Listen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More
HUBS has undergone a transformation from a single-product company to a CRM platform. However, its SMB and European exposure are worrisome. Read more here.Read full newsRead More
High frequency indicators give us nearly up-to-the-moment view of the economy. Metrics are divided into long-leading, short-leading, and coincident indicators. Read more here.Read full newsRead More
CareTrust REIT has weathered past 3 years rather well and has raised its dividend every year since 2014. Read more here.Read full newsRead More
Starwood has solid credit risk metrics. Unless there is a deep recession, credit defaults shouldn't be a major issue. Read more here.Read full newsRead More
Those of you who have been following me for years know I love a good contrarian buy. Well, I just bought back in to Ford Motor Company. Click here for my case for F.Read full newsRead More
OneMain Holdings offers a very attractive, growing dividend yield with share repurchases. OMF recently reported solid results. Click here for our review.Read full newsRead More
ADSK's average annual return has doubled the S&P 500's, and Apple's has tripled it. Read more here.Read full newsRead More
Ansys is one of the leading companies in the Computer-aided Engineering industry. Read why I believe ANSS stock appears to be too overvalued today.Read full newsRead More
Why this could be fixed-income's year. Equity markets have started the year strong but face uncertainty.Read full newsRead More
Bumble's valuation is very attractive for longer term investors, based on a four year, 21% revenue CAGR. See why I recommend BMBL stock as a Buy.Read full newsRead More
Astellas came in with a mixed set of Q3 results, with growth across product segments balanced by challenges in U.S. sales. Here's why we rate the stock a Hold.Read full newsRead More
On February 8th, 2023, Galapagos announced disappointing results of their phase 3 DIVERSITY Crohn's disease study; the company is no longer planning to file an MAA. Read more here.Read full newsRead More
Mercado Libre is driving an incredible network effect with its business across emerging Latin American markets. Read more here.Read full newsRead More
VYM offers income investors easy access to a well-diversified, low-cost portfolio. JEPI costs more. Find out which is the better buy at the moment.Read full newsRead More
Catalyst watch for the week of February 12 with CPI, an Applied Materials earnings preview and a deep dive into Super Bowl advertisements.Read full newsRead More
Here are three of my biggest losers over the past year that could become big winners over the year to come. Click here for these three REIT picks.Read full newsRead More
Bayer said on Feb. 8 that it had appointed Bill Anderson, a former head of Roche's pharmaceuticals business, as chief executive.Read full newsRead More
Peloton's fundamentals are sound, and its steady cash flow from subscription business supports it moving forward. Read why PTON stock is attractive now.Read full newsRead More
WisdomTree US SmallCap Dividend ETF invests in small cap dividend stocks in the United States. See why I think DES will likely underperform DLN and DON.Read full newsRead More