400tmax Investment Thesis: I rate Tripadvisor as a hold at this time. In a previous article back in January, I made the argument that Tripadvisor (NASDAQ:TRIP) could have the capacity for upside if revenue continues to see growth and selling and marketing costs as a proportion of overall revenue decline from here. While the stock…
wdstock Investment Thesis I take a bullish view on AT&T given strong free cash flow growth, a record low postpaid phone churn, and a lower net debt to EBITDA ratio. In a previous article back at the end of January, I made the argument that AT&T (NYSE:T) has the capacity for further upside going forward…
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis: Hilton Worldwide Holdings has the potential for further long-term upside based on resiliency in RevPAR growth. In a previous article back in February, I made the argument that Hilton Worldwide Holdings (NYSE:HLT) might see some short-term consolidation over potentially slower RevPAR growth this year. However, I maintained that…
xrrr/iStock Editorial via Getty Images Investment Thesis: I take the view that Swatch Group (OTCPK:SWGAY) is potentially undervalued at this time and could see upside back to the $16 level. I take a bullish view on Swatch Group. The Swatch Group is a famous Swiss manufacturer of watches and jewelry, and is the largest watch…
Robert Way Investment Thesis: I continue to take a bullish view on Hugo Boss and believe the stock could have further upside going forward, based on strong sales growth and a strong digital strategy. In a previous article back in March 2023, I made the argument that Hugo Boss (OTCPK:BOSSY) could see further upside going…
Stuart Franklin/Getty Images News Investment Thesis I take the view that Volkswagen AG has the capacity for an upside to $18 based on strong growth in demand across the company’s electric vehicle offerings. In a previous article back in June 2022, I made the argument that Volkswagen AG (OTCPK:VWAGY) has the capacity for upside going…
koto_feja Intro Annovis Bio (NYSE:ANVS) is set to report the results of its Phase 3 trial in early-stage Parkinson’s disease (PD) in the coming weeks. The company’s lead asset, buntanetap (formerly known as posiphen), is a translational inhibitor of alpha synucelein (associated with PD), amyloid precursor protein (Alzheimer’s), TDP-43 (ALS), and other proteins associated with…
Nemes Laszlo/iStock via Getty Images Regeneron Pharmaceuticals (NASDAQ:REGN) has been one of my favorite growth stocks over the past several years. In fact, REGN is one of my “Top Ideas” in the Compounding Healthcare investing group on Seeking Alpha. Yet, I have never published a premium article covering Regeneron for Seeking Alpha despite all of…
Larry Crain One of the more interesting companies that I’ve come across in recent years is LCI Industries (NYSE:LCII). For those not aware of the company, it is a producer and seller of components in the recreation, transportation, and housing markets. Although it does make its products available on the aftermarket, it mostly provides them…
phive2015 Investment Thesis Lamb Weston’s (NASDAQ: NYSE:LW) revenue growth should benefit from moderating volume decline in the coming quarters as the company laps the divestiture of lower-performing product lines and businesses which began in Q2FY23. Moreover, channel destocking in international markets is also near completion, which should also give a boost to volumes. In addition,…
Scott Olson Though the markets have rallied over the past few months, it’s difficult to recall sometimes that this year has been an especially tough climate for most businesses. We owe some due respect – and perhaps investment consideration – in the companies that have been able to make operational improvements amid this tough macroenvironment….
JohnFScott Investment Thesis: I take the view that Starbucks Corporation has the potential for upside on the basis of growth in revenues and transaction volume, and an attractive EV/EBITDA ratio. In a previous article back in September, I made the argument that Starbucks Corporation (NASDAQ:SBUX) has the capacity to further increase transaction volumes going forward,…
Alvin Man Investment Thesis I take a long-term bullish view of Air Canada on the basis of continued growth across the Atlantic segment. In a previous article back in October, I made the argument that Air Canada (TSX:AC:CA) has the capacity to see further upside on the basis of strong recovery in earnings and reduction…
tupungato Investment Thesis: Electronic Arts is seeing an impressive rebound with growth in net bookings and an improving cash flow position. In a previous article back in May, I made the argument that Electronic Arts (NASDAQ:EA) could see modest growth in the short to medium-term due to concerns over a slowdown in net booking growth….
Caziopeia/iStock Unreleased via Getty Images Investment Thesis: I take the view that Lindt & Sprungli (OTCPK:LDSVF) could continue to see upside given growth in EBIT margin and a steady net debt to EBIT ratio. In a previous article back in July, I made the argument that Lindt & Sprungli could continue to see growth due…
JohnFScott Investment Thesis: I take the view that while Starbucks Corporation has the capacity to further increase transaction volumes going forward, the company needs to show a meaningful reduction in long-term debt to justify further upside. In a previous article back in March, I made the argument that Starbucks Corporation (NASDAQ:SBUX) might see modest growth…
Ake Ngiamsanguan/iStock via Getty Images Investment Thesis: I take a bullish view on Despegar.com, given strong recovery in earnings and vibrant growth across the Brazilian market. In a previous article back in July 2022, I made the argument that Despegar.com (NYSE:DESP) has been seeing a significant rebound in revenue, but low growth in cash and…
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Investment Thesis: I take a bullish view on Rogers Communications (NYSE:RCI), given strong customer lifetime value (LTV) performance, as well as continued earnings growth. In a previous article back in March, I made the argument that Rogers Communications could see lackluster growth until the eventual outcome on…