Monday, Oct. 26

🇩🇪 10:30 a.m. – Germany: ifo Business Climate Index (Oct.)

🇺🇸 1:30 p.m. – U.S.: Chicago Fed National Activity Index (Sept.)

🇺🇸 3:30 p.m. – U.S.: Dallas Fed Business Index (Oct.)

Tuesday, Oct. 27

🇪🇺 10:00 a.m. – Eurozone: M3 Money Supply & Lending (Sept.)

✈️ 12:30 p.m. – U.S.: Boeing (Q3 Earnings)

🇺🇸 1:30 PM – U.S.: Durable Goods Orders (Sep.)

🇺🇸 2:00 PM – U.S.: FHFA House Price Index (Aug.)

🇺🇸 3:00 PM – U.S.: Conference Board Consumer Confidence (Oct.)

🇺🇸 3:00 PM – U.S.: New Home Sales (Sep.)

🪶 10:00 PM – Robinhood (Q3 earnings)

Wednesday, Oct. 28

🇩🇪 8:00 AM – Germany: GfK Consumer Climate (Nov.)

🇨🇦 2:45 PM – Canada: Bank of Canada Interest Rate Decision

🇺🇸 7:00 PM – US: Fed Interest Rate Decision (FOMC) 🌶

🇺🇸 7:30 PM – U.S.: Fed press conference (Kevin Warsh)

🤑 9:00 PM – U.S.: Alphabet & Microsoft (Q3 earnings)

Thursday, Oct. 29

🇪🇺 11:00 a.m. – Eurozone: Economic and Industrial Confidence (Oct.)

🇺🇸 1:30 p.m. – U.S.: Q3 2026 GDP (1st estimate) & Personal Consumption

🇺🇸 1:30 PM – U.S.: Initial Jobless Claims

🇪🇺 2:15 PM – Eurozone: ECB Interest Rate Decision 🌶

🇪🇺 2:45 PM – Eurozone: ECB press conference (Christine Lagarde)

💵 9:00 PM – U.S.: Amazon & Intel (Q3 earnings)

Friday, Oct. 30

🇯🇵 12:30 a.m. – Japan: Tokyo CPI & Unemployment Rate

🇩🇪 10:00 a.m. – Germany: Q3 2026 GDP (1st estimate)

🇪🇺 11:00 a.m. – Eurozone: Q3 2026 GDP (1st estimate) & Unemployment Rate

🇩🇪 2:00 p.m. – Germany: CPI Inflation (Oct., preliminary)

🇺🇸 2:45 PM – U.S.: Chicago Purchasing Managers’ Index (Oct.)

🇺🇸 8:30 PM – U.S.: CFTC Commitments of Traders (COT Report)

$HOOD (-1,11%)
$BA (+0,48%)
$MSFT (+0,62%)
$INTC (+2,73%)
$SKHY (+3,4%)
$V (-0,95%)
$CCO (+0,17%)
$GOOG (-0,82%)
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$CVX (+2,97%)
$SNDK (+0,91%)
$VZ (-1,27%)
$COIN (-2,34%)
$SBUX (-1,16%)
$7751 (+0,13%)
$BP. (+2,73%)
$CAT (-2,11%)

$BP. (+2,73%) BP Rated a “Strong Buy” in the New Energy Era: Why a Valuation Discount Now Presents Opportunities - 09/19/26 - News - ARIVA.DE https://share.google/4FKLxWQluuFfedjcz

Morningstar published its list, and 14 of the 16 companies are British. I ran the 13 I’ve already analyzed through my tool:

🟢 EXCELLENT (4)

• $NWG (-0,85%) NatWest - 5.06%, P/E ratio 8.68x, quality 75/100

• $RKT (-0,41%) Reckitt - 4.16%, P/E ratio 11.6x

• $HSBA (-0,73%) HSBC - 3.70%, P/E ratio 10.36x

• $LLOY (-0,19%) Lloyds - 3.58%, P/E ratio 15.6x

🟣 WATCH (3)

