Tracey Ryniec
@traceyryniec.bsky.social
Senior Stock Strategist at Zacks Investment Research. Hosts 2 podcasts. Writer. Loves housing. Chicago.
Alphabet's pretty price and consensus chart. However, analysts are cautious on 2026's earnings growth. Expecting just 4.4% for 2026. #GOOGL (I own it)
November 17, 2025 at 10:04 PM
Alphabet's pretty price and consensus chart. However, analysts are cautious on 2026's earnings growth. Expecting just 4.4% for 2026. #GOOGL (I own it)
Blackstone is unloading its senior living portfolio. Seems like they panicked in 2022. But also, it's not like other housing. It's like running a cruise ship with a big medical clinic. Gift article: www.wsj.com/real-estate/...
November 7, 2025 at 4:31 AM
Blackstone is unloading its senior living portfolio. Seems like they panicked in 2022. But also, it's not like other housing. It's like running a cruise ship with a big medical clinic. Gift article: www.wsj.com/real-estate/...
AppLovin tonight. 9 beats in a row.
November 5, 2025 at 8:53 PM
AppLovin tonight. 9 beats in a row.
McDonald's reports this morning. Has beat 4 quarters in a row. It's been rough in the restaurant group so far this earnings season. Will McDonald's value menu save it? #MCD
November 5, 2025 at 6:12 AM
McDonald's reports this morning. Has beat 4 quarters in a row. It's been rough in the restaurant group so far this earnings season. Will McDonald's value menu save it? #MCD
CAVA tonight. Most restaurants, except Chili's, are struggling right now. Consumer is cutting back. Costs are up. CAVA has only missed once since 2003.
November 4, 2025 at 8:50 PM
CAVA tonight. Most restaurants, except Chili's, are struggling right now. Consumer is cutting back. Costs are up. CAVA has only missed once since 2003.
Eastman Chemical with the reasons why tariffs haven't been priced in yet. Companies were pulling forward all of their product ahead of the tariffs but the impacts will be felt heading into 2026. No escaping it soon.
November 3, 2025 at 9:55 PM
Eastman Chemical with the reasons why tariffs haven't been priced in yet. Companies were pulling forward all of their product ahead of the tariffs but the impacts will be felt heading into 2026. No escaping it soon.
Primoris Services, another AI infrastructure company, will report earnings tonight. It's beat 12 quarters in a row. Impressive. Is trading with a forward P/E of 28. (I own it) #PRIM
November 3, 2025 at 8:05 PM
Primoris Services, another AI infrastructure company, will report earnings tonight. It's beat 12 quarters in a row. Impressive. Is trading with a forward P/E of 28. (I own it) #PRIM
Sterling tonight. It's an engineering firm building data centers and Amazon's next generation distribution centers, among other things. Has beat 10 quarters in a row. Shares up 133% year-to-date. (I own it) #STRL
November 3, 2025 at 7:59 PM
Sterling tonight. It's an engineering firm building data centers and Amazon's next generation distribution centers, among other things. Has beat 10 quarters in a row. Shares up 133% year-to-date. (I own it) #STRL
Palantir tonight. Up 173% year-to-date. 11 beats in a row. But now trading at 305x forward earnings. No one cares about valuation you say? Hitting new highs into tonight's report.
November 3, 2025 at 7:53 PM
Palantir tonight. Up 173% year-to-date. 11 beats in a row. But now trading at 305x forward earnings. No one cares about valuation you say? Hitting new highs into tonight's report.
Shoe companies can't escape the tariffs. Few shoes are made in America. Brooks Running, owned by Berkshire Hathaway, is passing it along next year. Prices have risen on running shoes, industrywide, by 40% over the last 5 years. Are you willing to pay up?
October 31, 2025 at 5:51 PM
Shoe companies can't escape the tariffs. Few shoes are made in America. Brooks Running, owned by Berkshire Hathaway, is passing it along next year. Prices have risen on running shoes, industrywide, by 40% over the last 5 years. Are you willing to pay up?
Amazon and Apple got all the glory after the bell today but you should really be watching infrastructure firm MasTec. It beat again and posted a record quarter. Revenue up 22%. Backlog up 21% to $16.8 billion. Guided higher than the Zacks Consensus for the full year. #MTZ
October 30, 2025 at 10:51 PM
Amazon and Apple got all the glory after the bell today but you should really be watching infrastructure firm MasTec. It beat again and posted a record quarter. Revenue up 22%. Backlog up 21% to $16.8 billion. Guided higher than the Zacks Consensus for the full year. #MTZ
Yep. Even has an Eiffel Tower. Lol.
October 29, 2025 at 4:27 AM
Yep. Even has an Eiffel Tower. Lol.
5 months ago I did this podcast called: The Case for Buying NVIDIA right now. Here is the 6 month chart and the podcast link. youtu.be/ukyXD7hgyQY?...
October 29, 2025 at 4:12 AM
5 months ago I did this podcast called: The Case for Buying NVIDIA right now. Here is the 6 month chart and the podcast link. youtu.be/ukyXD7hgyQY?...
People are buying furniture and home goods but not new homes or appliances? This is a year-to-date chart of Wayfair, DR Horton and Whirlpool.
October 28, 2025 at 7:58 PM
People are buying furniture and home goods but not new homes or appliances? This is a year-to-date chart of Wayfair, DR Horton and Whirlpool.
This is an interesting map of the Congressional districts (from the other site). Notice how the big city districts have some of the lowest rates.
October 28, 2025 at 7:53 PM
This is an interesting map of the Congressional districts (from the other site). Notice how the big city districts have some of the lowest rates.
Lots of headlines from NVIDIA today. It's partnering with Palantir to boost manufacturing in the US. Also, Eli Lilly is buying 1,000 Blackwell Ultra GPUs to build a super computer for drug discovery. Shares at new all-time highs.
October 28, 2025 at 7:11 PM
Lots of headlines from NVIDIA today. It's partnering with Palantir to boost manufacturing in the US. Also, Eli Lilly is buying 1,000 Blackwell Ultra GPUs to build a super computer for drug discovery. Shares at new all-time highs.
Are Costco shares going to tread water for another full year, like 2022-2023, as it waits for earnings to catch up? Shares were trading at 55x forward earnings earlier this year and are now at 46x. #COST
October 27, 2025 at 9:49 PM
Are Costco shares going to tread water for another full year, like 2022-2023, as it waits for earnings to catch up? Shares were trading at 55x forward earnings earlier this year and are now at 46x. #COST
BE the brand. The Data Is In: The Washington Post Can’t Replace Its "TikTok Guy" open.substack.com/pub/mkarolia...
October 22, 2025 at 11:06 PM
BE the brand. The Data Is In: The Washington Post Can’t Replace Its "TikTok Guy" open.substack.com/pub/mkarolia...