Arista: Shares Fully Valued, Price Momentum Weakens Ahead Of Q3 Earnings (ANET)
By Press Room
4 Mins read
Q3 earnings season is off to a lukewarm start. The 73% EPS beat rate is in line with the historical average and…
It has been a foundational thesis that narratives while intangible are a powerful and very real mover of stock prices Because it…
HireRight Holdings (HRT): Navigating Inflationary Pressures And Facing Uncertain Horizon
By Press Room
5 Mins read
Overview My recommendation for HireRight Holdings Corporation (NYSE:HRT) is a sell rating. HRT’s recent quarterly results were underwhelming, primarily due to macroeconomic…
Ares Capital Yields Over 10% And Is A Strong Income Play Going Into Q3 Earnings (ARCC)
By Press Room
6 Mins read
Shares of Ares Capital (NASDAQ:ARCC) have slipped a bit since my previous article on August 1st (can be read here), as ARCC…
Salesforce (NYSE:CRM) has been among the tech giants that integrated AI into its business model, specifically within its customer relationship management software….
ClearBridge Global Infrastructure Value Strategy Q3 2023 Portfolio Manager Commentary
By Press Room
8 Mins read
By Charles Hamieh, Shane Hurst, Nick Langley, & Simon Ong Utilities Fundamentals Intact as Market Risks Rise Market Overview General equities as…
By Brian Angerame, Aram Green, Matthew Lilling, CFA, & Jeffrey Russell, CFA Market Overview and Outlook The third quarter was marked by…
On our last work on Bank of America (NYSE:BAC) we focused on the fact that margins were past their peak. These margins…
S&P 500: Risk Of Collapse - Week Starting 23rd October (Technical Analysis) (SP500)
By Press Room
5 Mins read
Last weekend’s article was titled “Make or Break,” and based on this week’s performance, the S&P 500 (SPY) is taking the latter…
I have been negative all year on Curaleaf (OTCPK:CURLF). Most recently, ahead of the potential rescheduling, I predicted that it could break…