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Insights Weekly #001

What our crack team of researchers and analysts published last week.

Caleb Dismuke

From our Research Desk:

Can Western Digital Hold the Line?

Its financial position continues to trend lower, but is the stock attractive at these prices? Since hitting $114/share in November 2014, Western Digital’s stock has lost 70% of its value, and it’s trading at levels not seen since 2012. Also, its stock has trailed the S&P 500 over the last 1, 3, and 5 year periods. (Read More)

Trimble Breaks Out to New All-Time Highs

I bet you have no idea what this company does. Neither did we. But it's making all-time highs and throws off tons of cash. After two and a half years of trading sideways, Trimble ($TRMB) broke out to new all-time highs. They've gained 27% YTD vs. 8% for the S&P 500. (Read More)

This Homebuilder is Trading at Levels not Seen Since 2005

Pulte Group ($PHI) has recouped all its losses from the March, COVID induced sell-off, and is up 22% YTD, vs. 8% for the S&P 500. (Read More)

First Solar Has Gained 38% YTD. More Gains to Come?

First Solar and clean energy stocks have been 🔥 in the first half of 2020. First Solar ($FSLR) is up 38% YTD, vs. 8% for the S&P 500 with more gains likely if the stock can clear one key hurdle. (Read More)

The Week's Top Ten:

  1. Inside Ant Group’s Giant Valuation: One Billion Alipay Users and Big Profit Margins. (WSJ)
  2. A list of companies that filed to go public. (Axios Pro Rata)
  3. Unity Software plans to list on the NYSE under the ticker symbol $U (TechCrunch). Read its S-1.
  4. BJ's Wholesale notches 300% digital growth. (Retail Dive)
  5. Williams Sonoma Q2 2020 results. [They are crushing it. Its stock hit an all-time high]
  6. The Median S&P Stock Has Never Been More Expensive. (WSJ)
  7. Fed researches 'hypothetical' central bank digital currency (Banking Dive)
  8. Google partners with midsize banks on checking account services (Banking Dive)
  9. Pitney Bowes Is Unboxing E-Commerce Bonanza (WSJ)
  10. Software Firms Gear Up to Reveal Books Ahead of Busy IPO Season (Bloomberg)

The Week Ahead:

Note: New IPO articles can be found here.