Latest Articles
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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...
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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...
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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...
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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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What’s Happening With 3M Stock?
3M stock (NYSE: MMM) currently trades around $128 per share, roughly 15% below its pre-inflation shock highs of $150 seen in June 2021. This performance aligns with that of its peer – Honeywell stock (NYSE:HON) – also down 15% over this period....
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What’s Behind The 2x Rise In Boston Scientific Stock?
Boston Scientific (NYSE: BSX) has more than doubled in value since early January 2021 – jumping from levels of $36 then to around $82 now – vs. an increase of about 45% for the S&P 500 over this period. This can primarily be attributed to a...
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Drop Verint Systems, Pick These Defense Stocks?
If you are an investor in Verint Systems (NASDAQ:VRNT) – a company that sells products and services for customer experience automation – and are disappointed with the stock’s 11% drop last week following its earnings miss and s...
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Here’s A Better AI Pick Than Nvidia
Given its better valuation, we believe Super Micro Computer stock (NASDAQ: SMCI) is a better pick compared to its AI peer, Nvidia stock (NASDAQ:NVDA) for the next three years. NVDA stock trades at 26x revenues, versus about 2x for SMCI. We th...
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Will Ford Stock Recover To $21?
Ford stock (NYSE: F) currently trades around $10.50 per share, about 50% below the levels of $21 seen on January 15, 2022 (pre-inflation shock high), and it seems like it has some room for gains. Ford saw its stock trading at around $9.50 at t...
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Are Digital Infrastructure Stocks Like Micron and AMD Still A Smart Bet?
Our theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking equipment, has returned about 16% year-to-date. This compares to the S&P 500 ...
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Why Did Zscaler Stock Crater 20%?
Zscaler stock (NASDAQ: ZS) has declined from around $212 at the beginning of the year to $162 now – a 24% fall over a period when the benchmark S&P index grew 16%. While the stock recovered in August, it nosedived 20% in a single day a...
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What’s Happening With Delta Air Lines Stock?
Delta Air Lines stock (NYSE: DAL) currently trades at $42 per share, which is 15% below its pre-inflation highs of $51 seen in April 2021. Its peer United Airlines stock (NASDAQ:UAL) has fared just as poorly, with its stock shedding 22% over th...
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Why Did Merck Stock Rise 65%?
Merck stock (NYSE: MRK) has gained over 65% in value since early January 2021 – jumping from levels of $70 then to around $115 now – vs. an increase of about 50% for the S&P 500 over this period. This can primarily be attributed to a signif...
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Nio Stock Hits Accelerator With 14% Rise Post Q2 Results. Will the Momentum Continue?
Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) published a narrower-than-expected loss for Q2. While sales almost doubled year-over-year to about $2.4 billion, net losses narrowed to $0.30 from $0.45 a year ago, led by strong delivery...
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A 2x Comeback Is Possible For This Covid-Era Growth Stock That Crashed 80%
Etsy stock (NASDAQ: ETSY) has crashed by around 80% from the highs seen in 2021, with the stock currently trading at about $56 per share. Several factors have driven the sharp sell-off. For one, consumers have been scaling back on discretionary s...
