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 timing for higher oil prices couldn't be more convenient for BP. The company is divesting assets and is bringing online production from major projects.
Management announced impressive targets over the next few years. But there are some overlooked aspects of this plan and its impact on Palo Alto as an investment.
The drop in BP's stock price is due to geopolitical events and short-term developments. But the energy giant's medium-term plan remains intact.
Salesforce's Q2 performance was strong but its acquisitions muddy the year-over-year comparisons. Plus, its valuation gives its shares little margin for safety.
Cisco's fiscal fourth quarter will be an opportunity to gauge its competitiveness in growth areas like cloud data centers, 400G and security.
Viacom's encouraging fiscal Q3 earnings and rumors about a potential merger with CBS are setting up some attractive investment plays.
Despite the disappointing fiscal Q3 earnings, the stock price remains close to its all-time highs. With the ramp-up of the Direct-to-Consumer business, I expect volatile results over the next several quarters to create buying opportunities.
The tech giant reported earnings above expectations and strong guidance. But the market already prices in strong performance over the long term.
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.
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