Index
Read / research / learn
Articles and trading guides.
Find a lesson, revisit a market review or follow the evidence in a company breakdown. Every article links to its original HPT publication.
533 available articles · Page 3 of 14. Market reviews retain their original historical context; they are not current quotes.
Genuine Parts: Read the Earnings Bridge Before the Separation Story | October 8, 2026
Review Genuine Parts’ reported-to-adjusted EPS bridge, restructuring and separation costs, and the distinctions needed to assess later disclosures.
Read on Substack →Republic Services: The Landfill Liability Is Not This Year’s Cash Bill | October 8, 2026
Read on Substack →Wabtec: Freight Growth Hides a Modernization Dip | October 8, 2026
Read on Substack →HII: Read the Funding Inside the Backlog | October 8, 2026
Look inside HII’s funded and unfunded backlog, segment differences and billing timing to separate an order total from deliveries and operating cash flow.
Read on Substack →Hubbell: Buying Electrical Growth Adds a Financing Test | October 8, 2026
Read on Substack →Carrier: Cooling Orders Need a Delivery Test | October 8, 2026
Read on Substack →RLI’s October Earnings Test: Look Inside the Combined Ratio | October 8, 2026
Read on Substack →Watsco: Digital Sales Growth Still Needs a Margin Test | October 8, 2026
Read on Substack →QQQ Puts Before the Flush: HPT’s Timestamped Setup and the 30-Year Auction
Read on Substack →ADP: The Interest Tailwind Has a Different Clock From Payroll Demand | October 8, 2026
Separate ADP’s client-fund balances, investment yield and interest revenue from payroll-service activity, using the article’s dated results and outlook.
Read on Substack →Daily Point Blank News | TSMC Sales Surge, but the Broad Market Test Is Separate | October 8, 2026
Read on Substack →Stanley Black & Decker: Adjusted Earnings Still Contain Tariff Refunds | October 8, 2026
Read on Substack →PepsiCo: A Stronger Sales Outlook Meets a Lower Earnings Growth Range | October 8, 2026
Read on Substack →Korn Ferry: Signed Fees Grow, but the Price Trend Still Needs Repair | October 8, 2026
Read on Substack →Donaldson’s Filtration Expansion Faces Two Tests: Organic Demand and the Daily Reclaim | October 8, 2026
Examine Donaldson’s Facet acquisition, reported sales growth, organic demand and financing assumptions alongside the article’s dated technical review.
Read on Substack →Old Dominion: A Tariff Increase Is Not a Demand Recovery | October 8, 2026
Compare Old Dominion’s tariff changes, realized yield, shipments and tonnage, and distinguish a pricing action from evidence of freight-demand recovery.
Read on Substack →Snap-on: Tool Demand and Customer Credit Tell Different Stories — October 8, 2026
Read on Substack →A. O. Smith: Better Cash Flow Has Not Repaired the Earnings Trend — October 8, 2026
Read on Substack →Church & Dwight: Volume Growth and the Portfolio Gap | October 8, 2026
Read on Substack →Costco: Better Cost Efficiency Is Not Wider Merchandise Margin | October 8, 2026
Read on Substack →Pentair: A New Water Platform Meets an Unfinished Price Recovery | October 8, 2026
Review Pentair’s water-platform expansion, pool-channel inventory and the separate evidence required for an operating recovery and a chart recovery.
Read on Substack →Daily Point Blank News | The Fuel Cushion Is Thin as Equities Retreat | October 8, 2026
Read on Substack →Constellation: shipments grew, but demand moved differently | October 8, 2026
Compare Constellation’s beer shipments and depletions, inventory timing and reporting periods in this dated earnings and technical-analysis review.
Read on Substack →WD-40: The Currency Tailwind Is Not the Entire Demand Story | October 8, 2026
Read on Substack →Fastenal: Higher Prices Did Not Remove the Margin Squeeze | October 8, 2026
Read on Substack →AZZ: Two Sales Records, Two Different Demand Signals | October 7, 2026
AZZ’s two coating businesses both reported record quarterly sales, but their demand explanations diverged.
Read on Substack →CTAS: Organic Growth Improved, but the Deal Is Still a Separate Test | October 7, 2026
Read on Substack →MSA Safety: The Acquisition Changes Both Sides of the Comparison | October 7, 2026
Read on Substack →AAON: The Sales Upgrade Came With a Margin Downgrade | October 7, 2026
Read on Substack →Micron Ripped. The Market Didn’t. Here’s the Rotation Test.
Read on Substack →EXPO: 21% Revenue Growth Is Not 21% More Consulting Work | October 7, 2026
Read on Substack →DRI: LongHorn Gains Guests While Olive Garden Relies on Check Growth | October 7, 2026
Read on Substack →ORCL: Customer Prepayments Help Fund a Bigger Cloud Build | October 7, 2026
Read on Substack →Daily Point Blank News | The Rebound Left Small Caps Behind | October 7, 2026
Read on Substack →KR: Lower Sales Guidance, Unchanged Profit Targets | October 7, 2026
Read on Substack →MKC: Consumer Volume Slips While Flavor Solutions Grows | October 7, 2026
Compare McCormick’s Consumer and Flavor Solutions volume/mix and pricing contributions, keeping company reporting measures distinct from unit sales.
Read on Substack →PAYX: Two Growth Engines, One Unchanged Sales Outlook | October 7, 2026
Read on Substack →Daily Point Blank News | More Output Can Still Mean Less Utilization | October 7, 2026
Understand why industrial output can rise while capacity utilization falls, and read the October 7 briefing without confusing a ratio with activity.
Read on Substack →Daily Point Blank News | Equal Weight Has a Clock | October 7, 2026
Learn why equal-weight comparisons need matching periods and rebalance context, using the October 7 market briefing and its dated participation evidence.
Read on Substack →