Latest Articles

  • Company Logo for SIRI

    Why Wall Street Is Tuning In To Sirius XM Stock

    The satellite radio giant’s stock found something better than luck: a powerful new partner outside the car. If you owned Sirius XM stock (NASDAQ: SIRI) over the last year, you’re probably feeling pretty good. The stock handed you a 26% return,...


  • Company Logo for SPCX

    Buy SpaceX, Sell Tesla: A Case For Switching Musk Stocks

    SpaceX (SPCX) hits public markets today at a touted $1.75 trillion valuation, and for the first time, investors have to choose between two of Musk’s biggest bets – SpaceX and Tesla (TSLA) – rather than just one. Both are narrat...


  • Company Logo for MCD

    Has McDonald’s Stock Quietly Become a Value Opportunity?

    McDonald’s (MCD) stock is at an interesting point right now. If you bet on it, you are betting on a company that’s growing reasonably, is sustaining good cash flow and margin, and is relatively cheaply valued. But is that enough? Why...


  • Company Logo for INTU

    Could Intuit Stock’s Cash Flow Spark the Next Rally?

    We think Intuit (INTU) stock is worth a look: It is growing, producing cash, and available at a significant valuation discount . Companies like this can use cash to fuel additional revenue growth or simply pay their shareholders through dividends...


  • Company Logo for TXN

    Texas Instruments Stock Capital Return Hits $30 Bil

    In the last five years, Texas Instruments (TXN) stock has returned $30 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the marke...


  • Company Logo for SPGI

    S&P Global Stock Pays Out $30 Bil – Investors Take Note

    In the last five years, S&P Global (SPGI) stock has returned $30 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market&...


  • Company Logo for PTC

    PTC Stock Hits Key Support – Buying Opportunity?

    PTC (PTC) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($112.47 – $124.31), levels from which it has bounced meaningfully before. Since it first started trading, PTC stock received buyin...


  • Company Logo for APP

    AppLovin Stock Testing Price Floor – Buy Now?

    AppLovin (APP) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($454.64 – $502.50), levels from which it has bounced meaningfully before. Since it first started trading, AppLovin stock rece...


  • Company Logo for REGN

    Could Cash Machine Regeneron Pharmaceuticals Stock Be Your Next Buy?

    Regeneron Pharmaceuticals (REGN) could be a good pick for your portfolio, with its high cash yield, good fundamentals, and discounted valuation . Companies like this can use cash to fuel additional revenue growth or simply pay their shareholders ...


  • Company Logo for GD

    Better Value & Growth: TDG Leads General Dynamics Stock

    TDG is General Dynamics’s peer in Aerospace & Defense industry that has: 1) Lower valuation (P/OpInc) compared to General Dynamics stock 2) But higher revenue and operating income growth This disconnect between valuation and performa...


  • Company Logo for IDXX

    DXCM, BSX Top IDEXX Laboratories Stock on Price & Potential

    DXCM, BSX are IDEXX Laboratories’s peers in Health Care Equipment industry that have: 1) Lower valuation (P/OpInc) compared to IDEXX Laboratories stock 2) But higher revenue and operating income growth This disconnect between valuation an...


  • Company Logo for HEI

    Stronger Bet Than Heico Stock: FTAI Delivers More

    FTAI is Heico’s peer in Aerospace & Defense industry that has: 1) Lower valuation (P/OpInc) compared to Heico stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that y...


  • Company Logo for COP

    Pay Less, Gain More: EQT Tops ConocoPhillips Stock

    EQT is ConocoPhillips’s peer in Oil & Gas Exploration & Production industry that has: 1) Lower valuation (P/OpInc) compared to ConocoPhillips stock 2) But higher revenue and operating income growth This disconnect between valuat...


  • Company Logo for HWM

    Stronger Bet Than Howmet Aerospace Stock: FTAI Delivers More

    FTAI is Howmet Aerospace’s peer in Aerospace & Defense industry that has: 1) Lower valuation (P/OpInc) compared to Howmet Aerospace stock 2) But higher revenue and operating income growth This disconnect between valuation and perform...


  • Company Logo for BSY

    Is Bentley Systems Stock’s AI Vision Worth Buying on This Dip?

    The infrastructure software company is talking up a big future, but the stock’s history with sharp pullbacks tells a more complicated story. Bentley Systems (BSY) is painting a picture of the future where artificial intelligence transform...

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