MortimerDodd
MortimerDodd
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avatarMortimerDodd
2022-06-27
Cheap? Tesla may not come to mind as being among the cheapest blue-chip stocks. After all, its forward-price multiple stands at just under 60 times earnings. And shares fetch nearly 13 times last year’s sales. Yikes, right? Not really.Without controversy, when viewed in the context of its historical pricing and combined with TSLA’s superior profitability and growth prospects as the electric vehicle industry’s leader, the case for value is undeniable.Right now, with a more meaningful market bottom appearing, TSLA’s influence, size and strong-looking weekly chart double-bottom variation make TSLA stock a terrific pick for investors to park capital in now.$Tesla Motors(TSLA)$
avatarMortimerDodd
2025-11-13
$SMIC(00981)$ reporting after close, expecting strong results! Took some profits, but the core thesis remains intact. Perfect timing with the #Contra688 event — an awesome booster for newbies. Bullish and holding for the long run.
avatarMortimerDodd
2022-04-26

Moderna’s Lot Recall Is a Blot Despite Its Recent 2nd Covid-19 Booster Approval

Moderna (NASDAQ:MRNA) just had a second recall of its Covid-19 vaccine due to contamination. Reuters reported that Moderna recalled 764,900 doses of its Covid-19 vaccine made by its contract manufacturer Rovi, based in Spain. That could hurt MRNA stock going forward, despite some other recent good news. The problem is this is the second time within a year that this contamination has occurred. This time a vial was found contaminated by a foreign body. It did not disclose what was in the vial. Even though this was one vial, Moderna distributed the lots for this vial in January throughout Norway, Poland, Portugal, Spain, and Sweden. The company previously recalled doses previously distributed in Japan after authorities stopped the use of some of the does. It had to recall three batches of Cov
Moderna’s Lot Recall Is a Blot Despite Its Recent 2nd Covid-19 Booster Approval
avatarMortimerDodd
2022-06-24

Bank of America Says It’s Time to Buy Palantir (PLTR) Stock

Palantir(NYSE:PLTR) is rising after Bank of America initiated coverage of the data analytics company with a "buy" recommendation. PLTR stock has fallen more than 50% year-to-date to trade near $8.80 per share. The Denver, Colorado-based company has struggled to meet Wall Street expectations for its earnings. Shares ofPalantir(NYSE:PLTR) are up 4% today afterBank of America(NYSE:BAC) upgraded PLTR stock to a“buy” recommendation.Bank of America said the Denver, Colorado-based data analytics company should benefit from growing demand for artificial intelligence platforms. The firm also noted PLTR stock offers an attractive entry price for investors at its current level of $8.84 per share.Bank of America placed a $13 price target on Palantir stock, representing nearly 58% upside from its closi
Bank of America Says It’s Time to Buy Palantir (PLTR) Stock
avatarMortimerDodd
2022-06-16

Alibaba: King Of Commerce-Driven Operating Income

Summary Machine learning helps make the recommendation engines in Tmall and Taobao top notch. Alibaba has tremendous opportunities as the online and offline worlds merge. Alibaba’s asset-light model gives them flexibility as the world changes. IntroductionMy thesis is that Alibaba (NYSE:BABA) will deliver massive amounts of operating income from commerce in the decade ahead. I don't see anyone that looks to be close to them in the nextfew years with respect to operating income from e-commerce.The fiscal years for Alibaba and Walmart (WMT) end in March and January, respectively. The graphs in this article use calendar years so Alibaba's fiscal year through March 2022 and Walmart's fiscal year through January 2022 go under 2021.When the Alibaba 4Q22releasecame out for their FY22 ending in Ma
Alibaba: King Of Commerce-Driven Operating Income
avatarMortimerDodd
2022-08-23
$Sea Ltd(SE)$Sea(NYSE:SE) is a tech mobile game developer in Singapore. In the first quarter, Sea posted a loss of 80 cents a share. Revenue grew by64.4% year over year to $2.9 billion. It benefited from $1.5 billion in revenue from its e-commerce unit.GAAP marketplace revenue was 7.2% of the gross merchandise value. Sea said that transaction-based fees and advertising income accelerated. This has a higher profit margin compared to its revenue from other value-added services.It lost $509.9 million in total adjusted EBITDA. Still, CEO Forrest Li said that Shoppee will generate positive adjusted EBITDA by the end of nextyear in Southeast Asia and Taiwan.Sea will deepen user engagement on its gaming platform. It will be adding developments in its game to
avatarMortimerDodd
2022-08-08

