DNY59 We previously covered Devon Energy (NYSE:DVN) in December 2023, discussing why its inherent undervaluation might be a gift for investors with a long-term investing trajectory, with the potential recovery in the macroeconomic outlook likely to trigger the eventual normalization in its stock valuations and prices. Most importantly, the management continued to execute brilliantly, further…
urbazon/E+ via Getty Images Introduction and Investment Thesis Teladoc (NYSE:TDOC) is a virtual healthcare services company that has severely underperformed the indices over the last 2 years. However, the latest earnings call suggests there is growing evidence of Teladoc’s renewed focus on improving its overall profitability, as Adjusted EBITDA grew 73% YoY. While investors are…
kynny Intro We wrote about ADTRAN Holdings, Inc. (NASDAQ:ADTN) back in June of this year when we warned investors that a continuation of the established bearish trend was a clear possibility over the following months. Our premise played itself out with shares of Adtran losing almost 19% of their value over the past 6+ months….
KanawatTH The EL Investment Thesis Appears To Be Underwhelming Here Estée Lauder (NYSE:EL) is a company that requires no introduction to readers whom are familiar with skin care and make up products, attributed to its well-diversified globalized brands. The list includes the luxurious La Mer, the run-way favorite MAC, and the Jo Malone fragrances. While…
sefa ozel We previously covered PayPal Holdings (NASDAQ:PYPL) in August 2023, discussing Mr. Market’s overreaction then as the stock sold off attributed to its declining active accounts. We had continued to rate the stock as a Buy at that time, due to the improved upside potential, early signs of e-commerce recovery, and exemplary growth in…
tiero We previously covered Verizon Communications Inc. (NYSE:VZ) in July 2023, discussing its robust profitability and the safety of its dividends. Much of these tailwinds were attributed to the management’s strategic choice in hiking prices while moderating capital expenditures, likely to boost its top and bottom line performance from H2’23 onwards. In this article, we…
maskalin/iStock via Getty Images Investment Thesis Floor & Decor Holdings, Inc.’s (NYSE:FND) stock price has increased ~35% since my bullish article last year, outperforming S&P 500 (SPY). Looking forward, the company’s same-store sales are expected to see a decline in the near term due to the slowdown in remodeling market as high inflation and interest…
tiero The PFE Investment Thesis Remains Shaky Here We previously covered Pfizer (NYSE:PFE) in May 2023, discussing its mediocre historical stock performance compared to its pharmaceutical peers. Most of the pessimism was attributed to the decelerating COVID-19 portfolio and $22B worth of annualized patent cliff from 2025 onwards. This was on top of the overly…