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stock takes

Here’s why Jim Cramer thinks Starbucks is a buy despite its recent rough patch

by Adrian Jhonsan
Here’s why Jim Cramer thinks Starbucks is a buy despite its recent rough patch

Starbucks ‘ (SBUX) 12-session losing streak is finally over, with Wednesday’s gain making a small dent in its recent decline of more than 10%. Despite persistent China concerns, which have …

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Categories World

Falling oil hurts energy names. But plenty of others stocks stand to gain

by Milton Acorn
Falling oil hurts energy names. But plenty of others stocks stand to gain

U.S. crude prices continued to fall Wednesday, settling below $70 per barrel for the first time since early July and at their lowest levels since June. That’s good news for …

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Categories Science

Bernstein names Amazon its ‘best idea’ and we see a lot to like, too

by Adrian Jhonsan
Bernstein names Amazon its ‘best idea’ and we see a lot to like, too

Club holding Amazon (AMZN) is a stock to own going into 2024, with the ecommerce giant poised for further profitability, according to Bernstein Research — a view we enthusiastically share. …

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Categories World

Ford’s strong hybrid sales show the company needs to pivot to increase profits

by Adesola Mojo
Ford’s strong hybrid sales show the company needs to pivot to increase profits

Exploding consumer demand for Ford (F) hybrids last month is further evidence the automaker should pivot its production focus and scale back on electric vehicles. Hybrids “make a ton of …

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Categories Automobile

Wall Street underscores why we’re in Apple and Microsoft

by Adrian Jhonsan
Wall Street underscores why we’re in Apple and Microsoft

A new batch of Wall Street commentary on Monday highlights exactly why we’re bullish on mega cap tech stocks Apple (AAPL) and Microsoft (MSFT). In a new research note, UBS …

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Categories World

Piper Sandler champions Nvidia beyond AI chips and we agree

by Adrian Jhonsan
Piper Sandler champions Nvidia beyond AI chips and we agree

Nvidia ‘s (NVDA) AI-fueled ascent has not yet reached its apex, Piper Sandler argued Monday, echoing our view that the chipmaker’s underappreciated software business could help further boost its stock …

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Categories World

Why Pfizer’s stumble in the obesity market is a boon for Eli Lilly

by Adrian Jhonsan
Why Pfizer’s stumble in the obesity market is a boon for Eli Lilly

Pfizer (PFE) has suffered another setback in its efforts to develop a weight-loss pill — and that’s good news for Club holding Eli Lilly (LLY) as it looks to maintain …

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Categories World

Peltz’s renewed fight for Disney board seats keeps pressure on CEO Iger to right the ship

by Adrian Jhonsan
Peltz’s renewed fight for Disney board seats keeps pressure on CEO Iger to right the ship

Activist investor Nelson Peltz’s renewed fight for Disney (DIS) board seats is a positive for shareholders because he will push for a level of financial discipline that the company has …

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Categories World

Regulators would never approve it

by Shawn Butlere
Regulators would never approve it

Jim Cramer urged Humana (HUM) not to pursue a merger with rival health insurer Cigna (CI), questioning the merits of a potential business combination and the likelihood of it passing …

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Categories Health

Amazon’s leading delivery service is a huge win for the company’s growing retail business

by Adrian Jhonsan
Amazon’s leading delivery service is a huge win for the company’s growing retail business

Club name Amazon (AMZN) is projected to widen its status as the nation’s biggest delivery company. It gives us another reason to be confident in the firm’s retail business as …

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Categories World
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