Apple Upstaged By Huawei. No Showtime For Glowtime. Apple's recent "Glowtime" event, meant to highlight the new iPhone 16, fell flat with investors. Despite CEO Tim Cook's introduction of AI-driven features and larger screen sizes, the stock remained stagnant while the broader Nasdaq rose. Meanwhile, Huawei upstaged Apple with 3 million pre-orders for its new [...]
Summary • Seeking Alpha is about total returns, not just high dividends; Realty Income has not delivered alpha over the last 3, 5, and 10 years. • High dividend yields like AT&T's 5.29% and AGNC Investment's 14.1% often erode principal, resulting in poor total returns. • AT&T and AGNC Investment have underperformed the S&P 500 [...]
Summary • The tech sector's recent 5% decline is driven by the unwinding of the carry trade, yen strengthening, and economic slowdown fears. • The Bank of Japan's unexpected rate hike and U.S. economic data have influenced the yen's rise, impacting tech stocks. • Despite current market sentiment, strong earnings expectations for the S&P 500 [...]
Microsoft By The Numbers: Past Performance And Future Valuation Despite a recent dip in the stock price, Microsoft Corporation continues to be a buy based on a strong history of delivering alpha, paired with an updated 5-year target price. Microsoft's past performance has consistently beaten the S&P 500, with a 5-year target price of $771 [...]
Novo Nordisk Breaks Out To An All-Time High On China Approval Of Wegovy As obesity remains a critical global health issue, Eli Lilly's blockbuster drug Zepbound positions the company to potentially become the first trillion-dollar drugmaker, with its market cap already at $858 billion. The strong performance of both Eli Lilly and its competitor Novo [...]
Nvidia Takes The Lead In The Silicon Valley Derby In the ongoing race for market capitalization supremacy, Nvidia, despite being younger than both Apple and Microsoft, has emerged as a formidable contender, recently surpassing both companies. Nvidia has demonstrated impressive performance history and potential, and I project it to double in value over the next [...]
Is It Possible Eli Lilly Is Breaking Out To New All-Time Highs? In my September 2023 article, I recommended Eli Lilly as a buy with a five-year price target of $1,020, driven by the anticipation of its blockbuster drug Mounjaro's approval for weight loss. Since then, the stock has surged by over 40%, and after [...]
Is Nvidia Still The Best Stock In The Market Now? In my August 2023 article, I confidently declared Nvidia the best stock in the market, supported by its remarkable performance and strong valuation. Since then, the stock has surged 61.33%, significantly outpacing the S&P 500's 12.91% gain, and after another outstanding earnings report, I now [...]
Will Eli Lilly and Company Become A Trillion-Dollar Baby? I initially rated Eli Lilly as a buy with a five-year target price of $1,020 per share in September 2023, based on its strong growth potential and valuation. Following the company's impressive earnings report, I’ve revised my target price to $1,318, reflecting an 81.8% upside over [...]
Is Meta Platforms Still A Buy? Meta Platforms, Inc. delivered a stunning Q4 performance with 25% revenue growth and a 203% increase in earnings, surpassing analysts' expectations and driving the stock up by over 20% in a single day. This momentum, combined with strong valuation potential, positions META as a top pick in our Premier [...]
