McCormick (MKC) stock analysis — $65B Unilever Foods merger, Frank's RedHot, Cholula, Old Bay, French's mustard, B2B Flavor Solutions, 39-year dividend growth (Dividend Aristocrat). Is MKC a buy at $46.83 in 2026?
Clorox (CLX) stock analysis — full recovery from the Aug 2023 cyberattack, IGNITE strategy, Glad/Brita/Burt's Bees portfolio strength, 49-year dividend streak, CEO transition, and valuation at $96. Is CLX a buy in 2026?
Kenvue (NYSE: KVUE) stock analysis — Tylenol, Listerine, Neutrogena, Band-Aid, Aveeno. FY2025 revenue $15.1B, ~3.8% dividend yield, JNJ stake selldown nearing completion. Consumer healthcare giant at a crossroads between overhang resolution and growth reacceleration.
ResMed (NYSE: RMD) stock analysis — AirSense 11 platform, Philips recall windfall locked in, GLP-1 impact with real adherence data, Brightree/MatrixCare SaaS margin lift. TTM revenue $5.54B, FCF $1.75B. Bull case, bear case, and where we stand.
Sidus Space (SIDU) stock analysis — LizzieSat small-sat constellation, SpaceX Transporter rideshare customer, $100M registered direct offering, FY2025 revenue decline to $3.38M vs $29.5M losses, 448x share count dilution history, NASDAQ compliance risk. Honest microcap assessment for 2026.
Momentus (MNTS) stock analysis — Vigoride water-plasma space tug, SpaceX Transporter rideshare, $25M raise, dilution history, cash burn, going-concern risk, peer comparison vs RKLB/PL/BKSY. Honest microcap assessment for 2026.