Cellebrite DI Ltd. (CLBT) Cellebrite DI Ltd. is a global leader in digital intelligence solutions, helping law enforcement and enterprises gather and analyze digital data. The company specializes in advanced technologies for investigations and operational insights. Chart Trip.com Group Limited (TCOM) Trip.com Group Limited is a leading travel service provider offering online booking for flights, […]
Read MoreMesoblast Limited (MESO) Mesoblast Limited is a biopharmaceutical company specializing in the development of allogeneic cellular medicines. The company’s proprietary mesenchymal lineage cell technology platform aims to treat complex diseases resistant to conventional therapies, including conditions like heart failure, chronic low back pain, and inflammatory diseases. Mesoblast focuses on advancing its pipeline through clinical trials […]
Read MoreREV Group, Inc. (REVG) is a leading manufacturer of specialty vehicles serving a diverse range of industries, including emergency response, commercial, and recreational markets. The company’s portfolio includes fire trucks, ambulances, school and commercial buses, RVs, and other specialty vehicles. REV Group’s well-known brands, such as E-ONE, American Coach, Fleetwood, and Collins, are recognized for […]
Read MoreSometimes, answering the question of whether a stock represents a legitimate, attractive value opportunity is more art than science. Strict, quantitative value and fundamental analysis would dictate that you stick to the numbers, and to distrust anything but what the numbers tell you. As often as not, however, I find it necessary to look beyond […]
Read MoreIn many way, 2023 has been an extension of fears and uncertainty that plagued the market for most of 2022. The last year and a half has shifted the narrative away from COVID and onto the reality of inflation, rising interest rates, and all of its normal effects. Issues that existed prior to the pandemic, […]
Read MoreWhen you filter through all the noise about inflation, interest rates, and war, the main question for 2023 is whether the market will stage a recovery from 2022’s bear market. That, of course begs the question, at least to me, of whether 2022’s economic headwinds – inflation, supply constraints, war, and rising interest rates that […]
Read MoreSometimes, answering the question of whether a stock represents a legitimate, attractive value opportunity can be hard to do. A company could be struggling to grow its business, and as a result be forced to restructure its business in a way that makes most of the traditional measurables investors like to use look very unfavorable. […]
Read MoreWhen you look at the past two years of market activity and commentary, it shouldn’t be too surprising to see that stocks in the Health Care sector have drawn a lot of attention from investors and analysts. That includes stocks in the Pharmacy/Drugstore industry; these are names, like Walgreens Boots Alliance (WBA) and CVS Corporation […]
Read MoreIf you listen to a lot of “talking head” market analysts on TV, when a popular, well-known stock starts to drop in price, you’ll almost always start hearing about what a great deal the stock is at that price, and how you should “buy the dip” to take advantage of the next swing upward. For […]
Read MoreThe advent of a new year brings with it the prospect of new challenges and new opportunities to embrace. Whether you are the type to set New Year’s resolutions or not, for most of us turning the calendar from one year to the next usually includes some thought about what’s happened and what’s coming up. […]
Read MoreWithin the scope of long-term investing, there are two primary methods most investors use: investing for growth, or looking for value. I write a lot in this space about value-oriented investing, because more than two decades of study and hard experience have taught me that it is the investing method that suits me best. It […]
Read MoreIf you’re like me, you’re probably more than a little bit tired of hearing all of the talk about coronavirus and its impact on daily life. That’s a big reason, I think that the market rebounded so quickly from pandemic-driven, bear market lows that took about a month to be seen from the market’s high […]
Read MoreSometimes, answering the question of whether a stock represents a legitimate, attractive value opportunity can be hard to do. A company could be struggling not only to grow its business, but may be forced to restructure its business in a way that makes most of the traditional measurables investors like to use look very unfavorable. […]
Read MoreThe Consumer Discretionary sector includes stocks that cover a wide variety of the Retail industry. Because there are so many retail companies that offer different products to consumers, it’s hard to pinpoint any kind of specific niche. In the sporting goods category, there were significant challenges even before COVID-19 became a global pandemic. Declining revenues […]
Read MoreLooking for value in the stock market is something that I have found can be done in any market condition, but it is something that tends to get dismissed by most pundits simply because it isn’t very sexy. Names like Tesla, Netflix, and Amazon practically never pass the value list because the massive amount of […]
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