News
Holding On To Morgan Stanley As New CEO Faces Headwinds To Earnings And M&A Activity (NYSE:MS)
Stock & Industry Snapshot To celebrate my first year as a contributing analyst on Seeking Alpha, I am closing out…
Bristol Myers Squibb’s Winning Formula: Dividends, M&A, And Innovation (NYSE:BMY)
Bristol-Myers Squibb (NYSE:BMY) is an American pharmaceutical company and one of the leaders in the oncology and cardiovascular markets. Thesis…
Etsy: Competition Increasing, But Company Handling It (NASDAQ:ETSY)
Back in October, I upgraded Etsy (NASDAQ:ETSY) to “Buy,” nothing that while the stock had been pummeled this year, that…
Securing The Digital Frontier: Tenable’s Rise In The Cybersecurity Realm (NASDAQ:TENB)
Thesis Tenable's (NASDAQ:TENB) strategic positioning in the cybersecurity market, underscored by its prowess in vulnerability assessment and expanding capabilities in…
NextEra Energy: Blue Chip At Attractive Valuation (NYSE:NEE)
Thesis: NextEra Energy (NYSE:NEE) has had a surprisingly volatile 2023 for a blue-chip utility stock and is currently down 30%…
Delek Logistics Partners, LP Curiouser And Curiouser! (NYSE:DKL)
Red Flag Delek Logistics Partners, LP (NYSE:DKL) appears, at first blush, to be an attractive investment opportunity. The U.S. oil…
RTX Stock: Still A Viable Undervalued/Dividend Play Here
We previously covered RTX Corporation (NYSE:RTX) in September 2023, discussing its mixed prospects, thanks to the additional $3B pre-tax impact…
SP Group: Anticipate Further EBITDA Growth After A Transition Year (OTCMKTS:SPGGF)
Introduction SP Group (OTC:SPGGF) is a Danish company focusing on the production of moulded plastic and composite components for industrial…