To The Moon

Adyen continues to report impressive growth, with Q3/24 net revenue up 20.5% YoY and processed volume increasing 31.9% YoY. Despite high growth, Adyen's stock is fairly valued, trading at a P/E ratio of 46 and a P/FCF ratio of 16. Adyen's expansion in Asia-Pacific, particularly India and Japan, offers significant growth potential, supported by strong performance in its digital and platform segments. While Adyen has a wide economic moat and strong growth prospects, current valuation suggests it remains a "Hold" for now. Robert vt Hoenderdaal In February 2024, I published my last article about Adyen N.V. (OTCPK:ADYEY) in which I claimed that

Dolby Laboratories reported strong Q4 and FY 2024 results, with significant improvements in revenue, operating income, and free cash flow, boosting the stock by over 15%. Management highlights growth opportunities in Dolby Atmos, Dolby Vision, and the GE Licensing acquisition, projecting 4.5-9% revenue growth for FY 2025. Despite solid performance, the stock remains overvalued, trading at high multiples, requiring 10% annual growth for fair valuation, which seems unlikely. While Dolby offers a 7-8% potential annualized return and a strong economic moat, it remains a "Hold" due to valuation concerns. SvetaZi/iStock via Getty Images Recently, Dolby Laboratories, Inc. (NYSE:DLB) reported its fourth quarter and full-year results for fiscal 2024

Pfizer's stock appears undervalued with a high dividend yield of 6.8%, making it a potential long-term investment despite low growth expectations. The company reported strong Q3 results with 31.2% YoY revenue growth, driven by products like Paxlovid and Comirnaty. Despite high valuation multiples, a DCF analysis suggests Pfizer's intrinsic value is $37.56 with 3% growth, indicating potential undervaluation. The health system's potential changes could impact Pfizer, but the low stock price justifies a cautious "Buy" rating. Massimo Giachetti/iStock Editorial via Getty Images In my previous and first article about Pfizer Inc. (NYSE:PFE), I argu

Despite Amazon's strong performance and investment in AI, I maintain a "Hold" rating due to high valuation multiples and technical resistance levels. Amazon's Q3/24 results show impressive growth with 11% revenue increase and 52.1% EPS growth, yet some segments are seeing decelerating growth rates. The broader market euphoria and Amazon's inability to break past resistance levels suggest caution, as sentiment may be a contra-indicator. While Amazon is a great business investing heavily in AI and robotics, current stock prices do not justify long-term investment given potential recession risks. georgeclerk My last article about Amazon.com, Inc. (NASDAQ:

Elanco Animal Health's stock is not a good investment due to high debt levels, despite potential undervaluation and recent growth in dermatology market. Quarterly results showed a decline in revenue and adjusted EPS, with both major segments reporting year-over-year revenue drops. The company's growth has been driven mainly by acquisitions, leading to high debt, which limits future growth opportunities and investments. Despite potential for margin improvement and new product contributions, the high debt levels make Elanco a "Hold" rather than a "Buy". PM Images Stock prices in the short-to-mid-term (several quarters or a few years) are mostly driven by sentiment and one example demonstrating this quite well in the last few years was Elanco Animal Health Incorporated (NYSE:

Despite recent struggles, I remain bullish on CVS due to its potential for long-term growth and undervaluation, with a strong support level around $50. CVS faces challenges like high debt levels and declining margins, but restructuring efforts and improved star ratings offer reasons for optimism. The third quarter results showed revenue growth but significant declines in operating income and earnings per share, reflecting ongoing operational challenges. With low valuation multiples and potential for higher free cash flow, CVS presents a compelling investment opportunity, justifying a "Buy" rating. imaginima I have already asked in a previous article, if I am wrong about CVS Health Corporation (NYSE:

Nike's stock, previously rated as a "Sell" due to high valuation, has declined 37% since 2020, making its valuation multiples more reasonable. Despite recent revenue and earnings declines, Nike's long-term fundamentals remain strong, with a wide economic moat and consistent performance. Analysts expect Nike's bottom line to grow at a CAGR of 9.09% over the next decade, supported by market share gains and share buybacks. Given its current valuation and strong support levels, Nike is now rated as a cautious "Buy" for long-term investors. ozgurdonmaz My last article about Nike, Inc. (NYSE:NKE) was published four years ago in October 2020 and back t

PayPal reported third quarter results and although results were still solid, growth is slowing down a bit. Over the long run, I assume that PayPal will continue to grow its top line and improve its margins. Additionally, PayPal is using share buybacks in an aggressive, but clever way. The stock remains a "Buy" and is still undervalued. serg3d After PayPal Holdings, Inc. (NASDAQ:PYPL) was almost declared dead and a terrible investment in the last few quarters (after the stock declined more than 80% from its previous all-time high), it seems now like sentiment is slowly turning around and everybody

Summary Palantir is reporting great quarterly results and growth rates are accelerating. Palantir might profit from the world getting more chaotic, but commercial revenue might see lower growth rates due to the looming recession in the United States. But even when being optimistic about Palantir growing with a high pace, the current stock price is not justified in any way making it not a good investment. Viktor Aheiev/iStock via Getty Images If you want to criticize me – and you certainly can as not every investing decision or analysis is right (but it doesn’t have to be to make money) – you can point out that I have been constantly

Summary Microsoft is continuing to report great results quarter after quarter and is still optimistic for the coming year. Nevertheless, we should not ignore the risk of a potential recession, and considering the high growth rates necessary for Microsoft to be fairly valued, we should be rather cautious. In my opinion, Microsoft remains a "Hold" NguyenDucQuang/iStock Editorial via Getty Images My last article about Microsoft Corporation (NASDAQ:MSFT) was published in December 2023, a few days before Christmas. And similar to previous articles about Microsoft, I rated the stock as a “Hold”. In the meantime, the stock increased about 11.5% while the