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PacWest Bancorp has come under severe pressure, as the market fears a run on deposits similar to SVB. See why I believe PACW survives this liquidity squeeze. → Read More
First Republic Bank's shares have been hammered on fears that the bank will see a run on deposits push it into failure. See why I'm bullish on FRC stock. → Read More
Renesas exceeded sell-side expectations for Q4'22 earnings and Q1'23 guidance, sparking a major run in the share price. Read more here. → Read More
Hurco's Q1 results met my expectations, but showed weakness in North American and European sales. See why we recommend HURC stock a buy. → Read More
Roche hasn't scored the sort of big wins that change investment theses or drive lasting changes in sentiment. Find out our recommendation on RHHBY stock. → Read More
Caterpillar's cyclical leverage may have longer legs than the bears believe. Click here to see why CAT stock is a Buy. → Read More
Illinois Tool Works continued to execute well on margins, but growth looks more limited. Read more to see my thoughts on ITW stock and my recommendation. → Read More
Infineon is looking at elevated near-term risks as key end-markets correct. Read why long-term outlook for advanced power, MCUs, and sensors is very attractive. → Read More
Loma Negra stock could be significantly undervalued if Argentina's economy improves, but that's a risky bet. Read why Loma Negra will be challenged by weak macro conditions. → Read More
ABB's Q4 results were mixed, with good revenue growth but some ongoing challenges in margins and free cash flow. See why I'm neutral on ABB stock. → Read More
Grupo Bimbo has been executing well across its operations, including improved product development, manufacturing, and distribution efficiency. Find out why the stock is a Hold. → Read More
Ameris looks undervalued relative to its earnings potential. Read why we think there are opportunities to further leverage an attractive low-cost deposit base. → Read More
AxoGen has recently seen some momentum with surgeons increasing their usage of the company's grafts. See why I'm bullish on AXGN stock. → Read More
HollySys posted good Q2 results, with the company continuing to grow its automation business and rail projects getting back on track. See why HOLI stock is a Hold. → Read More
Altra management's calculation of organic revenue may have understated underlying growth. Click here to see why AIMC stock is a Hold. → Read More
U.S. Bancorp looks poised to deliver potentially category-leading pre-provision growth on the back of exceptional operating leverage. Find out why USB stock is a Buy. → Read More
Knight-Swift had a worse Q4 than expected on ongoing trucking cycle deterioration. Read more to see my thoughts on KNX stock and my recommendation. → Read More
Heartland Express operates as a short-to-medium haul truckload carrier in the United States and Canada. Click here to read my analysis of HTLD stock. → Read More
ICU Medical's results should continue to improve through 2023 as the 2022 fixes play out. Read more to see why ICUI stock is a Hold. → Read More
FirstCash Holdings operates retail pawn stores in the United States, Mexico, and rest of Latin America. Click here to read my analysis of FCFS stock. → Read More