AT&T: Strong LTV Growth And Impressive Free Cash Flow Performance
Summary: AT&T has shown strong growth in customer lifetime value and impressive free cash flow performance.Q4 2023...
Month: January 2024
Visa: Resilient Business At A Good Price
Summary: Visa is capitalizing on the global shift towards card-based and electronic payments, with a robust business model...
Nvidia: Key Implications From AMD’s Q4 Earnings
Summary: Advanced Micro Devices, Inc.'s update about its outlook for AI accelerators indicates strong demand and...
DraftKings: A Strong Buy On Sticky Monetization Trends
Summary: DraftKings has grown from a fledgling gambling outfit into a betting juggernaut over the last few years, gaining...
Pfizer Is Down 54% From Highs, Now Yields 6.1%
Summary: Pfizer Inc. stock has experienced a significant decline from its all-time high to the lowest price in over 10...
Eli Lilly: GLP-1’s Potential In More Indications Should Unlock Significant Value
Summary: I forecast GLP-1 drugs to become the largest-selling pharmaceutical class, with US sales of $150 billion in...
VICI Properties: Trading At A Great Value With Promising Long-Term Potential
Summary: VICI Properties is a popular real estate investment trust with eye-catching dividend metrics and high-quality...
Mastercard Stock: A Masterful Dividend Compounder
Summary: Mastercard has consistently produced positive annual earnings growth throughout its history.Since its IPO in 2007,...
The Better Buy: Tesla Or Toyota? (SA Quant)
Summary: About seven months ago we said Toyota looked like a more attractive investment than Tesla based on SA quant...
Pfizer: Reviewing Q4 Earnings, FY24 Guidance – Why I Disagree With The Market
Summary: Pfizer stock is the worst performing among the "Big 8" U.S. pharmaceutical companies across 5, 3, 1 year, and 3m...