30% Upside for Leader in Market Growing 30% Annually?
Renowned e-signature company DocuSign, Inc. (NASDAQ:DOCU) has got firmly back on track after some turbulence in 2021 and 2022 when the company’s share price declined by more than 75%.
The recent stock performance has fared much better, begging the question where is the ceiling for this once hot stock? » Read more about: 30% Upside for Leader in Market Growing 30% Annually? »
Read More
Investment Alert: 26.1% Upside In Wide Moat Buffett Style Stock
Ivy Investment Alert: Buy Equifax Under $200/share
Disclaimer: Ivy Investment Alerts have a medium to long-term time horizon. These do not constitute financial advice and you should contact a financial advisor before deciding whether it is appropriate for your individual circumstances.
Key Points
- Equifax has a sustainable competitive advantage with a “wide moat”
» Read more about: Investment Alert: 26.1% Upside In Wide Moat Buffett Style Stock »
Read More
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+,
» Read more about: Apple’s Next Billion Dollar Opportunity »
Read More
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
>
» Read more about: Ivy Investment Alert: Energy Stock 32% Upside »
Read More
Why Charlie Munger Never Sold Costco Stock — Even When It Looked Overvalued
Charlie Munger became famous in the investment world as Warren Buffett’s right-hand man at Berkshire Hathaway and the architect of Berkshire’s philosophy of buying great businesses at fair prices versus the prior mantra of buying good businesses at great prices.
Over a nearly 100-year life, Munger would pass up innumerable investment opportunities, choosing to put money only into the few that truly offered exceptional value.
» Read more about: Why Charlie Munger Never Sold Costco Stock — Even When It Looked Overvalued »
Read MoreThe Burst
1 Hot Stock Passes Super Stringent Screen
In the research rooms of investment management firms, returns on invested capital are keenly focused on. Buffett often speaks of this metric as a proxy for what return to expect over the long haul.
So, I decided to run a screen to find stocks with ROIC percentages north of 15%. That’s a high hurdle all by itself that most companies will fail to meet.
» Read more about: 1 Hot Stock Passes Super Stringent Screen »
Read MoreThe Spotlight
Former Richest Man In World Bets $9.4 Billion On 1 Stock
Bill Gates is a household name in the software and technology industry. He co-founded Microsoft (MSFT) with Paul Allen in 1975, and the company now boasts a market cap of almost $2 trillion. While Microsoft offers hardware and services, it is best known for its software products, including the ubiquitous Microsoft Windows operating system (OS).
» Read more about: Former Richest Man In World Bets $9.4 Billion On 1 Stock »
Read MoreThe Daily
Wall Street drops to its worst day since April after Trump’s threats of tariffs shatter its calm
By STAN CHOE, AP Business Writer
NEW YORK (AP) — A monthslong calm on Wall Street shattered Friday, and U.S. stocks tumbled after President Donald Trump threatened to crank tariffs much higher on China.
The S&P 500 sank 2.7% in its worst day since April.