hapabapa My last article about Amazon.com, Inc. (NASDAQ:AMZN) was published in December 2023 and not only was I wrong about Amazon in my last article – I was also too cautious in my previous articles. Amazon reached its previous all-time high again – a scenario I saw as rather unlikely in my previous articles. When…
Marco VDM/E+ via Getty Images Jumia (NYSE:JMIA) is an e-commerce company focusing on the Pan-African market, founded in 2012. Since a few years ago, it has also made an expansion into logistics and payment businesses. The company generates the majority of its revenue from the operations in West and North Africa. As per its 20F,…
Laurence Dutton A spin-off from Verint Systems, Cognyte (NASDAQ:CGNT) is a company providing investigative analytics software for governments and global enterprises. All-time share performance since going public in 2021 at a price of $30 has been underwhelming so far. Since the end of 2021, share price has continued to decline, reaching an all-time low of…
champja/iStock via Getty Images Investment Thesis Atlassian Corporation (NASDAQ:TEAM) helps teams work together more effectively. Their software products, like Jira and Confluence, are used for project management and collaboration. Atlassian’s platform helps businesses streamline their workflow and improve productivity by providing solutions for organizing tasks, and sharing information, and tracking progress on projects. It’s a…
Bitcoin is a decentralized and finite digital currency, it’s verifiable by anyone anywhere in the world. This is the chief reason people have any interest in holding it at all. No one can dilute the supply, no one can counterfeit Bitcoin, it just works as an autonomous system that cannot be interfered with. So how…
William_Potter IRM’s Growth Catalysts My last article gave Iron Mountain (NYSE:IRM) a sell rating, and the goal of this article is to upgrade the rating to hold. The key reason for the upgrade is the next growth catalysts that have developed since then. IRM has enjoyed robust earnings growth in recent years as seen in…
MStudioImages/E+ via Getty Images Tripadvisor (NASDAQ:TRIP) is a leading global travel review and price comparison platform founded in 2000 as part of Expedia. It completed a spin off and became publicly traded in 2011. I have covered TRIP in the past in 2020, when I assigned it a neutral rating due to my doubt about…
AzmanJaka Medpace (NASDAQ:MEDP) is a fast-growing clinical research organization, focused on small biopharma customers, and is still founder-led by CEO August Troendle. Throughout the last year, particularly small biopharma companies increasingly faced financing issues due to the macroeconomic slowdown and rising interest environment. Additionally, we saw loaded inventories and therefore a normalization for equipment manufacturers….
SolStock/E+ via Getty Images Skyworks Solutions (NASDAQ:SWKS) reported in-line results with solid guidance. Management noted a change in Android business with growth returning. The price of the stock traded lower quite a bit in the few days following the report. Skyworks’ model, with its reporting approaches, makes covering and projecting future performance extremely difficult. Unlike…
Sundry Photography Introduction & Investment Thesis Cloudflare (NYSE:NET) is a provider of cloud-based services that secure internet properties. The company produced stellar results in its latest Q4 FY23 earnings report, beating both the top and bottom-line expectations. The company has a terrific track record of driving a 46% compounded annual growth rate (CAGR) in revenue…
andreswd/E+ via Getty Images Shares of Fortune Brands Innovations (NYSE:FBIN) have shown real signs of life again since the fall, after the business saw a tougher 2023 as a result of higher interest rates. The company has undergone a real transformation in recent times, but as growth is returning in 2024, and the positioning is…
Sundry Photography Though many tech stocks have lost their luster in the wake of the post-pandemic era, Zscaler (NASDAQ:ZS) has long remained a Wall Street favorite. This cybersecurity company – one of the leading vendors that secures cloud-based applications from cyber threats – has seen its share price surge nearly double over the past year,…
JHVEPhoto/iStock Editorial via Getty Images I rate Ashtead Group (OTCPK:ASHTF)(OTCPK:ASHTY) as a hold, as even when the company has interesting drivers ahead that might support it to keep delivering growth in the next few years, most of those drivers might be priced in. Even when I rated the stock as hold, I could use the…
jetcityimage/iStock Editorial via Getty Images Eli Lilly and Company (NYSE:LLY) has become the key beneficiary of the rally in weight loss drug stocks, which has gained momentum over the past year. Specifically, LLY has appreciated almost 5x in value over the past five years. The upsurge picked up in pace in 2023 with almost a…
