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revisiting my 'buy' and long-term holding in allianz

Allianz is one of my main insurance holdings, and I own over 2.5% of my portfolio in the business. Here I will show you the updated version of my thes...

June 26, 2022, 8:31 am

revisiting jackson financial: still a great deal

Jackson is the most profitable company in its sector and is currently valued less than the cash on its balance sheet. Company is returning 17-21% of i...

June 25, 2022, 10:02 am

revisiting orange - the upside is, in fact, intact

In this article, I'm going to take you through Orange S.A., one of the more questioned/doubted telcos I've invested large amounts of capital into. The...

June 25, 2022, 5:47 am

Fresenius: revisiting the thesis - still a buy

We'll take a look at Fresenius in order to determine if the company still represents a good investment opportunity. Given a recent share price weaknes...

June 19, 2022, 3:44 am

Reinsurance group of america: still upside to be had

Reinsurance Group of America is one of several reinsurance companies that I cover and invest in. I haven't updated on the company for some months. I'm...

June 7, 2022, 6:51 pm

Alcon: revisiting the investment thesis

Alcon continues to grow at a double-digit rate and is on track to achieve management's full-year guidance. Both the Surgical and the Vision Care segm...

June 3, 2022, 1:13 am

Interpublic group - revisiting my thesis

I've held a small position in IPG for several years, and so far the position has outperformed the overall market. For advertising, my primary pick is ...

May 24, 2022, 9:13 am

Teaf: revisiting this unique fund

TEAF has provided a cushion from the market blows this year as it has held up fairly well. Part of what has driven the performance relative to the bro...

May 18, 2022, 5:06 pm

revisiting repligen

Last summer I first covered Repligen, a company that develops tools and services for manufacturing biologics. While bad timing in regards to short-ter...

May 11, 2022, 11:31 am

Sphq: revisiting the investment thesis

Since my previous article, SPHQ has slightly outperformed the market but didn't escape the large selling we experienced in US equities. The portfolio'...

May 11, 2022, 6:34 am

Teladoc: revisiting my thesis

The negative outlook for TDOC is exaggerated, and the market sees the glass as half empty even though the revised full-year 2022 revenue guidance is n...

May 4, 2022, 11:48 am

Pdo: revisiting a mistake i made last year

Last year I moved into a newly created PDO. The fund had seen some weakness and had a relatively reasonable valuation. Despite being cheaper than most...

May 4, 2022, 2:01 am

revisiting dun & bradstreet

Dun & Bradstreet continues to generate attractive results on both its top and bottom lines, due in large part to accretive acquisitions management has...

April 24, 2022, 5:53 am

Deep dive: netflix is the s&p 500's worst performer this week — here are the next 14

Investors remained sour for a second consecutive session on Friday as they continued to digest comments from Federal Reserve Chairman Jerome Powell ab...

April 22, 2022, 5:17 pm

revisiting netflix earnings with jared weisfeld

Jefferies' Jared Weisfeld on Netflix dealing with subscriber losses. With CNBC's Melissa Lee and the Fast Money traders, Karen Finerman, Guy Adami, St...

April 19, 2022, 7:31 pm

revisiting my bullish thesis on enterprise bancorp

Due to its boring business model and its small market capitalization, EBTC passes under the radar of most investors....

April 11, 2022, 5:54 pm

Consider this approach to value stocks

With value stocks exhibiting leadership this year, many investors are considering revisiting this belov...

April 7, 2022, 5:48 pm

revisiting kimco realty thesis - and why it's a 'hold'

revisiting Kimco Realty Thesis - And Why It's A 'Hold'...

March 26, 2022, 1:44 am

Why microsoft may be revisiting $330 soon (and how to trade it)

Microsoft Corporation (NASDAQ: MSFT) is trading higher in a strong uptrend that was confirmed on Wednesday. An uptrend occurs when a stock consistentl...

March 23, 2022, 4:17 pm

Western digital - options expired oom, revisiting my 'buy'

In this article, I'm revisiting the Western Digital Corporation. Following the decline of the recent fe...

March 10, 2022, 7:44 am


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