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Mohawk industries - finding a floor
Mohawk will likely see further profit declines amidst a correction in the housing market. Near-term earnings power remains very strong, if you buy the...
June 21, 2022, 10:11 pm
7 stocks poised to plunge if the ‘everything bubble' pops
A stock market bubble pop will send beaten up shares even lower as the valuation reset and business con...
June 21, 2022, 6:31 am
Utg moves to hold, bui to a buy
Markets present you with choices and sometimes they can be gifts. While we thought utilities had got overvalued, we did not expect such a rapid reset...
June 17, 2022, 11:42 pm
Looking for guidance to reset earnings expectations
With respect to the evolution of earnings estimates, we should point out that while estimates have come down a bit, they are nowhere near what would b...
June 17, 2022, 4:58 pm
Samsara: sensors on
Samsara is an interesting industrial automation play. The company has seen solid topline growth, as valuations have been ...
June 16, 2022, 5:04 pm
Is pinterest stock a buy, sell, or hold now? becoming bullish again
Pinterest stock has been battered, but deservedly so. The market needed to reset its growth expectation...
June 16, 2022, 8:30 am
Sibanye stillwater: why we think it's a risk worth taking
Investors could chase Sibanye's high-dividend, high-quality attributes to fight inflation. Although the floods in Montana pose a renewed challenge, Si...
June 15, 2022, 2:46 pm
Why did airbnb stock crash in may; can it recover?
Airbnb posted a robust FQ1 earnings report, but its stock fell steeply in May. In addition, we cautioned about its slowing ADR growth and steep valuat...
June 13, 2022, 1:15 pm
3 of the best-value stock etfs
#Morningstar #VanguardETF #iSharesETF Value stocks are outperforming this year. These exchange-traded funds provide exposure at a low cost....
June 13, 2022, 8:20 am
Tesla forges ahead with a 3-for-1 stock split
Tesla plans a stock split to "help reset the market price" while Oracle co-founder Larry Ellison plans ...
June 10, 2022, 7:16 pm
Tesla files for another stock split—reveals billionaire larry ellison to leave board
Tesla said it believes the split will "help reset the market price" of shares and help make them more a...
June 10, 2022, 5:06 pm
3 software plays showing signs of recovery
Some software plays have staged particularly convincing rebounds that suggest it's uphill from here. Let's look at three of the biggest moves that are...
June 8, 2022, 2:00 am
Palantir and docusign have likely bottomed - which software stock is the better buy
Software stocks have been crushed significantly from their 2021 highs. However, we believe their valuations have been reset. As a result, the applicat...
June 5, 2022, 8:18 am
The great retail reset hits the bullseye: getting back on target
What we should not forget, even with all this turmoil Target remains one of the best mass-market retailers on the planet. They are also playing the �...
May 20, 2022, 6:39 pm
Kohl's: resetting expectations
Retail has been reporting weaker than expected quarters. Kohl's has revised to the downside....
May 19, 2022, 11:26 am
Roku stock is repricing and resetting itself
Streaming platform and hardware provider Roku (NASDAQ: ROKU) stock has tumbled (-58%) for the year and over (-70%) since hitting its all-time high of ...
May 18, 2022, 1:01 am
Janus henderson: strategy reset ahead - buy retained
JHG's 1Q22 result disappointed on net flows and performance fees. With a new CEO commencing in 2Q22, a strategy shake-up in late 2022 now seems likely...
May 16, 2022, 9:08 am
The plant-based food industry is facing a reset as beyond meat and oatly shares suffer
Shares of Beyond Meat and Oatly have shed more than half their value this year....
May 14, 2022, 7:00 am
Bausch health companies: headwinds, again
Bausch Health has seen a very tough 2022 as investors price in higher interest rates on its massive debt load and softer IPO of its subsidiary Bausch ...
May 10, 2022, 4:20 pm
Stanley black & decker: interesting after expectations reset
SWK reported terrible Q1 earnings, especially with supply chain cost inflation. With a plagued earnings trajectory, management cut guidance....
May 4, 2022, 9:19 pm