News
MSCI Stock: Don’t Overthink – Buy This Classic Compounder (NYSE:MSCI)
'Compounder' stocks are an interesting breed for a couple of reasons. - First, people have such a wide variety of…
Nike Earnings Preview: Fiscal ’25 Guidance Is All That Matters (NKE)
Nike (NYSE:NKE), the athletic apparel and footwear giant whose stock has fallen about 50% from its late November 2021 highs…
GE Vernova: Turnaround Made Easier By Increased Pricing Power (NYSE:GEV)
Introduction A few years ago, when I was researching Lithium and EV markets I read accounts that electricity demand from…
Lululemon: A Wonderful Business At A Fair Price (NASDAQ:LULU)
Investment Thesis: Lululemon Athletica Inc. (NASDAQ:LULU) is a designer, distributor, and retailer of athletic apparel across the globe, with their…
Apple’s OpenAI Deal Requires In-House Innovation To Boost Growth (NASDAQ:AAPL)
I last covered Apple (NASDAQ:AAPL) in December 2023; I put out a Hold rating at the time, and since then,…
UTG: A Monthly Distribution While Waiting For Continued Recovery (NYSE:UTG)
Written by Nick Ackerman, co-produced by Stanford Chemist. Utilities have been starting to show a bit more life in the…
Vale: China’s Construction Collapse Signals Multi-Decade Peak In Iron Ore Demand (VALE)
At the end of 2022, I published a bearish outlook on the mining giant Vale S.A. (NYSE:VALE) in "Vale: Margins…
QLD: Tech Stocks On Steroids And On Fire
In a mid-November 2024 Seeking Alpha article on Turbocharging tech stocks with the ProShares Ultra QQQ ETF (NYSEARCA:QLD) ETF, I…