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July 17, 2023
Here’s what we think of Netflix’s earnings and stock.
July 17, 2023
Watching for AI’s impact on Google’s results and any signs of a second-half turnaround for advertising.
July 14, 2023
Big names in the banking industry like Truist, U.S. Bancorp, and Wells Fargo are trading at discounted prices.
July 13, 2023
The stock of this narrow-moat company with reliable cash flows is trading in 5-star range.
July 11, 2023
A key question for Schwab’s earnings: How fast are clients moving money out of its low-yielding sweep accounts?
July 10, 2023
With a 30% rally on optimism about two key drug lines, here’s what we think of Eli Lilly stock.
July 7, 2023
We see opportunities in consumer-packaged goods and the alcoholic beverages space.
July 7, 2023
We see plenty of opportunities in healthcare, especially in biopharma, healthcare providers, healthcare plans, and diagnostics and research.
July 7, 2023
Easing supply chains and a more constructive outlook on the global economy have benefited the industrial distribution and industrial products businesses.
July 7, 2023
The sector has remained flat due in large part to a long-overdue valuation correction.