$Occidental(OXY)$ is expected to announce its Q3 2025 financial results after the market closes on Monday, November 10, 2025. Q3 2025 Earnings Analysis & Expectations Analyst sentiment suggests a significant year-over-year decline in both earnings and revenue for Q3 2025, primarily driven by a forecasted lower realized oil price compared to the prior year. EPS Revisions: Notably, the consensus EPS estimate has seen a downward revision of over 16% in the 30 days leading up to the report, indicating analysts have collectively lowered their expectations. Historical Performance: Despite the lower forecast, OXY has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports. Summary of Occidental Petroleum (OXY) Fiscal Q2 2

You’ve raised an important question — one many investors are asking now: if tech’s leadership is cooling, could “old-giant” sectors really resume the mantle? Below I’ll provide a reasoned, professional take in three parts: what supports a rotation to traditional industries, when that might be a temporary rally versus a broader shift, and which traditional sectors may have the most upside potential this year. --- 1. Is this merely a temporary rally or the start of a broader shift back to classic winners? Support for a broader shift The theory of “sector rotation” says that as the economy (and market) passes through different phases, capital tends to shift from sectors that have run hard into those that were out of favour.  Recent flows and headlines appear consistent with a rotation aw

Forget the endless hype around moonshot "story stocks" that promise the world but often deliver headaches. Right now, the real money is flowing back to those reliable cash-paying giants – the ones built on bricks, mortar, and steady dividends. We're talking about a massive sector shake-up where tech's cooling off, and traditional heavyweights like retail behemoths and industrial titans are stealing the spotlight. This isn't just a blip; it's a full-blown rotation driven by sky-high tech valuations getting a reality check from Fed policy tweaks and economic shifts. Investors are ditching overpriced growth plays for undervalued gems that spit out consistent cash flows, proving that boring can be brilliantly profitable. Take Walmart as a prime example. This retail juggernaut has been on a tea

Oooo, old school stocks! So the first investment book I ever brought was called the intelligent investor. its actually why I call myself the emotional investor, it's a play on the first book I owned by the legendary investor Ben Graham. Quite an easy read in retrospect. But written in 1973, so it's old school. The then young Warren buffet, is on record saying "it's the best investment book ever written." But wait there's more... The second book I ever brought was securities analysis by David dodd. that, my tiger friends was and remains a very heavy read. And it was written in 1934. So I think I can officially command some level of authority on old school investing. So, just for some perspective, David Dodd, was Ben grahams mentor, and Ben graham was Warren buffet's mentor. But does old sch

$IBM(IBM)$ is scheduled to report its Q3 2025 earnings on Wednesday, October 22, 2025, after the market closes. The central theme for this earnings report is whether IBM can convert its significant momentum and narrative around artificial intelligence (AI) and hybrid cloud into sustained, high-quality growth. After a strong run in 2024 and 2025, the stock is trading at higher valuation multiples, meaning expectations are elevated. Investors will be looking for proof that the company's core growth engines—Software (specifically Red Hat) and AI (specifically the watsonx platform)—are accelerating. While a headline beat on EPS and revenue is expected, the stock's direction will likely be determined by the quality of that beat and, most importantly, th

💼 Old-School Stocks Are Back! From Flashy “Story Stocks” to Solid “Cash Machines” — The Market’s Mood Is Changing The flash is fading, and fundamentals are fighting back. After years of tech-led mania, old giants — the likes of Walmart ($Wal-Mart(WMT)$  ), Caterpillar ($Caterpillar(CAT)$  ), and ExxonMobil ($Exxon Mobil(XOM)$  ) — are suddenly in the driver’s seat again. The setup? As traders rotate out of overextended growth names, the market’s heartbeat is shifting from “story stocks” that promise tomorrow to “cash-paying stocks” that deliver today. The big question now — is this a short-term retreat into safety, or the start of a lon

$Mondelez(MDLZ)$  Mondelez has operated as an independent organization since its split from the former Kraft Foods North American grocery business in October 2012. The firm is a leading player in the global snack arena with a presence in the biscuit (47% of sales), chocolate (32%), gum/candy (10%), beverage (4%), and cheese and grocery (7%) aisles. Mondelez's portfolio includes well-known brands like Oreo, Chips Ahoy, Halls, Trident, and Cadbury, among others. The firm derives around one third of revenue from developing markets, nearly 40% from Europe, and the remainder from North America. The parent company of Oreo, Mondelēz International, is significantly reducing marketing costs through investment in artificial intelligence, marking a shif

You’ve raised some very pertinent questions — and given the current backdrop, there is a plausible case for what you call the comeback of “old-giant” stocks (i.e., the more traditional, value and cyclical names) — though with important caveats. Below I’ll address each of your three questions in turn. --- 1. Temporary rally or the start of a broader shift? Evidence favouring a broader shift Several market-analyses show that the 2025 environment is seeing capital rotate away from big tech/growth and towards value/cyclical/“old economy” sectors. For example, one article notes the dominance of tech is fading, and sectors with tangible earnings and real-economy exposure are gaining.  The reasons cited include: higher interest-rates/real-yields diminishing the attractiveness of long-duratio

