RH offers one of the largest growth opportunities in the consumer discretionary sector.
Is RH the top consumer opportunity?
read more
Fortinet is in the penalty box
The rejection of Fortinet at such a critical juncture creates a decidedly bearish technical picture.
Is C3 AI the greatest software opportunity of our time?
C3 AI is a top pure play on one of the largest secular growth opportunities of our time, artificial intelligence.
Freeport McMoRan, Doctor Copper makes a house call
Freeport McMoRan offers one of the most levered opportunities to the largest secular growth trend of our time.
BWX Technologies is a perfect recession stock
BWXT’s visibility, discounted valuation, asymmetric return profile, and vast growth opportunities in nuclear technology make it a top choice.
Oracle foresees hypergrowth
Oracle has visibility into cloud hypergrowth and vast healthcare opportunities with increasing competitive strength.
S&P 500: The path forward
With the S&P 500 cementing a head and shoulders top, the bond market is signaling the likely path forward for those who are looking.
Rio Tinto is a perfect portfolio diversifier
Rio Tinto offers something for everyone: growth, income, and diversification.
Palantir has visibility into the upside
Palantir offers one of the largest long-term growth opportunities in the marketplace.
Netflix: Show me the money
Netflix offers above-average growth potential and strong pricing power at a discounted valuation.