This article was written by Follow Equity strategist + Co-PM Global Equities [Bernard Holdings]. Objective view on the directional bias of markets. Technical expertise...
Dole plc. (NYSE:DOLE) Q3 2023 Earnings Conference Call November 16, 2023 8:00 AM ET Company Participants James O’Regan – Head of Investor Relations Rory...
We continue to be hold-rated on DoorDash (NASDAQ:DASH) in spite of management’s better-than-expected guidance. We think the market has priced in the expectation of...
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has emerged as a formidable player in the cybersecurity domain, as evidenced by its impressive financial performance in past quarters....
Investment Thesis Last time I wrote about Home Depot (NYSE:HD), I talked about how the current macroeconomic climate was putting pressure on the company....
The global economic outlook along with market valuations and asset class fundamentals all lead us to favor fixed income. Relative to equities, we believe...