Lennar: A Transformational Opportunity Play
LEN surpassed DHI in 2018 following its acquisition of the 4th largest homebuilder CalAtlantic. However, the company has not…
Seeking Alpha
Intel: Back To Low Expectations Again
Intel stock has been facing a real innovative backdrop vs. the likes of AMD. Check why believe INTC stock has the potential to…
Ocado: Low Return Business With Falling Barriers To Entry
Ocado is fundamentally a low return UK retail business with limited share and a technology business facing falling barriers to…
Freeport-McMoRan: Copper’s Future Outlook Is A Crucial Component
FCX stock is a good long-term investment. I recommend accumulating below $32. The following is a full analysis.
Discovery Is Getting Interesting Again In The Aftermath Of Archegos
Discovery VOD content is coming home. This helps make DISCA a narrative idea. Share price is back in the pre-Archegos/pre-pandemic…
Abbott Laboratories Is Likely To Melt Up Into 2022
Abbott Laboratories is a high-quality asset that went through a capitulation moment in June. The stock now appears ready to break…
My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings
Nvidia is set to report impressive revenues and gross margins in Q2 earnings. Watch out for NVDA stock’s key support levels and…
Loma Negra Is Just Below Conservative Investment Threshold
Loma Negra’s earnings peaked at $0.80 per ADS in 2017. It coincided with Argentina’s pre-crisis highest GDP. Read more about…
Sonoco: Mixed Q2, Dividend Thesis Intact
Sonoco Products is one of the highest-yielding mid-cap dividend aristocrats at the moment. The reinvigorated economic activity…
Videogame sales in Q2 pull off surprising 2% gain against tough pandemic comparison
Consumer spending on videogames in the second quarter eked out a 2% gain against very tough pandemic comps, giving some backup…