Geoff Considine, Ph.D

Bank of Montreal is the eighth largest bank in North America by assets BMO is acquiring Bank of the West to expand its US presence Dividend raised by 25% in 2021 Wall Street consensus outlook is...

Cisco is refocusing to compete in a cloud-driven world The company’s growth aspirations depend on a service-based model The Wall Street consensus outlook is bullish The market-implied outlook is...

SBUX has declined almost 18% YTD Shares have beaten EPS expectations for the past 5 quarters The Wall Street consensus outlook is bullish The market-implied outlook (derived from options prices) is...

Nike has had a volatile year and the shares are down 11.8% YTD The valuation is high Wall Street consensus is bullish, with about 25% expected 12-month gain The market-implied outlook for NKE is...

Union Pacific Corporation (and railroads, in general) have been strong performers over the past 15 years UNP is up 11.8% in the past 3 months The volume of rail transport for 2021 was significantly...

QCOM shares leapt after a big earnings beat at the start of November The shares have lagged the semi industry substantially over the past 12 months The company is poised for substantial growth in auto...

VIAC is a hybrid of traditional media with streaming services The market struggles with how to value this company The Wall Street analyst consensus is that the shares will rebound in the next year The...

Costco is an incredibly successful and well-run company Shareholders have enjoyed very high returns as the firm builds out e-commerce offerings The company is valued more like a tech firm than a...

Lennar is one of the US’s largest home builders The company is trading at a modest P/E of 7 The Q4 earnings, reported Dec. 15, slightly missed analyst expectations The Wall Street analyst...

IBM shares have been in decline over the past 5 years The current dividend yield is 5.2% The Wall Street consensus view continues to be bullish The market-implied outlook (calculated from options...