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Noble corporation: not enough upside
Noble Corporation, an offshore drilling contractor, is benefiting from major industry tailwinds, and its share price has recently rallied. Noble has p...
July 24, 2023, 4:06 pm
Transunion: long-term tailwinds, high barriers to entry
TransUnion's industry is dominated by two other companies - Equifax and Experian - limiting competition. Over the years, the company has diversified i...
July 24, 2023, 1:51 am
Ares commercial real estate: 13% yield, rising rate tailwinds
ACRE yields 12.94%. Net Interest Margin rose 24% in Q1 '23. It has lower debt leverage than its peers....
July 23, 2023, 9:15 am
Global ship lease: the 8.7% preferred dividend is well-covered
Global Ship Lease is still benefiting from the historical tailwinds in the container shipping sector. T...
July 22, 2023, 11:45 am
Ansys: heady valuation
Despite industry tailwinds, ANSYS' near-term outlook is uncertain as demand appears to be softening. AI is becoming an important part of simulation to...
July 22, 2023, 8:39 am
Philip morris boosts revenue guidance as tailwinds rise
Philip Morris (NYSE: PM), the giant tobacco company, published strong Q2 results that beat analysts estimates. The company's revenue jumped by 14.9% t...
July 21, 2023, 7:08 am
I'm keeping an eye on alibaba's cloud computing spinoff. here's why
Not all investors are eager to own the spinoff stocks. However, Alibaba Cloud is riding on massive tailwinds....
July 21, 2023, 5:21 am
Vegi: agriculture producers capturing several macro tailwinds
VEGI: Agriculture Producers Capturing Several Macro Tailwinds...
July 20, 2023, 5:55 pm
Duolingo eyes huge growth on chatgpt partnership after 120% gain
Growth stock Duolingo has gained 120% so far this year. Partnership with ChatGPT and a huge addressable market of language learners are tailwinds....
July 19, 2023, 2:45 pm
Five9 stock: positives are priced in for this ai play
Five9, Inc. is a beneficiary of AI's rise, as the pace of cloud migration for contact centers is expected to be faster and Fiv9 could raise prices for...
July 19, 2023, 2:31 pm
2 super stocks that could join apple, microsoft, nvidia, alphabet, and amazon in the $1 trillion club
TSMC's market cap is set to climb as the company benefits from sales and margin tailwinds. Meta Platforms has proved it can eclipse the coveted $1 tri...
July 19, 2023, 10:56 am
Is it too late to buy amd stock?
Optimism surrounding AI and AMD's recent related chip release were likely tailwinds for the stock. Inve...
July 19, 2023, 5:22 am
Waters corporation: temporary headwinds present a buying opportunity
Waters Corporation operates in a fast-growing industry with multiple tailwinds and has a compelling bus...
July 18, 2023, 3:02 pm
Wabtec: railing along on a long-term growth trajectory
Westinghouse Air Brake Technologies Corporation has seen steady continuation of sales and earnings growth. The company continues to benefit from long-...
July 17, 2023, 4:55 pm
Stem: riding the strong tailwinds of clean energy
Stem has declined by over 80% from its all-time high in 2021, and the risk-to-reward ratio is now looking much more compelling. The company should con...
July 17, 2023, 11:30 am
Parnassus fund loads up 2 stocks with big data tailwinds
Parnassus Investments is comprised of a collection of funds covering a variety of areas from the value (via the Endeavour Fund) to the Growth Fund and...
July 17, 2023, 10:33 am
Moncler: defining luxury outerwear with hype and innovation
Moncler is a leading Italian luxury fashion brand known for its high-end outerwear. The company has benefited from hype to generate impressive growth....
July 17, 2023, 1:05 am
Amsc asa: solid undercovered stock, 12% yield, industry tailwinds
AMSC ASA is a Jones Act ship finance company with several industry tailwinds - no new vessels available...
July 16, 2023, 9:15 am
Chewy: margin upside can drive stock higher
Chewy, Inc. has demonstrated strong fundamental progress on margins and profitability, despite the stock only being up ~7% year to date. The company i...
July 14, 2023, 6:35 pm
Can royal caribbean group avoid hitting a debt iceberg?
After years of struggles in the face of a global pandemic and macroeconomic uncertainty, cruise line operators have been bouncing back. Cruise stocks ...
July 14, 2023, 2:53 pm