Latest Articles
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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...
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Up 15% This Year, Will Walmart Stock Rally Further After Q1 Results?
Note: Walmart’s FY’2024 ended in January 2024. Walmart (NYSE: WMT), the world’s largest retailer (by revenue), operating discount stores, supercenters, neighborhood markets, and Sam’s Club warehouses, is scheduled to report its fisc...
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Is Walgreens Stock Undervalued At $18?
Walgreens (NASDAQ:WBA) saw its stock rise 5% on Monday, May 13, following the reports that it has contacted potential buyers for the Boots business. Boots is a UK-based drugstore chain, and it could be valued at around $9 billion. If Walgreens ...
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How Does Incyte Stock’s Decline During The 2022 Inflation Shock Compare With The 2008 Crash?
The stock price of Incyte (NASDAQ:INCY), a biopharmaceutical company, trades at $58 per share, about 43% below its peak level of $100 seen in January 2021. INCY stock was trading at around $76 in early June 2022, just before the Fed started incr...
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HSBC Stock Is Up 8% YTD, What To Expect?
HSBC’s stock (NYSE: HSBC) has gained 8% YTD as compared to the 9% rise in the S&P500 index over the same period. Further, at the current price of $44 per share, it is 16% below its fair value of $52 – Trefis’ estimate for HSBC’s va...
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Down 20% This Year, Will Under Armour’s Stock Recover Following Q4 Results?
Note: Under Armour’s FY’24 ended on March 31, 2024. Under Armour (NYSE: UA), a sports equipment company that manufactures footwear, sports, and casual apparel, is scheduled to report its fiscal fourth-quarter results on Thursday, M...
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With Hybrid Sales Surging, Is Toyota Stock Attractive At $230?
Toyota Motor Corp (NYSE:TM) stock has seen a big rally this year, rising by about 18%, compared to the broader S&P 500 which remains up by just about 9%. There are a couple of factors driving the stock higher. Now, the broader Japanese s...
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Akamai Is Doubling Down On API Security. Is The Stock Attractive At $95?
Akamai (NASDAQ:AKAM) stock has had a tough year, declining by 20% since early January, compared to the Nasdaq-100, which has gained about 11% over the same period. Akamai’s Q1 2024 earnings were reasonably strong, with the company seeing re...
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Down 6% This Year, Will Baidu’s AI Business Lead The Stock Higher Following Q1 Results?
Chinese search engine behemoth Baidu’s stock (NASDAQ: BIDU) is poised to report its Q1 2024 earnings on May 16. We expect Baidu’s revenues to come in at $4.34 billion for the quarter, marking a decline of about 1% compared to last ...
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Is Johnson & Johnson Stock A Better Pick Over Merck?
We believe that the pharmaceuticals bellwether Johnson & Johnson (NYSE: JNJ) is currently a better pick over its peer Merck (NYSE: MRK) . Although Merck trades at a higher valuation of 5.5x trailing revenues, compared to 4.2 x for J&J,...
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Which Healthcare Stock Is A Better Pick – UnitedHealth Group Or CVS Health?
We believe that CVS Health stock (NYSE: CVS) is currently a better pick over its peer UnitedHealth Group stock (NYSE:UNH), given its attractive valuation. UNH stock trades at 1.3x revenues, versus just 0.2x for CVS. UnitedHealth has delivered...
