Summary JPMorgan Chase is a high-quality bank as evidenced by its superior risk-adjusted return on equity. JPM stock’s current valuation is in line with history. […]
Continue readingMonth: January 2022
Crypto 2022: ‘Everything is getting tokenised’ – predictions from Balancer, prePO, YGG, ParallelFi and more
Stockhead continues our crypto-prediction series, with developers, thought leaders, founders and creatives offering their take. DeFi tokens to gain ground after lagging in 2021 “I […]
Continue readingNextEra In Timely New Venture
Summary Low-beta (0.30), $170 billion-market cap NextEra attracts interest for its renewables portfolio & its position as the largest US regulated retail utility, located in […]
Continue readingWhy STORE Capital Is A Wonderful Company At A Fair Price
Summary STORE Capital is a uniquely positioned net lease REIT with durable competitive advantages. It’s exhibiting strong operating fundamentals and continues to see healthy investment […]
Continue readingPalantir Is Getting Close To Fair Value
Summary Palantir has steady and substantial revenue growth. Palantir has high gross margins. Palantir has a history of losses. Palantir is significantly diluting shareholders. In […]
Continue readingHawaiian Electric: A Top-Notch Choice For Utility Investors
Summary Hawaiian Electric is the dominant utility in the state of Hawaii, which was more affected than any other state by the coronavirus lockdowns. The […]
Continue readingCanopy Growth Continues to Weigh on Constellation Brands’ Performance
Corona beer owner Constellation Brands ( NYSE:STZ ) beat Wall Street’s projections for sales and profits in its fiscal 2022 third-quarter earnings results, but overall […]
Continue readingIntel: An Assessment For Long-Term Investors
Summary At first glance, the rise of Asia has threatened US technological hegemony. China last year has achieved 16% self-sufficiency, well below its 70% target […]
Continue readingHartford Financial Services: A ‘Show Me’ Story With Re-Rating Potential
Summary Hartford’s investor day may not have featured a raised 2022 guide but still offered investors lots of positives on the P&C and ROE fronts. […]
Continue readingMoney Matters: Financial habits to give up in 2022
Are you making a financial New Year’s resolution this year? In a survey by Fidelity Investments , surveyors found that 43% of Americans making a […]
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