What Oracle CEO Said 55 Hours Ago Will Shock You
I’m old enough to remember when Oracle was $13 per share in 2003 and by 2006 it was still $13 per share.
The company seemed as old and boring and stodgy as any tech company could become. It was almost like an IBM relic that would gather dust, selling software to enterprises and producing a boatload of cash flow but really doing nothing to excite investors or innovate. » Read more about: What Oracle CEO Said 55 Hours Ago Will Shock You »
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Apple’s Next Billion Dollar Opportunity
When you think of Apple (AAPL), key people and products come to mind. Steve Jobs, iPhones, and MacBooks. And while these certainly represent Apple, they only scratch the surface of what the company is today and what it plans to become.
From iCloud to Apple Podcasts and Apple TV+,
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Ivy Investment Alert: Energy Stock 32% Upside
In this Ivy Investment Alert, I cover why Cenovus Energy (CVE) is a good buy under $19 per share.
A summary of compelling tailwinds to justify the buy include:
- Aggressive management share buyback, suggesting leadership believes shares are undervalued
- Strong cash flows and earnings to cover dividend payments to shareholders and interest on balance sheet respectively
- Valuation: 32% upside
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» Read more about: Ivy Investment Alert: Energy Stock 32% Upside »
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Buffett Sell-to-Buy Ratio Reveals Terrifying Omen
Some of the old adages from the Oracle of Omaha, Warren Buffett, include “Buy for the long-term”, “You can’t time the market” and “Never bet against America.”
With that backdrop, Buffett’s latest moves – or at least those of Buffett and his lieutenants – should create shock waves across the investment community.
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$8 Billion Money Manager Bets On 41% Upside
Deep down in the filings of an $8 billion money manager is a holding that has the potential to rise by as much as 41%.
William Jones isn’t a name familiar with many investors as Warren Buffett or Ray Dalio may be but the enormous assets under management demand a closer look as to what he’s picking and why.
» Read more about: $8 Billion Money Manager Bets On 41% Upside »
Read MoreThe Burst
Pick and Shovel EV Play (Hint, Not Tesla)
In light of Tesla’s recent workforce reduction as sales slump, it may seem like a risky play to invest in an EV pick and shovel play but we’re eyeing Infineon, with a market cap of around $43 billion as an opportunity.
It’s a company that is best known for SiC and GaN technologies that are designed to meet rising demand in the sector as a whole.
» Read more about: Pick and Shovel EV Play (Hint, Not Tesla) »
Read MoreThe Spotlight
Intel Horror Reveals Danger for Market
Predicted to reach a staggering trillion-dollar market size this year, the semiconductor industry has enjoyed a decade of continuous growth. Although high demand fuels the industry, supply constraints have challenged company financials.
Intel’s latest earnings report has given pause not only to its own shareholders but also to those of Nvidia and AMD.
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Read MoreThe Daily
Coinbase Stock Leads S&P 500 Gainers as Crypto Trading Platform Keeps Rallying
Coinbase (COIN) was the best-performing stock on the S&P 500 Tuesday as the cryptocurrency trading platform added to its recent rally.
Shares have rallied over the last week after the Senate passed the GENIUS Act, which would allow stablecoins to be used more widely.
» Read more about: Coinbase Stock Leads S&P 500 Gainers as Crypto Trading Platform Keeps Rallying »