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Icymi - morgan stanley's 3 reasons investors should pivot away from stocks to bonds
Morgan Stanley Wealth Management investment chief Lisa Shalett issued a research note and spoke in an interview this week with CNBC.
Warned t...
February 17, 2023, 12:12 am
Warner bros. discovery: the case for being long remains a value story hidden by its chaotic birth
WBD shares have been sliced, diced into metrics by a pile of assumptions both bullish and bearish that ...
February 16, 2023, 4:17 pm
Zillow investors may have set their expectations too high ahead of results - broker
Expectations may be too high ahead of Wednesday's fourth-quarter results from Zillow (NASDAQ:Z), that's according to analysts at Wedbush. The Californ...
February 13, 2023, 4:33 pm
British tobacco: downgraded but not out; why this stock is still popular with top brokers
Earnings guidance for British American Tobacco PLC (LSE:BATS) has been downgraded by Credit Suisse, which tempered its growth ...
February 13, 2023, 10:52 am
Cathie wood is still a bitcoin evangelist but she’s getting candid about what she got wrong: ‘we tempered a few assumptions’
Cathie Wood is finally admitting she got some things wrong about Bitcoin. The founder and CEO of ARK Investment Management said Thursday that she and ...
February 4, 2023, 11:14 pm
Qurate retail: appears to have the ability to meet future debt obligations
Qurate Retail has faced a plethora of headwinds, creating downward pressure on customer count, sales, and margins, sending shares down over 70% in the...
January 28, 2023, 1:30 am
Is inflation really waning? your income shouldn't be
CPI numbers show inflation is slowing down, but not at a level that the Federal Reserve will be happy with. With slower inflation, many will start to ...
January 24, 2023, 11:00 am
Bhp group "reported mixed q2-23 production with strengths in iron ore and headwinds elsewhere", say credit suisse analysts
Analysts at Credit Suisse have maintained a 'neutral' stance on BHP Group Ltd (LSE:BHP, ASX:BHP) shares after the FTSE 100-listed miner "reported mixe...
January 20, 2023, 5:16 am
7 short-squeeze stocks ready to make hedge funds wince
In the first few weeks of 2023, the rise of risk-on assets (including cryptocurrencies) confirms that you don't want to make any ...
January 19, 2023, 5:05 pm
Neonode: walkthrough of assumptions in lawsuit
Neonode recently won a pivotal decision in their current litigation. Even after the recent move up past $10, we see a base case for a 100% return, and...
January 19, 2023, 2:21 pm
Itm power falls 3.2% after broker takes an axe to its price target
ITM Power PLC (AIM:ITM), the hydrogen fuel cell and electrolyser manufacturer, has seen its price target cut by RBC Capital from 500p to 260p. The inv...
January 17, 2023, 4:47 am
Peltz isn't wrong about disney's performance, but he makes assumptions about iger: puck's belloni
Matt Belloni, Puck founding partner, on whether Triad's Nelson Peltz is right with his criticism of Disney. With CNBC's Melissa Lee and the Fast Money...
January 12, 2023, 6:35 pm
The southwest point-to-point system lore. facts v traditional assumptions
In the media coverage surrounding the Southwest Black Holiday event, there gave been all sorts of prognostications regarding the reasons for the meltd...
January 3, 2023, 4:12 pm
Santa claus rally: too early to credit the grinch?
The Santa Claus Rally is a time when stocks are expected to rally into year-end. Investors often have incorrect ...
December 19, 2022, 6:48 pm
Slvp: silver mining companies are likely overvalued
SLVP invests in silver mining companies globally. Based on a conservative but in my opinion reasonable set of ...
December 6, 2022, 10:27 pm
We've slashed our fair value estimate of nvidia
Nvidia is facing headwinds from supply chain hurdles and inflation, gaming revenue weakness, and elevated inventory levels, though we continue to beli...
November 21, 2022, 9:28 pm
Nexstar media group: a compelling investment even under conservative assumptions
Nexstar has a competent management, trades at very reasonable valuations, and has a good growth record. However, the company's dependence on the decli...
November 21, 2022, 3:01 pm
Hsbc "remain constructive on china", maintain their 5.2% growth forecast for 2023
This is a bit of an ICYMI, a note from HSBC earlier in November.
Analysts at the bank acknowledge that there are 'headwinds' persisting but ...
November 20, 2022, 11:16 pm
Fiverr: plummeted up to 92% but still overvalued
Its commission-based business model is interesting, however I believe it is overly costly from an economic standpoint for both buyers and freelancers....
November 18, 2022, 4:00 pm
Suncor energy: total combined yield of 12.9%
I estimate that Suncor Energy's total shareholder return at some point in 2023 to reach 12.9% as a run rate. Needless to say that there's a lot of
November 18, 2022, 1:52 pm