Vincent Martin's Comment & Analysis
A complete archive of Vincent Martin's articles, including current analysis & opinion - Page 6
Could argue that McDonald's stock is a long-term buy right now
But markets are slumping and the U.S. dollar is very strong
So, no need to rush into MCD
Long term, McDonald's (NYSE:MCD) almost...
U stock has been one of the biggest victims of the growth sell-off, plunging 84% from November highs
The ironSource deal makes some sense, and there's reason for long-term optimism
But even hitting...
Coca-Cola stock has a reputation as a defensive play, immune to macroeconomic and inflationary concerns
But history suggests otherwise: Coca-Cola struggled with growth even during a more beneficial...
MicroStrategy's big bet on Bitcoin now drives the value of MSTR stock
Value in the operating business seems thin barring a change
The case for MSTR is simple: it’s a leveraged play on the...
FDX stock plunged last week after providing downside guidance for its fiscal first quarter
The cut in earnings alone brings value into question — but that’s not the biggest risk
The U-turn...
Shares of Adobe plunged last week amid mixed earnings and, most notably, the $20-billion acquisition of Figma
The Figma deal raises fears Adobe’s competitive position is weakening
But the deal...
Down 28% so far this year, GOOG looks like a clear buying opportunity
But given external dynamics, the case isn’t quite that simple
Long term, the stock will be fine. But GOOG isn’t the...
Lululemon’s second-quarter earnings were astounding in the current retail context
Q2 should comfort investors worried about how the company will fare amid inflationary and recessionary...
XOM has been the best-performing mega-cap stock of the past 12 months
Higher oil prices have helped — but so have internal improvements
Returns going forward likely won’t match those of...
Harley-Davidson increasingly looks like it was a “pandemic winner”
Earnings across the business look set for a decline
At 9x earnings, HOG seems cheap—but likely remains...