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Kroger Co.: Q1 Earnings Release Reinforces Our Bull Thesis

26 Jul Stock Analysis

I wrote about Kroger in the past with a bull thesis. In the long term, KR enjoys a ROCE…

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W. P. Carey: Slight Overvaluation But Manageable Risks

26 Jul Stock Analysis

At its current price levels, W. P. Carey Inc. (WPC) represents a quality REIT business that is slightly overvalued.

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5 App Economy Trends To Turbocharge Your Portfolio.

25 Jul Stock Analysis

Since the launch of the Apple App Store in 2008, mobile apps have changed the way business is done….

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TAL Education: The Worst Is Here, But Chinese Kids Still Need Places To Learn

25 Jul Stock Analysis

New regulatory restrictions will ban most of K12 after-school tutoring activities or turn TAL K12 services into non-profit businesses….

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Sherwin-Williams: Here Is What We Like (And Dislike)

25 Jul Stock Analysis

Our bullish thesis on Sherwin-Williams’ stock reflects strong free cash flow, dividend appreciation, and share repurchases, weighted…

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Qualcomm Goes Big: Why I Am So Bullish

25 Jul Stock Analysis

After the stock has lost some value in recent weeks, I see a good opportunity for long-term investors to…

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Crocs: The Rally Is Not Over Yet

25 Jul Stock Analysis

Crocs’ shares have sustained an unstoppable rally over the past few years.

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QuantumScape: There’s Nothing Attractive About This Stock

25 Jul Stock Analysis

We believe that QuantumScape stock is an unattractive investment at the current price, and here is why.

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Reinvent Technology Y/Aurora Innovation – Is This Zero Revenue Decacorn An Opportunity Or P/E Bubble Spillover?

25 Jul Stock Analysis

Reid Hoffman’s third SPAC Reinvent Technology Y is merging with Aurora Innovation in a $10.56B EV deal.

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Caught Between Earnings And The 10-Year

25 Jul Stock Analysis

After a very uncertain start to the week, all three major stock benchmarks in the United States managed to…

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