Drinkware is Powering Growth at Cooler Company Yeti
Cooler company Yeti (YETI) had sales jump a solid 45% last qtr as drinkware was the highlight with 69% revenue growth.
Research Reports
Research reports are available with a Paid Subscription.
Tecnoglass Seeing Strong Demand in Single Family Homes
Tecnoglass (TGLS) is seeing strong demand for its high-tech glass in single family homes. Now commercial should pick up.
Etsy’s Profit Picture Looks Weak for in the Near-Term
Etsy (ETSY) has some tough comparisons coming up as profits were fantastic a year ago. Long-term, the profit picture looks good.
Oh No! Amazon’s Profits Are Expected to Decline
Amazon’s (AMZN) stock is flat for the year, and a reason for that might be profit growth is expected to be -5% the next 4 qtrs.
Becton Dickinson Lowers Guidance, Sets Stage to Overdeliver
Decon Dickinson (BDX) stock fell after the outgoing CFO lowered 2022 guidance. But this sets up the new CFO to overdeliver.
Global Payment’s Numbers Are Good, But the Stock Isn’t
Global Payments (GPN) stock has fallen from a high of $220 to below $160 since April, while profits have been good. Why?
HubSpot Breaks Out Big Time After Introducing Payments
HubSpot broke out in a big way yesterday after the company announced its integrating payment options into its software.
Upwork is Vastly Undervalued When Compared to Fiverr
This qtr, shares of Upwork (UPWK) sold for 12x 2021 revenue estimates. Meanwhile, Fiverr sold for 24x. UPWK seems undervalued.
Fortinet’s Run Could Be Done as Profit Growth Slows
Fortinet (FTNT) went from $125 to $300 in a year, but now the run may be done as profit growht slowed and the P/E of 77 is rich.
PayPal Expands its Buy-Now, Pay-Later Platform With Paidy
PayPal (PYPL) is expanding its Buy-Now, Pay-Later offering into Japan. But losing eBay’s business will likely hurt results for 3 qtrs.
Twillio Is Growing Amazingly Fast, Yet the Stock Isn’t
Twillio (TWLO) is growing revenue amazingly fast — 67% last qtr — yet the stock has been weak this year. Time to catch up.
Alphabet is Delivering Excellent Results Across All Segments
Alphabet (GOOGL) is seeing excellent results in Google search, Ads Manager, YouTube and Google Cloud. Let’s take a look.