Before contributing to platforms such as TheStreet and Seeking Alpha, Herve Blandin was an IT engineer and a part-time investor. In 2016, Herve quit his IT career to become a full-time value investor. Herve focuses on the U.S., Canadian, and European equity markets with a long-term horizon. Due to his background, Herve specializes in tech companies. Follow him on Twitter @RV_Blandin
The digital payments giant is building for long-term growth with its partnership strategy and new initiatives. But with the recent stock price increase, the valuation provides little room for error.
Given its financial and operational success, Five Below deserves to be valued more richly than its competitors. But the market is pricing the company for perfect execution over the next several years.
Besides the strong results and short-term guidance, Palo Alto is building its cloud portfolio via M&A.
Besides strong fiscal Q3 earnings and solid guidance, Cisco is positioned for long-term profitable growth.
The drop in oil exploration and production investments since 2014 has hurt Schlumberger. But the company has positioned itself to take advantage of a new industry upturn.
As BP lowers its breakeven oil price, there's potential for the dividend to increase in the medium term. But the company must focus first on reducing its net debt.
While up significantly this week, Viacom's strong content library and low valuation mean it still has room to run.
To offset the decline of its legacy video business, Comcast is developing a streaming offering. This transition will provide the company with extra synergies and growth potential.
The immediate distractions related to the development of its streaming video service will provide opportunities to buy the shares at a good price, since Disney's long-term potential is still supported by unique assets.
Salesforce's short-term guidance disappointed the market. But there are many reasons to think the long-term growth potential remains intact.
Sign up to get started or log in to see your watchlist.
Enter a symbol above to add it to your watchlist.
A confirmation email has been sent to the address provided during registration. Please click on the appropriate link to confirm your email address.