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Conagra: our investment thesis became less bullish, rating downgrade

Conagra Brands' profitability and efficiency metrics show room for improvement. We would like to see bo...

June 23, 2023, 3:39 am

Axogen: far more constructive with q1 numbers, profitability the next hurdle

AxoGen is showing potential for growth, and management expects a record $160 million in revenue this year. Focus on core and active accounts has yield...

June 23, 2023, 2:49 am

Intercept receives complete response letter from fda for obeticholic acid as a treatment for pre-cirrhotic fibrosis due to nash

Company to discontinue all NASH-related investment and restructure the Company’s operations to strengthen its focus on rare and serious liver diseas...

June 22, 2023, 9:45 pm

Tesla vehicle discounts prioritize market share ahead of profit toward a strong q2 finish

Tesla's unit sales in the U.S. rose 52% in the first four months of the year following price reductions and added premiums, with Elon Musk prioritizin...

June 22, 2023, 7:01 pm

Cerence: revolutionizing the road with ai assistants

Cerence has both positive and negative aspects, with signs of a turning quarter and future growth potential. The stock is not attractively priced, and...

June 22, 2023, 5:23 pm

Usd/jpy: rising wages and risks to the ycc program to keep focus to the downside in h2 – cibc

Although we remain biased towards USD/JPY downside, investors continue to wait on an obvious catalyst. Rising corporate ...

June 22, 2023, 3:14 pm

Using return on capital employed to generate alpha with dividend aristocrats

Return on Capital Employed (ROCE) is a financial ratio that measures a company's profitability and effi...

June 22, 2023, 11:28 am

We were wrong, and we're no longer confident in warner bros. discovery

Warner Bros. Discovery was recently reported to be engaging in talks to license their content to major streaming rival Netflix. The potential developm...

June 22, 2023, 8:11 am

Elon musk says artificial intelligence (ai) will be the primary growth driver for tesla stock

CEO Elon Musk says full self-driving (FSD) software will eventually be the most important source of profitabil...

June 22, 2023, 6:51 am

Applied materials: exceptional business, but valuation is unattractive

Applied Materials (AMAT) is a high-quality business with strong financial performance and shareholder-friendly capital allocation. The company's valua...

June 22, 2023, 6:45 am

Peloton interactive stock plunges on a well-deserved downgrade

Peloton Interactive's stock plunged 8.2% after a downgrade by Wolfe Research, with concerns over the company's ...

June 22, 2023, 6:18 am

Umh properties: good days ahead, but watch red flags

UMH Properties, Inc., a real estate investment trust, offers manufactured homes as a solution to the US affordable housing crisis, with potential for ...

June 22, 2023, 3:42 am

The paradox of hashicorp: impressive growth met with overvaluation

HashiCorp has a strong cash position and impressive top-line growth, but overvaluation and a longer timeline to ...

June 21, 2023, 11:37 pm

Forex trading and sustainable investing: combining profitability and ethical responsibility

Forex trading, also known as foreign exchange trading, is a dynamic and potentially lucrative investment strategy that involves buying and selling cur...

June 21, 2023, 4:56 pm

Trinet group: good firm trading with a premium

TriNet Group, Inc. is a $5.8 billion market cap firm that offers comprehensive human capital management solutions to small and medium-sized businesses...

June 21, 2023, 3:08 pm

Bombardier: defense foray, limited supply-chain issues and quality backlog

Bombardier Inc. continues to really impress with performance, confident in their $9 billion revenue target at $1.625 billion EBITDA target. They are s...

June 21, 2023, 1:46 pm

Automatic data processing: a profitable and growing business

Automatic Data Processing ( ADP , Financial) shares seem to be out of favor as they have lost about 8% in 2023 when all major U.S. stock market indice...

June 21, 2023, 10:29 am

Taiwan semiconductor: driving profitability on secular shift to innovative nodes

Taiwan Semiconductor delivered resilient profitability in the first quarter while revising downward exp...

June 21, 2023, 5:14 am

Shares of fedex fall after disappointing revenues and soft guidance for the year ahead

Shares of FedEx are down 3.5% after hours following earnings. EPS of $4.94 beat the $4.83 estimate but the company was light on revenue. It's also for...

June 20, 2023, 8:24 pm

Lendingclub: share price surge and marketplace challenges

LendingClub Corporation's share price has increased since May, but further upside potential is limited. LendingClub's revenue growth rates have declin...

June 20, 2023, 8:11 pm


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