Seeking catalyst driven opportunity
Key Points AWS is reaccelerating and has impressive multi-year revenue visibility. The advertising business is also gaining momentum. The company’s high-margin cloud business, increasing focus on agentic AI opportunity, and expanding advertising business make it a buy even at elevated valuation levels. 10 stocks we …
Here’s a quick recap of the crypto landscape for Wednesday (November 5) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$103,902, …
U.S. legacy automaker Ford’s F commercial arm, Ford Pro, is becoming the company’s biggest growth engine. The segment continues to deliver strong results, with third-quarter 2025 EBIT rising 9.4% year over year to $2 billion on $17.4 billion in revenues, up 9%. With EBIT margins …
Key Points Broadly speaking, investors have taken a negative view of consumer staples stocks. There are headwinds in the consumer staples space, but that doesn’t mean that investors should jump ship. If you are a long-term dividend investor there are still some big opportunities in …
Valuation Based on our probability adjusted DCF model that takes into account potential future revenues for tecarfarin in LVADs, ESKD+AFib, and mechanical heart valves, CVKD is valued at $30.00/share. This model is highly dependent upon continued clinical success of tecarfarin and will be adjusted accordingly …
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 389 S&P 500 members that have reported …
Catalysts: The Spark that Unleashes Large Stock Advances Stocks don’t move because they are “cheap” or they have done well in the past. Instead, stocks move on new information and expectations of the future, causing Wall Street investors to reassess their worth. The most common …
Here’s a quick recap of the crypto landscape for Monday (November 3) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$106,465, …
For many, the arrival of fall means shopping, eating, and spending time with family. But it’s also a good time to evaluate your portfolio and consider which stocks you should purchase, continue to hold, or sell, keeping in mind a long-term view. Just as you …
Key Points Once upon a time, the word “cloud” referred only to the white, puffy things you see in the sky. That’s no longer the case. And one company played an especially key role in expanding the definition to include access to computing and storage …