Latest Articles
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What’s Next For Johnson & Johnson Stock After A 6% Decline In A Month?
Johnson & Johnson (NYSE: JNJ) recently announced its plans to acquire Shockwave Medical for $13 billion. Shockwave will help J&J extend its offerings in the cardiovascular intervention market. This acquisition will expand sales growth...
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After A 25% Fall In A Week Is Lamb Weston Stock Undervalued At $80?
Lamb Weston (NYSE:LW), one of the world’s largest producers of frozen French fries, recently reported its Q3’24 results (fiscal ends in May), with revenue and earnings missing the street expectations. The company reported revenue of $1.46 ...
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TGT Stock Up 21% YTD, What’s Next?
Note: TGT’s fiscal 2023 ended on Feb 3. After a 21% increase year-to-date, at the current price of around $172 per share, we believe Target (NYSE: TGT), the second-largest discount chain in the U.S. – is fairly priced. TGT stock rose...
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Should You Pick Valero Energy Or Phillips 66 Stock After Each Rose Over 25% This Year?
After the year-to-date move of over 25% each, we believe that the energy stocks Phillips 66 (NYSE: PSX) and Valero Energy (NYSE: VLO) are fully valued. PSX trades at a marginally higher valuation of 0.5x trailing revenues, compared to 0.4 x f...
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Up 50% In The Last 12 Months, Where Is UBS Stock Headed?
UBS’ stock (NYSE: UBS) has gained 1% YTD, whereas S&P500 has increased 9% over the same period. Further, at the current price of $31 per share, it is trading at par with its fair value – Trefis’ estimate for UBS’s valuation . In fa...
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Will Intel Stock Return To Pre-Inflation Shock Highs Of $68?
Intel stock (NASDAQ:INTC) currently trades at $40 per share, about 42% below the levels of almost $68 seen on April 9, 2021 (pre-inflation shock high). Intel saw a demand pullback post the Covid-19 lockdowns, as the remote working and learni...
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With Deliveries Falling And Inventory Piling Up, What’s Next For Tesla Stock?
Tesla (NASDAQ:TSLA) quarterly deliveries declined by 8.5% from a year ago to 386,810 vehicles for Q1 2024 and fell well below Wall Street estimates. The number was also down 20.2% from the prior quarter. This marks the first time in roughly four ...
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Will Keurig Dr Pepper (KDP) Stock Recover To Its Pre-Inflation Shock High of $40?
Keurig Dr Pepper stock (NASDAQ: KDP) currently trades at $31 per share, 23% below the peak level of $40 seen in August 2022, and it seems to have ample room for growth, in our view. KDP stock was trading at around $35 in early June 2022, just b...
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Is Johnson & Johnson Stock A Better Pick Over AbbVie?
We believe that the pharmaceuticals bellwether Johnson & Johnson (NYSE: JNJ) is currently a better pick over its peer AbbVie (NYSE: ABBV) . AbbVie trades at a higher valuation of 5.5x trailing revenues, compared to 4.6 x for JNJ. However, ...
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Up 13% YTD, What To Expect From Prudential Financial Stock?
Prudential Financial’s stock (NYSE: PRU) has gained roughly 13% YTD as compared to the 9% rise in the S&P500 index over the same period. Further, at its current price of $117 per share, it is trading 8% above its fair value of $108 – Trefi...
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Which Is A Better Pick – UnitedHealth Stock Or Humana?
We believe that the healthcare stocks UnitedHealth (NYSE: UNH) and Humana (NYSE:HUM) will likely see higher levels and offer similar returns in the next three years. Humana stock trades at 0.4x trailing revenues versus 1.1x for UnitedHealth, ...
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Down 50% This Year, What’s Happening With Nio Stock?
Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) delivered 11,866 vehicles in March, up 14.3% from 10,378 a year ago. Sales were driven in part by the launch of the company’s 2024 series of vehicles during the month, including upd...
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What’s Next For General Electric Stock After A 35% Rise This Year?
General Electric (NYSE: GE) completed the spin-off of its power and renewables energy businesses on April 2. The spinoff company – GE Vernova (NYSE:GEV) – is now the new standalone energy company, while GE Aerospace (NYSE:GE) will be focused on...
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Should You Pick UnitedHealth Stock After A 15% Fall This Year?
UnitedHealth stock (NYSE: UNH) saw a 6% fall on April 2, after the U.S. Centers for Medicare & Medicaid Services said Medicare Advantage payments would rise by an average of 3.7% in 2025, falling short of the street expectations. This impac...
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Down 17% This Year What’s Happening With Li Auto Stock?
Chinese luxury electric vehicle maker Li Auto stock (NASDAQ:LI) delivered 28,984 vehicles in March, up 39.2% year-over-year, driven by strong uptake of the company’s extended-range electric vehicle models including the Li L7, Li L8, and Li ...
