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Healthcare
42
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Jan 6, 2020
AstraZeneca: A Strong Oncology Pipeline with Higher Expectations
Jan 6, 2020
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Dec 10, 2019
Clovis Oncology: Waiting on PARP Traction; Competition a Concern
Dec 10, 2019
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Dec 6, 2019
Biogen: Aducanumab Questions Linger After CTAD, but Trading Opportunities Exist
Dec 6, 2019
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Dec 4, 2019
Bristol-Myers Squibb: Numerous Opdivo Readouts and Pipeline Updates Coming; Timing Key to CVR Payout
Dec 4, 2019
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Nov 26, 2019
Amarin: Low Compliance and Competition Key to Bear Thesis, but Bulls Don't See the Threat
Nov 26, 2019
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Nov 21, 2019
GSK: Detailing Growth Opportunities in Oncology and Upcoming BCMA Data
Nov 21, 2019
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Nov 17, 2019
Regeneron: Beovu Threatens Eylea Revenue, but Dupixent and Oncology Show Promise
Nov 17, 2019
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Nov 14, 2019
Merck: Keytruda Competition Not Seen as a Threat, but Could Act as Stock Overhang in Near-Term
Nov 14, 2019
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Oct 21, 2019
Reata: A "Show Me" Story Showing the Results and with Two Upcoming Catalysts
Oct 21, 2019
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Oct 18, 2019
Amgen: With Enbrel Overhang Cleared, Investors Focused on AMG510, Omecamtiv, and Tezepelumab
Oct 18, 2019
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Jun 1, 2019
AbbVie: Can Skyrizi and Upadacitinib Offset Humira Competition?
Jun 1, 2019
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Mar 25, 2019
Gilead: What Will Provide the Growth Needed for Multiple Expansion?
Mar 25, 2019
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Mar 10, 2019
Allergan: Botox Durability is the Key Value Driver
Mar 10, 2019
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Feb 24, 2019
Pfizer: Street Bullish as Growth Set to Reaccelerate Beyond 2019
Feb 24, 2019
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Feb 19, 2019
TEVA: Is 2019 the Trough, or Will 2020 Continue to See Pressure?
Feb 19, 2019
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Dec 21, 2018
Biogen: BAN2401 Not A Home Run Anymore, But Still Holds Some Promise
Dec 21, 2018
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Nov 14, 2018
Mylan: Issues Persist but Expectations are Low and Several Catalysts Are Coming
Nov 14, 2018
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Nov 9, 2018
Johnson and Johnson: Pharma Remains the Key Debate but Other Segments Showing Signs of a Recovery
Nov 9, 2018
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Sep 23, 2018
Abbott Laboratories: MitraClip Sees Significant Success in Functional Mitral Regurgitation
Sep 23, 2018
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Sep 19, 2018
Regeneron: Eylea Competition Coming but Pipeline Could Maintain Growth
Sep 19, 2018
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Sep 12, 2018
Abbott Laboratories: MITRA-FR Potentially Not As Negative As It Appears for Upcoming COAPT Results
Sep 12, 2018
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Sep 9, 2018
Amgen: Aimovig Launch Looks Strong, Monitor Biosimilar Developments
Sep 9, 2018
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Sep 4, 2018
Celgene: Will Revlimid's Patent Protection Hold Up?
Sep 4, 2018
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Sep 2, 2018
AbbVie: How Big is the Biosimilar Threat to Humira?
Sep 2, 2018
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Aug 21, 2018
Gilead: Investor Debate Focused on Threat of GSK in HIV and on Management Departures
Aug 21, 2018
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Aug 16, 2018
Alkermes: Catalyst-Rich Months Ahead for the Pipeline
Aug 16, 2018
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Aug 13, 2018
Eli Lilly: Diabetes and Upcoming REWIND Data Key Topics of Debate
Aug 13, 2018
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Aug 2, 2018
Reata: Street Bullish on Chronic Kidney Disease Implications and Rejection of Hyperfiltration Argument
Aug 2, 2018
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Jul 22, 2018
Allergan: Inflammation is the Reason Investors Did Not React Well to Abicipar Results
Jul 22, 2018
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Jul 20, 2018
Biogen: A Deep Dive into the Promising Results of BAN2401 and Other Alzheimer Treatments
Jul 20, 2018
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Jul 15, 2018
Allergan: Crucial Period Ahead for Company as Activist Pressure Mounts
Jul 15, 2018
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Jul 11, 2018
Pfizer: Can Pfizer Grow to Targets with LOE Headwinds Ahead?
