Latest Articles
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What Is Happening With Caterpillar Stock?
Over the past 12 months, Caterpillar (CAT) saw its stock more than double, fueled not just by modest revenue gains but a soaring P/E amid margin pressures. A record $51B backlog and AI-driven deals hint at deeper growth, even as tariff costs temp...
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What Can Trigger Microsoft Stock’s Slide?
Microsoft (MSFT) is facing threats. Even the biggest names aren’t invincible. Stocks can drop sharply without warning – wiping out months or years of gains in a matter of weeks. History shows that sudden market swings can hit any comp...
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Is Microsoft Stock A Trap Or A Missed Opportunity?
Microsoft (MSFT) stock is at an interesting point right now. It is trading cheap, and if you bet on it, you are betting on a company that’s growing reasonably, is sustaining good cash flow and margin, has a low-debt capital structure, and i...
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Earn 9.6% Today or Buy BSX 30% Cheaper – It’s a Win-Win
At about $62.82 a share, Boston Scientific (BSX) is trading about 42% below its 52W high. Do you think BSX stock is a good long-term bet at current levels? What about at a 30% discount at about $45 per share? If you think that is a steal, and ha...
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Workday Stock: Strong Cash Flow Poised for a Re-Rating?
We think Workday (WDAY) 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 dividen...
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Triggers That Could Ignite the Next Rally In NVIDIA Stock
NVDA has experienced multiple explosive rallies historically. The stock surged over 50% within two months on 11 occasions, notably in 2016 and 2024, and climbed more than 30% in similar periods 15 times, including key years like 2017 and 2024. If...
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Philip Morris International Stock Hands $49 Bil Back – Worth a Look?
In the last five years, Philip Morris International (PM) stock has returned $49 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 ...
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Altria Stock Capital Return Hits $49 Bil
In the last five years, Altria (MO) stock has returned $49 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’s bi...
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FactSet Research Systems Stock Testing Price Floor – Buy Now?
FactSet Research Systems (FDS) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($216.30 – $239.06), levels from which it has bounced meaningfully before. Since it first started trading, Fac...
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Arista Networks Stock Testing Price Floor – Buy Now?
Arista Networks (ANET) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($120.35 – $133.01), levels from which it has bounced meaningfully before. Since it first started trading, Arista Netw...
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Strong Cash Yield: Is Equifax Stock A Buy?
Equifax (EFX) 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 through dividends ...
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PTC Tops Autodesk Stock on Price & Potential
PTC is Autodesk’s peer in Application Software industry that has: 1) Lower valuation (P/OpInc) compared to Autodesk stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that ...
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AU Tops Franco-Nevada Stock on Price & Potential
AU is Franco-Nevada’s peer in Gold industry that has: 1) Lower valuation (P/OpInc) compared to Franco-Nevada stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you are...
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LTM Looks Smarter Buy Than Delta Air Lines Stock
LTM is Delta Air Lines’s peer in Passenger Airlines industry that has: 1) Lower valuation (P/OpInc) compared to Delta Air Lines stock 2) But higher revenue and operating income growth This disconnect between valuation and performance coul...
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Pay Less, Gain More: LTM Tops Southwest Airlines Stock
LTM is Southwest Airlines’s peer in Passenger Airlines industry that has: 1) Lower valuation (P/OpInc) compared to Southwest Airlines stock 2) But higher revenue and operating income growth This disconnect between valuation and performanc...
