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The rapid tightening of financing conditions and continued feed-through of higher interest rates to consumers, plus an increase in inflation to levels last observed...
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Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
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Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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By Ian Bates, CFA Despite bearish sentiment, factors including a shrinking market, fund flows, higher yields and a stronger economic outlook have supported the...
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Overview My recommendation for The Cooper Companies (NYSE:COO) is a hold rating as I believe the valuation is too high today, and the downside...
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Small-caps have caught a bid over the last few days with the Russell 2,000 ETF (IWM) rallying more than 3% since last Thursday’s close....
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By Jharonne Martis It’s Amazon Prime Week (AMZN), and every year retailers ride the coattails of Prime Week with their own sales. During the...
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Investment action I recommended a buy rating for Guidewire Software (NYSE:GWRE) when I wrote about it the last time as I believed GWRE has...
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Investment Rundown The solar sector seems to have gone a little out of favor as many of the largest companies have seen their share...
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The Thesis Given the changes around data privacy, I don’t see the Meta Platforms, Inc. (NASDAQ:META) ad business going back to what it was...
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When the freeze on federal student-loan payments, interest and collections ends this fall, borrowers will be protected temporarily from some of the harshest consequences...
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Summary Following my coverage on Phreesia (NYSE:PHR), which I recommended a buy rating after a prosperous 4Q23 and FY23 in which revenue and adj....
