NextEra Energy And NextEra Energy Partners: The Weather Blows Favorable Tailwinds (Archive)
La Niña-fueled winds boost NextEra’s earnings, but fair valuations cap near-term upside.
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CrowdStrike: Not Comfortable With Margins Growth And Managements' Performance Incentives (Archive)
CrowdStrike’s slowing margins, rich valuation, and misaligned incentives justify a neutral stance.
Canadian Natural Resources: Almost All The Signs Point To A Buy (Archive)
Natural gas tailwinds and improving unit economics could soon unlock higher-margin growth for CNQ.
Costco: Value For Customers But Not For Investors (Archive)
Costco’s stellar customer value contrasts with stretched valuations and weakening investor return drivers.
Pitney Bowes: Margin Tailwinds Are A Temporary Catalyst (Archive)
Activist-led cost cuts and ecommerce exit create temporary upside despite long-term revenue headwinds.
WESCO: Weak Demand Outlook (Archive)
WESCO faces weak demand, shrinking earnings growth, and only fairly valued shares.
Micron: Industry Tailwinds Vs. Tough Competition (Archive)
Micron rides strong memory demand but faces rich valuations and intensifying competitive pressures.