Month: February 2023
Intel: Dividend Blow
Contributor since 2021 / 17741 Followers
Summary: Intel finally made the overdue decision to cut its dividend last week. New negative
Apple: Massive Decline In Net Cash
Contributor since 2015 / 6626 Followers
Summary: Apple’s net cash position has dipped below $50 billion. The net cash position can
Chevron: Not Worth The Risks Here – Likely No Margin Of Safety
Contributor since 2022 / 5439 Followers
Summary: The CVX stock is still trading above our preferred entry points of $130s. Even
NextEra Or Duke: Which One Of These Utilities Belongs In Your Portfolio?
Contributor since 2022 / 994 Followers
Summary: NextEra Energy has a compelling, and growing, national renewable power business. Duke has recently
Lucid: I Am Greedy Now (Rating Upgrade)
Contributor since 2021 / 17681 Followers
Summary: Lucid presented its production outlook for FY 2023 last week. The outlook was not
Valneva SE: Underfollowed French Biotech, 2 Interesting Vaccine Approvals Expected By 23-25
Contributor since 2020 / 3145 Followers
Summary: Valneva SE is a French biotechnology company specializing in developing and commercializing vaccines. We
Acuity Brands: High-Quality Company With Favorable Long-Term Prospects And ESG Focus
Contributor since 2016 / 98 Followers
Summary: Acuity has a history of delivering consistently high returns on invested capital (ROIC) above
Intel: Compelling New Xeon, Dividend Reduction
Contributor since 2020 / 9782 Followers
Summary: After over two years of delays, Intel has launched its highly anticipated Sapphire Rapids
Apple Justifies Its Premium During Peak Recessionary Fears
Contributor since 2022 / 5427 Followers
Summary: At a time of peak recessionary fears, AAPL continues to maintain its outperformance against