• Relx, AstraZeneca, and Unilever ($REL (-0,58%) , $AZN (-0,21%) , $ULVR (-0,5%) ). Quality businesses, but valuations no longer offer room to run

🟠 CAUTION (4)

• BP (4.87%), Shell (3.39%), Rio Tinto (4.52%), and Barclays ($BP. (+2,73%)
$SHEL (+2,32%) , $RIO (-0,27%) , $BARC (-0,77%) ). High returns that mask cyclicality. The 78% marginal tax rate on oil in the UK doesn’t help

🔴 LOW THRESHOLD (2)

• Rolls-Royce $RR. (-6,5%) : It’s on Morningstar’s list, but pays 0.39%. Quality 35, Opportunity 5

• Glencore $GLEN (+0,08%) : Quality 10/100. A high yield can also mask a declining business

Here's the hot stuff from BP p.l.c.
$BP. (+2,73%) (LSE: BP / NYSE: BP) Q2 2026 Earnings Release, fresh from London on August 4, 2026:

🚀 Top-Line Performance & Strong Cash Flow Boost

British energy giant BP is capitalizing on higher oil prices (Brent averaged ~$104/bbl in Q2 vs. $81 in Q1) and stronger refining margins to deliver a massive jump in operating earnings:

Adjusted Net Income (Underlying RC Profit): Soared by +$2.5 billion compared to the previous quarter to $5.73 billion (after $3.2 billion in Q1), significantly shattering the market consensus of ~$5.01 billion!

Adjusted EPS: Rise to 36.92 U.S. cents (analysts had expected only ~32.6 cents).

Operating Cash Flow (OCF): An impressive $10.86 billion flowed into the company’s coffers in the past quarter.

🔮 Segment Strength & Balance Sheet Cleanup

BP is performing well across all core segments and is using this momentum to strengthen its balance sheet:

Customers & Products (Refining & Gas Stations): The absolute profit driver of the quarter with an adjusted profit (PBIT) of $4.95 billion (consensus: $4.34 billion).

Upstream & Gas:

Oil Production & Operations delivered PBIT of $3.58 billion.

Gas & Low Carbon Energy rose to $2.12 billion.

Debt reduction is on track: Net debt fell significantly from $25.3 billion in Q1 to $22.25 billion —driven primarily by the redemption of hybrid bonds and strong free cash flow.

🤖 Shareholder Returns & Strategic Restructuring

Dividend Increased: Management is raising the quarterly dividend by +4% to 8.66 U.S. cents per common share.

Portfolio Streamlining & Focus: Under the leadership of CEO Meg O’Neill, BP is sharpening its focus on returns and debt reduction. In addition to the sale of its Austrian retail business, divestiture processes are underway for parts of the North Sea oil business and Archaea Energy.

⚡ 💡 Jack’s Take

No hiccups in the engine—BP beats expectations across the board! Thanks to rising oil prices and strong refining margins, management is putting on an operational fireworks display. With nearly $11 billion in operating cash flow, a reduced debt burden, and a raised dividend, BP is demonstrating that its focus on operational discipline and balance sheet repair was exactly the right move. An absolutely rock-solid set of results!

