Latest Articles
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Will VeriSign Stock Recover To Its 2021 Highs of Around $250?
VeriSign stock (NASDAQ: VRSN), a domain name provider, currently trades at $175 per share, around 30% below its peak level of $255 seen in December 2021. In comparison, its industry peer – F5 Networks stock (NASDAQ: FFIV), an application secu...
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Which Is A Better Defense Pick – Huntington Ingalls Stock Or BWX Technologies?
We believe that Huntington Ingalls Industries stock (NYSE:HII), a military shipbuilding company, is currently a better pick than its industry peer – BWX Technologies stock (NYSE: BWXT), a supplier of nuclear components and fuel. BWXT stock tr...
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Nio’s Deliveries Doubled In June. Why Is The Stock Still Lagging?
Chinese luxury electric vehicle maker Nio stock (NYSE:NIO), has declined by about 47% year-to-date. This compares to rival Xpeng stock (NYSE:XPEV) which is down by 29% over the same period. Nio posted a record set of monthly deliveries in June, s...
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Down 50% This Year, Will Improving Deliveries Drive Li Auto Stock Higher?
Things appear to be getting better in the Chinese luxury electric vehicle market. Li Auto (NASDAQ:LI), which is the largest of the emerging EV players in China, delivered 47,774 vehicles for June 2024, an increase of 46.7% compared to last year....
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Rising Margins, Ad Growth To Drive Netflix’s Q2 Results, But Stock Is Expensive At $670
Netflix (NASDAQ:NFLX) stock has had a pretty good year, rising by almost 38% year-to-date as the company successfully navigated a brief subscriber decline post-Covid-19. This compares to rival Disney (NYSE:DIS), which has gained about 8% over the...
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Capital One Stock Is Trailing S&P500 By 8% YTD, What To Expect?
Capital One’s stock (NYSE: COF) has gained 6% YTD, as compared to the 14% rise in the S&P500 over the same period. In sharp contrast, Capital One’s peer Discover Financial (NYSE: DFS) was up 15% YTD. Overall, at its current price of $...
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Is MGM Stock Poised To Rise To $50 With Macau’s Recovery?
MGM Resorts stock (NYSE:MGM) currently trades at $44 per share, roughly 19% below its pre-inflation shock high of $50 seen on March 17, 2021. The stock has been impacted by the Macau operations, which saw business largely collapse over 2021 and...
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Will Intel’s AI and Foundry Bets Reverse The Stock’s 38% Slump This Year?
Intel stock (NASDAQ: INTC) has had a rough year, declining by about 38% since early January. In contrast, rival AMD stock (NASDAQ:AMD) has gained about 17% over the same period. While Intel’s financial performance is expected to improve ...
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Up 17% This Year, Will Alcoa Stock Gain Further Following Q2 Earnings?
Alcoa (NYSE:AA) is expected to publish its Q2 2024 results around July 17, reporting on a quarter that saw aluminum prices pick up notably. Alcoa stock has fared well this year, rising by 17% since early January. In comparison, Rio Tinto (NYSE:RI...
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What’s Next For SLB Stock After A 10% Fall This Year?
After a 10% decline since the beginning of the year, at the current price of around $47 per share, we believe SLB’s stock (NYSE: SLB), formerly known as Schlumberger, which provides oil field services including drilling, completion, and p...
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Will CVS Stock Rebound To Levels Over $100 Seen In 2022?
CVS Health stock (NYSE: CVS) currently trades at $58 per share, 47% below its pre-inflation shock high of $110 seen in February 2022. In contrast, its peer – Walgreens stock (NASDAQ:WBA) – is down 75% over this period, amid falling profitabilit...
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What’s Next For Elanco Stock After Its Recent 20% Drop?
The stock price of Elanco (NYSE: ELAN), an animal health products company, saw a 20% fall on Thursday, June 27, after the company announced a delay in expected approval of two drugs. In comparison, Merck stock (NYSE: MRK), which also has an an...
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How Does The Current Fall In Abbott Stock Compare With The One During 2008 Recession?
Abbott stock (NYSE: ABT) currently trades at $105 per share, 25% below its peak level of over $140 seen in December 2021. In comparison, its peer Boston Scientific stock (NYSE: BSX) has seen a nearly 90% rise over this period. Abbott saw its st...
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Down 25% This Year Is Estée Lauder A Better Pick Over L’Oréal?
Given its attractive valuation, we believe that Estée Lauder stock (NYSE: EL) is currently a better pick over its peer, L’Oréal stock (OTCMKTS: LRLCY) . LRLCY stock trades at a higher valuation multiple of 5.7x revenues, versus 2.6x for ...
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Our Digital Infrastructure Theme Which Includes Micron And Nvidia Surges 30% This Year On AI Demand. What’s Next?
Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet including server processors, graphics units, memory, and networking equipment – has fared ...
