Investment Thesis My first bullish thesis about ServiceNow’s (NYSE:NOW) stock aged well because it rallied 27% since it went live in March….
Cheniere Energy Partners: A Balanced Opportunity With Long-Term Potential (NYSE:CQP)
By Press Room
10 Mins read
Investment Thesis Cheniere Energy Partners (NYSE:CQP) presents an investment case marked by both growth prospects and challenges. The company has secured a…
Westamerica Bancorp (WABC): Still Very Unusual, But With A More Interesting Valuation Now
By Press Room
4 Mins read
In a market where bank stocks are out of favor, maybe it makes sense to consider less typical banks, and Westamerica Bancorporation…
Arista: Shares Fully Valued, Price Momentum Weakens Ahead Of Q3 Earnings (ANET)
By Press Room
4 Mins read
Q3 earnings season is off to a lukewarm start. The 73% EPS beat rate is in line with the historical average and…
It has been a foundational thesis that narratives while intangible are a powerful and very real mover of stock prices Because it…
HireRight Holdings (HRT): Navigating Inflationary Pressures And Facing Uncertain Horizon
By Press Room
5 Mins read
Overview My recommendation for HireRight Holdings Corporation (NYSE:HRT) is a sell rating. HRT’s recent quarterly results were underwhelming, primarily due to macroeconomic…
Ares Capital Yields Over 10% And Is A Strong Income Play Going Into Q3 Earnings (ARCC)
By Press Room
6 Mins read
Shares of Ares Capital (NASDAQ:ARCC) have slipped a bit since my previous article on August 1st (can be read here), as ARCC…
Salesforce (NYSE:CRM) has been among the tech giants that integrated AI into its business model, specifically within its customer relationship management software….
ClearBridge Global Infrastructure Value Strategy Q3 2023 Portfolio Manager Commentary
By Press Room
8 Mins read
By Charles Hamieh, Shane Hurst, Nick Langley, & Simon Ong Utilities Fundamentals Intact as Market Risks Rise Market Overview General equities as…
By Brian Angerame, Aram Green, Matthew Lilling, CFA, & Jeffrey Russell, CFA Market Overview and Outlook The third quarter was marked by…