format35/iStock via Getty Images It has been some time since we looked at Duos Technologies (NASDAQ: DUOT). The company suffered from the pandemic, but as that headwind is receding it is now benefiting from new management that seems to have a better grip on the company and is making a number of moves that we…
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Robert Way/iStock Editorial via Getty Images While Beijing is on a crusade to consolidate its power within China’s tech industry, companies from the EV industry so far have avoided major interferences from the state. After the passage of Provisions on the Management of Automobile Data Security last year, China’s EV manufacturers haven’t been targeted much…
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Massimo Giachetti/iStock Editorial via Getty Images Investment Thesis The Invesco QQQ ETF (NASDAQ: QQQ) has trailed the SPDR S&P 500 Trust ETF (SPY) by 4.37% YTD but has not meaningfully closed its significant forward P/E premium of over six points. Last quarter’s earnings season was disappointing for many mega-cap constituents, and aggregate large-cap stock earnings…
Read More “State Of The QQQ: Earnings Season Preview, Valuation Risks (NASDAQ: QQQ)” »
NNehring/iStock via Getty Images The global commodity markets represent a significant opportunity for investors in the long haul. By their nature, commodities are always or almost always in high demand and the companies that can find a way to best serve this highly competitive and low margin space have the opportunity to create significant value…
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Boarding1Now/iStock Editorial via Getty Images Upsides Are Blatant, Downsides Are Underemphasized Airlines have had it rough since the start of the pandemic, but key indicators and projections signal towards a turn of tides for the aviation industry. LTM total revenue growth for American Airlines (NASDAQ: AAL) and its comparables have a mean increase of 78.5%,…
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Michael Vi/iStock Editorial via Getty Images Palantir (NYSE: PLTR) seems to be once again surrounded by bearish speculation. Its key executives have sold almost $ 2.3 billion worth of Class A shares since its direct listing in September 2020 and investors are now questioning the loyalties of these company insiders. While many are fearing that…
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imaginima/E+ via Getty Images Boston Properties (NYSE: NYSE: BXP) is a developer and owner of Class-A office properties in the USA. The company concentrates on six markets: San Francisco, Los Angeles, New York, Seattle, Boston, and Washington, DC. It is structured as a Real Estate Investment Trust (REIT) that manages, acquires, and develops office properties…
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SanderStock/iStock via Getty Images Ultragenyx (NASDAQ: RARE) is a developer of therapies for rare diseases. They have four approved products in 5 indications, which together produced $ 350mn in revenue last year. These products are: Drug Disease Epidemiology Approval Revenue ’21 Crysvita X-Linked Hypophosphatemia (XLH) 50000 2018 $ 192.6mn Crysvita Tumor-Induced Osteomalacia (TIO) ~ 2020…
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imagedepotpro/iStock via Getty Images The housing stock meltdown Housing-related stocks have been in free-fall this year because of fear that the sharp interest rate rise will kill off home sales and perhaps trigger a recession. Mortgage insurer MGIC (NYSE: MTG) itself is off 21% from its early ’22 peak. But it could be worse. Homebuilders…
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metamorworks/iStock via Getty Images MercadoLibre Q4 Earnings Analysis In Q4 2021, MercadoLibre (NASDAQ: MELI) continued its tradition of beating analyst expectations with quarterly revenues hitting a new record – $ 2.1B (up ~ 74% y/y FX -Neutral). After undergoing revenue growth deceleration over the last two quarters, MELI registered slight re-acceleration in Q4 2021 on…
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