CMG isn’t cheap, but given impressive growth it shouldn’t be.
A long history of outperformance suggests the recent dip can be bought.
But one key risk looms on the margin front.
Even with...
The steep drop in the S&P 500 this year suggests that stocks might be ‘cheap’
But, in fact, it’s still not easy to find value, while corporate earnings offer another source of...
Nokia’s long-running effort to drive a turnaround is finally showing some traction
The Nokia Technologies patent business is offsetting improvements in the operating business
History suggests...
NET has dropped 80% from November 2021 highs amid a rout in growth names
Yet neither underlying performance nor the long-term outlook seems to have changed
Valuation remains a question mark, but NET...
Starbucks has managed through the inflationary environment — so far
China reopening promises another catalyst
But at 33x fiscal 2022 earnings per share, the good news looks priced in
Fiscal 2022...
Match stock has plunged 70% so far this year
Quickly decelerating growth has culminated in a soft outlook for the fourth quarter
New management and new efforts need to work for the stock to...
Despite a 30% decline from the highs, Microsoft stock still looks somewhat expensive
But the company is managing through a slump in PC sales; the long-term outlook remains solid
Sheer size limits the...
After a huge fall in September, ADBE continues to retake lost ground
Fiscal Q4 earnings and fiscal 2023 guidance look reasonably solid amid a tougher macroeconomic environment
Adobe stock isn’t...
DOCU has roared 35% in three trading sessions following a strong Q3 earnings report
But both valuation and growth remain a concern
There was an opportunity to get DOCU on the dip; that opportunity...
New management is trying to turn Workhorse around after the company lost the USPS contract
But a weak balance sheet means time is running out
Workhorse is making some progress — but simply not...