CVS Stock Has Turned The Corner And Is Still Cheap
A year and a half ago, on October 20th, 2024, we wrote that the new CEO of CVS Health has been dealt a good...
A year and a half ago, on October 20th, 2024, we wrote that the new CEO of CVS Health has been dealt a good...
A year and a half ago, on October 20th, 2024, we wrote that the new CEO of CVS Health...
Death and taxes are the only two certainties in life as the handsome antagonist played by Brad Pitt was told in Meet Joe Black...
Death and taxes are the only two certainties in life as the handsome antagonist played by Brad Pitt was...
When it comes to network effects, the competitive advantage understandably goes to the company with the biggest network. Amazon in e-commerce, Meta in social...
When it comes to network effects, the competitive advantage understandably goes to the company with the biggest network. Amazon...
The automobile industry is notoriously cyclical. Even the biggest and most established companies make billions on the upswing and then lose billions on the...
The automobile industry is notoriously cyclical. Even the biggest and most established companies make billions on the upswing and...
It wasn’t that long ago, when The Trade Desk reached an all-time high of $141.53 per share in December, 2024. Less than a year...
It wasn’t that long ago, when The Trade Desk reached an all-time high of $141.53 per share in December,...
Signet Jewelers stock jumped 13.7% yesterday after the company beat earnings expectations in its Q4 report. The stock is now hovering near $90 a...
Signet Jewelers stock jumped 13.7% yesterday after the company beat earnings expectations in its Q4 report. The stock is...
The stock of leading software development services company EPAM Systems fell another 16.5% last week after reporting underwhelming Q4 results. This latest plunge took...
The stock of leading software development services company EPAM Systems fell another 16.5% last week after reporting underwhelming Q4...
DoorDash just missed Q4 estimates, but upbeat Q1 outlook makes the stock a double-digit pre-market gainer today. The food delivery industry is fiercely competitive,...
DoorDash just missed Q4 estimates, but upbeat Q1 outlook makes the stock a double-digit pre-market gainer today. The food...
Morningstar Inc. is a leading provider of independent investment insights and the fourth biggest credit rating agency behind S&P Global, Moody’s and Fitch. Consulting...
Morningstar Inc. is a leading provider of independent investment insights and the fourth biggest credit rating agency behind S&P...
With a market cap of roughly CHF 2B, Swiss aerospace components manufacturer Montana Aerospace often flies under investors’ radar. The company has recently been...
With a market cap of roughly CHF 2B, Swiss aerospace components manufacturer Montana Aerospace often flies under investors’ radar....
Investors buying into an IPO usually regret it very soon. That’s because initial public offerings are often deliberately overpriced so that the company can...
Investors buying into an IPO usually regret it very soon. That’s because initial public offerings are often deliberately overpriced...
We wrote a bullish article about leading European fitness chain operator Basic-Fit four months ago. That thesis has been going well so far with...
We wrote a bullish article about leading European fitness chain operator Basic-Fit four months ago. That thesis has been...
Maplebear, the parent company of US online grocery shopping leader Instacart, shows once again that buying into an IPO is rarely a good idea....
Maplebear, the parent company of US online grocery shopping leader Instacart, shows once again that buying into an IPO...
Founded in 1988, Alten SA is a global engineering and technology consulting services company, headquartered in France. Investors’ enthusiasm for the stock faded away...
Founded in 1988, Alten SA is a global engineering and technology consulting services company, headquartered in France. Investors’ enthusiasm...
With а $350B market cap, Roche Holding is а pharmaceutical and diagnostics behemoth headquartered in Basel, Switzerland. Growth investors should look elsewhere, however, since...
With а $350B market cap, Roche Holding is а pharmaceutical and diagnostics behemoth headquartered in Basel, Switzerland. Growth investors...
Oracle stock is down 46% from its September record, erasing all of its OpenAI deal gains and then some. The market soured on Oracle...
Oracle stock is down 46% from its September record, erasing all of its OpenAI deal gains and then some....
Celsius still hasn’t recovered from the 27% plunge it suffered on November 6th after publishing its Q3 earnings report. At $44 and cents, the...
Celsius still hasn’t recovered from the 27% plunge it suffered on November 6th after publishing its Q3 earnings report....
It’s been almost a year since we wrote on December 17th, 2024, that “downside targets below $120 a share” made sense for Zoetis. The...
It’s been almost a year since we wrote on December 17th, 2024, that “downside targets below $120 a share”...
Headquartered in Northbrook, Illinois, CF Industries describes itself as the world’s largest ammonia producer. Despite stable cash flows, low debt and aggressive share repurchases,...
Headquartered in Northbrook, Illinois, CF Industries describes itself as the world’s largest ammonia producer. Despite stable cash flows, low...
British serial entrepreneur and billionaire Sir Richard Branson famously said that “if you want to be a millionaire, start with a billion dollars and...
British serial entrepreneur and billionaire Sir Richard Branson famously said that “if you want to be a millionaire, start...
Leading fintech company Global Payments used to be part of our portfolio. We took our small profit and sold the position at $132 in...
Leading fintech company Global Payments used to be part of our portfolio. We took our small profit and sold...
Deckers Outdoor Corp., the owner of the Hoka, UGG and Teva footwear brands, is the third biggest loser in the S&P 500 this year....
Deckers Outdoor Corp., the owner of the Hoka, UGG and Teva footwear brands, is the third biggest loser in...
Used car retailer CarMax is among the market’s worst performers this year. The stock is down 60% in 2025 as high inflation and strained...
Used car retailer CarMax is among the market’s worst performers this year. The stock is down 60% in 2025...
At 40 times forward earnings, the ultimate luxury car brand Ferrari is far from cheap. The stock is trading a few cents below $407...
At 40 times forward earnings, the ultimate luxury car brand Ferrari is far from cheap. The stock is trading...
Less than a year ago, Huntington Ingalls was growing revenue at mid-single digits. At $191 per share, the stock was down 36% from its...
Less than a year ago, Huntington Ingalls was growing revenue at mid-single digits. At $191 per share, the stock...
We’ve already discussed this year’s total carnage in the US health insurance industry and as earnings season begins, its latest episode is upon us....
We’ve already discussed this year’s total carnage in the US health insurance industry and as earnings season begins, its...
Luxury behemoth Louis Vuitton Moet Hennessy is up 13% today after surprising the market with positive third quarter organic growth. It’s been a difficult...
Luxury behemoth Louis Vuitton Moet Hennessy is up 13% today after surprising the market with positive third quarter organic...
In case you’ve missed it, the chemicals industry has been decimated in recent years. The stock prices of Dow, Celanese, LyondellBasell, FMC and many...
In case you’ve missed it, the chemicals industry has been decimated in recent years. The stock prices of Dow,...
When we wrote about pet food company Freshpet in July, 2024, the stock was trading above $116 a share, up 220% from its 2022...
When we wrote about pet food company Freshpet in July, 2024, the stock was trading above $116 a share,...
With a market cap of over $115B, ConocoPhillips is one of the largest oil & gas companies in the world. The global economy’s reopening...
With a market cap of over $115B, ConocoPhillips is one of the largest oil & gas companies in the...