Transocean Bags Another High-Margin Drillship Contract – Buy
Summary: Company extends its recent winning streak by adding another high-margin contract offshore Brazil for the currently...
Month: January 2023
An Update On The Intel-Tower Deal And Organic Growth Of Foundry Businesses
Summary: Eleven months after the deal for Intel to acquire Tower was announced, an important regulatory hurdle remains to...
Rivian Automotive Is On A Slippery Road
Summary: I must again disagree with the bulls' opinion and leave my Sell rating unchanged.RIVN experiences declining demand...
Cisco Is Still A Buy
Summary: Cisco is reporting quarterly results with solid, single digit growth rates and analysts as well as management are...
Exxon Mobil: Shares Can Cool Off Following Q4 Earnings
Summary: XOM reported its Q4 earnings which beat expectations.Effective operational execution and cost savings initiatives...
AT&T: Don’t Chase (Rating Change)
Summary: AT&T reported mixed Q4'22 results with weak '23 EPS guidance.The wireless company continues to fail to extract...
Johnson & Johnson: Starting To Look Interesting Again
Summary: Johnson & Johnson continues to grow, albeit at a very modest GDP + pace.The company closed the Abiomed deal...
Exxon Mobil: Not As Shareholder-Friendly As It Should Be, Still Worth Buying
Summary: Exxon Mobil Corporation continued its string of impressive earnings reports in the fourth quarter of 2022.The...
Amazon Q4 Earnings Preview: Be Greedy When Others Are Fearful
Summary: Amazon has had a year to forget in 2022, with shares tumbling 40% as the company struggled against inflation and a...
Mastercard: Earnings Beat, High Margins, Trading At Fair Value
Summary: Mastercard is one of the big two major card network providers and has a solid position in multiple markets.The...