Tag: club earnings
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We’re ready to move on from Dover after the industrial conglomerate’s weak quarter
We’re downgrading the stock because our money can be put to better use elsewhere.
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Why we’re sticking with Alphabet despite an imperfect quarter and more AI spending
The market isn’t in a forgiving mood, but we’re not in a hurry to leave this stock behind.
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GE Vernova sellers blinded by an earnings miss should focus on strong demand instead
Using the EPS miss as a reason to knock the Club stock down more than 7% is short-sighted.
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Capital One earnings were good enough but didn’t answer the big question hanging over the stock
Investors want to know when Capital One will begin to see more tangible benefits from its Discover and Brex deals.
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J&J falls despite a beat-and-raise quarter. Why we’re raising our price target anyways
Johnson & Johnson’s quarter was imperfect, but enough is going right to validate our ownership of the stock.
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Wells Fargo did enough to remain in our portfolio. What we liked about earnings
The knee-jerk selling of Wells Fargo shares after a largely strong second-quarter earnings report made no sense.
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We’re raising our price target on Goldman Sachs after a blowout quarter, upbeat outlook
Shares of Goldman are surging to record highs thanks to a massive earnings beat.
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After a soft Nike quarter, we have a big decision to make on the stock
The results are unlikely to improve Nike’s standing in the portfolio
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FedEx Freight takes a step forward in its independent journey. Here’s why we like the stock
FedEx Freight had plenty of encouraging things to say on its first earnings call as a standalone company.
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Micron says the AI party is far from over, but not all are celebrating
A blowout quarter for the memory maker is only lifting certain parts of the data center buildout.
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