Contributor since: 2018
Company: Widealpha ltd.
Applied Materials Is Doing Better Than Its Share Price Suggests
Here's Why Q1 FY23 Is A Critical Quarter For MillerKnoll
Corning: This Is Getting Ridiculous
Lam Research: Fundamentals Have Caught On With The Valuation Once Again
Here's Why You Shouldn't Buy Canadian Pacific Right Now
ICSH: Back To Delivering Positive Returns, Dividend Yield Becoming Significant Again
Etsy: Shares Offer Significant Value At Current Prices
Royal DSM: Transformation Almost Complete, Shares Attractively Priced
ABB: Thoughts On The Accelleron Spin-Off
TJX Companies: Off-Price Retailer With An Off-Price Stock
The Market Is Not Buying Spotify's Narrative
Tokyo Electron: It Is A Good Time To Buy Shares
UiPath: Promising Company, But Remains Grossly Overvalued
Nordstrom: Despite Horrible H2 Guidance, Shares Remain Significantly Undervalued
Equity Residential: Inflation Protection And Shares Reasonably Valued
Alexandria: One-Of-A-Kind Office REIT Still Defying The Work-From-Home Trend
Why DocuSign Is Much More Expensive Than It Looks
Here's Why Bill Gates Loves Ecolab
Grupo Aeroportuario Del Pacifico: Growth, Low Valuation, And ~5% Dividend Yield
Getty Images: Strong Competitive Moat With Overly Stretched Valuation
Grupo Aeroportuario Del Sureste: Not Too Late To Buy The Cancun Airport Operator
ZipRecruiter: Solid Q2 Results, But Job Market Appears To Be Cooling Off
Analog Devices: The Real Reason Shares Declined After Q3 Results
Littelfuse: Another Strong Quarter, Shares Still Undervalued
Macerich: Incredibly Cheap Despite The Clear Recovery Trend
Why Kimco Is Cheaper Than It Seems
CBRE Group: Outstanding Q2 And Shares Look Undervalued
Brookfield Asset Management: Record $111 Billion Of Cash And Capital Available For Investment
Power Integrations: Q2 Results Confirm Our Bullish Thesis
Trex: Disappointing H2 Guidance, But We Still Think Shares Are Undervalued
Trimble: Solid Quarter, Shares Still Cheap
Skyworks: Another Impressive Quarter, Shares Still Cheap
Brookfield Renewable: Q2 Showed An Impressive Number Of New Projects And Investments
Rover: Disappointing Q3 Guidance, But Still A Lot To Like About The Company
Warner Bros. Discovery: It's Going To Take Longer, But The Prize Is Still There
Evoqua: Q3 Results Confirm Strong Growth, But It's Still Too Expensive
Sprouts Farmers Market: Showing It Can Successfully Compete With Giants
Atlantica Sustainable Infrastructure Is Outperforming LQD Year To Date, And Likely To Continue Doing So
Ormat: Nice Growth Story, But Shares Are A Little Bit Expensive
Unibail-Rodamco-Westfield: Solid Operational Recovery Achieved In H1-2022