Archive

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.

Berkshire Hathaway: Expecting More Stock Sales And Cash Buildup (Archive)

Berkshire’s cash-heavy war chest positions it to hunt bargains in a looming downturn.

Solid Power: A Long And Winding Road For Investors (Archive)

Solid Power's commercialization path remains slow, risky, and increasingly frustrating for investors.