Latest Articles
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Could Gartner Stock’s Cash Flow Spark the Next Rally?
We think Gartner (IT) 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 dividends ...
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Momentum Meets Value: Lam Research Stock Could Be A Good Buy
We think Lam Research (LRCX) stock might be a good investment candidate. Why? Because you get a strong margin, a low-debt capital structure, and strong momentum —with room to run as the stock is meaningfully below its 52-week high . There Are ...
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ServiceNow Stock: Join the Rally at a 55% Discount
ServiceNow (NOW) stock might be a good buy now. Why? Because you get high margins – reflective of pricing power and cash generation capacity – for a discounted price . Companies like this generate consistent, predictable profits and c...
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Is the Market Overlooking Paychex Stock’s Next Move?
We think Paychex (PAYX) stock could be a good value buy . It is currently trading at a lower than average valuation, and has reasonable revenue growth and strong margins to go with its modest valuation. Buying stocks with low valuations or tradi...
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Could Cash Machine Accenture Stock Be Your Next Buy?
Accenture (ACN) 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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Silicon Laboratories Stock To $142?
Silicon Laboratories (SLAB) stock has jumped 49% during the past day, and is currently trading at $203.41. Our multi-factor assessment suggests that it may be time to sell SLAB stock. We have, overall, a pessimistic view of the stock, and a price...
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Alphabet Stock To $299?
Our multi-factor assessment suggests that it may be time to reduce exposure to GOOG stock. We are primarily concerned current valuation and a price of $299 may not be out of reach. We believe there is not much to fear in GOOG stock given its ove...
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Buy or Sell Merck Stock?
Merck (MRK) stock has jumped 11% during the past week, and is currently trading at $118.33. We believe there are only a couple of things to fear in MRK stock given its overall Moderate operating performance and financial condition. This is align...
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Stronger Bet Than Norfolk Southern Stock: CP Delivers More
CP is Norfolk Southern’s peer in Rail Transportation industry that has: 1) Lower valuation (P/OpInc) compared to Norfolk Southern stock 2) But higher revenue and operating income growth This disconnect between valuation and performance co...
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Stronger Bet Than Monolithic Power Systems Stock: NVDA, MU Deliver More
NVDA, MU are Monolithic Power Systems’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Monolithic Power Systems stock 2) But higher revenue and operating income growth This disconnect between valuatio...
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Azenta Stock To $20?
Azenta (AZTA) stock has fallen 23% during the past day, and is currently trading at $28.49. Our multi-factor assessment suggests that it may be time to sell AZTA stock. We have, overall, a pessimistic view of the stock, and a price of $20 may not...
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Why UNP, CP Could Outperform CSX Stock
UNP, CP are CSX’s peers in Rail Transportation industry that have: 1) Lower valuation (P/OpInc) compared to CSX stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you ...
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Boston Scientific Stock To $54?
Boston Scientific (BSX) stock has fallen 18% during the past day, and is currently trading at $75.50. Our multi-factor assessment suggests that it may be time to reduce exposure to BSX stock. We are primarily concerned current valuation and a pri...
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ITT, FTV Top W.W. Grainger Stock on Price & Potential
ITT, FTV are W.W. Grainger’s peers in Industrial Machinery & Supplies & Components industry that have: 1) Lower valuation (P/OpInc) compared to W.W. Grainger stock 2) But higher revenue and operating income growth This disconnec...
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Better Value & Growth: INTU, PTC Lead Autodesk Stock
INTU, PTC are Autodesk’s peers in Application Software industry that have: 1) Lower valuation (P/OpInc) compared to Autodesk stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could m...
