News
General Mills Stock: Underrated Company, Good Long-Term Buy (NYSE:GIS)
I’ll keep this brief: I believe General Mills, Inc. (GIS) is an underrated company with strong fundamentals. The company consistently…
Tapestry: Uncertain Outlook With Visible Overhangs (NYSE:TPR)
Investment summary My recommendation for Tapestry, Inc. (NYSE:TPR) is a hold rating. Given the uncertainties and visible overhangs around the…
Cellebrite Stock: Rating Downgrade As Valuation Has Caught Up (NASDAQ:CLBT)
Summary A brief update from my last coverage (11th July): I gave Cellebrite (NASDAQ:CLBT) a buy rating as the business's…
Lucid Group: EBITDA Breakeven Unlikely Before 2027 Amidst Competition (NASDAQ:LCID)
Investment Overview I am initiating coverage on Lucid Group, Inc. (NASDAQ:LCID) stock with a "Sell" rating. In the last 12…
Nvidia Powers Volvo’s Architecture, A Big Growth Category For The Chipmaker (NASDAQ:NVDA)
Volvo EX90, full electric SUV, outside the official dealership. The latest buzz phrase to mesmerize the global auto industry is…
EWM: A Good Story And Strategic Emerging Market To Consider (NYSEARCA:EWM)
I’m a fan of international country investing to diversify against not just the U.S., but in general large-cap tech exposure.…
Globus Medical: A Post Acquisition Analysis (NYSE:GMED)
When we last looked at mid-cap medical device Globus Medical, Inc. (NYSE:GMED) in November of last year, the stock had…
Record Contractionary Streak For Texas Manufacturing
The Dallas Fed released its latest regional manufacturing survey this morning. At the headline level, the report showed the region's…