Jul 11, 2018
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Jul 2, 2018
Teva: Investors Split on Outlook; Near-Term Outlook Not As Bad but Longer-Term Concerns Remain
Jul 2, 2018
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Jun 30, 2018
Medtronic: Diabetes Growth Key to Hitting Longer-Term Targets
Jun 30, 2018
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Jun 26, 2018
Johnson and Johnson: Will Pipeline Drugs Offset Sales Erosion to Upcoming Generics?
Jun 26, 2018
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Jun 22, 2018
Etsy: Management Finally Raises Fees; Multiple Levers Remain for Higher Growth
Jun 22, 2018
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Jun 12, 2018
Mylan: With Neulasta Biosimilar Approval, Focus Moves to Advair and Restasis
Jun 12, 2018
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Aug 2, 2017
Mylan: Guidance Concerns Grow as Drug Approvals are Delayed
Aug 2, 2017
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Jul 20, 2017
Medtronic: Diabetes Segment Generating Excitement
Jul 20, 2017
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Mar 30, 2017
Mylan: Mylan Receives Non-Approval on Advair; What Now?
Mar 30, 2017
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Mar 23, 2017
Mylan: Investors Focused on Advair Generic, Not EpiPens
Mar 23, 2017
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Mar 12, 2017
Johnson and Johnson: Pharma Segment Key to JNJ Performance in 2017
Mar 12, 2017
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Tech
24
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Nov 11, 2019
Peloton: Creating a New Fitness Category, or the Next Fitness Fad?
Nov 11, 2019
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Oct 1, 2019
Zillow: Digitizing the Home Buying Experience
Oct 1, 2019
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Apr 27, 2019
Tesla: Story Still Hinges on Demand after Autonomy Day and 1Q Results
Apr 27, 2019
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Apr 21, 2019
Tesla: 1Q Issues Reduce Demand Visibility, but Long-Term Demand Still Appears Healthy
Apr 21, 2019
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Aug 26, 2018
Tesla: What BP's Oil Spill Tells Us About Potential SEC Enforcement for Musk
Aug 26, 2018
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Aug 6, 2018
Match: Will Facebook's Dating Feature Crush Match, or Does it Present a Buying Opportunity?
Aug 6, 2018
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Jun 1, 2018
Amazon: Next Leg of Growth Could Come From High Margin Categories
Jun 1, 2018
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Jun 29, 2017
Facebook: How Much Will Advertising Slow in 2H17?
Jun 29, 2017
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May 10, 2017
Activision: Gaming is Worth Watching
May 10, 2017
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Apr 25, 2017
Amazon: International and Margin Upside in Focus
Apr 25, 2017
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Apr 3, 2017
Tesla: Model 3 Trade On Track, but Is S/X Demand Slowing?
Apr 3, 2017
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Mar 31, 2017
Adobe: Benefiting from Shift to Cloud, but Is Risk/Reward Favorable?
Mar 31, 2017
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Mar 18, 2017
The Looming Technology That Could Crash the Auto Part Party
Mar 18, 2017
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Mar 4, 2017
Tesla: Tesla and the Blind Spots of Wall Street
Mar 4, 2017
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Nov 3, 2015
Facebook: What Investors are Focused on Ahead of FB's 3Q Results
Nov 3, 2015
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Nov 3, 2015
Facebook: Detailing FB's Longer-Term Revenue Drivers and Bear Case
Nov 3, 2015
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Nov 1, 2015
Facebook: Detailing FB's Near-Term Revenue Drivers
Nov 1, 2015
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Oct 28, 2015
Apple: 4Q15 Results Largely As Expected; 1Q16 Guidance Positive
Oct 28, 2015
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Oct 23, 2015
Amazon: 3Q Results Demonstrates Ability to Grow Profitably
Oct 23, 2015
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Oct 18, 2015
Apple: Performance in China is Key
Oct 18, 2015
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Oct 15, 2015
Google: Alphabet Restructure Leads to Sum of the Parts Valuation
Oct 15, 2015
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Aug 4, 2015
Amazon: Amazon Surpasses Walmart; 2Q Exceeds Expectations
Aug 4, 2015
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Jun 15, 2015
The Two Factors Behind Amazon's Recent Stock Increase
Jun 15, 2015
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Mar 1, 2015
Amazon: Why Amazon's Recent Sales Deceleration is Not the Full Story
Mar 1, 2015
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Other
42
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Jul 27, 2017
Select Comfort: New Mattresses Could Provide a Boost to Sales
Jul 27, 2017
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Jun 23, 2017
Bed Bath & Beyond: Be Careful of the Free Cash Flow Defense
Jun 23, 2017
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Jun 22, 2017
Lululemon: Can Lulu Return to its Former Glory?
