The next 12 – 15 months could witness a turnaround in all three of Morgan Stanley’s primary markets. Read More
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After Expedia Group posted strong Q3 results last week, our call option is up 235%. Read More
Comcast is a cash flow machine that should be able to grow earnings faster than the overall market in the coming year. Read More
There are reasons to believe that Wall Street is beginning to feel better about the future direction of the stock market. Read More
This trade does not rely on anything other than a resumption of the multiples applied to Expedia’s operating metrics once the ennui regarding travel stocks gripping Wall Street subsides. Read More
There is good reason to believe that the company that was formed three years ago when Raytheon Technologies merged with United Technologies could be in a for a banner year in 2024 Read More
Ball doesn’t need a lot of things to go right for this trade to be profitable, it just needs things beyond its control to stop going wrong. Read More
The compound effect of rising multiples being applied to higher earnings could produce a strong rally once it becomes apparent that the Fed is done raising rates. Read More
It appears Wall Street is waiting for Southwest to prove that it can deliver on its promises instead of taking it at its word. Read More
What is bad for the overall economy can be good for businesses that thrive during times of economic stress. Read More