AvatarSeeking AlphaAvatarAvatarAutomatic Data Processing Should Benefit From Higher Interest Rates And Shares Are Reasonably Valuedverified_publisherSeeking Alpha - WideAlphaMost companies are negatively affected by increases in interest rates. Either because they carry a lot of debt and refinancing becomes more …
AvatarSeeking AlphaAvatarAvatarStocks To Watch: Eyes On CPI Nail-Biter, SVB Blowback And Earnings From FedEx, XPeng & Dollar Generalverified_publisherSeeking Alpha - SA Stocks To WatchGet ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter …
AvatarSeeking AlphaAvatarAvatarShopify: Profitability Plagued By Growing Painsverified_publisherSeeking Alpha - Juxtaposed IdeasThe Growth At All Costs Investment Thesis While we have been and will remain bullish about Shopify Inc. (NYSE:SHOP), investors must note that the …
AvatarSeeking AlphaAvatarAvatarShopify: Long-Term Bet In The E-Commerce Spaceverified_publisherSeeking Alpha - Tech Stock ProsWe are buy-rated on Shopify (NYSE:SHOP). Despite the not-so-pretty guidance for 1Q23, we expect Shopify to be an attractive long-term bet in the …
AvatarSeeking AlphaAvatarAvatarPinterest: More Risk Than Rewardverified_publisherSeeking Alpha - Gary AlexanderIt's a precarious time for tech stocks. Year to date, most tech names have still rallied substantially, but the overhang of a tough macro environment …
AvatarSeeking AlphaAvatarAvatarPetIQ Is A Bet On Steady Trendsverified_publisherSeeking Alpha - Ryan LicwinkoInvestment Thesis The investment thesis for PetIQ (NASDAQ:PETQ) is that it is a leading pet health and wellness company with a unique and integrated …
AvatarSeeking AlphaAvatarAvatarIBM: Hybrid Cloud And AI Are Strong Growth Driversverified_publisherSeeking Alpha - Investor OverviewIBM (NYSE:IBM) is a company which is known for its great research and development in the computer and software industry and was founded in 1911. As …
AvatarSeeking AlphaAvatarAvatarGoogle: Buybacks Are The Way To Goverified_publisherSeeking Alpha - The Asian InvestorShares of Google (NASDAQ:GOOG) went into a post-earnings slump lately that lasted from the beginning of February until the end of the month as …
AvatarSeeking AlphaAvatarAvatarTETRA Technologies: Still A Lot Of Risks In The Companyverified_publisherSeeking Alpha - Gary BourgeaultTETRA Technologies, Inc. (NYSE:TTI) had a fairly decent fourth quarter, but it still trails the overall energy sector in many metrics. Even though the …
AvatarSeeking AlphaAvatarAvatarAmerica Movil: Unchallenging Valuation, Capex Discipline And A Strong Peso Drive Sharesverified_publisherSeeking Alpha - Ricardo FernandezAmerica Movil (NYSE:AMX) has executed capex discipline while growing revenue and margins in a competitive environment. The stock, along with the …
AvatarSeeking AlphaAvatarAvatarMongoDB: Outsized Financial Portfolios Overshadow Negative DaaS Earningsverified_publisherSeeking Alpha - Waterside InsightInvestment Thesis MongoDB's financial statements are highly financialized, with financing, and investing activities dominating its net cash flow, and …
AvatarSeeking AlphaAvatarAvatarHealthEquity Will Continue To Benefit From Hawkish Fedverified_publisherSeeking Alpha - Geoffrey SeilerHealthEquity (NASDAQ:HQY) is riding some continued healthy trends in the HSA market, and should be a big beneficiary as the Fed continues to …