Vincent Martin's Comment & Analysis
A complete archive of Vincent Martin's articles, including current analysis & opinion - Page 4
On its face, Altria stock looks like a steal, with a dividend yield nearly 9% and a single-digit P/E multiple
The core smokeable products division continues to drive profit growth, making the...
CAT stock is coming off its best month in more than a decade
Strong Q3 earnings capped rally — but external environment looks questionable
For a cyclical business like Caterpillar, there’s...
Last month, Porsche executed one of the biggest and most desired initial public offerings in European history
With macroeconomic headwinds swirling, a current €100-billion valuation looks...
META stock plunged again after Q3 earnings; the after-hours quote puts it down more than two-thirds since the end of January
The operating business is struggling, investments in the metaverse provide...
Somewhat incredibly, MMM stock has been halved since the beginning of 2018 and recently hit a nine-year low
Fundamentally, shares look cheap, with a low multiple to earnings and a 5% dividend...
It remains difficult to bet against J&J in the long term
Near-term challenges around currency and inflation will linger into 2023
Investors probably shouldn’t rush to sell shares, but a...
For a decade, VZ outperformed its closest peer T
But on an absolute basis, the stock disappointed; AT&T’s misadventures simply made Verizon look better in comparison
With AT&T apparently...
As a defensive stock, PG a stereotypical name to own during a recession
But inflation and strong dollar creating significant risk to earnings
At 22x this year’s earnings guidance, and 25x free...
There's a seemingly easy bear case for BAC amid rising recession risks
But rising interest rates suggest a big tailwind to earnings — bigger than even BofA projected
All told, earnings can hold...
Trading at barely 7x this year's earnings per share guidance and with a 5.8% dividend yield, WBA looks like a steal
Near-term investments are pressuring profit: if Walgreens can deliver on growth...