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Topic Replies Activity

Despite the increased interest rates and elevated credit risk due to compromised consumer liquidity, Mastercard Inc maintains a focus on selectively g

Article Comments Mastercard Inc (MA) Reports Solid Growth in Q4 and Full Year 2023 Earnings
0 Feb 1, 2024

In my opinion, it makes sense to underperform the index as they own more than >$150 B cash and cash equivalents, it provides a good safety mattress

Article Comments Paradigm Shifts in Value Investing
1 Feb 1, 2024

Good writeup. I see Paypal transitioning from a growth stock to a value stock. Fintech is getting commoditized given the plethora of payment services.

Article Comments PayPal's Plan to 'Shock the World' Has Begun to Take Shape
1 Feb 1, 2024

Where can value be found in global equities currently?

Investment Ideas
0 Feb 1, 2024

Thanks Sydney - Question for David on Paypal: Apart from margins and financial targets, what are 2-3 things that he is looking forward to from Paypal

Article Comments Ask Wedgewood's David Rolfe Your Investing Questions
0 Jan 31, 2024

Hello, I'm Sally and I just love this MMORPG for its features in the form of gold and killing other players. The PVP system in the game is implemented

Article Comments Suburban Propane Partners, L.P. to Hold 2024 Tri-Annual Meeting
0 Jan 31, 2024

Cathie Wood takes vol to a new level

Strategies
0 Jan 31, 2024

Berkshire is in the BUY zone

Investment Ideas BRK.B
2 Jan 30, 2024

too tough to value

Article Comments Alibaba: It's Not All Bad
1 Jan 30, 2024

I am long EGO. Looks like its generating consistent growth. CIBC has a C$16.50 target in 12 - 18 months.

Article Comments 2024 Looks Promising for Eldorado Gold
1 Jan 30, 2024

Lots of LIFO trading to be done on the climb to $2300 gold prices ... sure hope the miner audience are watching the gold prices. At this time, I don't

Article Comments 2024 Looks Promising for Eldorado Gold
1 Jan 30, 2024

Hubbell's Q4 performance showcased a 10% increase in net sales from continuing operations, with organic growth contributing 8%. The company's full-yea

Article Comments Hubbell Inc (HUBB) Reports Solid Q4 and Full Year 2023 Financial Results
0 Jan 30, 2024

Ignore the noise and stick with a methodology that works (video)

Strategies
0 Jan 30, 2024

We continue to have better tools (such as Gurufocus.com) which we attempt to apply using an investing approach developed decades ago. The better tools

Article Comments Paradigm Shifts in Value Investing
2 Jan 29, 2024

Upbeat article but too pollyannaish. The problem is of course the Chinese government. Will it let Chinese tech grow, given its past ambivalence? Also,

Article Comments Alibaba Is One of the Cheapest E-Commerce Stocks Around
4 Jan 29, 2024

The stock price keeps declining and the company too. I understand it's contrarian but this may be a bit stretched for a buy rating.

Article Comments Nike: The Contrarian Trade of 2024
1 Jan 29, 2024

Rivian is no longer priced like a growth stock. It's priced like a start-up. They raised a ton of money in the IPO due to the post Covid bubble and no

Article Comments Rivian Automotive: A Growth Stock Without Growth
3 Jan 28, 2024

I still see potential in Rivian. They are still growing, just not as fast as the investors expected at the time of ipo...

Article Comments Rivian Automotive: A Growth Stock Without Growth
1 Jan 27, 2024

Scanner for short candidates

Investment Ideas AAL
4 Jan 27, 2024

Thank you for the article FUN. Think I'll wait and start a position if the price gets down below 12. FUN is I may ask, what size of position do you th

Article Comments 2024 Looks Promising for Eldorado Gold
1 Jan 27, 2024