Tag Archives: stock

Trump enacted the International Emergency Economic Powers Act to apply sweeping tariffs onto many countries and industries. Its viability is currently being litigated by the supreme court with an expectation of a ruling by late this year or early next year. The judges seem to be leaning 6-3 in favor of dismantling the tariffs. IfContinue reading “Trump and his tariffs – November 2025”

e.l.f. Beauty, Inc. (NYSE: ELF) together with its subsidiaries, provides cosmetic and skin care products. ELF is down 28% over the last five days, due to a weaker guidance for FY2025. It is also down 56% from a year ago. Weaker performance among the beauty/makeup sector has contributed to the beating. Yet ELF maintains aContinue reading “e.l.f. beauty Analysis – February 2025”

Evolution AB (ST: EVO/ADR:EVVTY) develops, produces, markets, and licenses online casino systems to gaming operators in Europe, Asia, North America, Latin America, and internationally. It has partnerships with big gambling names such as FanDuel, PokerStars and DraftKings. Evolution is focusing on nascent markets such as Latin America and North America. Sales will increase as moreContinue reading “Evolution AB Analysis – February 2025”

Costco (Nasdaq: COST) is a wholesale membership retailer with most of its operations within North America. They offer a wide range of branded and private-label items (from groceries to furniture) as well as other services such as pharmacies and gas stations that are all wrapped in the Costco ecosystem. Customer membership retention is over 90%,Continue reading “Costco Analysis – January 2025”

Oracle (NYSE: ORCL) is a cloud-service and database provider. It dropped 15% today because of a Chinese-AI LLM that was apparently developed with much less cash than what OpenAI’s ChatGPT-4 was trained on. The shift from on-premise (data servers, databases) to cloud shows that Oracle could expand its already dominant market share from databases toContinue reading “Oracle Analysis – January 2025”

Constellation Software Inc (TSX: CSU), together with its subsidiaries, acquires, builds, and manages vertical market software businesses in Canada, the United States, Europe, and internationally. It provides mission critical software solutions for public and private sector markets. The company is also involved in the software licensing; and sale of third-party hardware. Constellation is a serialContinue reading “Constellation Software Analysis – December 2024”

Micron (NASDAQ: MU) is a semiconductor company that specializes in memory and storage products. It is in the news today after posting weak guidance for its upcoming quarter, tumbling more than 15%. Nevertheless, data servers and high-bandwidth memory (HBM) chips are set to fuel huge earnings growth over the next few years, connected to theContinue reading “Micron Analysis – December 2024”

Paypal (Nasdaq:PYPL) is a payments technology company. It is trading 80% lower from its peak in 2021 and currently holds a P/E ratio of 15 and a market cap of $66b. The stock looks relatively cheap historically and yet it continues its ability to generate ever-larger earnings. Operating income has been growing at a goodContinue reading “Paypal Analysis – August 2024”