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August 5, 2023
We’re lifting our fair value estimate for Microsoft stock to $360 per share, and continue to view the shares as attractive.
August 4, 2023
As the company faces slowing growth and lead sheathing issues, here’s what we think of AT&T stock.
August 4, 2023
These wide-moat healthcare stocks are trading below their fair value estimates.
August 3, 2023
Why we’re bullish on this overlooked stock with a 4% dividend yield.
August 2, 2023
With margin expansion, digital ad spending growth, and uncertainty around Threads, here’s what we think of Meta stock.
August 1, 2023
Watching Q2 results for a boost from customer interest in Palantir’s AI platform.
August 1, 2023
With stand-out metrics and a focus on the wireless business, here is what we think of Verizon’s stock.
July 31, 2023
With GE crushing Q2 estimates and shares up more than 50% this year, here’s what we think of its stock.
July 28, 2023
As the firm cuts prices and sacrifices near-term profit to drive volume growth, here’s what we think of Tesla stock.
July 28, 2023
High-quality names, including Equifax and TransUnion, are trading at attractive prices.