$PLTR (+0,42%)
$SNAP (+0,09%)
$HSBA (-0,73%)
$9434 (-3,37%)
$ZAL (+1,87%)
$BOSS (+0,25%)
$BNTX (-1,6%)
$SPOT (+0,38%)
$BP. (+2,73%)
$BAYN (-0,25%)
$DOCN (+2,37%)
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$PFE (-0,63%)
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$DHL (+0,4%)
$NOVO B (-0,34%)
$CVS (-0,7%)
$UBER (-2,53%)
$SEDG (+1,62%)
$WULF (+1,31%)
$CRCL (+0,46%)
$SHOP (+0,45%)
$DIS (-0,16%)
$HUBS (+1,47%)
$DASH (-3,79%)
$FSLY (+9,68%)
$SNDK (+0,91%)
$MELI (-0,64%)
$DUOL
$APP (-0,8%)
$SMR
$FIG (+2,81%)
$SIE (+0,14%)
$CBK (+1,49%)
$IOS (-1,25%)
$FI (-0,72%)
$DDOG (+5,44%)
$RHM (+0,13%)
$QBTS (+0,97%)
$G24 (-0,62%)
$AKAM (+3,57%)
$MUV2 (-0,88%)
$UA (-3,58%)
$OKLO

$MAR (-1,25%)
$KRYS (-2,56%)
$PLTR (+0,42%)
$STRL (-2,96%)
$SNAP (+0,09%)
$WHR (-1,41%)
$CLX (-2,27%)
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$VRTX (-1,69%)
$PFIZER
$CAT (-2,11%)
$MCD (-1,4%)
$HUT (-2,8%)
$WIX (-0,27%)
$W (-0,84%)
$BP. (+2,73%)
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$ALAB (+0,44%)
$OPEN (-2,21%)
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$HL (-1,59%)
$LLY (-2,35%)
$SHOP (+0,45%)
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$RIOT (-2%)
$CIRC
$NOVO B (-0,34%)
$U (+2,12%)
$SNDK (+0,91%)
$APP (-0,8%)
$WDC (+4,07%)
$ELF (+0,34%)
$MELI (-0,64%)
$AXON (+1,87%)
$TTMI (+9,6%)
$RDW (+3,32%)
$QBTS (+0,97%)
$DDOG (+5,44%)
$CLA
$FI (-0,72%)
$LNG (+4,03%)
$UUUU (-1,76%)
$HIMX (+1,76%)
$ABNB (-2,03%)
$RGTI (+1,28%)
$TTD (-0,3%)
$AAOI (+1,41%)
$TXG (+2,07%)
$INOD (-0,19%)
$OUST
$MP (+0,37%)
$OKLO
$VST (-0,02%)
$TTWO (-1,7%)
$ACMR (+3,08%)
$WEED (-1,64%)
$UAA (-5,13%)

$VZ (-1,27%)
$DPZ (+0%)
$CDNS (+3,52%)
$BARC (-0,77%)
$SPOT (+0,38%)
$BP. (+2,73%)
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$KO (-2,47%)
$UPS (-0,3%)
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$SBUX (-1,16%)
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$BE (-5,12%)
$V (-0,95%)
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$HOOD (-1,11%)
$MBG (-1,34%)
$UBSG (-0,44%)
$DBK (-0,73%)
$LMND (-0,94%)
$SOFI (-0,84%)
$TER (+1,66%)
$ADS (-1,12%)
$ABBV (+0,16%)
$G24 (-0,62%)
$WM (+0,14%)
$APH (+1,04%)
$CMG (-1,8%)
$GOOG (-0,82%)
$META (-0,39%)
$MSFT (+0,62%)
$AMZN (-0,76%)
$005930
$BAS (-0,15%)
$SU (-2,1%)
$INGA (-1,65%)
$ULVR (-0,5%)
$IDR (-4,77%)
$DHL (+0,4%)
$CAT (-2,11%)
$MA (-1,36%)
$PUM (-0,14%)
$MRK (-1,61%)
$CNHI (-0,19%)
$LLY (-2,35%)
$FSLR (+1,32%)
$WDC (+4,07%)
$RBLX (-0,42%)
$RDDT (-3%)
$SNDK (+0,91%)
$AAPL (-0,05%)
$TWLO (+3,5%)
$EL (+0,98%)
$CL (-3,26%)
$XOM (+2,77%)
$CVX (+2,97%)

So far one of the largest stocks in my portfolio - the rest of the position continues to graze as a dividend cow.