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Axa: updating the thesis on this french insurance

AXA is a great insurance company I've been covering and writing on for some time - and with valuations ...

July 21, 2022, 10:55 am

Inda: valuations are at a multi-decade high

Since my previous article, INDA lost ~10% vs a loss of ~20% for emerging marketsĀ and provided better returns than its benchmark despite forex headwin...

July 20, 2022, 9:02 am

Wns holdings: improving revenue quality can allow for better valuations

WNS has operated in the business process outsourcing market for long. The company has a demonstrated track record of generating cash flow....

July 20, 2022, 4:11 am

7 best fidelity etfs to buy in july

July may be a great time to check out the best Fidelity ETFs, as some top names are currently for sale at bargain valuations. The post 7 Best Fidelity...

July 18, 2022, 6:41 am

Store capital: best reit out there when it comes to risk and reward

STORE Capital is one of my favorite net lease REITs, and shares have sold off more than 20% YTD. This brought the valuation to a very attractive 12.2x...

July 17, 2022, 8:00 am

Schwab: valuation down but higher rates and acquisition synergies driving earnings growth

Positive, long-term wealth management industry fundamentals remain intact, and my expectation of earnings growth from higher interest rates and Amerit...

July 16, 2022, 8:07 am

Veracyte: fading the rally

Shares of cancer diagnostics concern Veracyte, Inc. have shot up approximately 60% over the past month, snapping a deep decline. That said, ...

July 15, 2022, 3:58 pm

Warner bros. discovery: netflix's stalled growth has a silver lining

Netflix's stalled growth and stock price collapse were bound to drag down valuations in the streaming s...

July 15, 2022, 12:44 am

Finvolution group shares should have bottomed

China is experiencing a very different monetary cycle compared to the rest of the world, regulatory onslaught that is subsiding and ADR ...

July 14, 2022, 7:56 pm

6 dow stocks to buy on the dip

These 6 Dow stocks to buy on the dip might produce excellent returns for the long-term investor. They have low valuations, good earnings growth, and h...

July 13, 2022, 10:53 am

Sources: ironsource and unity are merging in a big consolidation play for gaming and interactive content

The downturn in tech valuations is leading to some significant M&A activity, and the latest development...

July 13, 2022, 6:48 am

Attractive valuations are not enough for financial sector etfs

Bank stocks and financial sector-related exchange traded funds are among the more cheaply priced segments of the markets, but the low ...

July 12, 2022, 9:33 pm

3 best telecom stocks to buy in july

Here are the three best telecom stocks to buy in July, which are trading at very attractive valuations ...

July 12, 2022, 7:00 pm

Despite short-term headwinds, many emerging markets have great long-term potential

While emerging markets are currently facing heavy headwinds, there are many countries in emerging and developing markets that have great potential for...

July 11, 2022, 5:18 pm

Eli lilly: powering ahead, but too strong

Eli Lilly has seen very strong momentum on the operational front, but certainly in its shares as well. Expectations of new approvals have pushed up ...

July 10, 2022, 12:04 pm

Salesforce: all about relations

Salesforce has seen its shares come down alongside the pullback seen in technology names of recent times. The company has long been awarded a premium ...

July 10, 2022, 8:53 am

1 monster opportunity in the global chip shortage

Current valuations should price in any doubts that might come with Qualcomm's compelling growth story....

July 10, 2022, 8:45 am

2 e-commerce stocks to watch in july

Both are trading at multi-year lows, but do those valuations accurately reflect the businesses?...

July 9, 2022, 6:45 am

3 reasons why we think apple could be attractive at current valuations

We expect Apple to outperform during periods characterized by low consumer confidence, due to its loyal customer base, its strong brand recognition, a...

July 8, 2022, 1:32 pm

Bargain hunters can find some cheap picks among asia etfs

Asian region-related exchange traded funds are a cheap play for global bargain hunters as valuations fo...

July 7, 2022, 7:31 pm


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