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Cincinnati financial: some upside realized, more upside possible
I wrote about Cincinnati Financial back in August, and the company has stayed true to its dividend-king roots for that time, outperforming the market ...
December 24, 2022, 1:20 am
revisiting parker-hannifin and my long position - it's now a 'buy'
I went cold on Parker Hannifin in my last piece, calling the company overvalued and too much of a risk at the time in the market, despite recovering f...
December 23, 2022, 5:09 pm
revisiting chubb: finance is attractive, and this one has high upside
Finance is a popular investment segment as things are rocking in the market, and Chubb is a company I've been invested in for years at this point. I'v...
December 19, 2022, 12:18 am
Sdow: revisiting proshares ultrapro short dow30
SDOW provides investors a 3x leveraged bet on the Dow Jones Industrial Average capitulating. Used by long-only money managers looking to get short or ...
December 11, 2022, 4:20 am
revisiting replimune
Today, we revisit an intriguing oncology developmental company called Replimune Group, Inc. for the first time in more than a year. This week the comp...
December 9, 2022, 2:30 pm
Assessing the chances of bitcoin price revisiting $20,000 before 2022 ends
Bitcoin price shows a tight consolidation on the four-hour timeframe, which is indicative of a volatile move. The most plausible outcome of this range...
December 4, 2022, 4:44 am
revisiting orkla - it may be interesting here
I've written about Orkla before - not that often, but a few times. Orkla is a company that needs to be bought at extreme discounts. It has a tendency ...
December 1, 2022, 3:08 pm
revisiting tracon pharmaceuticals
Today, we look back in on clinical stage developmental firm TRACON Pharmaceuticals for the first time since early 2021. The company's primary drug can...
November 30, 2022, 1:43 am
Occidental petroleum: why buffett kept accumulating between $55-$62
Buffett kept accumulating Occidental Petroleum shares in a price range between ~$55 to ~$62 in recent quarters. With the anticipated volatility ahead,...
November 22, 2022, 6:43 am
revisiting archer aviation's sky-taxi dream
My initial outlook on the firm was resoundingly bearish. Cheap money, a fanciful narrative and poor investor prudence saw capital flood into the proje...
November 14, 2022, 12:32 pm
revisiting el salvador a year after its bitcoin adoption
Last year we chronicled the adoption of Bitcoin in El Salvador just a few months after the law went into effect. 45 days were spent there without cash...
November 11, 2022, 3:01 am
revisiting microstrategy’s pain points as bitcoin tumbles
This week’s plunge in the price of bitcoin again raises questions as to whether Michael Saylor will at some point be forced to sell some or all of h...
November 10, 2022, 9:01 pm
Cruise line stocks may be worth revisiting. but navigate with caution.
Two of the world's biggest cruise operators Norwegian Cruise Line Holdings and Royal Caribbean Cruises will report earnings in the coming days at a ca...
November 3, 2022, 12:01 am
Granite reit: revisiting this industrial reit
Granite REIT is a top-class Canadian industrial REIT. We have stayed away due to its lofty valuations in the past....
September 1, 2022, 5:03 pm
revisiting bitfarms after its outstanding second quarter
I will be taking a glimpse back at Bitfarms Ltd. stock and reassessing my analysis given back in May. Being down around 25% since my article on May 12...
August 30, 2022, 11:04 am
revisiting ihs holding: rough on the surface but the thesis remains
The IHS Holding Limited Q2 results look bad on the surface, but they are disturbed by one-time items a year before and items without any cash impact. ...
August 23, 2022, 7:01 pm
Intellicheck is ready for a comeback
I'm revisiting Intellicheck because of its spectacular fall from a high of over $15 per share to a curr...
July 26, 2022, 1:52 am
revisiting beam therapeutics among collaborative catalysts
The recent 4-year partnership between Pfizer and Beam Therapeutics involves $300 million upfront to speed validation of the technology and an addition...
July 10, 2022, 10:06 am
revisiting siemens - now more of a 'buy'
The current market climate turns overvalued companies into undervalued opportunities. Siemens is one such company. I'm heavily invested in Siemens - a...
July 3, 2022, 5:06 am
Megi: revisiting this new infrastructure fund, discount widens further
We took a look at MEGI earlier this year with some interest; I wanted to revisit this fund after the volatile 2022 we've been experiencing. The fund w...
July 3, 2022, 1:50 am
