Juanmonino/iStock Unreleased via Getty Images Introduction This article may start with a disclaimer: I am a big fan of Pepperidge Farm Goldfish and Milano cookies. Since I want to invest in companies I am familiar with, I started researching about Pepperidge Farm. This is what brought ... Read More
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Sep2022
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Sep2022
All_About_Najmi I appreciate all my readers. Let me make that clear. Even those who leave comments essentially aligning me with global dictators. I still appreciate their feedback. Or at least I appreciate their right to give me feedback. Sometimes, that has to suffice. But out ... Read More
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Sep2022
takasuu/iStock via Getty Images Chancellor of the Exchequer (finance minister) Kwasi Kwarteng has delivered the biggest tax reduction since 1972, which amounts to GBP45 billion, or 1.5%, of GDP. UK Treasury must borrow an additional GBP72 billion between now and April 2023, or ... Read More
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Sep2022
Are The Bond Vigilantes Back? Part Deux
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29
Sep2022
Wolterk Investment Thesis So far, we see no reason to buy Walmart (NYSE:WMT). In terms of operating activities, the company looks good, but we do not share the market's enthusiasm after the Q2 2023 report. Although economic difficulties are not hitting Walmart's ... Read More
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Sep2022
Monica Schipper/Getty Images Entertainment boohoo (LON:BOO)(OTCPK:BHOOY) is an online fast fashion retailer which is based in the UK. The company was a "lockdown winner" as traditional brick-and-mortar retail was shut down and customers purchased loungewear online. However, since that point, ... Read More
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Sep2022
PonyWang Over the past few months, we've published ratings on 20 of the world's most important semiconductors. We end every quarter by reviewing our ratings and studying how each rating played out post-earnings. This year has been a rollercoaster for the industry, to say the least, ... Read More
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Sep2022
Pgiam/iStock via Getty Images A Quick Take On Sapiens International Sapiens International Corporation (NASDAQ:SPNS) reported its Q2 2022 financial results on August 3, 2022, missing expected revenue and EPS estimates. The company provides a range ... Read More
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Sep2022
Robert Daly/iStock via Getty Images The Trade Desk (NASDAQ:TTD) is the rare tech stock that is still up more than 100% from pre-pandemic levels. This is a company competing with the likes of Alphabet (GOOG) (... Read More
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Sep2022
“Bank of England Pivots!” Commentary for Thursday September 29, 2022