svetikd/E+ via Getty Images Investment Thesis Investors had long ago called Snap (NYSE:SNAP) as a dead company walking. And yet, its Q1 2024 results put substantial doubt into the bear thesis. And yet, this doubt cuts both ways. On the one hand, this company still has some growth left in the tank. But on the…
creisinger The old behemoth that was General Electric (NYSE:GE) in the 90s and 2000s and that legendary CEO Jack Welch built is no more. Headed by CEO Larry Culp who took over a debt-ridden, bloated and inefficient entity in 2018, GE has completed a series of divestments and spin-offs to restructure itself, emerging as a…
farakos Introduction Amid parabolic stock moves in the technology sector, the murmurs of an AI bubble are growing louder and louder; however, nosebleed stock valuations are not limited to the Nvidias of the world. Costco Wholesale Corporation (NASDAQ:COST), a mature retail giant, is up ~50% over the last year, building on top of a parabolic…
Andrew Burton Despite reporting decent earnings numbers last month, Alibaba’s (NYSE:BABA) stock failed to gain momentum and has been underperforming against the broader market in recent quarters. As international capital continues to leave China in droves while the geopolitical risks are on the rise, it’s safe to assume that Alibaba’s stock is likely to remain…
akiyoko/iStock via Getty Images Just over 2 years ago, Stone Fox Capital warned investors that Apple (NASDAQ:AAPL) was dead money for up to 4 years. The stock of the tech giant was set to struggle with the strong new product development needed to warrant the current price at the time, much less higher prices over…
Jeff Fusco Introduction 7.5%. That’s how much Comcast Corporation (NASDAQ:CMCSA) shares have risen since January 2018. This performance is horrible, as investors in the S&P 500 made 75% during this period, with lower risks. After all, a well-diversified basket of 500 stocks almost always has lower risks than a single stock. Data by YCharts My…
DNY59 High-conviction Medical Properties Trust, Inc. (NYSE:MPW) investors have failed to lift MPW from its doldrums over the past two months since I downgraded the stock to a Hold. The caution is justified, as I reckoned the challenges that hampered MPW’s bullish thesis was more than just a hawkish Fed. I indicated that the market…
philip_hens Introduction It’s time to talk about a company I’ve monitored for many years: Peabody Energy (NYSE:BTU), one of the largest coal companies in the world. Essentially, there are two reasons why I cover coal stocks. Companies like BTU are terrific trading tools, as they track the price of coal and can be used as…
IGphotography Overview I live a short 7-minute drive away from one of the malls in Simon Property Group’s (NYSE:SPG) portfolio. I’ve been lucky enough to remain working remotely so I find myself often slipping away and heading over to the mall during the week. To my surprise, the malls are always packed. On a random…
GrafiThink/iStock via Getty Images Thesis Summary Bitcoin (BTC-USD) has shattered through the $30,000 level and is up 20% in the last five days, reaching close to $35,000 as I write this. We have had big news in the last few weeks regarding a Bitcoin ETF, and on Monday, BlackRock listed the iShares Bitcoin Trust on…
welcomeinside/iStock via Getty Images In the years I’ve followed the oil market, I have never seen the Saudis this determined to push oil prices up. This includes the “whatever it takes” moment we saw in 2017 when the previous Saudi energy minister, Khalid Al-Falih, started targeting US inventories, and the price war of 2020 when…