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Carvana's turnaround plan seems to be missing 1 key detail
Carvana overextended itself with a growth-at-any-cost strategy. Management's focus on rightsizing the business resulted in a material reduction in the...
I just sold all of my zoom video stock at a loss -- here's why
Zoom's margins rapidly declined in the latter half of 2022. The company has done little with its cash pile....
Rnp: a ~10% distribution rate as reits remain pressured
REITs have remained under pressure as risk-free rates continue to rise after the latest Fed dot plots showed fewer anticipated cuts in 2024. The Cohen...
3 key metrics to watch for tilray stock
Tilray's marijuana business is still unprofitable. Its alcohol segment is a rising star....
Nio: improving setup (rating upgrade)
Chinese EV makers, including NIO, XPeng, and Li Auto, are experiencing a strong rebound in production volumes. NIO's delivery momentum has soared, sho...
3 no-brainer growth stocks to buy in october
Eli Lilly is crushing the market because of its impressive product lineup and strong prospects. Novo Nordisk is just getting warmed up with a massive ...
Is mercadolibre stock a buy now?
MercadoLibre has been executing at a world-class level. Its e-commerce and fintech businesses are well-positioned for expansion....
Dish: merger with echostar is positive (rating upgrade)
DISH Network's stock remains on a downtrend despite meeting compliance requirements for 5G implementation by the FCC. The merger with EchoStar, in add...
Evercore: cautious look after movements on rates and recent ipos
Recent results reflect a tough environment for deals, with Evercore's revenues steadily decreasing due to rising rates. Concerns arise about whether d...
3 no-brainer stocks to buy with $200 right now
Enterprise Products Partners boasts an attractive valuation and an attractive distribution. Brookfield Infrastructure has three key growth drivers....
Brighthouse financial: a compelling buy as the business simplifies
Brighthouse Financial's shares have been a mixed performer, losing about 4% of their value over the past year. The company's complex business and low ...
This could be novavax's big opportunity
Novavax is about to join Moderna and Pfizer in the fall vaccine marketplace. The company just won a nod from the FDA for its updated coronavirus vacci...
Philip morris: about to smoke its u.s. competitors
Philip Morris International's stock price has remained stagnant for over two years, presenting a potential opportunity for investors. IQOS and Zyn rep...
Metro bank rejected takeover approaches from shawbrook -sky news reporter
British lender Metro Bank rejected a series of takeover approaches from business lender Shawbrook, including one made in the second half of last month...
Is devon energy the next target of an energy mega-merger?
Exxon Mobil is reportedly finalizing a deal to purchase Pioneer Natural Resources in a $60 billion deal. The oil and gas upstream sector has seen a bo...
Rivian: buy the panic (rating upgrade)
Rivian's share price declined by 20% after announcing plans to raise $1.5B in convertible senior notes. The company's Q3 production and delivery figur...
Once a labor leader, butler angered unions by consulting for uber
The new California senator was part of the gig company's push to avoid having to classify its drivers as employees....
Compania cervecerias unidas: starting to look cheap below 8x ev/ebitda
The company's margins are showing improvement in 2023, with H1 EBITDA rising by 8.9% thanks to higher selling prices and a strong Chilean peso. In my ...
Constellation brands earnings boosted by beer sales, company doing, 'something rare,' analyst says
Constellation Brands' (STZ) reported fiscal second quarter earning that topped analyst estimates on both the top and bottom lines. The beverage compan...
Nextera energy: zirp bubble implosion sends the utility all the way to fair value
Bubble implosions are predictable in their magnitude but not in their timing. NextEra Energy has a tailwind of high base rate growth and a headwind of...
Sprout social: it's fall, but sprout social's results are coming into bloom
Sprout Social held its 2023 analyst day, reiterating its free cash flow projection of $200 million by 2028 and a free cash flow margin of 20%. The com...
Power corporation of canada: a retirement-oriented financial stock for retirees
Power Corp achieved Q2'23 revenues of $10.43bn, a 2.84% YoY increase, but experienced a decline in net income and free cash flow. The company focuses ...
Walgreens pharmacy employees plan walkout at us stores: report
Some employees plan to walk out for one day, while others expect to close their pharmacies for all three, the network said, citing employees in three ...
Holy heck, lvmh is getting cheap(er)
LVMH is a leading luxury conglomerate with a strong portfolio of brands, including Louis Vuitton, Christian Dior, and Sephora. The company has shown s...
Eqt: strong value potential in healthy natural gas market
Natural gas prices have been volatile due to COVID-19 production cuts and the Russia-Ukraine war but have stabilized during 2023. EQT Corporation is a...
Fiverr: recent weakness provides better buying opportunities
Fiverr International is a growth company with solid long-term potential, despite the recent stock price decline. Recent earnings showed modest revenue...
Invisible, yet invaluable: valuing intangibles in the birkenstock ipo
Birkenstock generated revenues of $1.4 billion in the twelve months leading into its initial public offering, with an expectation of more growth in th...
U.s. weekly fund-flows insight report: taxable fixed income funds top last week's 2023 outflow record
During LSEG Lipper's fund-flows week that ended October 4, 2023, investors were overall net purchasers of fund assets for the first week in three, add...
Dhi group: artificial intelligence and headcount increase are great ingredients
DHI Group plans to offer new platforms with increased engagement and communication between companies and job applicants. The company has seen growth i...
Essilorluxottica: my biggest european discretionary investment
EssilorLuxottica is the world's largest eyewear company, owning over 150 world-famous brands in prescription eye-wear and sunglasses. The Asia-Pacific...
Fsta has a rich valuation and its risk/reward profile is not attractive
Fidelity MSCI Consumer Staples ETF has performed relatively well in 2022 but is weakening in 2023. FSTA offers better downside protection than the bro...
Mega-caps are cheap and google is my favorite
The Magnificent 7 have outperformed the market, but they are actually historically undervalued. Alphabet stands out as offering the best value and pro...
Essential utilities is the cheapest it has been in more than a decade
Essential Utilities stock has declined 30% and is currently trading at a 10-year low price-to-earnings ratio. The company has a wide business moat and...
First industrial: buy the dip on this fast-growing reit
First Industrial is a self-managed REIT specializing in distribution centers and light industrial properties in large, supply-scare MSAs in the U.S. T...
Acquisition watch: time to buy exxon mobil (xom) or pioneer natural resources (pxd) stock
The announcement that Exxon Mobil (XOM) plans to potentially acquire Pioneer Natural Resources (PXD) was a highlight of this week's trading session....
