Gilead Sciences Finally Starts Succeeding (NASDAQ:GILD)

Sundry Photography Gilead Sciences (NASDAQ:GILD) has been perhaps one of the most discussed biotech companies as an investment. The company effectively was the first to cure Hepatitis C, capitalizing on an incredibly strong HIV business, before competition hurt its market position substantially. Since then, the company has become known for massive acquisitions that have struggled…

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Citigroup Stock Turnaround Story May Finally Be Here – Execution Remains Critical (NYSE:C)

Frank Armstrong/iStock via Getty Images We previously covered Citigroup Inc. (NYSE:C) in October 2023, discussing its crown jewel’s promising performance, TTS, with it being the fastest-growing business, well exceeding the previous Investor Day revenue CAGR target of high single digits. While this outperformance had yet to be translated to its bottom line as it also…

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AT&T: Finally Making Wise Moves (NYSE:T)

Toby Jorrin A key to any business is to make transactions that set the company up for success. For a long time, AT&T (NYSE:T) has been trapped into paying escalating prices for wireless spectrum that provided the company no real economic benefit. My investment thesis remains Bullish on the stock, as the telecom giant appears…

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FONAR Stock: Investor Sentiment Seems To Have Finally Turned Bullish (NASDAQ:FONR)

simonkr Intro We wrote about FONAR Corporation (NASDAQ:FONR) back in August of last year when we pointed to how the company’s significant balance sheet strength would ultimately result in share-price gains for the healthcare company. Although cash & shareholder equity numbers were growing meaningfully on Fonar’s balance sheet, shares at the time were testing underside…

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VICI Properties: The Tide Has Finally Turned (Rating Upgrade) (NYSE:VICI)

tiero VICI Properties Inc. (NYSE:VICI) investors have suffered a torrid year since VICI topped out in August 2022. Notwithstanding its position as a market-leading experiential REIT, macroeconomic factors matter, suggesting investors must consider the broader view even when assessing individual REITs. I last updated my thesis on VICI in mid-September 2023, urging investors to be…

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Can The Fed Finally Declare Victory?

insjoy Tuesday’s CPI report was a huge relief for the Federal Reserve and their fight against inflation. Headline CPI came in at 3.2% and core inflation came in at 4%. Expectations were for modestly higher inflation. The details showed a broad slowdown in the positive rate of change in prices, which is another sign that…

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Diageo Stock: Finally A Buy Now After The Sharp Drop (NYSE:DEO)

images-twiston/iStock Editorial via Getty Images Introduction The stock of U.K.-based alcoholic beverage company Diageo plc (NYSE:DEO, OTCPK:DGEAF) fell sharply on Friday, November 10, after the company issued a trading update revising its guidance for the first half of fiscal 2024 (ending December 31, 2023) due to significantly weaker than expected performance in its Latin America…

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Are High Rates Finally Cooling U.S. Economic Growth?

Kagenmi The U.S. economy has surprised many with its resiliency, despite aggressive rate hikes by the Fed. Alex Gorewicz, Portfolio Manager, Active Fixed Income at TD Asset Management, looks at whether recent data may suggest signs of economic softness are emerging. Transcript Greg Bonnell: The economy is showing some signs of slowing as central banks…

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