDEAYA, eleven at Ionis, and twenty-two at Incyte headline this screen, with Viking running dual Phase 3 obesity studies, Revolution Medicines advancing KRAS programs, and IDEAYA enrolling its first IDE574 patient.

Breadth improved enough that sentiment gauges like Fear and Greed printed near 29, but the durable story is still cash: 5–7% FCF yields on NVS and peers, director buys stacking at defense and biotech, and payout cover that leaves room if volatility returns.

Eight energy-plus-solar names: CNX pairs 49% revenue growth with a 9.5% FCF yield at a 9.97 multiple, EQT adds 60% growth with $5.6M insider adds, and FSLR brings 17.5% ROIC on a 33% drawdown while majors show double-digit coverage and seven-figure insider lines.