Daniel Martins is a U.S.-based analyst and founder of independent research firm DM Martins Research. His work is centered around building more efficient, easily replicable portfolios that are properly risk-balanced for growth with lower downside risk. Daniel is a former equity research professional at FBR Capital Markets in New York City and finance analyst at hedge fund Bridgewater Associates. He holds an MBA in Financial Instruments and Markets from New York University.
High valuations and earnings growth supported primarily by share repurchases suggest that Cisco's stock may take a break from its recent run-up.
Should Disney execute well on its transition plan over the next few years, an investment in the stock at current levels will likely be properly justified, proving the forward earnings multiple of 20x to be overly conservative.
To get behind Square's stock at a staggering forward EV-to-EBITDA of 72x, investors expect to be impressed by the company's results. This does not seem to have been the case in the most recent quarter.
With Alphabet's businesses seemingly performing well, give or take a few bumps in the road that could spook some growth-biased investors, the stock seems to be a compelling GARP play worth further consideration.
Snap Inc.'s first quarter results delivered on Tuesday were encouraging. But the social media company still has a long way to go before it can prove that an investment in the stock makes sense at current levels.
With the bar set low ahead of earnings day, Morgan Stanley's all-around beat will likely serve as encouragement for investors to set aside concerns that had started to mount in the latter part of 2018.
With its transformation efforts yet to pick up speed and the stock reaching rock-bottom valuations, competent execution of Goldman Sachs' business reinvention plans could propel the stock well above current levels within the next 12 months.
Could this finally be a breakout year for this battered industry? Investors will be looking for clues when Schlumberger reports its quarterly results and sector commentary on April 18.
Citigroup's first quarter financial results, scheduled to come out April 15, will be a good indicator of the health of the entire financial services sector. How will the company and its peers weather the fears over potential macroeconomic turbulence?
Five Below's holiday quarter results were strong as expected, but the earnings outlook for 2019 looked weak at first glance. Given the high valuations, is this a sign that investors should dump the stock? Probably not.
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