Category: Archives

With a 9% deep discount to NAV, it’s cheap, but getting less so every day.

It’s rare for any company to be able to remain in a position to dominate its markets. This one is a compelling exception…

These companies will have healthy backlogs of demand for years to come.

Here are today’s upgrades and downgrades: Nvidia, AMD, Broadcom, Marvell, Micron, MongoDB, Weibo, Ternium, Gerdau and more.

Generating durable cash flows, it has a conservative financial profile, and a history of growth that should continue.

The stock has a nearly perfect score, with a “bullish” or better rating in all four rating categories.

It’s more evidence that the best way to make money in stocks is to buy those that are growing their dividends annually.

Here are today’s upgrades and downgrades: Amazon.com, Alphabet, Merck, Etsy, Analog Devices, American Tower, Progressive, Kuaishou Technology and more.

Both names confirm that AI power pipeline theme from different angles.

Not only does it pay monthly, but it’s currently trading at a 6.7% discount to NAV (below its five-year average of 2.4%).

History shows their corresponding surges could signal 13% gains for the overall market over the next year.

Here are today’s upgrades and downgrades: Moderna, Baidu, Klarna, Xiaomi, Dollar Tree, CME Group, Dominion, Weave, Kingspan and more.