TTENK/calls
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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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☕The Brief · Saturday, July 4, 2026

769 of 1,195 names higher — our boldest call: ACN BUY

Today’s callB-
ACNAccenture plc
Buy+77.98% to fair value

A 24.6% ROE, steadily compounding, asset-light services franchise trading at just 10.2x earnings — quality on sale.

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Market breadth
769↑ 426↓
1195 tracked names
Leading sector
Health Care
+2.12%
Biggest gain
—
 
Biggest drop
SITM
-14.52%

Sector heat · avg move, leaders → laggards

Health Care+2.12%
Utilities+1.86%
Consumer Staples+1.37%
Materials+1.37%
Real Estate+1.23%
Financials+0.99%
Consumer Discretionary+0.93%
Energy+0.71%
Other+0.61%
Communication Services-0.28%
Industrials-0.62%
Information Technology-2.96%

What movedbiggest swings, last close

markets →
VICR
no fresh filing
$282.95
-19.21%
UCTT
no fresh filing
$106.48
-17.84%
MXL
no fresh filing
$93.12
-17.15%
ACMR
no fresh filing
$97.77
-16.55%
FORM
no fresh filing
$123.59
-16.00%
SITM
no fresh filing
$601.66
-14.52%

On the Hillfreshly disclosed · names we grade

see all →

Congress disclosed 2 buys in names we cover — 1 echoes our call.

The trades are weeks old — members report up to ~45 days late.

▲IBPBuywith usDavid J. Taylor bought$1.00K–$15.0K16d to filePTR ↗
▲CVXHoldDavid J. Taylor bought$1.00K–$15.0K16d to filePTR ↗

Earnings on deckreporting this week

ESI
Element Solutions Inc
Mon, Jul 6 · after close · est. EPS $0.43
Hold
CAG
CONAGRA BRANDS INC.
Wed, Jul 8 · after close · est. EPS $0.46
Hold
PSMT
PRICESMART INC
Wed, Jul 8 · est. EPS $1.21
Hold
PEP
PEPSICO INC
Thu, Jul 9 · before open · est. EPS $2.25
Hold
DAL
DELTA AIR LINES, INC.
Thu, Jul 9 · before open · est. EPS $1.45
Buy
CTAS
CINTAS CORP
Thu, Jul 9 · after close · est. EPS $1.26
Hold

Quality leaders & laggardsTENK Score

screener →

Leaders

AWTM20.4% ROEASON27.8% ROEANLY12.6% ROEAJHG16.0% ROE

Laggards

FMANE— marginFFRMI— marginFCORZ-90.5% marginFGPGI-227.3% margin

What the filings flagged8-K · vs. our verdict

all →
XOMHold07-01
Delisting notice+5 more8-K ↗
APDHold06-30
Material impairment+1 more8-K ↗
EVRGHold07-01
Agreement terminated+2 more8-K ↗
NDAQHold07-01
Agreement terminated+2 more8-K ↗
ZBHHold06-29
Agreement terminated+2 more8-K ↗

Boldest callshighest conviction

KNSLBuy

Best-in-class E&S specialty insurer compounding ~22% with a 26% ROE — a rare quality grower at just 14x earnings.

MCKBuynew

Cheap, cash-gushing drug-distribution utility compounding EPS via buybacks; a Med-Surg spinoff adds a catalyst at just 20x earnings.

FDSBuynew

A wide-moat subscription franchise — 32% margins, 27% ROE, EPS +12% — trading at just 15.8x, an unusually cheap price for this quality.

CSGPAvoid

CSGP trades at 1432x earnings on collapsing margins, swelling acquisition risk, and a Richmond campus burning cash — wait for proof of digestion.

OPENAvoid

Revenue shrinking, losses widening to $1.30B, dilution rampant, and accumulated deficit at -$5.03B — speculative iBuyer in a hostile rate regime.

GPGIAvoid

Post-spin shell with deconsolidated subsidiary, -227% net margin and 68.9x P/S — the headline financials don't reflect the actual business.

Rating mix1195 calls

Buy367
Hold738
Sell51
Avoid39

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.