Vincent Martin's Comment & Analysis
A complete archive of Vincent Martin's articles, including current analysis & opinion.
CMG isn’t cheap, but given impressive growth it shouldn’t be.
A long history of outperformance suggests the recent dip can be bought.
But one key risk looms on the margin front.
Even with...
The steep drop in the S&P 500 this year suggests that stocks might be ‘cheap’
But, in fact, it’s still not easy to find value, while corporate earnings offer another source of...
Starbucks has managed through the inflationary environment — so far
China reopening promises another catalyst
But at 33x fiscal 2022 earnings per share, the good news looks priced in
Fiscal 2022...
Match stock has plunged 70% so far this year
Quickly decelerating growth has culminated in a soft outlook for the fourth quarter
New management and new efforts need to work for the stock to...
Despite a 30% decline from the highs, Microsoft stock still looks somewhat expensive
But the company is managing through a slump in PC sales; the long-term outlook remains solid
Sheer size limits the...
After a huge fall in September, ADBE continues to retake lost ground
Fiscal Q4 earnings and fiscal 2023 guidance look reasonably solid amid a tougher macroeconomic environment
Adobe stock isn’t...
DOCU has roared 35% in three trading sessions following a strong Q3 earnings report
But both valuation and growth remain a concern
There was an opportunity to get DOCU on the dip; that opportunity...
New management is trying to turn Workhorse around after the company lost the USPS contract
But a weak balance sheet means time is running out
Workhorse is making some progress — but simply not...
ORCL has dodged the tech sell-off, declining just 7% year-to-date at Monday’s close
Fiscal Q2 earnings highlight the strength driving investor optimism
With strong cloud growth and a reasonable...
Solid earnings and a more optimistic market have led CHWY to nearly double from the lows
But after the rally, long-running valuation concerns return
The mid-term story still comes down to margins; the...