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  • Company Logo for CL

    What’s Driving Colgate-Palmolive Stock Higher?

    Colgate-Palmolive stock (NYSE: CL) has gained 40% in value since early January 2023 – jumping from levels of around $75 then to over $105 now – vs. an increase of about 45% for the S&P 500 over this period. This can primarily be attributed ...


  • Company Logo for FSLR

    Why Did First Solar Stock Surge 15%?

    First Solar stock (NASDAQ:FSLR) rallied by nearly 15% during Wednesday’s trading, pushing its year-to-date gains to around 40%, in contrast to sector peer Enphase Energy (NASDAQ:ENPH), which remains down about 15% year-to-date. The surge comes on...


  • Company Logo for PFE

    Is Pfizer Stock A Better Pick Over AbbVie?

    Given its better valuation, we believe that Pfizer stock (NYSE: PFE) is currently a better pick than its industry peer – AbbVie stock (NYSE:ABBV). PFE stock trades at a much lower multiple of 11x forward, versus 20x for ABBV, and we think thi...


  • Company Logo for ALK

    What’s Happening With Alaska Air Stock?

    Alaska Air stock (NYSE: ALK) currently trades around $40 per share, roughly 45% below its pre-inflation shock highs of around $74 seen in April 2021. ALK has fared slightly better than its peer – Southwest Airlines stock (NYSE: LUV) – down 52% ...


  • Company Logo for FFIV

    What’s Happening With F5 Stock?

    F5 stock (NASDAQ: FFIV) currently trades around $200 per share, roughly 20% below its pre-inflation shock highs of around $250 seen in December 2021. F5 has fared slightly better than its peer – VeriSign stock (NASDAQ:VRSN) – down nearly 30% ov...


  • Company Logo for UNH

    What’s Driving UnitedHealth Stock Higher?

    UnitedHealth stock (NYSE: UNH) has gained 80% in value since early January 2021 – jumping from levels of $335 then to around $600 now – vs. an increase of about 45% for the S&P 500 over this period. This can primarily be attributed to a sig...


  • Company Logo for UPS

    Pick UPS Stock Over J.B. Hunt?

    Given its better prospects, we believe UPS stock (NYSE: UPS) is a better pick than its smaller peer — J.B. Hunt Transport Services stock   (NASDAQ: JBHT). UPS trades at a lower valuation multiple of 17x forward expected earnings vs. 30x for JB...


  • Company Logo for INTC

    A Turnaround Scenario For Intel Stock To Reach $60

    Intel stock (NASDAQ: INTC) is trading at about $19 per share, its lowest point in over a decade. Could the stock rise by over 3x per share in the next few years? Does this sound a bit r idiculous?  Consider this – Intel stock was trading...


  • Company Logo for GM

    Why Did GM Stock Fall 5% On Tuesday?

    General Motors (NYSE:GM) stock declined by over 5% in Tuesday’s trading, falling to $43 per share. Although GM remains one of the best-performing large auto stocks this year, rising by about 25% year-to-date, driven by improving profitabili...


  • Company Logo for ORCL

    Oracle Stock Jumped 11%, Two Alternative Smarter Bets?

    If you are an investor in database and cloud computing major  Oracle (NYSE:ORCL) and have benefited from the stock’s 11% jump on Tuesday following better-than-expected Q1 FY’25 earnings, it may be time to look elsewhere. As of this mo...


  • Company Logo for STX

    Will AI Demand Continue To Drive Seagate Stock Higher?

    Seagate stock (NASDAQ: STX) has seen a 60% rise in value since early January 2023 – jumping from levels of $64 then to $102 now – vs. an increase of about 42% for the S&P 500 over this period. In comparison, its peer – Western Digital stoc...


  • Company Logo for HON

    Pick Honeywell Over Rockwell?

    Given its better valuation and prospects, we believe Honeywell stock (NYSE: HON) is a better pick than its sector peer, Rockwell Automation stock (NYSE: ROK), an industrial automation and digital transformation solutions provider, for the nex...


  • Company Logo for SMCI

    How Super Micro Computer Stock Can Rise 2.5x To $1,000

    Super Micro Computer stock (NASDAQ: SMCI) has had a solid run, rising by almost 7x over the past two years from levels of about $60 per share in September 2022 to about $410 presently, driven by surging demand for server systems led by the genera...


  • Company Logo for DLTR

    Why Did Dollar Tree Stock Sink 55% This Year?

    Note: DLTR fiscal year 2024 ended February 3, 2024 Dollar Tree’s stock (NASDAQ: DLTR) has declined from around $142 at the beginning to $69 now   – about a 55% fall over a period when the benchmark S&P index grew 16%. In comp...


  • Company Logo for NSC

    Is CSX A Better Railroad Pick Over Norfolk Southern Stock?

    Given its better valuation and prospects, we think CSX stock (NYSE: CSX) is a better pick than its peer – Norfolk Southern stock (NYSE: NSC). NSC stock trades at 21x forward expected earnings, versus 17x for CSX. We think this gap in valuatio...

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