AT&T: Still Too Much Debt As Recession Approaches
Summary: AT&T Inc. may soon get stuck in a wireless price war during a steep recession in 2023, saving customer counts,...
Month: November 2022
Short Lucid, Hold Rivian
Summary: Lucid finally started producing more cars, but Rivian still leads the manufacturing race.Fewer American customers...
Merck: Hold For Quality, 11-Year Dividend Growth And 2.5% Yield
Summary: Merck & Co., Inc. offers 11 years of rising dividends, 8.2% 5-year dividend growth rate, and 2.5% yield.Merck...
Doubling Down On Meta
Summary: Growing national security concerns could limit any gains in TikTok's spending from large brands.Leading brand...
Nvidia: Let’s Have Another Look At This One
Summary: What's the fundamental outlook at the moment for NVDA?Our prior setup did not fulfill the structure of price we...
Coca-Cola: Elevated Valuation Multiples Aren’t An Issue
Summary: Coca-Cola's elevated relative valuation metrics are counteracted by compelling residual value.Sector rotation in a...
Meta Could See A 300% Upside In The Next 5 Years
Summary: Meta stock crashed in 2022 with disappointing financial results.The investments look too bad in this macro...
Pfizer: COVID-19 May Never End
Summary: Pfizer's net income was $8,609 million in Q3 2022, up 5.7% year-on-year.The number of Pfizer product candidates...
Activision: Too Many Headwinds To Navigate For China Approval Of Microsoft Acquisition
Summary: Microsoft has plans to acquire Activision Blizzard, a leader in game development and interactive entertainment...
Netflix: Slow Gaming Expansion Could Benefit From Transformative Buy
Summary: Netflix announced hiring for a AAA video game, presumably to establish a new franchise akin to TTWO or...