Getting Tactical with Nasdaq-100 NDX ($QQQ): Valuation Disconnected Via Its Cost of Capital
Gap opened up possibilities: Hedge, Sell, Trim, Short Sell, Collar. First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&P...
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Weekly Stock Bullfinder - Week of 5/1
When considering future investment opportunities, the renewable energy transition continues to be an exciting space to investors given its enormous...
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Amazon: Having A Long-Term View Doesn't Mean You Should Disregard Immediate Risks
After losing nearly a third of its value, Amazon looks more attractive than a year ago.Investors should be mindful of recency bias when evaluating...
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Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
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Google Stock Could Be Losing Its Moat
Microsoft is improving its search market share, according to analysts. The arrival of ChatGPT hammered Alphabet stock may be ahead as revenue...
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