News
Airbnb: Temporary Tailwinds (NASDAQ:ABNB) | Seeking Alpha
Airbnb's (NASDAQ:ABNB) business has continued to perform well in recent quarters, even as economic conditions have normalized, creating a less…
XPeng: Improving Margin Trend (NYSE:XPEV)
Shares of XPeng (NYSE:XPEV) have revalued sharply lower this year, although shares of the EV maker soared 26% after the…
Dell Technologies Stock: A Growth Opportunity Worth Considering (NYSE:DELL)
Dell Technologies (NYSE:DELL) is an information technology ("IT") infrastructure and services provider that offers customers everything from data center equipment…
Unloved Gilead Due For Reversal On Flight-To-Safety Money Flows (NASDAQ:GILD)
I will say this pick is based more on a hunch (honed over 37 years of trading) than any concrete…
Holmen: Still Under Pressure, Market Jumping Gun On Multiple (HLMMF)
Holmen (OTCPK:HLMMF) (OTCPK:HLMNY) (OTCPK:HLHLY) continues to benefit from timbre shortages as major exporters, Belarus and Russia, remain locked out of…
Enbridge: The Bullish Case Remains Intact (NYSE:ENB)
One of my favorite segments of the market to invest in is the midstream/pipeline space. Companies in this market niche…
REV Group: Margin Growth Under-Reflected At Current Multiples (NYSE:REVG)
Investment Summary Regulated, capital-intensive businesses typically hold large investments in long-lived, tangible assets (including their inventories). Often, these assets are…
FTXN: Smart In Fund Name But Same Intelligence So Far (NASDAQ:FTXN)
As I’ve noted in prior writings, I’m bullish on the energy sector broadly. There’s broad underinvestment that will take years…