Peter J. O'Neill

I like to re-tweet on stocks I invest in. I also share what I find inspiring & motivating. I am Wealth Adviser & the Founder of

[Peter J. O'Neill @pjo_tanistry]

@AdvisorJobs Curious if Merchant out of NYC was in the mix of the acquisitions? Any views on Merchants style of acquisitions?

[Peter J. O'Neill @pjo_tanistry]

@bryandeno I didn’t see the game tonight but Petrovic seemed like the clear best PG IMO in the 1st game. Did he not play much?

[Peter J. O'Neill @pjo_tanistry]

@thegunnerab No delay as they almost always announce on X and usually a few days before the expected date on a Monday morning. I only saw one earnings announcement happen and it was this morning for next Monday.

[dough @semodough]

$TGTX AZER CEL does not disappoint- 89% of evaluable participants (16/19) had stable or improved disability scores at Day 90, despite documented progression prior to enrollment on high-efficacy therapies

[Charlie Bilello @charliebilello]

Everyone is turning bearish on bonds just as they're offering their highest prospective returns since 2002.

History shows a 97% correlation between starting yields and future 7-year returns.

Higher yields = Higher future returns.

Video: https://t.co/IGRdOgAlE7

[dough @semodough]

$LLY MS BULL CASE BASE CASE BEAR CASE
$2,145.00
$1,430.00
$609.00
35x bull case 3Q27-2Q28 EPS
Commercial uptake in both
T2D and obesity indications is very robust,
leading to diabesity sales of ~$148bn in the
early 2030s $VKTX

[James E. Thorne @DrJStrategy]

Old rule: sell parabolic charts!

Yields have peak.

Let’s see what this chart looks like after the mid-terms.

UST 10 Yr 👇

[Peter J. O'Neill @pjo_tanistry]

@KidBlueRB27 The 2nd coming of Harry Carson has arrived.

[First Trust @ftportfolios]

📊 S&P 500 trailing P/E: 25.51. Sounds expensive. But forward P/E: 19.5, below the 5-year average of 19.8.

Q2 profit margins hit a record 18.2%. Fourth consecutive quarterly record. EPS growth: 52.4% year-over-year.

Q3 2026 earnings growth estimated at 28.5%. Surging profitability may tell a different valuation story than the headline P/E.

🔗 https://t.co/4BZiqzklZv

#FirstTrust #CashFlowAndCarey #SP500 #Valuations #EarningsGrowth #Investing #FinancialAdvisors

[First Trust @ftportfolios]

📊 86% of S&P 500 companies beat earnings estimates in Q2 2026. Highest beat rate on record.

Blended year-over-year earnings growth: 52.0%. Even ex-outliers: 33.8%. Earnings surprises averaged 26.5% above estimates vs. a 5-year average of 7.0%.

Calendar year 2026 earnings estimates hit a record 361.34. Forward P/E at 19.6, below the 5-year average.

In our view, this is a constructive setup for equity investors.

🔗 https://t.co/Devq0fH7eR

#FirstTrust #CashFlowAndCarey #SP500 #EarningsGrowth #Investing #FinancialAdvisors

[Bill Miller @BillMiller32]

6 $AXSM Investor Conferences in Sept clearly suggest a V.Good Story…Would imagine Auvelity Channel Chks post ADA approval show Major new RXs which,despite Historical Sept Mkt, can only catalyze the stock price…Why I sold pile of put sub $200😉! $XBI $IBB https://t.co/CtSl2DkuKX

[Martin A. Armstrong @ArmstrongEcon]

The U.S. national debt should be judged relative to stock-market capitalization rather than debt to GDP, since countries use different formulas.

Relative to the stock market, U.S. debt has fallen from roughly 70–80% around 1980 to about 50%, showing that capital is moving into equities.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN delivers Horizon 1 🚨

This is a massive de-risking event for the company & its shareholders.

Horizon 1 alone delivers nearly $500m of ARR.

With Prince George already fully online & Mackenzie being commissioned as you read this, Q3 & Q4 are looking very good.

[Peter J. O'Neill @pjo_tanistry]

@markcecchini Equity

[Ryan Haiss, CFP® @RyanHaiss]

The stock market averages 10.5% per year.

But here’s what most investors miss:

It almost never returns 10.5% in a given year.

Over the last 100 years, U.S. stocks finished within 8% to 12% just 6 times.

38 years returned more than 20%.

The lesson?

Stop expecting “average” returns to show up annually.

Volatility isn’t a flaw in investing.

It’s the price of admission.

[dough @semodough]

$TGTX HCW PT ⬆️$78 Briumvi US revenue in 2Q26 was $227.7M (up 17% QoQ), which was above our est of $224M. Total revenues also included an $8.1M drug purchase from ex-US partner Neuraxpharm (private),&$4.5M in royalty &milestone revenues, leading to total revenue of $240.3M.

Briumvi growth continues to be fueled by record new patient starts and switches from other anti-CD20 therapies, with the company noting success of its DTC campaign which it plans to invest more into in 2H26.

Overall RMS growth was fueled by Briumvi IV and SC options on the market including Kesimpta and Ocrevus Zunovo (physician administered SC option), while Roche (ROG.SW; not rated) noted increased competition in the IV market, presumably
In the US, Briumvi market share has ticked up to ~9% from 8% in 2Q26 (Figure 1), while Ocrevus market share has now dipped to below 60% despite marketing Ocrevus Zunovo.
GTincreased its 2026 total global revenue guidance to $950M from $925M, including an increased US Briumvi sales guidance of $890-905M from $885-900M, an increase of ~$5M. Guidance assumes marginal growth in 3Q, followed by higher growth in 4Q, which is expected to drive majority of 2H26 growth.assume US revenue of 4% in 3Q and 7% in 4Q, and assume total Briumvi US revenues of $915M in 2026, which is $10M over guidance.
assume total US revenues of $954.7M, which is also marginally over guidance.

Given increased estimates and greater confidence in 2026 performance,modulating our PT to $78 from $77, previously.

[Peter J. O'Neill @pjo_tanistry]

@Lucy3370 Agree, very good call, MW brought his A game

[Peter J. O'Neill @pjo_tanistry]

@Lucy3370 @Lakersfan20211 @Biomaven Tru that view. Heard all the other analysts following the stock ask a question at some point.

[Peter J. O'Neill @pjo_tanistry]

@Lakersfan20211 @Biomaven That was at a fireside chat at the Bio conference hosted by his bank. I meant Qtr conference calls or any call hosted by $TGTX