What Are The Fundamentals of Grab Holdings?

Citigroup reissued their maintains rating on shares of Grab$Grab Holdings(GRAB)$ in a research report sent to investors.Other research analysts have also recently issued research reports about the company. HSBC cut their price objective on Grab from $7.50 to $4.75 and set a buy rating on the stock in a research report. China Renaissance started coverage on Grab in a research report, they issued a buy rating and a $4.20 price objective on the stock. KGI Securities started coverage on Grab in a research report, they issued a neutral rating on the stock. Deutsche Bank Aktiengesellschaft started coverage on Grab in a research report, they issued a buy rating and a $3.20 price objective on the stock. Sanford C. Bernstein raised Gr
What Are The Fundamentals of Grab Holdings?
avatarMortimerDodd
2022-04-29

SoFi Is a Battered but Promising Company You Can Buy for Cheap

SoFi Technologies (NASDAQ:SOFI) is a digital financial services company, meaning that almost all of its services are offered and performed over the internet. This is a highly disruptive and promising business — and highly competitive, although it is still in its early developmental stages. SOFI stock was selling in the mid-$20’s in February 2021; the stock recently has been struggling to stay above $6 a share. Will the stock reverse course and take off on the upside? There are no guarantees, but I think there’s enough of a chance that long-term, risk-tolerant investors might consider this a good entry point. SoFi Helps People Achieve Goals SoFi Technologies operations include broad-based financial services, lending activities, and its technology platform. The company, among other activitie
SoFi Is a Battered but Promising Company You Can Buy for Cheap
avatarMortimerDodd
2022-06-14

5 Undervalued Semiconductor Stocks to Buy and Hold

Undervalued semiconductor stockshave declined sharply in 2022, pushing many stocks to 52-week lows. Supply-chainissueshave yet to be ironed out and the 40-yearhigh inflation has only added to suppliers’ woes.Despite these challenges, thedemand for semiconductors remains strong worldwide. Recent researchhighlightsthat the global semiconductor “market is projected to grow from $483.00 billion in 2022 to $893.10 billion by 2029, at a CAGR of 9.2% in forecast period.”Presently, however, investoroptimism for semiconductor stocks is still subdued. Accordingly, thePHLX Semiconductor Sectorindexhas fallenaround 24% year-to-date (YTD). In comparison, theS&P 500index hasonlydropped14%.Despite recent challenges, the semiconductorsectoris poised to gain significant ground in the future. Aninc
5 Undervalued Semiconductor Stocks to Buy and Hold
avatarMortimerDodd
2022-07-13

Quantitative Metrics Suggest Bank of America Is Oversold

Bank of America(BAC) stock is a viable value play as its business verticals are starting to align once more. Quantitative metrics indicate that BAC stock is oversold. Relative valuation metrics convey a value gap. Bank of America(NYSE:BAC) stock could be on the cusp of surging. The bank passed its stress test earlier this month and subsequently raised its dividend to22 cents per share. I know many investors might fear a recession. However, there’s always uncertainty around. I’d rather buy banking stocks below book value instead of investing in high-beta tech names. Furthermore, investors are in dividend-seeking mode as the fight against inflation continues, which suits Bank of America as it possesses a lucrative, sustainable, and high-yielding dividend profile. Additionally, BAC stock is o
Quantitative Metrics Suggest Bank of America Is Oversold

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