You know, everyone’s always talking about tech this, startup that, but let’s be honest Walmart’s kind of like that dependable friend who never flakes. While everyone else is chasing the next hot thing, Walmart’s been quietly doing its thing, and now people are starting to realize the old-school champs aren’t going anywhere. Investors who are tired of all the drama with inflation and crazy interest rates are taking another look at companies like Walmart, and honestly, it makes sense. Their steady climb lately isn’t just luck. Walmart’s always been the king of consistency. Huge stores everywhere, a supply chain that’s basically legendary, and prices that make your wallet happy and that is pretty much the recipe for riding out any economic storm. While tech stocks were throwing tantrums on Wa

Why Consider Shifting to Old-School Value Now?A full pivot? Not yet—the Titans' momentum (e.g., Nvidia's projected $3T market cap) suggests growth could run longer. But partial rotation makes sense for these reasons:Valuation Stretch: U.S. growth trades at premiums (e.g., high P/E ratios from AI capex), risking a pullback if earnings disappoint or rates stay "higher for longer." Value sectors like financials and energy are at historical discounts, offering a buffer. Fed Cuts Favor Value: With rate reductions underway, high-yield value stocks (e.g., dividend aristocrats) thrive on lower borrowing costs and income stability, unlike growth's reliance on future promises. Diversification Imperative: Titan concentration amplifies volatility—markets are "climbing a wall of worry" with U.S.-China

🌟🌟🌟While the world chases  stocks with AI dreams & quantum leaps, I am quietly collecting dividends from DBS $DBS(D05.SI)$ the God of cash flow. Warren Buffett declared : We can perfectly well buy businesses that don't grow at all. If the business is satisfactory we will gladly own them. Translation? If the cash gushes & the capex is low, you have got a financial geyser. If a company prints money without needing to reinvent itself every quarter, it is not boring, it is beautiful. DBS fits Buffett model of high cash flow & eternal compounding. Dividend Royalty : DBS yields over 4%, paid out every quarter. DBS is a cash flow machine.  With net profit crossing SGD 2.5 billion per quarter, DBS does not chase growth. It comman

I’ve always believed not every winning stock needs to be a high-growth AI or tech name. Companies like $Coca-Cola(KO)$ $Procter & Gamble(PG)$ may not move fast, but their steady cash flow and resilience make them reliable wealth builders. In a market obsessed with “growth,” these solid earners often get ignored — until volatility reminds investors of their true value. If I could hold one “boomer stock” forever, it’d be Coca-Cola. Its global reach, strong pricing power, and consistent free cash flow make it exactly what Buffett calls a “money-printing machine.” It doesn’t need heavy reinvestment, yet keeps rewarding shareholders year after year — the kind of compounding that works quietly but effectiv

A boomer stock would have to be energy companies that refuse to diversify into new energy fields. Whether it was petrol or natural gas, these companies should have used their incredible base (wealth, infrastructure, know how, etc.) to step into new adjacent fields like solar, wind, thermal, etc. Companies who refuse to diversify or pivot, will fall behind in the long run, no matter how stubborn they want to be, look at how solar prices keep dropping because China placed a strong emphasis on it. Investors should be smarter and show companies that they have to keep up with the times, or they will no longer have our favour. I'm not sure if ExxonMobil still insists on being a dinosaur, but I know from reports that they were incredibly stubborn about moving on and constantly propped up dud ini

I think coca-cola represents the real boomer stock. It has become the classical representation because of Buffett and can pay off handsomely for the boomer population as well, just buy a single stock that just keeps paying. The drink has remained popular despite time and no one has reverse engineered its to properly rival it. So, if I could only hold one high cash flow, low growth stock, it has to be coca-cola. Besides, it doesn’t just have coke, it has a wide variety of other drinks like coffee, Minute Maid, sports drinks that are popular too. For the longer term, cash paying ones would be like a money printing machine. In the short to medium term, story stocks are good for generating capital gains if the profit is realised. So, I think it depends on my investment horizon. Cash paying

1️⃣ True “Boomer Stock”: Coca-Cola (KO) perfectly fits the title — slow growth, steady dividends, and timeless global demand. It’s not exciting, but it’s reliable. Other contenders: Johnson & Johnson, Procter & Gamble, and McDonald’s — all built on consistency, not hype. 2️⃣ One High-Cash-Flow, Low-Growth Stock to Hold Forever: Berkshire Hathaway (BRK.B). It’s like owning a diversified portfolio of old-economy cash machines — insurance, utilities, railroads — with Buffett’s discipline keeping capital productive. It may not soar, but it rarely stumbles. 3️⃣ Story Stocks vs. Cash-Paying Stocks: I prefer cash-paying stocks. They reward patience with tangible returns, especially in volatile markets. Story stocks are fun but fragile — narrative fades, fundamentals stay. Best strategy:

(1) Which stock today best represents a true "boomer stock"?: personally I feel, along with the likes of ORCL, INTC is one such stock that shows potential. Closer home, nothing comes close to the gem called DBS - giving the best of dividends and capital appreciation too. (2) If you could hold only one high-cash-flow, low-growth stock forever, which would it be?: DBS any day (though it is also growing crazily in the  recent past). 3 Do you prefer buying "story stocks" or "cash-paying" ones?: I don't prefer going all in, into any one theme. In my dinner plate, there is place for both bread and desserts. Cash-paying stocks being the bread and the story stocks being the desserts. After all, one can eat only bread and still survive; whilst the desserts taste great one can't eat them alon