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TTEN·K/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

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A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

MethodologyDisclosuresTermsPrivacy

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for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security.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.

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.

Dashboard
☕The Brief · Tuesday, July 14, 2026archived edition

Stock market brief — Tue, Jul 14

DOW SELL: the call we'd act on today, plus what Congress just disclosed

Every name below carries our standing verdict — 361 Buys · 734 Holds · 84 Sells/Avoids across 1,179 covered names. The public record →

frozen at the Tue, Jul 14 morning compose — figures as of the prior close

You’re reading the Tue, Jul 14 edition — every Brief stays up, unedited.Today’s live Brief →
Call of the dayD
DOWDOW INC.
Sell

Commodity-chemical trough deepening into a loss, with a dividend that already outstrips operating cash — trim before the cut.

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A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

Market breadth
576↑ 603↓
1179 tracked names
Leading sector
Energy
+2.35%
Biggest gain
FIG
+12.03%
Biggest drop
NXT
-10.61%

Sector heat · avg move, leaders → laggards

Energy+2.35%
Utilities+0.50%
Real Estate+0.44%
Financials+0.28%
Consumer Staples+0.27%
Communication Services+0.10%
Consumer Discretionary-0.35%
Materials-0.73%
Health Care-0.94%
Industrials-1.11%
Information Technology-1.75%
Other-3.23%

What movedbiggest swings, last close

markets →
APP
no fresh filing
$442.85
-12.65%
SNDK
no fresh filing
$1,673.97
-12.63%
ALAB
no fresh filing
$362.05
-12.33%
FIG
no fresh filing
$23.65
+12.03%
SEZL
no fresh filing
$160.25
-10.66%
NXT
no fresh filing
$99.67
-10.61%

On the Hillfreshly disclosed · names we grade

see all →

Congress disclosed 7 buys and 17 sales in names we cover — 5 echo our call, 7 cut against it.

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

▼SPGIBuyagainst our callRick Larsen sold$1.00K–$15.0K4d to filePTR ↗
▲MCKBuywith usRick Larsen bought$1.00K–$15.0K4d to file+1 morePTR ↗
▲APHHoldRick Larsen bought$1.00K–$15.0K4d to filePTR ↗
▼ABTBuyagainst our callRick Larsen sold$1.00K–$15.0K4d to file+1 morePTR ↗

Earnings on deckreporting this week

WFC
WELLS FARGO & COMPANY/MN
Tue, Jul 14 · before open · est. EPS $1.72
Buy
JPM
JPMORGAN CHASE & CO
Tue, Jul 14 · est. EPS $5.50
Hold
KMI
KINDER MORGAN, INC.
Tue, Jul 14 · after close · est. EPS $0.33
Hold
GS
GOLDMAN SACHS GROUP INC
Tue, Jul 14 · before open · est. EPS $14.09
Hold
C
CITIGROUP INC
Tue, Jul 14 · est. EPS $2.71
Hold
BAC
BANK OF AMERICA CORP /DE/
Tue, Jul 14 · before open · est. EPS $1.11
Hold

Quality leaders & laggardsTENK Score

screener →

Leaders

AWTM20.4% ROEAAPA23.5% ROEAALL33.6% ROEANLY12.6% ROE

Laggards

FMANE— marginFRGTI-3050.4% marginFCRSP-16569.8% marginFRKT— margin

What the filings flagged8-K · vs. our verdict

all →
OHold07-13
Agreement terminated+3 more8-K ↗
CSGPAvoid07-13
Officer / director change+1 more8-K ↗
TTDBuy07-13
Officer / director change8-K ↗
AXONHold07-10
Officer / director change8-K ↗
ORLYHold07-10
Officer / director change8-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.

CTSHBuynew

Fortress-balance-sheet IT-services compounder at 9.3x earnings with reaccelerating revenue and 140bps of margin gain — too cheap.

ACNBuynew

A 24.6% ROE compounder growing revenue steadily now trades at ~11x earnings — quality on sale.

DOWSellnew

Commodity-chemical trough deepening into a loss, with a dividend that already outstrips operating cash — trim before the cut.

OPENAvoid

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

ERASAvoid

Pre-revenue clinical-stage oncology biotech burning ~$95M/yr with only $73.8M cash — binary, dilution-bound, and not investable on fundamentals.

Rating mix1179 calls

Buy361
Hold734
Sell50
Avoid34

The record behind every badge: 4,638 tracked calls, 60% of the 1,629 decided ones moved our way. Every entry timestamped; nothing removed.

See the full track record →

Past performance is not indicative of future results.

The Brief publishes every weekday morning — get them pushed:Telegram ↗X ↗Bluesky ↗Newsletterall channels →
← Mon, Jul 13 editionToday’s live Brief →

The four calls: BUY — expected to outperform · HOLD — roughly in line · SELL — expected to underperform · AVOID — elevated risk. Definitions & methodology · full recommendation history.

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.

Intraday
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%
Intraday
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%
NVDA$203.53▼3.52%AAPL$317.31▲0.63%GOOGL$352.51▼1.31%GOOG$350.67▼1.23%MSFT$390.99▲1.53%AMZN$247.31▲0.80%TSM$421.58▼2.89%SPCX$139.14▼4.24%AVGO$384.05▼3.98%META$656.73▼1.86%TSLA$394.76▼3.19%MU$937.00▼4.32%BRK-B$496.85▲0.64%BRK-A$744,850.01▲0.69%LLY$1,181.87▼0.56%AMD$534.39▼4.21%WMT$114.78▲0.77%JPM$334.53▼0.58%ASML$1,726.04▼3.97%V$357.75▲2.52%JNJ$257.77▲0.31%XOM$144.51▲4.05%INTC$103.12▼6.12%AMAT$575.39▼4.50%CSCO$119.25▼1.70%MA$537.70▲2.08%CAT$931.47▼2.20%ABBV$248.00▼0.03%LRCX$329.92▼5.83%BAC$59.50▼0.28%