Liability costs and North American margins cast a shadow on an otherwise encouraging report.
Net interest margins are under pressure, but we see that as an industry-wide issue.
The stock is slipping on a downgrade; for us, it's a buying opportunity.
The company said it has largely completed its recall charges.
Those levels may not end the bull market, but short-sellers are taking note.
The social network's story keeps getting better, and our thesis remains intact.
And a stock alternative check-in.
We like the company's plans to shift toward more energy exposure.
Protection from near-term downside volatility could be needed.
Nonetheless, we continue to like this story and the aerospace cycle.