To The Moon

Despite China's economic slowdown, Hermès shows resilience with healthy revenue growth, outperforming peers like LVMH and Kering, which faced double-digit declines. Stimulus measures in China could boost luxury market demand, which can benefit the company further. Also, accelerated growth in Europe and Japan is encouraging. A stable forward P/E ratio also supports a positive outlook for Hermès. Cristi Croitoru/iStock Editorial via Getty Images Since the last time I wrote about the French luxury fashion company and brand Hermès (OTCPK:HESAY) (OTCPK:HESAF) in July, its price has gon

China's consumer staples company, Big Tree Cloud Holdings, has seen a 20% price increase since its SPAC listing, outperforming the Shanghai Composite and Hang Seng indices. The company benefits from strong revenue growth, particularly in the body and oral care products category. It's also profit-generating. However, the company's liquidity is wanting as evidenced by the low working capital ratio, and the stock's market multiples are high. andresr/E+ via Getty Images Since its public listing via the SPAC route in June, the Chinese personal products manufacturer Big Tree Cloud Holdings Limited (NASDAQ:DSY) has seen a 20% increase in price. Not only is this notable for the newly listed company in its own

Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company's focus. Despite restructuring efforts since last year, though, Alibaba's financials remain weak, with Q2 FY25 showing minimal revenue growth and declining adjusted EBITA. Market multiples are improving, however, with BABA's TTM P/E ratio dropping significantly, making the stock potentially more attractive if the trend continues. Robert Way China's e-commerce giant Alibaba (NYSE:BABA) took yet another step forward in the direction of restructuring last week, after appointing a new CEO last year and releasing a new strategy letter earlier this year. It has now combined

Rio Tinto Group's stock has continued to decline in the past few months, which isn't surprising considering the state of the iron ore market. Still, there's some hope as the company's iron ore production improved sequentially, and the commodity's price saw some uptick due to China's stimulus measures. But copper price sluggishness, on the other hand, can be a downer, along with the Arcadium Lithium acquisition, which will impact earnings next year. JHVEPhoto Iron ore miner Rio Tinto Group (NYSE:RIO) is down by 12% since I wrote about it two months ago. This isn't surprising. Even at that time, upside was unlikely going by the state of the commodit

Eli Lilly and Company's stock has seen an unexpected drop recently following disappointing developments in its Q3 results and more recently a lawsuit against the HRSA. While slowing sales growth for key drugs like Mounjaro and Zepbound might be a blip, it's worth watching out for developments going forward. The company also continues to be in the crosshairs with the government, having sued the HRSA recently for rejecting its payment method under the 304B program. As a result, despite a more attractive forward P/E ratio than even a couple of months ago, it's best to err on the side of caution right now. Michael Vi Pharmaceuticals stock Eli Lilly and Company (NYSE:LLY) is down by 23% since I

The Fed delivered the widely expected 25 bps rate cut yesterday, but it sounds less confident on inflation management. With core PCE inflation figures slightly above target and core CPI inflation inching up in September, the next two CPI inflation prints are worth looking out for. A pause in rate cuts can't be ruled out in December if core inflation continues to come in slightly higher and even if the labor market weakens further. With a stable economy and gains across sectors YTD, discerning stock picking across sectors is a potentially good way forward for investors now. Douglas Rissing The Federal Open Markets Committee [FOMC] delivered a rate cut of 25bps to 4.5%-4.75% yesterday. This might have not been a surprise to anyone, but the details of the Federal Open Markets Committee [FOMC]

AstraZeneca's price plunge following a fraud investigation in China could be just the time to buy the stock as the big picture looks positive. The company's numbers were strong in H1 2024 and its earnings release for Q3 2024 is expected to continue reflecting financial health. The combination of a positive outlook for 2024 and the latest price drop also makes the forward P/E attractive. Roland Magnusson When I last wrote about the Anglo-Swedish pharmaceuticals company AstraZeneca (NASDAQ:AZN) in June, further upside to the stock was already unlikely. This prompted a Hold rating on it, breaking the trend from the previou

Norwegian Cruise Line Holdings (NYSE: NCLH) has seen a bigger price increase than anticipated since late September, when it was last covered, necessitating a reassessment of its prospects. In the meantime, the company released Q3 2024 results, which reflect double-digit revenue and earnings growth. The company has also raised its earnings guidance once again. While a price rise is still expected, prompting a Buy rating, investors might do well to be realistic in the returns possible until at least 2025 earnings guidance comes in. Michael H/DigitalVision via Getty Images When I last wrote about cruise company Norwegian Cruise Line Holdings (NYSE:NCLH

In an unusual labor market report, the unemployment rate stayed steady while payroll figures took a nosedive in October, which is explained by estimation differences. With temporary reasons affecting payroll figures, though, a big rate cut from the Fed is unlikely, although there's still good reason for one. With a fairly strong macro-picture in place right now, investors might stand to gain from making some braver, though still careful, choices. David Ryder/Getty Images News The October jobs report released earlier today reflected mixed signals, with the unemployment rate remaining unchanged on the one hand and a dramatic drop in non-farm payroll increases on the other. Factors like Boeing's (

Ralph Lauren is an outlier luxury stock, with a double-digit price rise YTD, even as the sector struggles. Revenues continue to grow, even if slowly, particularly in the challenged China market. Margins are forecast to expand as well. While the stock's forward P/E is elevated compared with peers, it's still rather attractive compared to its own past average. winhorse If there's any outlier luxury stock out there right now, it has to be Ralph Lauren (NYSE:RL). The S&P Global Luxury Index (SPGLGUN) is down by ~4% year-to-date (YTD), but in sharp contrast, RL is up by 40%. Signs that it's undervalued were visible even when I