Co-authored by Treading Softly Picking the right partner for any task is essential. If you’re going to be working on a vehicle,…
Introduction There’s nothing like investing in diversifying assets to crash the price of a pipeline stock. The ink wasn’t dry on my…
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….