Dividing Our Idea Funnel: Four Moves That Are Nicely Spread

AI is unquestionably driving demand for GitLab's offerings, but there is concern around its traditional per-seat pricing model versus a consumption-based model. We acknowledge some of the risks Adobe faces, but at a P/E of sub-10x and a FCF yield north of 10%, the market is pricing the stock as a melting ice cube while growth is still right around 10%. We bought Adyen at a mid-teens EV/EBITDA and a P/E just north of 20x, while growing upwards of 20%.

Seeking Alpha • Aug 20, 2026

4 Very Well-Known High-Yielding Stocks to Load the Boat on Now (2 Yield Over 6%)

Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.

24/7 Wall Street • Aug 17, 2026

International Paper Q2 Earnings Call Highlights

International Paper NYSE: IP reported second-quarter operational progress as it worked through a heavy maintenance outage schedule, completed a key machine conversion and advanced restructuring efforts in Europe. The company said execution was stronger than expected despite softer demand in some markets, higher costs and the temporary shutdown of its Pine Hill mill for structural roof repairs.

MarketBeat • Jul 31, 2026

Iran War Pushes Companies to Raise Prices on Beer, Paint, Fries and More

Sherwin-Williams and the brewer of Samuel Adams are among those facing higher commodity and freight costs.

WSJ • Aug 1, 2026

International Paper Company (IP) Q2 2026 Earnings Call Transcript

International Paper Company (IP) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 30, 2026

International Paper Reports Second Quarter 2026 Results

SECOND QUARTER 2026 FINANCIAL SUMMARY Net sales of $6.00 billion Loss from continuing operations of $12 million Adjusted EBITDA (non-GAAP) from continuing operations of $587 million Cash provided by operating activities of $526 million Free cash flow (non-GAAP) of $(7) million 2026 FINANCIAL TARGETS Adjusted EBITDA (non-GAAP) from continuing operations Third quarter: $780-$830 million, including $85 million negative impact of the temporary mill closure in Pine Hill, Alabama Full-Year: $3.20-$3.40 billion MEMPHIS, Tenn., July 30, 2026 /PRNewswire/ -- International Paper (NYSE: IP) (LSE: IPC) (the "Company") today announced results for the quarter ended June 30, 2026.

PRNewsWire • Jul 30, 2026

IP Q2 Earnings Beat Estimates, Decline Y/Y on High Maintenance Costs

International Paper beats adjusted earnings estimates despite a profit slump as maintenance outages hurt margins, while outlining third-quarter EBITDA targets and 2026 guidance.

Zacks Investment Research • Jul 30, 2026

International Paper CEO to Speak at Jefferies 2026 Industrials Conference

MEMPHIS, Tenn., July 27, 2026 /PRNewswire/ -- International Paper Chief Executive Officer Andy Silvernail will speak at Jefferies 2026 Industrials Conference on September 10, 2026.

PRNewsWire • Jul 27, 2026

International Paper to Report Q2 Earnings: What to Expect?

IP heads into Q2 earnings with lower revenues and a projected loss as maintenance costs and pricing shifts shape results.

Zacks Investment Research • Jul 27, 2026

International Paper Announces Changes to Its Board of Directors

Katherine Collins and Lori J. Ryerkerk to Join as Newest Board Members Directors Dr. Kathryn Sullivan and Ahmet C.

PRNewsWire • Jul 17, 2026