Tupperware Brands: No Evidence In Sight Of Turnaround, Even At 0.08x Sales (NYSE:TUP)

Pgiam/iStock via Getty Images Investment briefing The scope for rotating capital to beaten down consumer-based companies has broadened into 2024 on the combination of 1) increased market breadth and 2) stretched valuations in mega-cap names that dominate the major indices. Tupperware Brands (NYSE:TUP) falls under the banner of ‘beaten down consumer-based company’. Tupperware is likely…

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Industry Woes Chip Away At ASMPT, With Little Relief In Sight

SweetBunFactory The chip packaging equipment maker’s profit nearly evaporated in the third quarter, marking its fifth consecutive quarter of declines. Leading Chinese chip packaging equipment maker ASMPT Ltd. (OTCPK:ASMVF)(OTCPK:ASMVY) [0522.HK] is getting caught in the latest downdraft sending a chill through the global chip sector after two bumper years during the pandemic. The company’s sales…

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Walgreens Boots Alliance Face Disappointment: Prepare For More Struggles In Sight (WBA)

Sam Shere Walgreens Boots Alliance (NASDAQ:WBA) is one of the key players in the healthcare industry and one of the world’s largest retail pharmacies, headquartered in Deerfield, serving millions of people each year. The company provides its customers with numerous services and products, including medicines, health and beauty products, and popular brands such as Soap…

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Samsara: Hidden Value In Plain Sight (NYSE:IOT)

Ross Tomei/iStock via Getty Images Rapid Recap Since I penned my analysis of Samsara (NYSE:IOT) titled Inflection Quarter, the stock has been on a tear. Author’s work on Samsara I followed up my original analysis by arguing that: My thesis for investors’ upside comes less from the expectations for a higher re-rating on the stock’s…

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