News
Genpact Stock: AI And Cloud Will Drive Transformational Demand (NYSE:G)
Investment thesis Our current investment thesis is that from an internal perspective, we believe Genpact (NYSE:G) is a good business…
Broadcom: Will Be A Different Company In 2024 (NASDAQ:AVGO)
The Broadcom Investment Thesis Broadcom Investor PresentationAfter Broadcom Inc. (NASDAQ:AVGO) benefited from the market environment in 2023, 2024 will be…
SPY: Bearish Divergence, Widespread Complacency, Excessive Rate Optimism, Market Top (SPY)
After a 25% gain in 2023 the SPDR® S&P 500 ETF Trust (NYSEARCA:SPY) now faces three major near-term headwinds that…
Resources Connection, Inc. (RGP) Q2 2024 Earnings Call Transcript
Resources Connection, Inc. (NASDAQ:RGP) Q2 2024 Earnings Conference Call January 3, 2023 5:00 PM ET Company Participants Kate Duchene -…
Walgreens Earnings Preview: The New CEO Has His Hands Full
Walgreens (NASDAQ:WBA) formerly the premier retail drug store operator from the last 20 years of the 20th century (i.e. 1980s…
Bristol-Myers Squibb’s Recent >$20bn M&A Spree Should Reward Patient Investors (NYSE:BMY)
Investment Overview Bristol-Myers Squibb Company (NYSE:BMY), the Princeton, New Jersey-based Big Pharma concern, experienced a poor year in terms of…
MSA Safety: Margin Stability, Project Awards Counter Headwinds
MSA Is On A Slow Growth Path I have discussed MSA Safety Incorporated (NYSE:MSA) in the past, and you can…
U.S. Data Confirms The Cooling Narrative
By James Knightley, Chief International Economist Data provides an important test for recent market moves Financial markets responded aggressively to…