News
Boeing: How I’m Playing The Potential $4.7 Billion Buyout Deal For Spirit AeroSystems (BA)
I last wrote about Boeing (NYSE:BA) back in March 2024. At that time, Boeing shares were trading at around $182,…
AvePoint Stock: AI Beneficiary Poised For Profitable Growth (NASDAQ:AVPT)
Investment thesis AvePoint (NASDAQ:AVPT) reported impressive first quarter results, exceeding expectations in growth and profitability. The company's broad suite of…
ClearBridge Dividend Strategy Q2 2024 Commentary
By John Baldi, Michael Clarfeld, CFA & Peter Vanderlee, CFA Market Concentration Tests Rule of Prudence Market Overview The S&P…
St. James Investment Company Value Investor’s Second Quarter 2024 Letter
"You have to know the past to understand the present." -Carl Sagan. In the early 1900s the British Royal Navy…
BYD: Subsidized Conquest Of The Automotive Market At The Expense Of Profitability
Executive Summary BYD Company Limited (OTCPK:BYDDF) (OTCPK:BYDDY) stocks are currently trading above their fair market price. We expect BYD to…
XES: A Tactical Hold With Bullish Potential In The Oil & Gas Services Sector
Fund Overview The SPDR S&P Oil & Gas Equipment & Services ETF (NYSEARCA:XES) offers investors a focused opportunity to gain…
Honeywell: My Interest Is Perking Up, The Value Is Tempting (NASDAQ:HON)
These are challenging times for multi-industrials, as the Street is starting to accept that short-cycle industrial end-markets may not see…
Qualcomm: Huawei And Samsung News And Current Outlook (NASDAQ:QCOM)
Article Thesis QUALCOMM Incorporated (NASDAQ:QCOM) ("Qualcomm") is a semiconductor player with appealing growth and AI tailwinds that trades at a…