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Qylg: eps revisions are the next big risk for u.s. stocks
Investors should expect more downside pressure in major US equity indices and shouldn't be fooled by bear market rallies. The recent economic data con...
July 6, 2022, 4:31 am
Blink charging: opportunity returns after market and industry turmoil
I initiated coverage on Blink Charging following its IPO. Since then, the company returned over 1,200% at its peak. But given recent market turmoil, m...
July 6, 2022, 3:20 am
The azek company: investor day outlines the case for a narrowing valuation gap
AZEK's prior investor day targets were reiterated despite the ongoing macro headwinds. Secular tailwinds remain intact, while margin expansion initiat...
July 5, 2022, 1:39 pm
What tesla's production slowdown could mean for its stock
Short-term production headwinds might spell a long-term opportunity for investors....
July 5, 2022, 12:18 pm
Here's why investors should retain yelp (yelp) stock for now
Yelp (YELP) is likely to continue gaining from a non-term customer retention model and product expansionary plans. However, stiff competition from gia...
July 5, 2022, 11:38 am
Can aaron's (aan) get back on track via solid growth efforts?
Aaron's (AAN) relies on a solid online show, the BrandsMart buyout and continued strength in the GenNext strategy to help offset inflation and supply-...
July 4, 2022, 12:26 pm
headwinds will slow growth for meta; should investors sell now?
This former trillion-dollar company's value has been slashed by more than half....
July 4, 2022, 11:23 am
Micron q3 earnings: short term headwinds, long term tailwinds
There's a lot to unpack in Micron's recent earnings, which had a ripple effect throughout the industry. The long term picture for Micron remains brigh...
July 3, 2022, 6:26 am
After bland results, is mccormick stock still a spicy pick?
Short-term headwinds shouldn't distract investors from the long-term strength of this company....
July 2, 2022, 10:15 am
Oppfi: subprime lender faces the specter of a recession
OppFi continues to generate positive FCF even as the macro environment for subprime lending deteriorates. The company faces ...
July 1, 2022, 5:09 pm
China tech stocks see renewed buyer interest
After a turbulent selloff and massive headwinds, China appears to be gaining positive momentum, as evidenced by a major institutional investor buying ...
June 30, 2022, 8:18 pm
We maintain our hold rating on lowe's despite the macroeconomic headwinds
Declining consumer confidence and a slowing housing market in the U.S. could result in declining demand for Lowe's products. Elevated energy and raw m...
June 30, 2022, 6:56 pm
The trade desk: secular trends are stronger than macro headwinds
The Trade Desk offers ad buyers the leading demand-side ad platform. Investors are concerned that the digital ad market will see negative trends, espe...
June 30, 2022, 3:13 pm
China lockdown could cost apple $8b
CNBC's Steve Kovach joins 'The Exchange' to report on the headwinds Apple faces following Chinese Covid...
June 30, 2022, 2:39 pm
Exclusive-meta girds for 'fierce' headwinds, slower growth in second half -memo
Facebook-owner Meta Platforms Inc is bracing for a leaner second half of the year, as it copes with macroeconomic pressures and data privacy hits to i...
June 30, 2022, 1:47 pm
Rh shares are down 10% in premarket: this is why
RH (NYSE: RH) shares are down 10% in premarket after the company formerly known as Restoration Hardware blamed macro ...
June 30, 2022, 9:09 am
Papa john's: a solid buy-the-dip candidate
Papa John's released its Q1 results last month, putting together a phenomenal quarter given the industry-wide headwinds. This was evidenced by lapping...
June 30, 2022, 8:48 am
While carnival stock hasn't bottomed yet, remain cautious
CCL stock continues to fall but that won't likely change as headwinds it faces are powerful and unavoid...
June 30, 2022, 6:01 am
Ewu: the u.k. has merit, but be aware of the headwinds
I have a position in British equities through EWU, but my outlook is only mildly optimistic. I view developed markets as a relevant hedge against U.S....
June 30, 2022, 12:50 am
Sell exxon mobil and other energy stocks before these headwinds hit prices once again
Energy stocks have been the star investment this year. Now it's time to sell them and electrify your portfolio before investors once again focus on th...
June 29, 2022, 2:28 pm
