News
Trip.Com: Positioned To Recover As China Actively Attempts To Boost Tourism (NASDAQ:TCOM)
Investor Confidence in China takes a hit but we remain bullish on a messy bottoming phase for their economy If…
Building Success: Ferguson’s Strategic Market Rise (NYSE:FERG)
Introduction As the United States enters a phase of intensified investment in infrastructure, the role of Ferguson Plc (NYSE:FERG) becomes…
Zoom: Why I Reiterate My Buy Rating (NASDAQ:ZM)
Zoom’s (NASDAQ:ZM) business, although performing with slow momentum, continues to outpace investor expectations. For FY 2024, Zoom management now expects…
Medical Properties Trust Stock: Dead Money At Best, Better To Avoid (NYSE:MPW)
High-conviction Medical Properties Trust, Inc. (NYSE:MPW) investors have failed to lift MPW from its doldrums over the past two months…
What To Do With High-Flying Tech At The Start Of 2024?
I am coming into 2024 in a decent position. My MinVar equity portfolio, designed to extract the best from both…
Applied Optoelectronics Set To Benefit From Increased Demand In AI Applications (AAOI)
Applied Optoelectronics (NASDAQ:AAOI) reported improved financial performance for Q3-2023 and the company’s stock price has been on a year-long uptrend,…
The Good News About Higher Interest Rates
Why did powerful third-quarter growth come as such a surprise? Olga Bitel, Partner, Global Equity Strategist and Hugo Scott-Gall, Partner,…
Dr. Ben Bernanke Decodes The Economy And Central Banks In 2024
Transcript Marc P. Seidner, CIO Non-traditional Strategies: Hello, and thank you for joining. I'm Marc Seidner, chief investment officer of…