Eli Lilly: Miracle Drug Progress Offers Shareholders More Upside
Summary: Eli Lilly and Company continues to make impressive progress when it comes to its obesity and diabetes...
Month: June 2023
Apple Should Underperform The S&P 500 For The Next Decade
Summary: Apple Inc. is a great company that's once again crossed a $3 trillion valuation, 18 months after doing so for the...
Carnival: This Ship Has Sailed
Summary: CCL is no longer a buy at these inflated levels, with the stock similarly recording massive recoveries since our...
Microsoft – Activision Deal May Close After All
Summary: The proposed merger between Microsoft Corporation and Activision Blizzard, Inc. has faced regulatory challenges,...
Google’s Issue Apple Doesn’t Have (Update)
Summary: The article discusses the impact of stock-based compensation (SBC) on the free cash flow of Google and...
The Case Against Nvidia Stock
Summary: Over the past two months, Nvidia Corporation's market capitalization has ballooned over $300 billion.Geopolitical...
Tesla Stock: Get Off The High (Risk) Way
Summary: We remain sell-rated on Tesla stock, as we believe the company’s 132% YTD rally is not driven by fundamentals...
Micron: I Remain On The Sidelines
Summary: Micron recently reported its Q3 FY 2023 results, showing a slight improvement from the previous quarter.The market...
Acuity Brands Fiscal Q3: Robust Margins, Cash Flow
Summary: Acuity Brands recently reported fiscal Q3 earnings and has seen a dip in net sales and potential over-reliance on...
Tesla Vs. Toyota: High Level Views
Summary: Share price charts don’t lie. Tesla is a clear winner over Toyota both in the long term and also the past six...