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.