News
We add Pilbara Minerals ( ASX: PLS) to our Best Ideas List. We think the market takes a different view on the outlook for lithium prices, the key valuation driver for Pilbara. Lithium trades well ...
It now appears that MinRes is in the midst of a turnaround story after soaring 40% since my last article. A recent activity ...
The bottom line: We raise our fair value estimate for wide-moat Apple to $210, from $200, after raising our iPhone unit growth forecast. We see a partial short-term lift from pull-in, but also model a ...
Amazon.com reported second-quarter results that beat the high end of guidance on both the top and bottom lines. Revenue grew by 12% year over year in constant currency to $167.6 billion, while ...
Any missteps this reporting season could be costly for these shares, which have all risen to lofty valuations.
Mark answers a reader question about spending in retirement. The book Shani and I wrote is currently in presale which is an ...
Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while ...
Senior Portfolio Manager Bryce Anderson reviews the biggest market movements of the week, with Trump’s trade policy dominating again.
Azure growth was 39% in constant currency for the quarter and easily topped guidance of 34%-35%. The bottom line: We raise our fair value estimate for wide-moat Microsoft to $600 per share, from $505 ...
We raise our Fair Value estimates but still think that current share prices rely on overly optimistic expectations.
They then evaluate whether an ETF is an appropriate product to access the desired exposure. ETFs are typically used to gain low-cost access to opportunities that don’t need to be built from the ground ...
This week’s chart comes from Morningstar analysts’ Mining Q2 2025 outlook. Gold is again higher than the previous quarter as ...
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