4kodiak Introduction During the last a number of months I’ve initiated protection of a number of semiconductor firms on Looking for Alpha and the story with most of those firms was one in all stellar outperformance during the last decade. Take Nvidia (NVDA), Broadcom (AVGO), and AMD (AMD) for instance which have returned 6500%, 1600%,…
Timothy Hiatt/Getty Photos Leisure Hormel Meals Company (NYSE:HRL) is an efficient shopper staples firm with good manufacturers and a very good observe file of paying dividends. However the inventory is overvalued primarily based on the valuation metrics and a reduced money circulate mannequin. The near-zero rates of interest of the previous decade have been an…
da-kuk Funding Thesis S&P International (NYSE:SPGI) has been among the finest compounders previously decade, with its share value up over 750% through the interval, comfortably beating the return of the S&P 500 index. Nonetheless, amid excessive inflation, rising charges, and recessionary fears, the corporate is now buying and selling 23% under its all-time excessive. I…
Natalya Maisheva/iStock through Getty Photographs It has been six years since I final coated Globus Medical (NYSE:GMED), believing it was time to purchase the strong progress play on substantial dips. I believed that the corporate has been a stead grower, which confronted some headwinds on the time, as I concluded to develop into a purchaser…