Jun 22, 2017
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Apr 26, 2017
Chipotle: A Closer Look at CMG's 1Q Results
Apr 26, 2017
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Apr 11, 2017
Chipotle: Recovery Happening Slower Than Expected
Apr 11, 2017
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Apr 6, 2017
Costco: Comps Expected to Accelerate in 2H17, but Will Competition Catch Up?
Apr 6, 2017
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Apr 4, 2017
FactSet: Bear Case Gaining Steam as Pressure on Buy Side Mounts
Apr 4, 2017
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Mar 18, 2017
The Looming Technology That Could Crash the Auto Part Party
Mar 18, 2017
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Aug 19, 2016
Chipotle: Will Customers Come Back to Chipotle?
Aug 19, 2016
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Nov 10, 2015
Restoration Hardware: One of the Few Exciting Transformations in Retail
Nov 10, 2015
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Oct 29, 2015
Bed Bath & Beyond: Investing to Stay Relevant
Oct 29, 2015
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Oct 25, 2015
Starbucks: Tech Initiatives Expected to Drive Continued Growth
Oct 25, 2015
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Oct 20, 2015
Chipotle: 4Q Guidance Disappoints Investors
Oct 20, 2015
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Oct 20, 2015
Lowe's: Back-Half Guidance in Focus
Oct 20, 2015
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Oct 12, 2015
Home Depot: Debate Centers on Valuation
Oct 12, 2015
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Jun 30, 2015
Bed Bath & Beyond: The Risks to Online Sales Growth
Jun 30, 2015
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Jun 29, 2015
Lowe's: LOW Presents an Interesting Opportunity - If You Believe Management
Jun 29, 2015
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Jun 25, 2015
Bed Bath & Beyond's 1Q15 Results Once Again Pressured
Jun 25, 2015
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Jun 23, 2015
What to Expect When BBBY Reports 1Q15 Results
Jun 23, 2015
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Jun 8, 2015
Valuation - Why Multiples Are Used More Frequently Than DCFs
Jun 8, 2015
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May 23, 2015
Home Depot's 1Q15 Results Show Continued Operational Strength
May 23, 2015
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Apr 9, 2015
Bed Bath and Beyond's 4Q Disappoints; Potential 1Q Concerns for Other Retailers Highlighted
Apr 9, 2015
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Apr 2, 2015
Research Sources: What They Are, Where to Find Them, Why They're Important
Apr 2, 2015
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Mar 25, 2015
Underlying Housing Market Remains a Positive for Home-Related Stocks
Mar 25, 2015
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Mar 13, 2015
Home Depot: Risk/Reward Becoming More Balanced After Solid 2014
Mar 13, 2015
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Mar 10, 2015
How Analysts Arrive at Target Prices, and Home Depot's 2015 Outlook
Mar 10, 2015
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Feb 17, 2015
Bed Bath and Beyond: The Under-reported Bear Case
Feb 17, 2015
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Feb 3, 2015
Staples and Office Depot Merger Takes Another Step Closer to Reality
Feb 3, 2015
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Jan 12, 2015
Initial Data Points Suggest a Strong Holiday for Retailers
Jan 12, 2015
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Dec 18, 2014
Why Falling Gas Prices Might Not Necessarily Help Retail Sales
Dec 18, 2014
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Dec 11, 2014
Staples: Bull Case Gets Stronger with Starboard Stake
Dec 11, 2014
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Dec 11, 2014
Why the Media Gets the Retail Sales Report Wrong
Dec 11, 2014
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Dec 9, 2014
Amazon: The World's Largest Startup, and Why They Shouldn't Have Profits
Dec 9, 2014
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Dec 4, 2014
Sears: 3Q Bad as Expected, but Positive Implications for Other Retailers
Dec 4, 2014
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Dec 1, 2014
The Areas of Retail with the Most Upside from a Cyclical Perspective
Dec 1, 2014
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Nov 30, 2014
Home Price Appreciation a Positive for Home-Related Stocks
Nov 30, 2014
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Nov 30, 2014
Why You Need to Ignore Early Holiday Sales Results
Nov 30, 2014
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Nov 30, 2014
Your Guide to Same Store Sales
Nov 30, 2014
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Nov 21, 2014
What October's Existing Home Sales Report Means for Home-Related Stocks
Nov 21, 2014
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Nov 20, 2014
An Underappreciated Metric for Home-Related Stocks
Nov 20, 2014
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Nov 20, 2014
Home Depot: 3Q Recap (Good, but Not Good Enough for High Multiple)
Nov 20, 2014
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Nov 20, 2014
Staples: The Misunderstood Story of Staples
Nov 20, 2014