To The Moon

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

Summary Alphabet reported solid second quarter results and especially Google Services as well as Google Cloud contributed to growth. While the business is performing great, investors and analysts seem a little concerned about regulatory risks. However, the warning signs for a looming recession continue to increase and in such an environment, equities are usually not the best investment. Kenneth Cheung My last article about Google-parent Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) was published on May 22, 2024, and similar to my previous articles, I rated the stock as a “Hold” again. In the meantime, the stock decl

Summary Alibaba reported mixed second quarter results. But the cloud market, the e-commerce business and international expansion offer growth opportunities. And the stock remains deeply undervalued. Robert Way/iStock Editorial via Getty Images My last article about Alibaba Group Holding Limited (NYSE:BABA) was published about three months ago in May 2024. Since my last article was published, the stock declined about 5%, while the S&P 500 (SPY) increased about 5% in the same timeframe. Last week, Alibaba reported second quarter results and while the company did

Summary PayPal reported solid second quarter results, but the bearish arguments surrounding PayPal remain. However, in my opinion, neither the business model is broken nor the lower growth rates are a problem for PayPal. On the other hand, Apple as competitor should be watched closely, and the looming recession could be a problem in the coming quarters. Nevertheless, PayPal remains deeply undervalued and clearly is a "Buy". olm26250 PayPal Holdings, Inc. (NASDAQ:PYPL) is remaining an interesting company and an interesting stock. In my last article I wrote that I am still waiting for sentiment to improve and since my last article was publish

Summary Simon Property Group reported second quarter results and is still growing in the single digits and with a solid pace. Additionally, base minimum rent and occupancy rates are also improving. However, the looming recession should make us rather cautious, and the stock seems to be a bit overvalued at this point. ronniechua Usually, I try to focus in my articles on companies with a wide economic moat around the business, but from time to time, I also cover companies not really fitting that description. One example is Simon Property Group, Inc. (NYSE:SPG) – a business that is certainly well run and has been a good investment in the past, but a business where it is difficult to argue for a wide economic moat around the business. While I h