Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)
Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…
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Everything we have picked from this writer, newest first.
Seeking Profits 
Nike Taught Me A Dividend Lesson And A China Lesson (Rating Downgrade)
Sensor Unlimited 
Netflix Q3 Preview: Attractively Priced Streaming Giant, Shares A 'Buy'
Justin Purohit 
Credo: The Market Is Wrong About Optics, And That's Creating A Buying Opportunity
Analysis Fundamental 
Alamar: The Consumables Flywheel Is Just Getting Started
Petri Dish Reports 
Maase: The Math And The Valuation Don't Add Up To Me
Maase, a $5B AI infrastructure company with sub-$50M annualized revenue and persistent losses, faces governance concerns over super-voting…
Wolf Report 
Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More
Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.
Cerebras: OpenAI's Nvidia Move Doesn't Break The 750 MW Deal
Cerebras retains its 750 MW commitment despite OpenAI's Nvidia move, but TSMC supply, owned capacity and gross-margin recovery remain the…
Deep Value Investing 3 clicks
Eli Lilly: Buy The GLP-1 Growth Premium
Eli Lilly’s Mounjaro and Zepbound drive nearly $15 billion in revenue, supporting 20%-plus annual sales growth and a premium valuation.
Dhierin Bechai 2 clicks
MRVL 2026-10-07 Marvell Projects $80 Billion In Revenue, But I'm Not Buying
Marvell targets $80 billion in FY2031 revenue after raising FY2028 guidance to $20 billion, but hyperscaler concentration and a stretched…
Julia Ostian 3 clicks
Lennar: Berkshire Owns 12%, And The Stock Trades At 0.83x Book
Lennar trades at 0.83 times book as Berkshire Hathaway builds a 12% stake, despite mortgage-rate pressure and a 15.8% Q3 gross margin.
Tim Travis 3 clicks
West Pharma: Still A Buy, But Expectations Are Rising
West Pharmaceutical Services’ GLP-1 demand, HVP upgrades and Annex 1 conversions support double-digit growth, but its premium valuation…
Petri Dish Reports 2 clicks
BP p.l.c.: An Oil And Gas Play Primed For Outperformance
BP is investing $10 billion annually in oil and gas through 2027 as higher crude prices, LNG expansion and debt reduction support earnings,…
The Asian Investor 9 clicks
American Express' Weakness Is Our Opportunity
American Express combines double-digit revenue and EPS growth with 17% annual premium card fee growth, buybacks and a forward P/E below 17x.
The Value Portfolio 3 clicks
Astronics: Marked Down After A Record Quarter - Buy
Astronics targets $1.02 to $1.04 billion in 2026 revenue after adjusted operating margin reached 20.3%, with Boeing representing 12% of…
Jordan Aquilina 4 clicks
RLJ Lodging Trust: Opportunity To Own A Quality Hotel Portfolio At Discount While Earning Dividends
RLJ Lodging Trust trades below book value, with positive FY26 FFO guidance and property conversions offset by elevated leverage risk.
Albert Anthony 6 clicks
VersaBank: Expensive, But Growth Still Justifies A Buy
VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…
Grassroots Trading 4 clicks
Capitol Federal Financial: Margin Expansion Supports The Bull Case
Capitol Federal Financial's 2.31% net interest margin and $23.6 million Q3 profit support its shift toward higher-yield commercial lending,…
Growth Stock Hunter 4 clicks
Uber: Mispriced Growth Hiding In Plain Sight
Uber’s valuation is framed as undervaluing ride-hailing and robotaxi growth, while record institutional ownership offsets concerns over…
The J Thesis 7 clicks
Why Nebius Is Getting The Better End Of The Deal From Palantir
Nebius gains preferred sovereign infrastructure status for Palantir’s enterprise AI stack, using its customer base to accelerate modular…
Petri Dish Reports 7 clicks
Solid Power Still Has Promise
Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…
Quad 7 Capital 3 clicks
Ciena, A Former Telecom Bust, Is Now In The Early Stages Of A Bona Fide Mega Boom
Ciena’s optical networking equipment sales to stronger telecom customers underpin a 2027 long thesis, unlike its 2000-era boom.
Marc Gerstein 4 clicks
Weyerhaeuser: The Stock Prices Its Forest Below What Buyers Pay For The Acres
Weyerhaeuser trades below recent timberland transaction values, while adjusted FAD covers only 59% of its $0.84 base dividend.
Tim Travis 2 clicks
Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.
Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…
Stephen Tobin 4 clicks