Latest Articles
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With Mortgage Rates Topping, Will DR Horton Stock Outperform?
Our theme of Housing Stocks, which includes the stocks of home improvement players, building supply companies, and home builders including DR Horton (NYSE:DHI) and Pulte Group (NYSE:PHM) has fared reasonably well this year, rising by about 13% ...
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Can A New Model Y Challenger Get Nio Stock Back On Track?
Chinese luxury electric vehicle maker Nio (NYSE:NIO) recently unveiled the first vehicle under its lower-priced Onvo brand, taking on Tesla’s Model Y crossover, which is the world’s best-selling EV. The new vehicle will have a starti...
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Which Is A Better Pick – Norfolk Southern Or Snowflake Stock?
We think Norfolk Southern stock (NYSE: NSC) and Snowflake stock (NYSE: SNOW) will offer similar returns in the next three years. Although these companies are from different sectors, they share similar market capitalizations of $50-55 billion....
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Up 4% This Year, Will Q1 Results Drive Lowe’s Stock Higher?
Lowe’s (NYSE: LOW), a home-improvement retailer, is scheduled to report its fiscal first-quarter results on Tuesday, May 21. We expect the company’s stock to likely see little to no movement with revenue and earnings matching market e...
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Up 7% YTD, What To Expect From NASDAQ Stock?
NASDAQ stock (NASDAQ: NDAQ) has gained 7% YTD as compared to an 11% rise in the S&P500 index. Further, at its current price of $62 per share, it is almost 7% below its fair value of $67 – Trefis’ estimate for NASDAQ’s valuation...
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Is Deere Stock Fully Valued At $400?
Deere (NYSE: DE) recently reported its Q2 fiscal 2024 results (fiscal ends in October), with revenues and earnings exceeding the street estimates. The company reported equipment revenue of $13.6 billion and earnings of $8.53 per share, compare...
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Up 3x In A Week Will Novavax Stock Continue To See Higher Levels?
The stock price of Novavax (NASDAQ: NVAX), a Covid-19 vaccine developer, trades at $13 per share, about 96% below its peak level of $320 seen in February 2021. NVAX stock was trading at around $51 in early June 2022, just before the Fed started ...
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Will DexCom Offer Better Returns Than 3M Stock?
Given its better prospects, we believe DexCom stock (NASDAQ: DXCM) is a better pick than 3M stock (NYSE: MMM). Although these companies are from different sectors, we compare them because of their similar market capitalization of around $50-6...
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Trailing S&P500 BY 11% YTD, Where Is BlackRock Headed?
BlackRock’s stock (NYSE: BLK) has given negligible returns YTD as compared to the 11% rise in the S&P500 index over the same period. Further, at its current price of $816 per share, the stock is trading 11% below its fair value of $914 – T...
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Will The EV Slowdown Benefit Ford Stock?
Ford stock (NYSE:F) has been a weak performer this year, rising by just 1% year-to-date, compared to the broader S&P 500 which has gained close to 11%, amid concerns of a slowing automotive market. However, Ford’s recent performance ha...
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What’s Next For ConocoPhillips’ Stock?
After a 4% increase since the beginning of this year, at the current price of around $121 per share, we believe ConocoPhillips (NYSE: COP), a pure-play oil and natural gas producer, looks fairly priced at this point. In the recent first quarter, ...
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Is Roku Stock Attractive At $62 As Engagement Rises And Costs Decline?
Roku (NASDAQ:ROKU) has had a tough year so far, falling by about 30% year-to-date, underperforming the Nasdaq-100, which gained over 10% over the same period. Although Roku posted a better-than-expected set of Q1 2024 results in late April, inv...
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Should You Pick Home Depot Stock Over Procter & Gamble?
We believe that Home Depot stock (NYSE: HD) is currently a better pick over Procter & Gamble stock (NYSE: PG), given its better prospects. Although Home Depot is a consumer cyclical and P&G is a consumer defensive company, we compare...
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Will Comcast Stock Recover To Pre-Inflation Shock Highs Of $62?
Comcast stock (NASDAQ: CMCSA), one of the largest cable TV and internet players in the U.S, currently trades at $40 per share, about 36% below the peak of $61.75 seen in September 2022, and appears to have room for gains. Comcast stock has been...
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How Are Eli Lilly’s Profit Margins Trending?
Eli Lilly (NYSE: LLY) saw its net income decline by $1 billion or 16% y-o-y to $5.2 billion in 2023. This can primarily be attributed to higher acquired in-process research and development expenses (IPR&D). In this note, we discuss Eli Lill...
