This article was written by Follow Andrew Hecht is a 35-year Wall Street veteran covering commodities and precious metals. He runs the investing group...
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),...
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...
Investment Thesis MercadoLibre (NASDAQ:MELI) is experiencing robust growth and maintaining profitability, offering an attractive investment opportunity. However, there’s a noticeable concern that has kept...
Vulcan Materials Company (NYSE:VMC) is a company operating in the building materials industry. It is actually one of the largest companies operating in that...
Note: For your convenience and our collective sanity, I will use calendar year quarters. The staggered fiscal year reporting formats serve to create confusion,...
In my last article, I called Texas Instruments Incorporated (NASDAQ:TXN) “fairly valued” – although I still saw some downside risk for the stock. At...
By Padhraic Garvey, CFA, Regional Head of Research, Americas and Benjamin Schroeder, Senior Rates Strategist US yields are off their highs, and we doubt...
A Starbucks at every corner… in China Some brands have come to represent the American way of life and globalism. Think McDonald’s Corporation (NYSE:MCD),...
Investment Rundown The price chart for the last 12 months with ChargePoint Holdings, Inc. (NYSE:CHPT) has been anything but good. The company is down...