Intel: Laying Groundwork For Strong Share Price Upside
Summary: My optimism towards Intel remains strong as the company continues to successfully adapt to competitive dynamics,...
Month: March 2024
Visa Is Getting Close To A Downgrade
Summary: Visa's stock has risen by 14% since it was last rated a 'hold'.The company's fundamentals show continued growth,...
Rivian: Thank You Apple!
Summary: Rivian is poised to benefit from the next up-cycle in EV demand as competitors like Apple and Ford exit the market...
NIO: Now A Steal Below $5 (Upgrade)
Summary: NIO Inc. lowers its delivery forecast for 1Q-24 due to soft demand in the Chinese market.Despite the challenges, I...
Wall Street Brunch: Disney Proxy Battle Vote Ahead
Summary: Disney's annual meeting will see a vote on board members amid a proxy battle.Economists expect March nonfarm...
Eli Lilly: Three Threats To Its Huge Rally
Summary: Eli Lilly's stock has surged in the first quarter of 2024 due to the success of its weight loss products in the...
Centene Corporation Still An Opportunity With An A-Grade Valuation
Summary: Centene Corporation is a managed health insurance services provider and an American success story.The company is a...
Goldman Sachs: Time To Take Some Profit (Technical Analysis)
Summary: Goldman Sachs stock has seen significant price appreciation since my last BUY thesis, outperforming the S&P...
Amazon: America Strikes Back
Summary: Amazon has been performing above expectations and its growth story appears intact.The resilience of the American...
Fiverr: Getting Cheaper, But Not Cheap Enough To Justify Risks
Summary: Fiverr's stock has dropped 20% this year due to slower growth rates and increasing risks from AI.The company's...