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January 11, 2023
Meta Platforms is coming off of perhaps its most difficult year in the markets since its founding. Find out why META remains very difficult to rate a Buy at this point.
December 1, 2022
Constellation Energy shares have been on a tear since the passage of the Inflation Reduction Act. See why we lower the rating on CEG stock to hold from a buy.
November 21, 2022
Vodafone has had another difficult year in the markets and lost a quarter of its market cap since the offset of the year. See why I rate VOD stock a Hold now.
November 6, 2022
Veolia Environnement is a based water, waste handling and energy services provider. At 12x 2023 earnings and with a 4.4% yield, Veolia is cheap. Read more here.
October 14, 2022
Meta's "Project Cambria" reveal finally happened and the new device Quest Pro will be ready to ship in late October. See our sentiments on META stock.
September 4, 2022
TravelCenters' profitability depends on fuel margins, which are now unusually high. Check here to see why I consider TA's baby bonds a good choice.
August 24, 2022
The Saudi Sovereign Wealth Fund invested more than $7 billion during the second quarter, doubling down on some of its highest conviction investments.
August 6, 2022
Itochu had a strong first fiscal quarter, delivering 33% of the full year profit of „700 billion. See why we continue to rate Itochu stock as a Buy.
August 5, 2022
Albemarle is a cash machine at current lithium prices. Read why ALB is no worse than fairly valued with plenty of upside if lithium prices fall more slowly.
August 3, 2022
Eaton delivered record operating margins and non-GAAP EPS in its 2Q 2022 results. Read more to know why Iām comfortable leaving a Buy rating on ETN stock.