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Introduction There’s nothing like investing in diversifying assets to crash the price of a pipeline stock. The ink wasn’t dry on my…

Investment Thesis My first bullish thesis about ServiceNow’s (NYSE:NOW) stock aged well because it rallied 27% since it went live in March….

Investment Thesis Cheniere Energy Partners (NYSE:CQP) presents an investment case marked by both growth prospects and challenges. The company has secured a…

In a market where bank stocks are out of favor, maybe it makes sense to consider less typical banks, and Westamerica Bancorporation…

Q3 earnings season is off to a lukewarm start. The 73% EPS beat rate is in line with the historical average and…

It has been a foundational thesis that narratives while intangible are a powerful and very real mover of stock prices Because it…

Overview My recommendation for HireRight Holdings Corporation (NYSE:HRT) is a sell rating. HRT’s recent quarterly results were underwhelming, primarily due to macroeconomic…

Shares of Ares Capital (NASDAQ:ARCC) have slipped a bit since my previous article on August 1st (can be read here), as ARCC…

Salesforce (NYSE:CRM) has been among the tech giants that integrated AI into its business model, specifically within its customer relationship management software….

By Charles Hamieh, Shane Hurst, Nick Langley, & Simon Ong Utilities Fundamentals Intact as Market Risks Rise Market Overview General equities as…