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May 4, 2023
Shares still attractive despite after-earnings pop; maintaining our fair value estimate of $120.
May 4, 2023
Stand-alone Kenvue represents a well-positioned consumer healthcare company.
May 4, 2023
Q1 results were better than expected, but maintaining $123 fair value estimate on Marathon stock.
May 3, 2023
Cost reductions could result in higher profit margins for long-term investors.
May 2, 2023
Intangible assets, growing traction in newer markets make us optimistic for Appleโs continued growth.
May 2, 2023
We continue to see healthy long-term growth for Amazon; stock remains attractive.
May 2, 2023
These four qualities set Warren Buffettโs firm apart.
May 1, 2023
High oil and gas prices continue to bolster margins and boost earnings, shares fairly valued.
May 1, 2023
Deal expected to generate $500 million in annual net income for JPMorgan, immediate profitability looks likely.
April 28, 2023
Weโre expecting longer-term improvement on conversions; Snap stock undervalued.