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Lemaitre: remaining constructive on long-term valuations

Reasonable growth vertically throughout P&L and cash flows, exhibiting strength in major markets. Growth in rep headcount converting at the top line l...

March 3, 2023, 4:44 am

Higher yields weigh on equity valuations as inflation heats up

Europe is not having a good week in terms of economic news. Today, investors will be focused on the flash CPI estimate for February, but there is not ...

March 2, 2023, 7:15 am

360 digitech: still in transition

360 DigiTech's share price jump and positive valuation re-rating in recent months have priced in favorable changes in the regulatory environment for C...

March 2, 2023, 5:22 am

Lodging reits: valuations already reflect improvements

We sold the entirety of our lodging exposure during March of 2020 (going from ~5% in early 2020 to 0% by the end of March). Pent-up leisure demand sur...

March 2, 2023, 4:31 am

Avalonbay communities: strong upside potential despite legacy market exposure

The market is hating legacy market exposure right now, and everyone wants exposure to the Sunbelt region which has likely led to overcrowding. ...

March 1, 2023, 6:59 pm

Brazil beckons with low valuations and growth potential

In the fog of domestic political and fiscal uncertainty, investors may still find Brazil equities poised to benefit from structural growth trends with...

March 1, 2023, 1:06 pm

3 stocks that could join apple, microsoft, and alphabet in the $1 trillion club

Artificial intelligence, electric vehicles, and the metaverse could catapult these companies to trillion-dollar valuations....

March 1, 2023, 6:33 am

Best short-term business loans of 2023

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Short-ter...

February 28, 2023, 8:29 pm

Mesa laboratories: divisional growth, valuations supportive of hold

In Q3, Mesa Laboratories reported mixed results throughout the P&L with soft bottom-line fundamentals. FCF growth still lumpy with contraction in divi...

February 27, 2023, 8:26 pm

Why value purity matters today

One result of a slew of downward earnings revisions — the scenario with which investors are contending today — is that equity ...

February 27, 2023, 10:27 am

2 cheap growth stocks to avoid for now

Inexpensive valuations can be a trap rather than a blessing....

February 27, 2023, 8:15 am

Retail investors turn net sellers of indian equities for two straight quarters

JPMorgan says that while Nifty 50’s valuations may have fallen from 20.4 times in 2022 to 18.1 times ...

February 27, 2023, 4:44 am

Good fishing in the dividend stream

Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a...

February 26, 2023, 3:25 am

Bdc weekly review: premium valuations for internally-managed bdcs

We take a look at the action in business development companies through the third week of February and highlight some of the key themes we are watching...

February 25, 2023, 2:55 am

Pfo: preferred and income pain continues, but valuations getting tempting

PFO, along with most preferred and income-focused funds, has faced significant pressure over the last year due to rising interest rates. For PFO, bein...

February 24, 2023, 1:39 pm

Where will merck stock be in 4 years?

Merck & Co., Inc. stock has performed very well for me during the past two years. It often takes several years for the prices of overvalued or underva...

February 24, 2023, 9:45 am

Hyg: relative value case is extremely compelling

Expensive equity valuations, high real Treasury yields, and a weak nominal GDP growth outlook suggest the HYG will outperform the SPX by at least 2-3%...

February 24, 2023, 1:00 am

Why are ev stocks lcid, rivn, ride down today?

While electric vehicles (EVs) may represent the future of transportation and mobility, contemporary woes impacted their ...

February 23, 2023, 2:20 pm

Orkla: a simple thesis with a 'buy' rating

Orkla is a fairly simple overall thesis on a good food company found in Scandinavia, but with operations across the world. I've covered the company fo...

February 23, 2023, 10:39 am

Ieur: europe's recovery on borrowed time

After an impressive rally, European equity valuations are now no longer attractive in the context of re...

February 21, 2023, 4:53 am


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