Vincent Martin's Comment & Analysis
A complete archive of Vincent Martin's articles, including current analysis & comment - Page 5
Semiconductor bulls believed the chip cycle had come to an end. That no longer appears to be the case
Plunging demand hitting near-term performance and colors past results
NVDA is down 68% from its...
A blowout third-quarter earnings report sent Pepsico stock higher Wednesday
Ability to manage inflationary environment is impressive
Report shows why PEP receives surprising premium to KO, and why...
SHOP’s stunning decline from November highs doesn’t make a bull case, although downside risk still exists
This remains an unprofitable company with decelerating growth and a valuation...
ALGN has been the worst stock in the S&P 500 so far this year
Declining earnings suggest the sell-off is logical — and may have further to go
The business is in better shape than the numbers...
Purely from a business perspective, CrowdStrike has one of the most attractive stories in the market
Even after a big sell-off, however, valuation remains a concern
Investors have stayed patient of...
GM’s third-quarter sales report looks impressive, with the company taking market share in several categories
The EV strategy shows promise, though competition still ahead
GM’s focus on...
Down 84% year to date, Carnival stock seems left out of 'return to normalcy' trade
Equity and debt issuance to fund pandemic losses explains much of the decline
Long-term investors can still be...
So far, the market has shrugged off last week’s disappointing outlook from Micron
The long view makes some sense, as Micron is an intensely cyclical company
One key question: How long will...
After a post-earnings sell-off Friday, NKE now has been halved since November
Inventory challenges are a problem, but it is not limited to Nike
At these lows, investors can look to bottom-time NKE if...
LYFT stock has been a disappointment since the 2019 IPO, and now trades below even March 2020 lows
Management is targeting $700 million in free cash flow in 2024, a target which could drive LYFT from...