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Energy Transfer: Buy Now Before It Signs More Deals With Data Centers (Archive)

Energy Transfer is quietly becoming a major beneficiary of AI data center power demand.

Realty Income: 2 Reasons That Stop Me Short Of Buying This High Yield REIT (Archive)

High-yield REIT with improving fundamentals, but technicals and impairment risks temper conviction.

Pfizer: 3 Key Risks That Warrant A Sell (Archive)

Patent cliffs, weak margins, and bearish technicals justify maintaining a Sell stance.

Uber's Hype Vs Reality: What Investors Need To Consider Before Buying In (Archive)

Dissecting Uber’s narrative, I find unimpressive results, premium valuation, and balanced risk-reward.

Amazon: Why You Shouldn't Miss Out On Buying The Post-Earnings Dip (Archive)

Buying Amazon’s post-earnings dip to capture long-term margin and growth tailwinds.

Ares Capital's Yields Are Shrinking (Archive)

Shrinking yields, stretched valuations, and rising competition temper my previously bullish ARCC stance.

Alphabet: 3 Reasons To Sell (Archive)

Lagging ad growth, slowing cloud momentum, margin pressure and bearish technicals challenge Alphabet.