News
Intel: If You Build, They Will Come (NASDAQ:INTC)
Investment Conclusion For 2Q24, Intel Corporation (NASDAQ:INTC) came in short of expectations on revenues and earnings. Compared to 2Q23, revenues…
Lamb Weston: Why I Just Went Long This Niche Leader (NYSE:LW)
Introduction On August 22nd I published an article with the headline “Exhaling Profits: The Last Puff On My Altria Investment”.…
American Express: Consumer Confidence Rebound Is Big (NYSE:AXP)
Investment Thesis I haven't covered American Express (NYSE:AXP) since late May, but overall shares have performed well, rising 7.72% (including…
CME Group: Poised To Benefit From Rate Cuts; Continues To Innovate
Markets may rise or markets may fall, but one certainty is the existence of markets themselves, and by extension market…
Nvidia Stock Is Selling Off: It’s Not Because Of Blackwell (NASDAQ:NVDA)
Our firm extrapolated supply chain data to conclude that Blackwell is in production at Taiwan Semiconductor (TSM) and Super Micro…
Rates Down, REITs Up: Two Quality REITs To Own For Long-Term Gains
Introduction Agree Realty (ADC) and CareTrust REIT (CTRE) are two REITs that have rallied nicely since the July CPI report…
Ashtead Group plc 2025 Q1 – Results – Earnings Call Presentation (OTCMKTS:ASHTF)
This article was written byFollowSeeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We…
The U.S. Elections Will Have Worldwide Economic Consequences
In November, U.S. voters will decide who will take control of the White House, the Senate, and the House of…