Thomas Hughes: Page 13
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Applied Materials: Cracks In The Chip Recovery Or Time To Buy?
Applied Materials is down on solid results despite analysts raising their price targets and institutional support; this could be the time to buy.
Foot Locker And The Ebbing Tide Of Discretionary Spending
Foot Locker's results are a good reason why discretionary names will underperform in the 2nd half of 2023; but this stock may have just priced in the worst.
It's Time To Take Another Bite Of Take-Two Interactive
Take-Two Interactive is moving higher on solid results, and the expectation is that a robust pipeline will equate to industry-leading results in 2024.
Good News For Walmart Isn't So Great For Everybody Else
Walmart may have difficulty moving higher simply because the yield on US treasuries and CDs is so much higher, and the guidance for Q2 is weak.
Target's Guidance Looms Over The Market
Target issued weak Q2 guidance making it the 2nd major big box retailer to offer evidence of weakening consumer demand and looming recession.
Canoo Bottoms As Production Ramp Gets Closer
Canoo is turning a corner and expects to begin production soon, but the question is whether they have enough cash and reserves to finish.