Jonathan Weber
Seeking Alpha
San Francisco, CA, United States
Contact Jonathan
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Jonathan:
ZIM Integrated Shipping: The Final Hurrah
ZIM Integrated had a better-than-expected Q4 and it will make a hefty payment in April. Check out my recommendation on ZIM stock. → Read More
Sea Reports Blowout Quarter (NYSE:SE)
Sea Limited reported great results that blew away estimates. Read why the company's focus on efficiency is paying off. → Read More
Oracle Q3 Earnings: Will It Beat Estimates Again? (NYSE:ORCL)
Oracle has a solid chance of beating estimates when it reports later this week. Click here to read my expectations for ORCL stock ahead of Q3 earnings. → Read More
Is Taiwan Semiconductor Stock Overvalued Or Undervalued? (NYSE:TSM)
Taiwan Semiconductor has a strong long-term growth outlook, as its position as a leading foundry is fortified. See why TSM stock is a good investment today. → Read More
Tesla's Investor Day: What It Means For BYD And Lucid (OTCMKTS:BYDDF)
TSLA will have its investor day on March 1. It plans to release its Master Plan 3. Read how this event could impact EV competitors Lucid and BYD. → Read More
Nvidia: Soaring On Q4 Earnings Beat (NASDAQ:NVDA)
NVIDIA Corporation beat Q4 2022 estimates on both lines. Read more to see why I do not want to buy into NVDA stock at current prices. → Read More
Intel Drops The Dividend Bombshell (NASDAQ:INTC)
Intel Corporation cut its dividend by two-thirds. The writing was on the wall due to INTC's cash flow problems. Click here for my take on INTC's action. → Read More
Thermo Fisher Scientific: Is This Quality Stock A Buy? (NYSE:TMO)
Thermo Fisher Scientific offers solid growth and operates with a recession-resilient business model. Click here to find out why TMO stock is a Hold. → Read More
ZIM Integrated Stock: Should You Follow The JPM Bulls? (NYSE:ZIM)
ZIM Integrated Shipping is facing macro headwinds. The company will be barely profitable this year and could report losses next year. See our analysis of ZIM. → Read More
Will Alibaba's Earnings Surprise Again? (NYSE:BABA)
Alibaba is well-positioned to benefit from the ongoing economic reopening in its most important market. See why I rate BABA stock a buy. → Read More
Medical Properties: Big Hit To The Bear Thesis, It's Rally Time (NYSE:MPW)
Medical Properties Trust cheap, offers a great yield, and the Steward risk is declining. Click here to read my analysis of MPW stock. → Read More
Lucid Stock: Q4 Earnings Preview (NASDAQ:LCID)
Lucid Group will report its Q4 results next week. Lucid most likely has lost a significant amount of money during Q4. See what we can expect from LCID's Q4. → Read More
Danaos Stock: Massive Profits And A Big Question (NYSE:DAC)
Danaos' fundamentals are strong. It has a clean balance sheet and should be able to reduce its net debt to zero pretty soon. Read more on DAC stock here. → Read More
MPLX: A Hefty 9% Yield And Growth On Top Of That (NYSE:MPLX)
MPLX has reported strong results for 2022 and the outlook for 2023 is positive as well. See why MPLX stock still looks like a compelling long-term pick. → Read More
American Tower Stock: Time To Be Greedy (NYSE:AMT)
American Tower benefits from the fact that its infrastructure becomes ever more important. Find out why I'm bullish on AMT stock. → Read More
Palantir: Soaring On Good News (NYSE:PLTR)
Palantir Technologies reported Q4 results beating estimates on both lines. It recorded strong business growth. Click here for a full review of PLTR earnings. → Read More
Occidental Petroleum: Getting Left In The Dust (NYSE:OXY)
Occidental Petroleum has a rather weak balance sheet which limits its shareholder return potential. Find out why OXY stock is a Hold. → Read More
Starwood Property Trust: Buy This 10% Yielder (NYSE:STWD)
Starwood has solid credit risk metrics. Unless there is a deep recession, credit defaults shouldn't be a major issue. Read more here. → Read More
British American Tobacco Vs. Philip Morris: One's Way Better (OTCMKTS:BTAFF)
The current environment makes tobacco companies look interesting, as tobacco companies tend to do well during recessions. See which one's better in BTI vs. PM. → Read More
Activision Blizzard Stock: Strong Results And Microsoft Drama (NASDAQ:ATVI)
ATVI's takeover by MSFT is still pending. UK regulators have recently offered their statements about this deal. See why we are bullish on ATVI stock. → Read More