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Posts published in “US Stocks”

Nike. Time to Just Buy It?

Nike. Time to Just Buy It?

September 12, 2026

At what point does Nike’s dramatic decline become an irresistible bet for contrarian investors?…

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Priced for Extinction, Accenture Remains Built for Toll Collection

Priced for Extinction, Accenture Remains Built for Toll Collection

June 30, 2026

HP Is Overlooked, Underloved, Undervalued

HP Is Overlooked, Underloved, Undervalued

February 23, 2026

Constellation Software, Lumine, Topicus: Out of Fashion, Still in Business

Constellation Software, Lumine, Topicus: Out of Fashion, Still in Business

November 6, 2025

Moderna Goes From Miracle to Meltdown

Moderna Goes From Miracle to Meltdown

June 22, 2025

Oracle Mortgages the Past to Build the Future

Oracle Mortgages the Past to Build the Future

June 12, 2025

Petrobras Pays Like a Dream, Trades Like a Nightmare

Petrobras Pays Like a Dream, Trades Like a Nightmare

June 5, 2025

Aristocratic Title, Plebeian Returns at Medtronic

Aristocratic Title, Plebeian Returns at Medtronic

May 11, 2025

Own the Pipe, Not the Drama With South Bow

Own the Pipe, Not the Drama With South Bow

October 2, 2024

Running the Geiger Counter Over Daily Journal

Running the Geiger Counter Over Daily Journal

November 20, 2023

Yield Meets Gravity at Verizon

Yield Meets Gravity at Verizon

July 20, 2023

Suncor’s Cash Flows Don’t Care About Your ESG Anxiety

Suncor’s Cash Flows Don’t Care About Your ESG Anxiety

September 13, 2021

Goldman Sachs’ Crown, Marked for Clearance

Goldman Sachs’ Crown, Marked for Clearance

June 18, 2019