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Wcld: a storm brewing for cloud stocks
Tech stocks, including WCLD, appear overbought and may face a potential reversal in the ongoing trend. The fear of missing out has driven a surge in m...
June 20, 2023, 1:41 am
Game over for bulls? unveiling the bearish thesis on espo
I am bearish on ESPO at current levels due to deteriorating fundamentals, high valuations, and a potential market shift favoring bears. The current ma...
June 19, 2023, 11:15 am
S&p 500 nears 20x earnings, voo a hold as alternatives beckon
The Vanguard S&P 500 ETF reached a 14-month high, I have a hold rating on the ETF due to stretched US large-cap equity ...
June 18, 2023, 11:35 pm
Nusi: positive surprise from megacaps; dotcom redux?
The Nasdaq-100 Risk-Managed Income ETF has exceeded expectations in 2023 due to the extraordinary rally in the Nasdaq 100 Index. The current rally may...
June 18, 2023, 9:32 pm
Nextracker: tracking higher
Nextracker has been doing alright since the Flex spin-off went public in February. This is driven by solid fourth quarter results and a convincing fis...
June 17, 2023, 7:01 am
How ai is driving adobe's growth: a closer look at q2 earnings
Adobe's Q2 results beat expectations, driven by strong performance in the Digital Media segment, and the company raised its FY23 revenue guidance to $...
June 17, 2023, 4:20 am
Azenta: a second assessment
Today, we take our second look at a life sciences concern called Azenta, Inc. The company has a massive cash hoard, is buying back a huge amount of st...
June 16, 2023, 1:10 pm
Target: turning constructive (rating upgrade)
The macro environment may not be wholly conducive for a discretionary play, but we see merit in Target's convalescing inventory, gross margin, and cas...
June 16, 2023, 10:54 am
Ranking 10 reits from highest quality to lowest quality
Ranking 10 REITs solely based on quality and long-term viability. Many of these REITs are leaders within their particular sector, but not all are intr...
June 16, 2023, 9:38 am
Wabtec does not look expensive with the new integration 2.0 plan
Westinghouse Air Brake Technologies Corporation reported double-digit net income and net sales growth, along with fleet modernization and new asset ac...
June 16, 2023, 12:15 am
Amd vs. nvidia stock: which is the better buy right now?
Advanced Micro Devices and Nvidia are trading at crazy valuations when looking at current numbers....
June 15, 2023, 7:13 pm
Ken griffin has a warning for ai investors
The billionaire hedge fund manager believes the AI community as a whole is making a mistake in creating too much hype. Excitement surrounding AI has l...
June 15, 2023, 6:10 am
Ishares msci ireland etf: important themes
Irish GDP could slow relative to FY22 but will still be better than most other options across the Eurozone. EIRL is susceptible to idiosyncratic risk....
June 15, 2023, 5:53 am
Adobe: seems relatively overvalued but technically attractive
The expected growth rate for Adobe is in mid-teens and leads to richer valuations. According to annually recalculated regression models for multiples,...
June 14, 2023, 10:28 pm
Forget nvidia: a winning culture makes this chip stock a great long-term buy
This semiconductor company has numerous growth opportunities but is trading at low valuations....
June 14, 2023, 9:31 pm
Apple: major market correction likely ahead
Apple Inc. is a high-quality company capable of huge profitability and sustained growth. A poor start to 2023 seems to have gone ignored by investors,...
June 14, 2023, 3:18 pm
Sdiv: navigating the dividend dilemma in a volatile market
SDIV has underperformed this year, with a negative correlation to the Vanguard Total World Equity Fund. The ETF's strategy focuses on cyclical sectors...
June 14, 2023, 1:47 pm
Essex property: despite headlines, california is the place to be (at current valuations)
Essex Property Trust trades significantly below fair value on California fears. There are three key reasons why California isn't going anywhere and wh...
June 14, 2023, 11:11 am
Equities overvalued, investors should tame return expectations: sbi funds
India’s largest asset manager SBI Funds Management on Tuesday said they are negative on equities from a shorter-term perspective as ...
June 14, 2023, 8:59 am
Dave & buster's stock soars more than 18% again after ceo said a rerating to peer-group valuations could see the price double
Shares of Dave & Buster's Entertainment Inc. PLAY, +19.22% scored an 18.8% rally toward a 13-month high in afternoon trading Tuesday, after the entert...
June 13, 2023, 1:44 pm