Inna Kot Shares of First American Financial (NYSE:FAF) have returned over 25% this year including dividends, largely keeping pace with the broader market even as its title insurance business has faced a significant downturn. I expect recovery in this unit to be slow, while lower rates could begin to reduce investment income by mid-year. As…
LumiNola “All great truths begin as blasphemies.” – George Bernard Shaw Today, we put Vaxcyte, Inc. (NASDAQ:PCVX) in the spotlight. After being rangebound for months, the stock has moved sharply higher over the past four weeks. With the recent rally, the shares are fast approaching analyst firm price targets. The stock is also seeing some…
Jenhung Huang The Eaton Vance Tax-Advantaged Global Dividend Income Fund (NYSE:ETG) is a closed-end fund, or CEF, that can be employed by investors who are looking to earn a high level of income from the assets in their portfolios without sacrificing the upside potential that comes with investing in common equities. The fact that this…
da-kuk Palo Alto Networks’ (NASDAQ:PANW) Q1 FY2024 results were somewhat soft, with NGS growth beginning to moderate and hardware sales normalizing. The company remains well positioned though, due to its large customer base and broad portfolio of solutions. In particular, XSIAM and SASE should drive growth going forward. The stock is starting to look fully…
Justin Sullivan Shares of Allstate (NYSE:ALL) have been on a meaningful run over the past two months, rising from $110 toward $140, which has brought shares back into positive territory over the past year. This has come amidst hope that pricing increases will finally stabilize results. Management is also considering a divestiture, and Nelson Peltz’s…
RobsonPL After analyzing Intesa Sanpaolo and BNP Paribas’ quarterly performance, today we decided to move forward with Crédit Agricole (OTCPK:CRARF). Post the bank ‘Ambitions 2025‘ plan and Q2 results; we increased our target price to €13.1 per share. Italian and French banks are correlated, given the fact that both Crédit Agricole and BNP Paribas have…
Laurence Dutton Overview Autodesk (NASDAQ:ADSK) notably underperformed the broader market last year, witnessing a stock decline of roughly 9% year-over-year. In comparison, the NASDAQ index (QQQ) saw an approximate rise of 27%. The continuous high-interest rate environment dampens the construction market’s pace, which continues to be Autodesk’s most significant market segment. Interestingly, Autodesk didn’t capitalize…
JHVEPhoto In my previous update on Shopify Inc. (NYSE:SHOP), I upgraded the stock, anticipating a recovery, following my May 2023 caution. That upgrade was timely, as SHOP surged to its August highs, lifted by the surprise announcement of a deeper integration with Amazon’s (AMZN) Buy with Prime. However, that surge proved to be an astute…
RiverNorthPhotography Alongside many other regional banks, shares of Fifth Third Bancorp (NASDAQ:FITB) have taken a hit over the past year in the wake of the regional banking crisis. However, on Monday, the company announced a 6% increase in its dividend to $0.35. Doing so is clearly a sign of confidence by the board and management…
Auseklis/iStock Editorial via Getty Images Acadia Realty Trust (NYSE:AKR) last declared a quarterly cash dividend of $0.18 per share, in line with its prior payment and for a 4.8% dividend yield. The internally managed equity REIT has dipped by 8% over the last 1-year with a quarterly dividend that sits around 11 cents below its…
dikushin/iStock via Getty Images Co-authored with Treading Softly. When it comes to building a portfolio, it can usually be divided into two types of portfolio designs. The first is someone who focuses solely on having quality investments. They will have very few holdings, but every single one of them, they will believe, has diamond-like qualities….
It is unclear if the restrictions are temporary or going to stay. According to a Binance representative, the exchange was considering all options in regard to the Russian market, including a “full exit”. Crypto exchange Binance has introduced new restrictions for Russian clients. In particular, the company has barred Russian users from conducting peer-to-peer (P2P) transactions in any…
With its services now fully authorized in El Salvador, Binance has achieved its 18th regulatory approval, solidifying its position as the exchange with the most licenses and registrations worldwide. Binance has achieved the status of being a fully licensed crypto exchange in El Salvador, thereby adding to the number of countries where it is operating…
CharlieChesvick We present our note on Iberdrola (OTCPK:IBDRY), a Spanish multinational electric utility company that has been a major winner of the green transition over the last years, delivering industry-leading total shareholder returns. In this note we explore. the integrated utility business model, the winning green transition strategy, asset rotations, the company’s regulatory backdrop, and…