To The Moon

Summary The Federal Reserve's unexpected 0.50% rate cut signals potential further cuts, creating a mixed but generally bullish outlook for the stock market. Historical data shows the S&P 500 often rises after rate cuts, though larger cuts present a more uncertain picture. Despite rising unemployment, economic indicators like corporate profits and interest coverage ratios suggest robust conditions, reducing fears of a hard landing. Investors should stay vigilant but optimistic, as current economic data does not indicate an imminent downturn, supporting a bullish stance. primeimages Well folks, it has finally happened. For the first time since March 2020, the Federal Reserve has finally made the move to

Summary Casella Waste Systems, Inc.'s stock dropped over 5% due to a sizable new share offering to fund acquisitions and reduce debt, causing market displeasure over dilution. Despite the market's reaction, I view the share issuance positively, as it allows for accretive acquisitions and debt reduction, upgrading my rating to 'hold'. The acquisition of Royal Carting and Welsh Sanitation aims to boost revenue and expand service territory, with the purchase price estimated by the author at $243.4 million. Casella's growth is driven by acquisitions, with 2024 revenue expected to grow materially to between $1.52 and $1.55 billion. Yevhen Smyk September 18th was a difficult day for shareholders of solid waste services company Casella Waste Systems, Inc. (NASDAQ:

Summary GE HealthCare Technologies has shown promising performance, with a 12% stock increase since June, outperforming the S&P 500's 2.9% rise. Despite some revenue declines in key segments, the PDx segment's 12.5% growth and overall profitability improvements are encouraging. Management's revised guidance suggests a positive outlook, with expected EPS growth and improved EBIT margins, indicating strong future potential. GE HealthCare Technologies remains attractively priced compared to peers, with manageable leverage, justifying a continued 'buy' rating. FinkAvenue By most accounts, things have been going quite well for shareholders of GE HealthCare Technologies (NASDAQ:GEHC). I have followed the company for a long time. I eve

Summary Medical Properties Trust, Inc.'s stock surged 32.2% due to a proposed settlement with Steward Health Care System, resolving significant uncertainties and reaffirming asset value. The deal involves 23 hospitals, with 15 already re-tenanted, bringing in $160 million annually by 2026, showcasing strong lease rates. Despite some concessions, the long-term leases and diverse tenant pool significantly reduce risk, making the stock a strong buy. Shares are undervalued, with potential upside of 50.3% to 79.3%, even accounting for possible impairment charges, indicating robust investment potential. Thomas Barwick/DigitalVision via Getty Images The last several days have been a heck of a time to be a shareholder of Medical Properties Trust, Inc. (NYSE:

Summary Taylor Morrison Home Corporation has seen significant stock appreciation despite mediocre financial performance, driven by undervaluation and a growing backlog of home orders. Revenue, profits, and cash flows have declined due to high interest rates impacting home prices, but the company remains attractively priced compared to peers. Improved cancellation rates and a potential future cut in interest rates could boost housing demand and home prices, supporting a continued 'buy' rating. jsnover One company that I have been consistently bullish about over the past few years is homebuilder Taylor Morrison Home Corporation (NYSE:TMHC). With a market capitalization as of this writing of about $7.1 billion, the company is rather siza

Summary Ulta Beauty, Inc.'s Q2 2024 results disappointed, with revenue and earnings below analyst expectations, leading to a 7% stock drop at one point during the day. Despite challenges, Ulta Beauty remains a strong, growing business with no debt, $414 million in cash, and an ongoing $2 billion share buyback program. The company's valuation is attractive, and management's confidence in share buybacks highlights the stock's perceived undervaluation, making it a compelling investment opportunity. I maintain a “buy” rating for Ulta Beauty, given its robust cash flows, growth prospects, and strategic capital allocation despite recent setbacks. JHVEPhoto August 30th was not a particularly pleasant day for shareholders of Ulta Beauty, Inc. (NASDAQ:

Summary Tyson Foods' Beef segment is struggling due to margin compression, while Chicken and Pork segments show improvement. The company's overall financial performance has improved, making shares attractively priced compared to similar businesses. Longer term, the firm will be better off if it shifts even more to chicken, but even in the near term that could prove positive for shareholders. RiverNorthPhotography Typically, I tend to shy away from companies in the food industry. This is because it is a significantly competitive market that is, by definition, commoditized. There are always some exceptions to this, however. Even though it deals in about as commoditized a market as possible, one company that I have been bullish on is Tyson Foods (

Summary Preferred Bank shares have outperformed the market slightly, up 10.1% in recent months. Despite some weaknesses in financial results, deposit, and loan growth have powered the bank to greater heights. Shares are attractively priced relative to earnings, with high-quality assets and low debt, making the company a sensible 'buy'. Edwin Tan/E+ via Getty Images Some companies end up being gifts that keep on giving. One good example of this that I could point to involves a rather small regional bank by the name of Preferred Bank (NASDAQ:PFBC). In the past, I have written about the institution, which emphasizes serving the Chinese American market, on two separate occasions. In my last

Summary Abercrombie & Fitch shares fell 17% despite exceeding revenue and earnings expectations, due to lower-than-expected margins and management's caution about market uncertainty. The company posted strong Q2 results with a 21.2% revenue increase and EPS of $2.50, driven by higher prices and lower cotton costs. Despite impressive financials, the market's reaction was negative, reflecting concerns over future margin guidance and potential volatility in results. Given the mixed signals and market caution, I recommend a 'hold' rating, emphasizing a cautious approach amid the company's volatile performance history and relative valuation. tupungato August 28th was not a very pleasant day for shareholders of clothing company Abercrombie & Fitch (NYSE:

Summary nCino, Inc. shares plummeted 13% due to lower-than-expected GAAP earnings and third-quarter revenue guidance, despite higher-than-expected revenue and adjusted EPS for Q2 2025. The company remains unprofitable and overvalued, justifying my continued 'sell' rating, which has been accurate since September 2022. nCino's SaaS platform for financial institutions shows impressive revenue growth, mainly from new and existing customers, but profitability issues persist. Despite positive long-term growth prospects, nCino's high valuation and recent market volatility make it a risky investment. pingingz August 28th ended up being a really bad day for shareholders of nCino, Inc. (NASDAQ:NCNO). This is because, the day prior, after the