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News

News

Staying The Course With The Home Depot (NYSE:HD)

By Press Room
September 13, 2024
6 Mins read
News

CMS Energy: Buy, But Favor The Subsidiary Preferred (NYSE:CMS)

By Press Room
September 12, 2024
5 Mins read
With the recent rise in the utility segment valuations as investors prepare for the strong potential of lower competitive interest rates, CMS…
News

Assurant: Niche Markets Lead To Consistent Growth (NYSE:AIZ)

By Press Room
September 11, 2024
5 Mins read
Assurant (NYSE:AIZ) is a relatively unknown insurer that operates in niche markets with recurring revenue. The firm has translated its focus and…
News

Harrow: 3 Business Models, And CEO Stardom (NASDAQ:HROW)

By Press Room
September 10, 2024
7 Mins read
Investment Thesis What truly sets Harrow (NASDAQ:HROW) apart isn’t its impressive 52% sales growth projection this year, or its prospects serving the…
News

Google: Quantifying SearchGPT Risks Vs Google Cloud Upside (NASDAQ:GOOG)

By Press Room
September 9, 2024
4 Mins read
Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) has struggled to enjoy the same AI boost seen at tech peers, in spite of posting resilient fundamental results….
News

Zuora Stock: Cheap Valuation Trumps The Mixed Outlook Messaging (NYSE:ZUO)

By Press Room
September 8, 2024
4 Mins read
Once a tech company has entered into the penalty box, it can be very difficult to get out. Such is the case…
News

Alexandria Real Estate: Cheap But Still Growing, It Remains A Buy (NYSE:ARE)

By Press Room
September 7, 2024
4 Mins read
In June, 2023 I revised my bearish thesis and turned bullish on Alexandria Real Estate Equities, Inc. (NYSE:ARE) due to dirt cheap…
News

Shopify Continues Increasing Operating Income (NYSE:SHOP)

By Press Room
September 6, 2024
5 Mins read
Introduction Per my May article, Shopify (NYSE:SHOP) is in the early stages of big AI improvements. Since that time, the 2Q24 release…
News

Verint Systems (VRNT) Stock: Not Worth The Risk

By Press Room
September 5, 2024
7 Mins read
Introduction Verint Systems (NASDAQ:VRNT) just recently reported its Q2 ’25 results, so I wanted to look at the company’s overall performance over…
News

Marathon Petroleum Can Continue Driving Strong Returns (NYSE:MPC)

By Press Room
September 4, 2024
2 Mins read
Marathon Petroleum Corporation (NYSE:MPC) is one of the largest petroleum refining and marketing companies in the world, with an almost $60 billion…
News

Microsoft: Debates About AI Monetization (NASDAQ:MSFT)

By Press Room
September 3, 2024
8 Mins read
The investment story for Microsoft (NASDAQ:MSFT) depends on a large extent on Azure, its cloud business. In turn, Azure’s growth is increasingly…
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