I have to admit it. I am not neutral with Tesla (TSLA). I doubt anybody is, but the truth is that I have been wrong for a long time. I was short well ahead of the infamous “funded” tweet and just the…
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Month: July 2020
Garrett Motion: Sputtering Due To High Liabilities
As the market continues to hit new highs, finding undervalued stocks for the long term has become more difficult. As investors, we need to properly differentiate a value stock from a value trap. One …
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Albemarle: Capitalizing On The EV Wave
Albemarle (NYSE:ALB) has recovered significantly over the past few months. The company is riding a wave of positive news from the EV (electric vehicle) industry. The recent success of Tesla (NASDAQ:T…
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Snap Inc.: More Bullish, But The Intense Retail Interest Is Concerning
Less Bearish, But Still Uneasy With The High Trading Levels I have missed the mark on Snap (SNAP) in recent months, and it is time for me to admit that. On a macro level, central bank intervention a…
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Nuance Communications: A Move Toward SaaS Will Eventually Prove Beneficial
I am currently neutral on Nuance Communications (NUAN) as they migrate to a cloud-based SaaS (Software as a Service) business model. The market is assuming a flawless transition which is unlikely, ho…
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