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Six flags: a turnaround worth the ride

Short-term attendance headwinds and a new pivot have damaged revenue growth and profitability. SIX has ...

January 3, 2023, 8:23 am

Merchants bank undervalued preferred stocks

Merchants Bank of Indiana is a small bank with excellent profitability and investment grade credit rati...

January 3, 2023, 6:35 am

Sea limited: flirting with a bottom

Sea Limited's latest cost-cutting measures likely weren't expected and highlighted more challenges in meeting its outlook to take Shopee toward ...

January 2, 2023, 10:32 am

Chegg: bullish with a tailwind for earnings in 2023

Chegg, Inc. has rallied sharply from its 2022 lows with positive momentum entering the new year. Chegg is transitioning away from its legacy textbook ...

January 2, 2023, 9:54 am

Teladoc: a bargain if it ever reaches gaap profitability

After a weak 2022, Teladoc shares are now trading 92% below their highs. Confidence in management wanes in light of Livongo write-offs, missed forecas...

January 2, 2023, 9:29 am

Ubisoft: deep value with acquisition potential

Ubisoft is a leading video game company which owns iconic franchises such as Assassin's Creed and Far Cry. The company reported steady growth in its n...

January 2, 2023, 4:31 am

Fastenal: expensive despite strong growth drivers

Fastenal Company's management team has established a strong track record of growth and profitability. M...

December 30, 2022, 5:10 pm

Southwest airlines: taking its lumps, but the future looks bright

Until this month, Southwest Airlines Co. navigated COVID admirably, coming out with its investment-grade ratings intact, ...

December 30, 2022, 4:21 pm

Palo alto networks: profitable secular growth in cybersecurity

Palo Alto Networks is a rare tech company that is beating and raising guidance in the current environment. The company has achieved GAAP ...

December 30, 2022, 3:34 pm

These streaming video services face a reckoning in 2023

Amid slowing growth and heightened competition, streaming video services will focus on profitability in...

December 30, 2022, 1:45 pm

Your new year's resolution for 2023: invest $10,000 in these 10 stocks

In this article, I review the stocks of ten world-class companies that I either have in my portfolio or am in the process of building a position in. I...

December 30, 2022, 11:09 am

United overseas bank: crossing the right boxes

United Overseas Bank is one of Singapore's 'big three' banks. It also has exposure to wider Southeast Asia, which will increase following its acquisit...

December 30, 2022, 12:56 am

Laureate education should rebound, but not soon

In the education stock industry, Laureate Education, Inc. appears to have some interesting catalysts for higher stock prices. Laureate Education's ope...

December 29, 2022, 11:59 am

Aurora cannabis may turn around in 2023

Aurora Cannabis Inc. guided for positive adjusted EBITDA by Dec 31, 2022. The company's profitability p...

December 29, 2022, 11:40 am

What the smartest investors know about nike stock

profitability will likely fall again in early 2023....

December 29, 2022, 5:21 am

The trade desk: better profitability and bigger scale ahead

TTD is a pure-play Demand Side Platform serving the Open Internet. TTD has been running a profitable Self-Service DSP business with 100% 3P Media sinc...

December 29, 2022, 12:30 am

Everbridge: a pricey play on cem adoption

Everbridge is looking to make further inroads into a ~$20bn opportunity in the CEM market. While the new ARR target is positive, balancing growth and ...

December 28, 2022, 9:14 pm

Innovative industrial: cannabis market at risk to worsening macroeconomics

While vice industries have boomed during the pandemic, we are already seeing a rapid reversal in some mature cannabis markets, with wholesale prices d...

December 28, 2022, 3:00 pm

There are good reasons to buy pagseguro, but p/e is higher than it seems

PagSeguro acts in a very attractive growth context. It also has a powerful near-term catalyst, which should favor its ...

December 28, 2022, 9:16 am

Teva pharmaceutical: 2023 could finally be the stock's breakout year

Shares look to have been undergoing a bottoming pattern for well over three years now. Although near-term EPS revisions have been faltering, Teva's re...

December 28, 2022, 6:27 am


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