All Work

Alex Sirois

Is Costco Wholesale Stock a Buy Near $985?

Costco Wholesale (NASDAQ: COST | COST Price Prediction) trades near $985, a price that demands flawless execution into a tightening macro even as the best-in-class compounder narrative remains intact. Kevin Warsh’s first meeting as…

Alex Sirois · 5 months ago

This Masterful $1 Billion Asset Swap Exposes a Major Wall Street Blunder

Brookfield Infrastructure Partners (NYSE:BIP | BIP Price Prediction) owns regulated utilities, transport, midstream, and data infrastructure across four continents. Management just executed $1 billion in capital recycling to pivot toward AI data centers and…

Alex Sirois · 5 months ago

PepsiCo’s 3.9% Yield Is a Safe-Haven Masterclass

The 10-year Treasury at 4.48% has made every dividend payer fight for capital. PepsiCo (NASDAQ: PEP | PEP Price Prediction), the global snack and beverage giant behind Pepsi, Lay’s, Gatorade, and Doritos, just announced…

Alex Sirois · 5 months ago

Buy, Hold, or Sell: IBM Just Shed 16% Is It a Clear Buy at $268?

International Business Machines (NYSE:IBM | IBM Price Prediction) looks attractively valued at $268.71, with the setup sharpening on any retest of $260. The stock has pulled back meaningfully from its January peak near $314.84…

Alex Sirois · 5 months ago