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Back in early April of this year, I made the decision to upgrade home improvement retailer Lowe's Companies (NYSE:LOW) from a Hold to a Buy. Even though I acknowledged at the time that the company was ...
Gain insights into SQM's Q2 2025 performance and outlook. Explore lithium market recovery, strong iron profits, and expansion milestones driving growth.
It has been a while since I covered shares of Lowe's Companies, Inc. (NYSE:LOW), as I concluded that there were no quick ...
In this article I'll use Charlie Munger's inversion model to analyze Novo Nordisk's potential failure points. We'll go over ...
Frontera Energy shifts focus to Colombia, exiting Guyana and Ecuador. The debt load is still too high, in my opinion. I'd ...
Brazil Potash reached a binding agreement for a 10-year take-or-pay commitment for Keytrade Fertilizantes Brasil to purchase up to ~900K tons/year of potash.
La-Z-Boy Incorporated Q1 earnings missed expectations, but strong cash reserves and expansion plans support long-term growth. Click for my LZB update.
Despite near-term EPS headwinds and China/wholesale uncertainty, I reiterate my 'Buy' rating on Nike stock for long-term ...
Gold futures rose ahead of the upcoming Jackson Hole symposium, while minutes from the July monetary policy meeting showed broad support for the Federal Reserve's neutral monetary policy.
TSMC dominates advanced nodes with 69% revenue share, driven by AI demand. Click for our updated look at TSM stock and why we maintain a Buy rating.
Smart Digital Group trades at extremely high P/E, EV/EBITDA, and P/S multiples, pricing in near-perfect future growth and leaving no margin of safety. Learn more on SDM stock here.
Freshworks stock is undervalued with strong AI-driven innovation, robust growth, and no debt. Learn more about why investors ...
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