The TSMC Investment Thesis Taiwan Semiconductor Manufacturing Company (NYSE:TSM) or most commonly referred to as TSMC is the heart of…
Synopsis Armstrong World Industries (NYSE:AWI) is a leading manufacturer of innovative commercial and residential ceiling, wall, and suspension system solutions.…
The New Year got off to a bit of a rocky start as major indices (DJIA, S&P 500® and Nasdaq…
International markets: two drawdowns and a miss from economists Fellow Shareholders, Despite a somewhat turbulent last four months in international…
Elevator Pitch My rating for Accolade, Inc. (NASDAQ:ACCD) is a Buy. I wrote about ACCD's financial outlook in my earlier…
Thesis Although the share price has mostly gone down over the past two and a half years, ResMed Inc. (NYSE:RMD)…
High yield REITs are one of my favorite things. It wasn’t so long ago I was singing the praises of…
Aritzia Inc. (OTCPK:ATZAF) Q3 2024 Earnings Conference Call January 10, 2024 4:30 PM ET Company Participants Beth Reed - Vice…
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