Subscribe To
Marubeni is cyclical, but its parts appear undervalued
Marubeni has many advantaged businesses, but they are still largely commodity exposures. Its comprehensive PE looks slightly low in relation to its bu...
February 12, 2023, 1:01 am
Where will nintendo stock be in 1 year?
The Japanese gaming giant faces a tough cyclical slowdown....
February 10, 2023, 5:25 am
Vulcan materials: no fundamental basis for the high price
Vulcan Materials is mostly a construction aggregates Group. The US aggregates demand (tonnage) is cyclical...
February 10, 2023, 3:21 am
Is it time to buy advanced micro devices stock?
Despite the cyclical slowdown in the semiconductor industry, AMD stock may emerge as a long-term winner...
February 9, 2023, 9:27 am
South32: put it on your watchlist
South32 had a great 2022 with high production and rising commodity prices. cyclical tailwinds and new m...
February 8, 2023, 2:24 pm
Marks and spencer: high-yield in the retail industry given balanced risks in recession year
Marks and Spencer has a strong market position in the consolidated non-cyclical industry. M&S generated...
February 8, 2023, 6:23 am
American vanguard: mixed agriculture outlook, don't gamble
American Vanguard is a cyclical investment on the agricultural industry. However, the current data is m...
February 8, 2023, 2:37 am
Do defensive stocks offer consistent returns?
Defensive stocks frequently provide stable earnings and reliable re...
February 7, 2023, 9:32 am
Google's ad-revenue slowdown likely to be cyclical and not secular
The digital advertising market is becoming more competitive, which is usually assumed to lead to lower overall industry profitability. Disruption from...
February 6, 2023, 3:34 pm
3 industrial stocks to buy for a rebounding economy
With a robust job market, declining inflation, and slowing interest rate hikes, investors are again searching for industrial stocks to buy. Most indus...
February 6, 2023, 3:26 pm
Chemtrade logistics: a 6% yield with a sub-50% payout ratio
Chemtrade Logistics is a Canadian producer of specialty chemical elements. This sector can be quite volatile and ...
February 6, 2023, 11:30 am
Meta takes wall street by storm
Meta Platforms Inc. ( META , Financial) mainly gets its income from its ad revenues, but the online ad industry remains on a ...
February 6, 2023, 11:08 am
Builders firstsource: don't be mesmerized by the past few years' performance
Builders FirstSource, Inc.'s double-digit growth over the past few years was due to acquisitions and one-off high product prices. It is not a high-gro...
February 3, 2023, 6:16 pm
Danaos: off-cycle logic brings opportunity
In this article, I analyze the behavior of cyclical stocks using the example of Danaos Corp. Danaos sto...
February 3, 2023, 4:11 pm
Bank of england pill: i expect we will proceed with qt over the coming years
BOE Pill is speaking and says:
- I expect we will proceed with QT over the coming years
- QT is likely to run in the background, wha...
February 3, 2023, 1:22 pm
Google: earnings miss but don't forget advertising is cyclical
Alphabet (Google) is the king of search, owns YouTube, and the world's most popular mobile operating system Android. The company reported poor financi...
February 3, 2023, 12:15 pm
Where will amd stock be in 1 year?
The chipmaker's cyclical slowdown might end this year....
February 3, 2023, 5:00 am
Microsoft: cyclical negatives obscuring secular and technology positives
Microsoft's latest quarter showed the effects of cyclical headwinds of various kinds on the company's b...
February 2, 2023, 11:42 pm
Fortive delivers a good quarter, but still has work to convince the street
Fortive beat sell-side expectations with strong results from the IOS and PT segments driving 14% organic growth and beats at the revenue and EBITA lin...
February 2, 2023, 5:37 pm
5 stocks fueling us market's strong start to 2023
According to the sector and industry overview pages, the five U.S. market sectors with the largest gains during January were consumer ...
February 1, 2023, 4:53 pm
