SCHD: A Decent Buy But Not To Beat The Market (Archive)
SCHD: Fairly valued dividend ETF in a strong uptrend, but unlikely to beat SPY.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Credo: The Market Hasn't Fully Priced In The DustPhotonics Deal's Implications (Archive, Full Access)
DustPhotonics deal supercharges Credo’s optics growth, margins, and still-undervalued stock.
ServiceNow Q1 Preview: The Earnings Growth It Needs Is Too High To Justify A Buy (Archive)
AI disruption, healthy growth, and a demanding valuation hurdle shape my cautious ServiceNow view.
AppLovin: Some KPIs Could Be Better, But A Low Valuation Makes It A Buy (Archive)
Undervalued AppLovin with improving ad KPIs and supportive technicals offers asymmetric upside.
Microsoft: Azure Is Booming, But OpenAI And Copilot Are Quietly Capping The Upside (Archive)
Azure’s AI boom is offset by OpenAI risks, constrained capacity, and weak Copilot monetization.
Barrick Mining: IPO Spinoff Dream Hits Royalty Shocker And Margin Squeeze (Archive)
IPO upside dulled by disputes, hidden royalties, rising costs, and richer valuation.
Celestica: Mr. Market Gives Us A Perfect Opportunity To Load Up (Archive, Full Access)
Celestica offers a chance to ride accelerating AI demand at a sentiment-driven discount.