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Can alphabet thrive amid macroeconomic headwinds?

The coronavirus pandemic, the Russian invasion of Ukraine, and fears of a U.S. recession are all decreasing advertisers' spending appetite....

July 20, 2022, 10:22 am

Microsoft q4: all eyes on azure given consumer weakness

Microsoft is scheduled to report its FQ4 and FY22 earnings card on July 26. Software investors will likely use the King of SaaS as a benchmark for the...

July 20, 2022, 9:24 am

Inda: valuations are at a multi-decade high

Since my previous article, INDA lost ~10% vs a loss of ~20% for emerging markets and provided better returns than its benchmark despite forex headwin...

July 20, 2022, 9:02 am

Perrigo: hra acquisition to drive significant growth

The acquisition of HRA Pharma to drive significant revenue and earnings growth for Perrigo in the coming quarters. PRGO is facing contracted gross mar...

July 20, 2022, 6:27 am

Glencore: 5.24% dividend yield despite industrial headwinds

The company sold the royalty package of BaseCore Metals LP to Sandstorm Gold Ltd for $425 million in cash and $100 million worth of common equity of S...

July 20, 2022, 3:44 am

Conagra is coping with inflationary headwinds

Conagra slightly beat expected earnings for FY Q4. The shares have substantially outperformed their industry and the broader market over the past 12 m...

July 19, 2022, 9:00 pm

Eagle bulk shipping: a risky shipping play

Eagle is a highly profitable shipping company with a current yield of c.13%. Although there are headwinds ...

July 19, 2022, 2:23 pm

Revolve: strong growth continues despite macro headwinds

Revolve is now down over 70% from its all-time high due to concern about the weakening economy. The TAM for the company remains huge as the shift from...

July 19, 2022, 7:21 am

Amd is a steal thanks to overblown headwinds

At $82 per share, Advanced Micro Devices ( AMD , Financial) is back down to prices that investors have not seen since mid-2020, despite net income inc...

July 18, 2022, 6:08 pm

Goldman consumer banking revenues grow 25% as loss reserves surge 497%

Goldman's march to Main Street juggernaut continues — macro headwinds or not. The white-shoe Wall Str...

July 18, 2022, 4:41 pm

Dodson's parnassus endeavor fund loads up on deere and amdocs, uninstalls vmware

The Parnassus Endeavor Fund (Trades, Portfolio) released its second-quarter equity portfolio late last week, revealing potential value opportunities a...

July 18, 2022, 4:14 pm

Dow (dow) gears up for q2 earnings: what's in the offing?

Dow (DOW) is expected to have benefited from cost and productivity actions and higher end-market demand in Q2 amid ...

July 18, 2022, 8:30 am

Deliveroo halves 2022 guidance due to 'consumer headwinds'

Deliveroo PLC (LSE:ROO) has halved its sales guidance for 2022, adopting a “more cautious economic outlook” in the face of restricted consumer sp...

July 18, 2022, 3:23 am

2 growth stocks with monster potential to buy before the market rebounds

These companies are growing rapidly in spite of macroeconomic headwinds....

July 17, 2022, 8:45 am

Stag industrial: closer to a buy, but still not quite

STAG Industrial stock has declined nearly 40% since its December 2021 highs. We believe it's likely at a near-term bottom. Notwithstanding, investors ...

July 17, 2022, 6:42 am

What to make of norfolk southern's dividends

Norfolk Southern is selling off as a result of lower economic growth expectations and ongoing headwinds ...

July 17, 2022, 12:24 am

Draftkings: the market has been quietly buying

DraftKings is scheduled to report its Q2 earnings card on August 5. Given the recent macro headwinds, the market will likely parse management's update...

July 16, 2022, 6:34 am

American express: the travel rebound is still a growth catalyst

American Express has bet on tourism over the years and built a massive traveling unit. The U.S. economy has lots of headwinds, but AmEx card users are...

July 15, 2022, 6:22 pm

Qualys increases guidance as economic headwinds grow

With its Q1 results, Qualys increased guidance for the remainder of 2022. The firm provides a wide range of cloud security and compliance software and...

July 15, 2022, 4:36 pm

Ford: approaching an inflection point

F faces increased risk due to global automotive headwinds, with higher commodity costs, the semiconductor shortage, and a strong dollar impacting dema...

July 15, 2022, 11:15 am


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