Noble Corporation: Days Of Future Passed
Noble Corporation has recently emerged from Chapter 11 and is drawing investor interest. We find this surprising at current levels…
Seeking Alpha
Bristol-Myers Squibb Is A High Yielding Blue-Chip That Should Appreciate
Bristol-Myers Squibb stock appears ready for a new valuation and trading range, where the low to mid $60s should provide support….
Dow Jones, S&P 500, Nasdaq snag weekly gains on Friday rally as yields jump
A broad last-day rally helped the major averages cement their third-straight weekly gain, overcoming choppy trading in the holiday-shortened…
Quality 101: What It Is And Why It Works
The quality factor is subject to greater differentiation in definition than factors like beta, value and size.
CrowdStrike: The Party Rolls On
CrowdStrike has shown a tremendous ability to grow through net new customer additions, ARR, revenue growth and retention rates….
CrowdStrike’s Highly Scalable Platform Will Never Be Cheap
CrowdStrike’s current valuation may be asking a bit too much from new investors. Read why we advise a bit of patience before…
Bandai Namco Holdings Inc.: Specialty Contents Player Has High Visibility And Predictable Free Cash Flow
Bandai Namco has shown that it has a resilient and defensive business model during the pandemic but its performance lagged its…
Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?
Both Taiwan Semiconductor and United Microelectronics are expected to benefit from the chip-supply crisis. Read more to see which…
Oncorus: Shares Look Cheap As First Oncolytic Viral Therapy Enters Clinic
Given its opportunity and technology, a market cap <$350m looks too low for Oncorus, in my view.
More Return Of Capital On The Way At Altria
A hugely profitable Altria pays high dividends. The company has a low valuation and a hidden asset of BUD stock.