Micron Is Grossly Overvalued With No Room For Error
Summary: Micron Technology is suffering from a classic commodity market downturn, with a significant impact on prices. The...
Month: March 2023
Sell Coca-Cola: Likely Limited Upside At Current Valuation, Faces Headwinds
Summary: The Coca-Cola Company should face continued forex headwinds and the company's recent double-digit price increases...
Affirm Holdings: Slowing Growth Is A Big Problem
Summary: Affirm Holdings, Inc. comes off of a disappointing year.The fintech’s growth is slowing which is creating...
McDonald’s: It Is Not Interesting Yet
Summary: Demand for fast food is growing amid economic slowdown and falling real incomes.McDonald's Corporation is set to...
Merck & Co., Inc. Is Getting Healthier
Summary: Merck & Co has more than 60 drugs and projects in clinical development, a robust balance sheet, and free cash...
Nvidia And The AI Arms Race
Summary: An Artificial Intelligence (“AI”) arms race could play out in Nvidia Corporation’s favor.AI has been already...
The Bigger Advantage Of Apple Pay Later You Didn’t Know About
Summary: Apple Inc. has expanded its foray into consumer financing with the rollout of Apple Pay Later earlier this...
Walmart Should Benefit From Any Economic Softness
Summary: As a low-cost leader, WMT should regain market share with any economic softness.Food inflation is also benefiting...
Walmart – No Time To Go Shopping
Summary: Walmart Inc. has been hurt by inflationary trends in 2022.These same trends make 2023 a non-inspiring year.Walmart...
Micron: Headed North As DRAM Dynamics Improve
Summary: We continue to be bullish on Micron for long-term investors.We expect DRAM industry demand-supply dynamics to come...