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“It amazes me how people are often more willing to act based on little or no data than to use data that is a...
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This article was written by Follow Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the...
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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From my experience, some of the best investment opportunities involve companies that are experiencing pain. During difficult times, the market can inflict more pain...
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Editor’s note: Seeking Alpha is proud to welcome Ben Short as a new contributor. It’s easy to become a Seeking Alpha contributor and earn...
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I recently upgraded the utilities sector to a buy based on the sector’s relative valuation. Fwd P/E multiples for utility stocks have gone from...
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Investment Thesis I covered Zscaler, Inc. (NASDAQ:ZS) earlier in July, in which I covered ZS’s competitive position in the market. In this article, I...
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Investment Thesis Monro (NASDAQ:MNRO) has declined by about a third in the last three months as a result of weak operating metrics as consumers...
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Why am I excited for this week? It’s a new quarter and September is behind us. This year the seasonal pattern has been spot...
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Introduction It’s been more than two years since I last discussed Tamarack Valley Energy (TSX:TVE:CA) (OTCPK:TNEYF). Although I liked the company when it exited...
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As highlighted a few months back, AT&T (NYSE:T) was beaten down to the point where the stock was more appealing. AT&T has now rallied...
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Buster Went Long Despite Our Warning And Is Revaluating Being An Income Investor On our last coverage of PIMCO Dynamic Income Fund (NYSE:PDI), we...
