Archive

PDI: Buy For A Double-Digit Yield And You May Even Beat The S&P 500 (Archive)

Double-digit bond income with a real shot at long-term S&P 500 outperformance.

Palantir: Everything Screams 'Buy' - Here's Why It's Still Early (Archive)

Palantir’s explosive growth, strengthening fundamentals, and surging technicals still signal early upside.

Celestica: 3 Reasons To Buy (Archive)

Celestica rides hyperscaler demand, margin expansion, and efficient execution to sustain its uptrend.

Brookfield Infrastructure Partners: One Of My Top Yield Plays In 2025 (Archive)

Data-fueled infrastructure giant at decade-low valuations with attractive preferred yields.

Meta: It's Not Too Late; Buy Now (Archive)

Meta’s AI-driven ad engine and megascale capex can still compound shareholder returns.

Intel Q4: There's No Good News Here, Sell Now (Archive)

Intel’s Q4 disappointments reinforce my bearish stance despite seemingly fair valuation.

Apple: The China Revenue Decline That No One Realizes Is Bullish (Archive)

China weakness masks robust demand, services growth and margin-expanding insourcing tailwinds.